š File size limit: Files up to 10 MB are accepted. Accepted file types are PDF, DOCX, PNG, JPG/JPEG, and HEIC.
š You need the Manage documents (Create, Edit, Archive) permission to upload team document templates.
Upload a team document
Go to Team View, then Team Management āŗ Documents.
Select Add document.
In the Upload file step:
Choose the file to upload
Enter a Document name (required)
Select a document type
Turn on Hand-drawn signatures only (for documents that require stricter verification)
If location scoping is available on your account, choose which locations can use the document
Then select Next.
In the Add signers step, choose who needs to sign the document, then select Next. To set the order signers sign in, see Set a signing order for signer groups.
In the Customize fields step, place and customize the fields for each signer.
Use Save and exit to save the template.
Prepare the document
š” Follow the steps in the Prepare the document for signing article to assign signer fields.