What are supplemental documents?

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Supplemental documents are used to provide additional information to recipients. These documents don't require signatures and may be used to convey the terms and condition of an agreement. Supplemental documents are kept separate from the content that recipients need to sign so that viewing and signing roles don't become confusing. To implement a supplemental document:

1. Upload the document that will serve as a supplement to the signed document.

2. Choose "Set as Supplement"(P1). A light blue tag labeled "Supplement" will appear in the upper left hand corner of the uploaded forms thumbnail(P2).

3. Upon entering the form developers will see the supplement document(s) at the bottom of the forms to be signed. Clicking the supplement document box will reveal an action strip for supplemental documents on the right side menu(P3). There are two main options(accept and view) and a potential third option(read) if the first two options are both selected. Actions taken with the supplement document must be set for each recipient.
   
   
   

   1. Must view requires the document viewer or signer to view the supplement document(s). Recipients will click the view button which will allow them to read through the document, and/or download or print it.

   2. Must accept requires the document viewer or signer to click the "Accept" button on the supplement strip.

   3. Must read(only available if must view and must accept are selected) requires the recipient to open the supplement view and scroll to the end of the supplement(P4).