How to Attach PropDocz Add-on Document to PropDocz Agreement
On the DSL Agreement EditForm, on the left menu sections click the Attachments
Click the Click here to Upload and Send Sign Request to Add-on Document
Click the Send Document for Signing button
On the choose from to send dialog click either
i.) Upload Document (Adding New document to Send)
ii.) Select from Template (Send a document from template)
Click the Select from Template, on the Select from template dialog, checkmark the document you wanted to send to
Click the Proceed button
Verify the document, then click the Proceed button
On the Document Signing page, select the recipient you wanted to send the document to then click the Attach to Agreement button
Click OK button
You have successfully attached the document to the agreement!!
NOTE: You can view the attached document on the DSL Attachment
