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 be sent for signing. 

Adding appendices to documents in templates

To add appendices to a document in a template, simply

  1. Click Templates in the top menu and choose the template you wish to add appendices to,
  2. Once you’ve added a document to the template, click the Appendices button to the right of the document, and
  3. Click the Add appendix button and choose the .pdf file(s) you wish to add.

Adding appendices to documents drafted from templates and documents uploaded for signing

You can also add appendices to a document in a contract drafted from a template or to one that is uploaded to be sent for signing. 

To do this, simply

  1. Click Draft & sign in the top menu and click the project you wish to add appendices to,
  2. Click the Appendices button to the right of the document, and
  3. Click the Add appendix button and choose the .pdf file(s) you wish to add.

Re-ordering appendices

If your appendices should appear in a certain order, e.g. general terms followed by policies, you’re able to decide this set order. To re-order appendices, simply

  1. Add your appendices to your draft or template document by following the steps above,
  2. Drag and drop the appendices into the correct order.

Your appendices will now appear in the order you have set when the project is sent for signing.

Restrictions

Appendices must be .pdf files and can not be edited after being added to a document. Furthermore, a document’s appendices are not included when you send a document for review

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 started. 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. 

 

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