Add files to a document

When creating a document to send for signature, you have multiple options for adding files. Upsign supports multiple file types.

Add files in one of the following ways;

Drag and drop files from your computer
Click Upload to manually add files from your computer
Choose Use Template to add templates from your account

Note: By default, the document will be named based on the first file added. Click the Pencil icon to rename the document. The document name will show up in the Upsign interface, will be the default subject of the email sent to the recipients, and will be the title of the completed document.

Optional: Choose Save for Later to save the document as a draft. At any time, you can continue the process by navigating back to the document from the documents area.

Once you’ve finished adding files, click Continue to move to the next step; add recipients and fields

Next step: Add Recipients