Upload the file to the external document block before you send the envelope.
Open the left documents panel.
If the panel is collapsed, click Documents to expand it.
Click Add new document.
Click External.
Click the upload zone.
Select a file.
Wait for the upload to finish.
When it’s done, you’ll see the file name (or the PDF preview). You can replace the file before sending.
Fill in the remaining required fields.
Upload all external documents assigned to your role.
Click Send.
Last updated 6 days ago