To add documents to a sign request or template:

  1. Go to Sign Requests or Templates as applicable.
  2. Search for and select an existing sign request or template or create a new one.
  3. If you are creating a new sign request or template, you will be prompted to upload documents as the first step in the process. If you are editing an existing sign request or template, you can upload documents at any time from the editor by clicking the upload icon appearing in the header of the editor.
  4. In either case, from the upload documents page, select the “Choose” button to search for and upload documents or simply drag and drop documents into the space provided. You can upload up to 20 documents with 500 pages total. Documents must be 25MB or less. Acceptable file types are pdf, doc, docx, xls, xlsx, ppt, pptx.
  5. Save your changes.