Attach transaction documents to your signature packet

In this article:

1. Attach full signing documents
2. Hide others' signature pages
3. Signatory's view of full documents during signing

Attach full signing documents

In SimplyAgree, you have the ability to add the full document version for the documents a signatory is assigned to, both for PDF and eSign packets. 

1. Under the Document visibility section
2. Select the checkbox before "Attach signing documents"

Hide others' signature pages

If you include the full signing documents, you also have the option to exclude other signer's signature pages from that document. When they go to sign, a signer will only see their own signature pages when they view the full document version.

To enable this:

1. Check the box next to Hide signature pages for other signers

Signatory's view of full documents

If you're sending PDF packets with the full transaction documents, the email includes both the PDF packet and a zip folder with the full documents.

For eSignature requests, your signatories can view the full transaction documents by clicking the "Review and Sign" button in the request email, and then clicking the magnifying glass icon to the right of the document name.