How To: Add an Attachment

Scenario: Prior to sending out a document package, you realize you need to include an attachment such as a .jpg, or .gif file. An attachment can be added at either the Landing Page or Signing Document Level.

Adding Attachments to Landing Pages

 Instructions

1. In the top right corner of the screen, notice the paperclip icon:

2. Click on the Paperclip:

3. Upload the necessary attachment, Name the Attachment, Click "Add File". The file will then appear on the right side panel with a trashcan should you need to delete.

Adding Attachments to Signing Forms

Instructions

1. On the left side of the screen, click the Attachments section.
   If you have more than one transaction in this case, each transaction will have its own respective Attachments section.

   

2. Click Upload File or the Upload Arrow depending on the screen you are presented with.

   • General Attachments can be added to the transaction throughout the document lifecycle
     
   • Requested attachments are initiated at specific points of the document lifecycle (ie, upon signing)
     

     

     Note: If enabled, you can click Skip to proceed without this attachment. Contact your Advisor/Admin if clarification is required

3. Select an option from the Upload Attachment(s) dialog

   • Upload and convert to PDF: This is the default option and will convert all attachments to PDF format. This is the recommend method of attaching files to ensure that the file is not corrupted when data is routed to the Custodian or to your Firm’s systems (ie, CRM).

   • Upload and keep original file type: This option is used to upload files and retain their original file type. (ie, Excel spreadsheets)

   • Upload by phone: Select this option to upload a file from your phone. A text message will be sent to you prompting you with next steps.

   • Upload and create fillable form: Select this option to upload a PDF file for your recipients to review and sign in addition to the default forms in this package (ie, Fee Structures). This option is available to Publishers only.

     

4. Upload and Convert to PDF or Upload and Keep Original Filetype

   1. Click Upload File

   2. A window will appear to select 1 or more files

      

   3. Review your attachments in the Upload Attachment(s) dialog.
      You can click a filename to rename it before the document is attached.

      

   4. Click Attach

   5. Click Save

      

   6. Your documents have now been added to the transaction.

      

5. Upload by Phone

   • Select the Upload by Phone radio button and enter your Phone number

     

   • Click Confirm

   • Check your phone for a text message and click the link within the message.

     

   • Click Choose Files

     

   • Review your uploaded files and rename if desired

     

   • Click Submit

     

   • Your attachments will automatically appear within the Attachments section of the Signing Viewer.

     

6. Upload and create fillable form

   • Click Upload Form

   • Select a Form to upload

     • Toggle Hide Form(s) to prevent this form from being transferred downstream. This is useful for documents that require your client’s signature but are not required for the Custodian (ie, Fee Structures).

       

   • Click Save

   • Your form is now attached and can be found alongside other signable documents in the Transaction. Click the form to modify and add Signature blocks if required.

     

Note: The Advisor360 Express platform does not support .doc or .pdf files with dynamic fields (ex. fillable fields, check boxes with values etc.) Do not use the attachment feature to send any files with dynamic data. For those files, you will need to use the "Send A File" feature which allows you to indicate the field types on your form. You can find information on how to send "one-off: transactions How To: Send a "One Off" Transaction.