How to upload an external document

Upload the file to the external document block before you send the envelope.

Upload an external document

  1. Open the left documents panel.

    • If the panel is collapsed, click Documents to expand it.

  2. Click .

  3. Click .

  4. Click the upload zone.

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  1. Select a file.

  2. 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.

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  1. Fill in the remaining required fields.

  2. Upload all external documents assigned to your role.

  3. Click .

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