Create your first document

Let's send out your first document. To do this have the following ready:

• Document to be uploaded.

  • We accept DOC, DOCX or PDF files.
  • You can upload up to 20 documents or a maximum combined size is 20MB.

• Signer details

The next pages of this guide will walk you through:

1. Uploading your document
2. Add signers
3. Add fields
4. Preview the document
5. Send document

Upload your document

Here you will upload your document, you can also import a template. See templates section for more information.

• Click "Send envelope".
• Click "Upload documents"

Send a document > Upload document

After you have uploaded the document you will get a visual notification that the upload is complete. At this point you can:

• Delete the document
• Replace the document
• Upload another document.
• Add auto-tagging.

Carry on through the documentation for more information on these features.

Delete the document

Once the document is uploaded you can delete the document if you do not wish to proceed by pressing the "bin".

Send a document > Upload document > Delete

Replace the document

Once the document is uploaded you can replace the document if you have uploaded an incorrect document.

Send a document > Upload document > Replace

Upload another document

At this point you can upload more than one document to the same envelope.

Send a document > Upload document > Upload another document

Video explainer