Summary Table:
Action | Description | Recommendation |
Click "+ New Document" | Initiates the document upload process.➕ | Make sure you are on the Sender Role.✅ |
Click "Add Document File" | Opens the file selection window.📂 | Ensure that the file you're selecting is in a supported format and doesn't exceed any size limitations.✅ |
Select File | Chooses the document you want to upload.👆 | Double-check that you've selected the correct document before clicking "Open." 👀 The system uploads immediately. |
Auto Save is enabled | Make sure all your work is saved. 💾 | Ensure the "Auto save is enabled". ✅ |
Introduction:
Learn how to upload documents 📁 to eSignaturesOnline as a Sender 🧑💼. Uploading a document is the first step in starting the e-signature process! ✅
Steps:
Navigate to Create New Document: From your eSignaturesOnline dashboard, click on "+ New Document" ➕ in the left navigation panel.
Select Upload Method: In the "Create New Document" window, click on the "Add Document File" button. 📂
Choose File: A file selection window will appear. Browse your computer to find the document you want to upload (PDF, DOCX, DOC, RTF, ODT, JPG, or PNG formats are supported 📃). Select the file and click "Open." 👆
Auto-Save: eSignaturesOnline has auto-save enabled by default so you will never lose your work. 💾 Don't worry be happy! 😄
Please Note: The Image may look different from the actual image. This image is only added for illustration purpose only. 🖼️
How eSignaturesOnline Handles Single vs. Multiple Files:
Single File Upload: If you upload one file 📄, the system will automatically upload the file and take you directly to Step #2 to add Signers 🧑🤝🧑!
Multiple File Upload: If you upload multiple files 📑📑, the system will show Step #1, but add another column displaying all your uploaded files.
Organize Multiple Files: Learn how to sort your documents. check our article Drag & Sort Your Files.