If you have additional general terms, standard industry terms, policies or other appendices, you can add them to:

  • a document in a template,
  • a document in a contract drafted from a template (depending on your access level), or
  • a document that is uploaded to send for signing. 

Adding appendices to a document in a template is easy:

  1. Click Templates in the top menu, then choose the template to which you wish to add appendices,
  2. Once, you’ve created a document in the template, click the Appendices button to the right of the document name to which you wish to add appendices,
  3. Click the Add appendix button and choose the .pdf files you wish to add.

Appendices can also be added to a document in a contract drafted from a template or to a document that is uploaded to send for signing. 

To add appendices to a document generated from a template, or to an imported document, simply:

  1. Click Draft & sign in the top menu, then click the project to which you wish to add appendices,
  2. Once you’re in a specific project, click the Appendices button to the right of the document to which you wish to add appendices,
  3. Click the Add appendix button and choose the .pdf files you wish to add.

Note: Appendices must be .pdf files and are not editable after being added to a document. There are also three scenarios where appendices are locked, meaning they can no longer be added, renamed or deleted:

  1. When the signature process has been initiated. Or in other words, when the contract has been sent for signing or is already signed,
  2. One or more approvers have already approved of the contract,
  3. The user is a Member and the appendices belong to a document that has been generated from a template. In other words, if a template has a document with an appendix, it will be locked to Members when a contract is generated from that template. Members can however add, rename and delete appendices that belong to documents that they have uploaded to a contract on their own. 
Did this answer your question?