How to Upload a Document for e-Signature

This document explains how to use Quick send in the DocStudio Dashboard to upload external files and send them for signing by configuring recipients and roles.

Upload document

You can upload up to 50 files. Each file can be up to 50 MB, and the total upload size per send is limited to 50 MB.

1. Open the Dashboard.

2. Click the button.

3. Upload your file(s) in the modal window.

4. Check the uploaded file(s) list and click the button.

5. Enter the recipient's email. — You can also Add approver or send a copy.

6. Click the button.

7. In the top-right corner, click the button.

Supported extensions:

.pdf, .doc, .docx, .xls, .xlsx, .xlsm, .xlsb, .xml, .dbf, .txt, .rtf, .csv, .xps, .eml, .msg, .emlx, .rpmsg, .crt, .pem, .der, .cer, .ppt, .pptx, .png, .jpg, .jpeg, .tiff, .tif, .zip, .7z, .rar, .asice

Quick send modal overview

After uploading the file(s), the Quick send modal window will open:

Please do not use restricted symbols in the file name: ^, , ", /, :, ?, <, >, |

1. Subject — You can edit the title of your envelope. This is what recipients will see in their inbox and email notifications.

2. Message — You can enter a brief note or instructions for your recipients.

3. Recepients — The primary participients. Enter recepients emails in the role inputs.

4. Approvers — Users assigned to review and approve the envelope.

5. Send a copy — Additional recipients who will only receive a copy of the envelope for their records.

6. I want to sign or fill an envelope — Enable it to add and fill dynamic fields as sender.

7. Action buttons:

   • Next — Advances to the next stage to finalize the envelope.

   • Back — Returns to the Upload Documents modal window.

   • Close — Exits the Quick send process.

In Recepients, Approvers, and Send a copy, separate emails with Enter or Space.

Fill fields as Sender

If you enabled I want to sign or fill an envelope, as sender, you can add dynamic fields and fill them.

Sender can fill:

• Text

• Number

• Currency

• Date

• Choice

• Checkbox

• Dropdown

• Dictionary

• Lookup

• Duplicate

• Formula

• QR/barcode

• Signature

• Initials

If there are other recipients, you can choose who fills each field.

If sender is the only role, all fields are assigned to Sender by default.

Sender-only fields

Use advanced settings to fine-tune a field.

Examples:

• min/max for Number

• date + time for Date

• QR/barcode size

• field name

Field advanced settings

You can enter data in three ways:

1. Fill data inside field properties.

2. Click a Signature field and draw a signature.

3. Double-click the field.

Double-click works for:

• Text, Number, Currency (edit mode)

• Date and QR/barcode (modal window)

• Choice and Checkbox (toggles the value)

Import embedded PDF fields

If an uploaded PDF has embedded fields, you can convert them to DocStudio dynamic fields.

For each document with embedded fields, you will see an action modal.

Embedded fields modal

Available actions depend on the embedded field types:

1. Keep encrypted, assign fields to. Keeps encryption.

2. Assign fields to. Converts embedded fields to DocStudio fields (if possible).

3. Keep editable fields data. Keeps editable fields as read-only. Removes signatures and/or encryption. Existing fields are not converted. You can add new fields.

4. Remove editable fields. Removes embedded signatures, encryption, and editable fields. You can add new fields.

If the document has more signatures than recipients, Assign fields to is not available.

You can assign imported fields to Recipients. You can also assign them to Sender if you enabled I want to sign or fill an envelope.

Conversion map:

• Text → Text field

• Date → Text field

• Checkbox → Checkbox field

• Radio button → Choice field

• Dropdown menu → Menu field

• Listbox → Menu field

• Picture → not supported (field is ignored)

• Barcode → not supported (field is ignored)

All imported fields will keep their original required or optional fields from the PDF.

If you upload several PDFs with fields, you can choose specific actions for each one. Switch between documents on the left side of the window.

Embedded fields, multiple documents