Use case

Get the paperwork and the proof in one go

The signature is rarely the only thing you need. A subcontractor's certificate of insurance, a tenant's pay stubs, a photo of the meter before the job starts. Instead of a second email asking for attachments, put an upload box on the document and collect the files in the same sitting.

Updated November 5, 2026 · 2 min read

On this page
  1. Two upload fields
  2. Add an upload box
  3. What the signer does
  4. Where the files go
  5. Questions

Two upload fields

AttachmentPhoto
TakesPDFs, photos, or both, as you chooseOne photo, JPEG or PNG
How manyOne file up to five, you set the mostOne
Where it ends upAdded after the documents in the signed PDFPrinted inside its box on the page
Good forCertificates, statements, multi-page recordsA site photo, a picture of a serial plate
Upload fields in the editor's Files and Photos group

Each file can be up to 10 MB. SignMaster checks what a file really is, not just its name, so a renamed file of another type is turned away. Password-protected PDFs can't be attached, because they can't be opened to add to the signed copy.

Add an upload box

  1. 1

    Place the field

    In the editor, drag Attachment or Photo from Files and Photos onto the page, next to the line that asks for it, like Attach your certificate of insurance.

  2. 2

    Assign it

    Give it to the signer who has the file. Each upload box belongs to one person.

  3. 3

    Set what it accepts

    For an attachment, tick PDFs, Photos or both under Signers can attach, and set Most files. Give it a clear label; it becomes the column name in your exports.

  4. 4

    Required or optional

    New fields start required, so the signer can't finish without the file. Switch Required off for a nice-to-have.

What the signer does

They tap Attach files, then pick from their computer, their phone's files or its camera, and can add more up to the limit. The box tells them their files will be added to the end of the signed document, so nobody is surprised to see them there. On a phone, taking a picture of a paper certificate is usually quicker than finding a PDF.

Where the files go

  • Into the signed PDF. Attached files follow the documents, and the box on the page reads File attached, see page 7, so a reader can find it. Photo pages carry a header naming who attached what.
  • Onto the certificate. Each file is listed with its SHA-256 fingerprint, so you can later show it's the same file the signer gave you.
  • On the envelope page. An Attachments section lists every file with its own download button and a preview.
  • Into your other apps. On Crew and Company, webhooks send each file's name and a short-lived download link, and the Responses table shows the file name in its column.

Files stay with the people who should see them. A signer later in the order doesn't get a separate copy of an earlier signer's upload; everyone sees it in the final signed PDF.

Questions? Answers.

What file types can signers upload?

PDF, JPEG and PNG. Word files, spreadsheets and videos aren't accepted, so ask for a PDF export instead.

Can I collect a photo of a driver's license?

Yes, with a Photo or Attachment field. The separate Driver's license field only records the license number as text; it doesn't take a picture or check the ID.

Can I download the files on their own?

Yes. The envelope page lists each one with a download button, apart from the signed PDF.

Do uploads count against my plan?

No. Upload fields are on every plan, and files don't count as envelopes.

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