Learn how to add appendices or addendums to a template or a document
If you have additional general terms, standard industry terms, policies or other appendices, you can add them to
a document in a template (BONUS: you can even work with appendices in the editor),
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
Click Templates in the top menu and choose the template you wish to add appendices to,
Once you’ve added a document to the template, click the Appendices button to the right of the document, and then the Add appendix button.
Choose if you want to upload a static PDF appendix, or if you want to create a blank appendix. If you create a blank appendix, you're able to work with it in the editor. It means you'll be able to add text, references, conditional blocks, formulas, and more - in other words, all the things as in the main template document.
⚠️ Note: If the output in the generated project results in an empty appendix due to conditions not being met (e.g. the whole appendix was a big conditional block), the appendix won't be included at all.
💡Pro tip: When naming your appendix, you can include references in the title name.
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
Click Draft & sign in the top menu and click the project you wish to add appendices to,
Click the Appendices button to the right of the document, and
Click the Add appendix button and choose the .pdf file(s) you wish to add.
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
Add your appendices to your draft or template document by following the steps above,
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.
Appendices must be .pdf files and can not be edited after being added to a document. When sending a document for review, the appendices can be accessed via the "Appendices" button.
There are also three scenarios where appendices are locked, meaning they can no longer be added, renamed or deleted:
When the signature process has started. Or in other words, when the contract has been sent for signing or is already signed,
One or more approvers have already approved the contract,
The user has a Member role and is therefore not allowed to work with appendices. See how to allow members to upload appendices.
Pro tip: You can also interlink documents in the archive, making it possible to quickly see and navigate between related documents.