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Upload team documents

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.

  3. Upload the document: choose the file, give it a name, select a document type, and choose who should sign or complete the document.

  4. Select Continue.

Upload Team Documents.png


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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