> For the complete documentation index, see [llms.txt](https://university.gonexa.fr/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://university.gonexa.fr/sign/en/advanced-features/collect-files.md).

# Collect files while signing

Ask signers to provide files before signing a document.

{% hint style="info" %}
**Prerequisites**

* Gonexa Sign installation and configuration
* Creation of a Gonexa Sign document template with a signature placeholder
* Have the Gonexa Sign Admin permission set to configure interactions
* Have at least package version 2.2
  {% endhint %}

## Why ask for files?

Ask your signers for documents to add to their procedure so you can synchronize them into your CRM.

### What is a file to collect?

Files to collect let you ask signers to provide one or more files before signing the document, such as an ID document or bank details (RIB).

{% hint style="danger" %}
**Warning**

You can request up to 10 different files from your signers. You can request more than 10 files if all signers must provide the same document, for example an ID document, provided that they are named identically.
{% endhint %}

## Set up a file to collect

After creating a document template with Gonexa Doc, adding a recipient, and inserting a signature placeholder:

* Go to the "Sign" tab, then to the "Files to collect" component
* Click "New" and enter the expected file type, for example RIB. This is the name of the document the signer will see when signing
* Select the recipient who must provide this file from the list of signers configured on the document template
* Indicate whether the signer must upload the file in order to sign by checking the "Required" box
* By default, the file is stored on the Signer object. If you want to change where the file is stored, fill in the "Link a file to" field and select the desired path

{% hint style="success" %}
**Example**

If the generation context is an Opportunity, you can select `Account.Id` to link the RIB to the opportunity's account
{% endhint %}

* Check the "Change the name of the uploaded file" box if you want to apply a default name to the collected file. You can then define a prefix and a suffix for the file.

For example, the prefix RIB and the Opportunity Name as a suffix

![Setting up a file to collect](https://content.gitbook.com/content/fJiC57rqLAtDo49GS6QB/blobs/xPDBFeSo2aZ4ePcpyAbI/52-03-fichiers-a-collecter.gif)


---

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