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During the preparation of a signature request, you will add your documents for your signers to sign. Follow this article to find out how to turn a document into an attachment and edit a document.
Discover documents
When creating a signature request, you can add documents to be signed or simply read as attachments.
You can add documents :
In PDF or DOCX formats only.
A maximum size of 50MB.
A maximum of 50 documents per Signature Request.
When uploading a docx document, your document display may be a little altered, we recommended converting it in PDF before uploading it on Yousign.
Turn a document into an attachment
Attachments allow you to add documents within your signature request that you want to share with recipients, but that do not need to be signed.
Documents marked as attachments are not listed in the audit trail as these documents are not signed.
This may be a commercial leaflet, an explanatory note, annexes or any other document that you think it would be useful to add to your procedure.
You must have at least one document to sign (not an attachment) in order to finalize your request.
To turn a document into an attachment:
Add the document to your signature request.
Click on "..." at the right of the document you want to turn into an attachment.
Click "Turn into an attachment"
Documents that are attachments will have a "paperclip" symbol next to them.
Edit a document
Replace a document
If you made a mistake after adding a document to your signature request, you can easily replace it with another document. To do this:
Click on "..." on the right of the document you want to replace.
Click "replace this document"
Select the new document you wish to replace it with.
Click "Open"
The document will be replaced.
Rename a document
If you are not satisfied with the name of your document, you can rename it. To do this:
Click on "..." on the right of the document you want to rename.
Click on "Rename document"
Enter the new name you wish to call your document.
Click "Rename".
The document will be renamed.
If you would like to know more about renaming a document, check out our related article: Rename a document.
Delete a document
You can easily delete a document if you cannot replace it. To do so:
Click on "..." at the right of the document you want to delete.
Click "Remove"
Click on "Yes".
The document will be removed from the signature request.
