What are Supporting Files in Draft & Sign?

Learn more about Supporting Files within a project in Draft & Sign

How can I work with Supporting Files?

Supporting Files can be used in two ways:

1. With Outlook integration (BETA):
   Upload .EML (email) files directly from Outlook. Metadata such as subject, senders/recipients, and last sent date will be displayed automatically, and you can download the original file or view the full email thread as a PDF.
2. Without Outlook integration:
   Supporting Files are also available for all Draft & Sign users. If you’d like this feature enabled for your team, reach out to us and we’ll activate it.

How to use Supporting Files with Outlook

Precisely's Outlook integration gives you the ability to include .EML (electronic mail format)* files within the Supporting Files section in a project. 

The Supporting Files section will display metadata from uploaded .EML files such as the email thread subject, parties involved (recipients and senders), and the date of the last email sent in the thread. You can download the .EML file by clicking the download button to the right of the file's information, or open a PDF display of the entire email thread by clicking the Email thread subject link. 

*.EML files contain email content saved in plain text. The plain text includes messages, senders, time, and more. This type of file can be sent and received through RFC-822-compliant email programs, such as Microsoft Outlook.

How to use Supporting Files without Outlook

Supporting Files are now also available for all Precisely users - even without the Outlook integration. If you’d like this feature enabled for your organization, reach out to us and we’ll activate it.

Some suggested use cases include:

• Meeting notes – Store notes and summaries relevant to the project.

• Business proposals – Attach proposals shared with stakeholders.

• RFX materials – Keep procurement-related files that don’t belong in the Archive.

• Reference documents – Add background materials.