Attaching Files for Upload in Docusign

Owned by STAGGS, JOSHUA W. (Deactivated)
Last updated: Mar 04, 2021 by KARYN O'DELL
2 min read

Some Docusign forms require attaching extra files for verification of information (i.e. attaching files for requested forms). If you have a form that you need to sign or attach new information to, it will display on your MyOTC landing page. This article will help guide you through finding these documents in MyOTC, and attaching the files as required.

Instructions

  1. Access the form by clicking on the link inside MyOTC for the relevant form.

  2. It will ask you to confirm your intent to e-sign and authorize your signature.

  3. Fill out all required fields in the document forms.

  4. If you see the icon below, this indicates that the document requires an attachment. If the icon has a white background rather than yellow, and the mouseover tool tip does not say Required, then a document attachment is not required.

  5. Click on the Attachment icon, and then Upload a file.

  6. Browse to the file you need to attach, select the document, and click Open.

  7. Click Done

  8. The Attachment button will change from yellow to grey, meaning there is a file attached.