Attach Files to Documents & Templates

Deliver a complete document package in one email by adding images, PDFs, or other files as true email attachments within Accommador’s Document & Template Builders. This article shows where to upload, manage, and send attachments so clients receive everything they need without extra follow‑up.

Overview

of Attaching Files to Documents & TemplatesYou are able to upload multiple files (SVG, PNG, JPG, or PDF files, up to 15 MB each) directly inside any document or template. When the document is sent, manually or through a Workflow, those files arrive in your recipient’s inbox as standard, downloadable email attachments. This enables you to send a single email that contains both the contract and all supporting documents.

Key Benefits of Adding Attachments

Single‑Email Delivery: Clients receive the contract plus supporting materials in one message, reducing confusion and speeding sign‑offNo Extra Tools Required: Eliminate third‑party file‑sharing links for a seamless sender and recipient experienceWorkflow‑Ready: Attachments ride along automatically when documents are triggered by Workflows—no extra configuration neededEasy File Management: Upload, preview progress, or delete files directly from the Document Settings panel before sendingNo External Download Links: Recipients can open attachments directly from the email, reducing extra clicks, boosting trust, and minimizing phishing concernsHow to Upload AttachmentsFollow the numbered steps below to locate the Add Attachments panel and upload files without leaving the builder.

Step 1: Navigate to Documents & Contracts

In the left‑side navigation bar, click PaymentsIn the top navigation ribbon, click the Documents & Contracts tabStep 2: Create New or Open Existing Document/TemplateTo edit an existing document/template, click its name in the listTo create a new one, click the blue + New button in the top‑right cornerStep 3: Open SettingsClick the Gear icon (Settings) in the upper‑left corner of the BuilderStep 4: Select and Upload FilesScroll to Add Attachments and click UploadDrag‑and‑drop or browse to select SVG, PNG, JPG, or PDF files (≤ 15 MB each)Click Upload to confirmStep 5: Review Progress & SaveWatch the real‑time upload progress bar until it reaches 100 %Remove any file at any time by clicking the Trash Can icon next to itClick Save to commit your changesSupported File Types & LimitsUnderstand the boundaries so your emails deliver successfully.

Accepted formats: SVG, PNG, JPG, PDFSupports up to 15 MB per fileSupports up to 5 attachmentsFrequently Asked QuestionsQ: What happens if my file is larger than 15 MB? The upload will fail. Compress or split the file and try the to upload again. Q: Can I attach multiple files?

Yes, upload up to 5 attachments. Keep total email size under 20 MB for best deliverability. For more info, see File Size Limits for Attachments in SMS and EmailQ: Do attachments send when a document is triggered by a workflow? Yes, any attachments added to the template automatically are with the email sent through a Workflow.

Q: Will attachments copy over if I duplicate a document or template? Yes. When you duplicate a document or template, any existing attachments are duplicated as well. You can remove or replace them in the new copy.