How do I allow users to upload files when drafting from a template?

Learn how to allow or prevent users from uploading files when drafting a contract from a template

To enable different use cases, it’s possible to allow users to upload files of their own when drafting a contract using an automated template.

This enables templates that are only for imported documents but also makes sure that even imported documents have to be approved if you disable the Upload & sign feature.

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To allow uploads when drafting from a template, simply

  1. Click Templates in the top menu and choose the template you want to allow uploads for,

  2. Click the Allow uploads switcher under Documents in the template overview. It turns blue when activated and grey when deactivated.

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Pro tip: You can control drafting permissions for uploading and signing. Depending on your use case, you can determine whether your users can upload and sign documents freely or only in controlled instances.