š File size limit: The maximum file size for uploading documents is 10MB.
Upload a team document
Go to Team View, then Documents.
Select Add document.
Upload the document:
Upload file: Choose the file you want to upload.
Document name: Give this document a name.
Document type: Select a document type for this new file.
Who should sign or complete this document?
Select Team member signer if an active team member needs to sign.
Select Company signer if someone in your company also needs to sign.
You can choose to assign company signers based on their role or specific users.
āØ Add another company signer: You can add more company signer if needed.
Select Continue.
Prepare the document
š” Follow the steps in the Prepare the document for signing article to assign signer fields.