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How to add or create custom Annexures to a campaign (Agent Guide)

This guide explains how to add existing Annexures from your office library to an agreement, and how to create new, custom annexures for a specific transaction.

 

 

The Annexures Screen

When preparing an agreement, you will reach the annexures step. This screen is divided into two main sections:

  • Left Panel (Annexure Library): This contains a list of pre-approved annexures created by your office administrator.
  • Right Panel (Applied Annexures): This shows all annexures currently included in the agreement package. Some may be defaults that your administrator has set as mandatory for every agreement.

Option 1: Add an Annexure from the Library

To add a standard, pre-approved document from your office library:

  1. Locate the document you need in the Annexure Library on the left.
  2. Click the plus icon (+) next to its name.
  3. The annexure will be added to the Applied Annexures list on the right.

Option 2: Create a New, Custom Annexure

Use this method for transaction-specific documents that are not in the office library.

  1. In the Applied Annexures section, click Create.
  2. Enter a descriptive Title for your annexure.
  3. Choose the type of annexure:
    • Upload: For adding a PDF document.
    • Free Text: For typing or pasting text directly.

Example: Uploading and Preparing a PDF Annexure

  1. Select the Upload option.
  2. Drag and drop your PDF file into the designated area, or click to browse and select it from your computer. A confirmation checkmark will appear once the upload is complete.
  3. (Optional but Recommended) Add Signature Fields: If the annexure needs to be signed, you must add signature fields.
    • Click Edit next to the uploaded file to open the document in the Editor View.
    • The panel on the left provides all available fields, such as Vendor Signature, Date Signed, Text Box, Strike-through, and Tick Box.
    • Click the plus icon (+) next to the field you need (e.g., "Vendor Signature").
    • Click on the document canvas to place the field. Drag and resize it as needed.
    • Once you have placed all required fields, click Save, then Submit.

 

How to Remove an Annexure

To remove an annexure that you have added to the "Applied Annexures" list, simply click the bin icon next to its name.

Your custom annexure is now successfully bundled with the main agreement and is ready to be sent for signing.