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05. Sender: πŸ”πŸ“Verify Multiple/Single Files & Keep Going! πŸš€

How to make sure your file(s) uploaded correctly and what to do next.

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Written by ROBIN BAKSHI
Updated over a month ago

Related Article # 10673500, 10672485


Summary Table: When Uploading Multiple Files πŸ“ πŸ“ πŸ“

Action

What it Does

What to Remember

Click "+ New Document"

Starts the document upload process. βž•

Make sure you are using a "Sender" account! βœ…

Click "Add Document File"

Opens the window to pick files. πŸ“‚

Use only supported file types! (PDF, DOCX, etc.) πŸ“ƒ

Pick Your File

Selects the file to add. πŸ‘†

Check that you picked the right file. πŸ‘€

"Auto-Save" is On

Your file saves automatically. πŸ’Ύ

This means you don't have to worry about losing your work.πŸ‘

This article helps you make sure your file(s) are ready to go and tells you how to move forward in the signing process. ➑️

Steps:

  1. Go to "+ New Document": From your eSignaturesOnline page, click the "+ New Document" button βž•on the left.

  2. Click "Add Document File": In the "Create New Document" window, click the "Add Document File" button.πŸ“‚

  3. Pick Your File: A window will pop up. Find the file you want and click "Open." πŸ‘†Remember, you can use these types of files: PDF, DOCX, DOC, RTF, ODT, JPG, or PNG.πŸ“ƒ

  4. Add More Files: To add another file, click "Add Document File" πŸ“‚ again and repeat step 3.

  5. Check under the "Show All": Section to view all files. πŸ‘€

  6. Auto-Save: Your work saves as you go! πŸ’Ύ

Please Note: The Image may look different from the actual image. This image is only added for illustration purpose only. πŸ–ΌοΈ

Summary Table: When Uploading Single File

Action

What it Does

What to Remember

Check for the Checkmark

Confirms that the file uploaded okay. βœ…

Make sure you see the checkmark before you move on! πŸ‘€

View "Signer" (Step #2)

System automatically takes you forward in the signing process. ➑️

System will intelligently identify it's a single file and to save you time, it takes you to add Signers.πŸ§‘β€πŸ€β€πŸ§‘

Please Note: The Image may look different from the actual image. This image is only added for illustration purpose only. πŸ–ΌοΈ

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