How to Add an External Document to an Envelope

This document explains how to upload an external document to an envelope and add an e-ink signature before sending.

Upload the file in the external document block before sending the envelope.

Upload an external document

1. Open an envelope and find the external document upload zone.

2. Click the upload zone and select a file.

3. Wait for the upload to finish.

4. Fill in the remaining required fields.

5. Click .

When the upload completes, you’ll see the file name (or a PDF preview). You can replace the file before sending.

Add an e-ink signature

1. Click the signature field on the external document.

2. Place your signature where you need it, then click the button to apply it. To change the signature, click it again.

3. Fill in all required fields.

4. Click the button.

E-ink signatures work only for external documents uploaded as .pdf files.

If you add an e-ink signature field to an external document in the template, the envelope will accept only .pdf uploads for that document.