Attach Files to Documents and Templates

Sometimes an agreement needs supporting material — a spec sheet, a brochure, terms and conditions — alongside the main document itself. You can attach standalone files that go out with the document rather than trying to embed everything into the document body.

How to attach a file

1. Open the document or template in Payments > Documents & Contracts.
2. Click the gear/settings icon in the upper-left corner.
3. Select Add Attachments, then Upload.
4. Drag and drop the file or browse to select it.
5. Wait for the upload to finish, then save.

File limits

• Accepted formats: SVG, PNG, JPG, and PDF.
• Maximum 15 MB per file, and up to 5 attachments per document.
• Keep the combined size of the document and its attachments under about 20 MB so email delivery isn't affected.

How attachments behave

• They arrive with the email as normal, downloadable attachments — recipients don't need to open the document itself to get them.
• If you send the document through a workflow, the attachments go along with it automatically.
• Recipients can remove an attachment they don't want to keep before it's finalized.
• If you duplicate a document to reuse it, its attachments carry over to the copy.