Request PDF with CSV attachments to optimize your document workflows

Aug 6th, 2022

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01. Drag and drop image or file attachment fields anywhere on the document.

02. Change field properties, assign them to a specific recipient, or mark them as required.

03. Attach files in the specified format, or ask the signer to upload them in the designated field.

04. Download attachments as a separate PDF or bundle them with the document. Or view attachment fields in the audit trail.

Experience the benefits of attachment fields

Simplify data and signature collection

Save time by collecting signatures and supporting information in one step. Ask your recipients to sign the document and upload the necessary attachments all at once.

Boost teamwork and process visibility

Keep everyone updated on the signing process. Once the document is finalized, everyone can download attachments, and you can view attachment fields in the audit trail.

Streamline workflows

Speed up the document turnaround by attaching all the necessary files right to the document. No more endless back-and-forth or long email threads.

Simplify document management

Choose a preferred download option. Get the attached files as a single PDF, as separate PDF pages, or download all attachments and the main document in a compressed ZIP file.

Note: Attachment fields are available with the Pro plan or during a free trial. Upgrade your plan or start a free trial to use this feature.

See how easy it is to share and collect attachments

Easily request PDF with CSV attachments using DocHub’s capabilities

Do you often require to add a CSV to a PDF for signing in your processes? Use a complete document administration solution to perform this and all the other needed actions with your files as well as endorse them by yourself and request eSignatures from partners. Just follow our easy-to-use flow:

How to request PDF with .csv attachments online with DocHub

Enter your existing DocHub user account or use your email or social media credentials to set up a new one.
Click the button on this page to create your document, or transfer it to the uploading area.
Once the document opens in the editor, use our Attachment option of the Manage Fields function to include attachment fields.
File formats allowed:
- .doc
- .pdf
- .rtf
- .csv
- .html
- .txt
- .rtx
Make other needed modifications in your file using the options.
Use the Prepare Sign Request option to request PDF with .csv attachments. Add the signers, their permissions, placeholder text, and the necessary file types for each attachment field.

Now, the file with your uploaded attachments and fields for filling by participants is prepared for sending, distribution, or downloading as you desire. Try DocHub for optimum flexibility in the document processes: you can use any gadget with Internet connection and just one platform for all your PDF tasks.

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DocHub's editing tools make it easy to keep your work flowing from anywhere. Add text and images, exchange comments, highlight important content, redact information, and underline or strike out text with ease. Rearrange, add, or delete pages or merge PDFs to create polished documents.

Get documents signed online

Close deals faster without chasing signatures for days and hassling with physical documents. Sign contracts and agreements electronically in seconds or send them for legally binding eSignature. With instant notifications and a detailed audit trail, you'll never lose sight of your deals.

Collect data with ease

Eliminate manual steps in your data collection process. Publish fillable forms online for quick completion on any device. Transform your documents into reusable templates, allowing recipients to easily fill out their copy in minutes.

Simplify document sharing

Share PDFs via public or private links and allow others to review, edit, or complete them online. Send documents with role-based permissions for quick and secure approvals. Additionally, you can share your documents by email or fax.

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DocHub integrates with your favorite Google Workspace apps, allowing you to import, edit, sign, and save documents right from Google Drive, Gmail, Google Classroom, or Chrome without any back-and-forth.

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Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

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Can I specify what types of attachments I need when making a request?

Yes, during the document creation, you can indicate the necessary attachment file types in the designated fields. This guidance permits you to request PDF with .csv attachments from your signers.

Can recipients refuse to provide attachments when requested?

If you mark attachment fields as required, participants will be incapable to continue if they don’t add a Comma-separated values to a PDF for signing. This capability ensures compliance with your needs, improving the document gathering process.

Are there any constraints on how many files can I request using the “request PDF with CSV attachments” feature?

Typically, attachment fields permit only one material inclusion per signer. For multiple material calls, setting up several fields or suggesting ZIP uploads can optimize the process.

How do I manage attachments if a recipient uploads the incorrect file?

If a recipient uploads an wrong file, you can immediately reach out to them and instruct they re-upload the correct document. Guidelines on how to modify their prior upload can boost understanding in this situation.

Can I request PDF with CSV attachments for without cost with DocHub?

Attachment fields or wide-ranging cooperation tools necessitate a premium membership. For added capabilities, switching to a paid plan offers availability of improved functions that streamline document interactions and improve user experience.

How do I open a CSV file as a PDF?

Easy CSV to PDF Conversion Across Devices Step 1: Open the Excel to PDF Converter Tool. Visit our Excel to PDF Converter. Step 2: Choose Your CSV File. Click on Choose Files to browse your device for the CSV file you want to convert. Step 3: Download or Save Your Converted PDF.

What file types can docHub open?

Direct file conversion formats (Acrobat) ExtensionFilename .doc, .docx, .xls, .xlsx, .ppt, .pptx Microsoft Office formats (Word 2010, PowerPoint, Excel) .txt, .rtf Text, Rich Text Format .ps, .eps, .prn docHub PostScript and Encapsulated PostScript .bmp, .jpeg, .gif, .tiff, .png, .pcx, .rle, .dib Image files11 more rows Oct 10, 2024

Can PDF include attachments?

A PDF is a versatile format. In addition to all the ways you can modify the file, you can also use it as a storage container. You can attach other files to it which can be extracted at a later time. In the Comment tab, click the Attachment.

Can docHub open CSV?

CSV files can be used on any operating system, including Windows, macOS, and Linux. They work with many software programs, making it easy to access and use the data anywhere. Additionally, tools like docHub enhance the usability of CSV-related workflows.

How do I import a CSV file into docHub?

Heres how: Go Uploaded Files New and click Upload CSV. Click Choose a csv file, and browse to select your CSV. Click the Upload button. If the filenames in your CSV file correct, docHub Stock will connect all titles, categories, and keywords to your files.

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