How to Add an External Document to an Envelope

This document explains how to upload an external document to an envelope and add an electronic signature before sending.

Set up the slot first in How to Add External Documents to a Template.

Upload an external document

1. Open the envelope.

2. Find the external document upload zone.

3. Click the upload zone and select the file.

4. Wait until the upload finishes.

5. Fill in the remaining required fields.

6. Click .

When the upload finishes, you’ll see the file name or a PDF preview.

You can replace or delete the file before you send the envelope.

Add an electronic signature

Use this flow only if the template contains a Signature field. If the external document includes a Signature field, upload only a .pdf file.

1. Click the signature field on the external document.

2. Place the signature where you need it.

3. Click the button to apply the signature.

4. To change the signature, click the field again.

5. Fill in all required fields.

6. Click the button.

After you apply the signature, review its placement on the PDF before you send the envelope.

Electronic signatures work only for external documents uploaded as .pdf files.

If you add a Signature field to an external document in the template, the envelope accepts only .pdf uploads for that document.

Related topics

• How to Add External Documents to a Template

• How to Create and Send an Envelope

• How to Upload a Document for Electronic Signature