07. How to upload a document

Step 1

Select “New Document” in the application menu or choose one from the three predefined workflows on the dashboard.

Step 2

 In the application you can upload a document from your desktop or from the cloud (Dropbox, OneDrive, Google Drive, Box). To select a document from the cloud, click the appropriate icon, and select the document.

Step 3

To send more than one document for signature, simply add more files by pressing the upload button as needed.

Step 4

In the next section you can edit document information – change the file name (if needed). You can also add a short description. If you want to use this file again, click on the  check box  to save it as a template in your folder.

Step 5

You can also use additional options – such as protect the document with a password, set expiration date for the document, hide the email addresses in the audit trail or hide the audit trail from your business partners.

Step 6

Proceed on selecting partner(s)