Add internal attachments

You can easily identify exhibits or schedules within pre-compiled documents, mark them as attachments, and reference them in your closing binder index.

You can't mark an embedded attachment that includes a normal signature page, InstaPage, or another attachment.

When you use the Versioning Tool, any embedded attachment will be unmarked, and you'll need to remark it after versioning up the document.

Mark an internal attachment:

Open the document you've uploaded into SimplyAgree
Scroll to where the internal attachment should start
Click the small page thumbnail for the 1st page of the attachment
Scroll down to where the last page of the internal attachment should be
Press Shift + Click and click the small page thumbnail for the last attachment page
Right-click and select Mark attachment
Fill out the attachment name and label information on the right-hand panel that will appear.
Click Save attachment

Edit an embedded attachment:

To edit the attachment name or label:
Click on the attachment thumbnail on the left, this will open the attachment editing panel.
Make your changes and click Save.

To edit the page range of an embedded attachment, you'll need to remove the current selection and then create the internal attachment again

List embedded attachments on the Closing Binder Index:

You'll list an internal attachment on the closing binder just as you would an external attachment.