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Upload team document template

Use this option when you need a document available for multiple team members.

šŸ“Œ File size limit: The maximum file size for uploading documents is 10MB.

Upload a team document

  1. Go to Team View, then Documents.

  2. Select Add document.

    1. Upload the document:

      1. Choose the file to upload

      2. Give it a name

      3. Select a document type

      4. Enable Hand-Drawn Signatures Only (For documents that require stricter verification)

      5. Add Locations for document access

  3. Add signers and signing order.

  4. Customize fields.

  5. Press Save Template.

Prepare the document

šŸ’” Follow the steps in the Prepare the document for signing article to assign signer fields.

Guided Demo

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