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Managing Document Files

Each document can contain one or more files. Files are the actual pages that signatories will see and sign.

Uploading files​

  1. Open a document in Draft status.
  2. Click Upload File.
  3. Select one or more files from your computer.
  4. Supported formats:
    • PDF — uploaded as-is
    • Images (PNG, JPG, etc.) — converted to PDF automatically
    • Office documents (DOCX, ODT, etc.) — converted to PDF automatically
tip

For best results, upload PDF files directly. Conversion from other formats may occasionally affect layout.

Importing from Google Drive​

You can import files directly from your Google Drive:

  1. On the document page, click Import from Google Drive.
  2. Authenticate with your Google account if prompted.
  3. Browse and select the file to import.
  4. The file is downloaded and converted to PDF.

See Google Drive Integration for more details.

Multiple files​

Documents can contain multiple files. Each file becomes a set of pages in the document:

  • Files are displayed in order.
  • Signing fields can be placed on any page of any file.
  • Signatories see all pages as a continuous document.

Reordering files​

If your document has multiple files, you can reorder them:

  1. Open the document editor.
  2. Drag files into the desired order.
  3. The page numbering updates automatically.

Removing files​

  1. Open the document in Draft status.
  2. Click the remove button next to the file you want to delete.
  3. Confirm the removal.
warning

Removing a file also removes all signing fields placed on that file's pages.

Placing signing fields​

After uploading files, you can place signing fields on the document pages. See the Signing Overview for details on field types and placement.