Upload and manage PDF documents

Upload documents

Open step 2. Documents, choose a supported PDF and upload it. Repeat this for every document that belongs to the request. Use descriptive filenames because recipients see document names during signing.

Review the list and document preview after upload. Remove an incorrect document before placing fields. If a document is removed, fields associated with it cannot be used and may need to be recreated after the correct PDF is uploaded.

Document checks

• Confirm every page is present, readable and in the correct orientation.
• Do not upload a password-protected, corrupted or unfinished PDF.
• Remove hidden comments or information that recipients should not receive.
• Confirm the document is appropriate for standard electronic signing.

Documents are protected within the App, but downloaded and emailed copies are the user's responsibility.