Adding Documents

Documents can be added and sent with a WK E-Sign package. Add documents when you are ready to send a package using WK E-Sign. Added documents will not be saved with the transaction in ComplianceOne after you leave or refresh the Print page.

  1. Select Add Documents.

  2. Select Choose File. Locate and select the file.

  3. Select Add.

Note:
Attached documents will not be interactively signed as they are not programmed with e-signable lines in ComplianceOne. You can sign added documents using a package level signature, or by using the WK E-Sign program outside of ComplianceOne to prepare documents for signatures.