Manage documents

Add new documents

You can add up to 20 documents to your transaction. We accept PDF, Word and images as input format in a maximum size limit of 25MB for each document. The output document (the document that is signed) is always a PDF.

Instructions

Before you can add a document to a transaction, make sure that:

  • it does not contain any third-party signatures,
  • it is original and has not been modified using PDF editors,
  • it does not contain any dynamic fields (e.g. form fields).

Note that if the previously mentioned instructions are not respected, we may not be able to guarantee signatures preservation once the transaction is completed, as the signatures may not be valid.

Rename a document

You can rename a document as long as it has not been processed by any participant yet.

Order documents

By default, documents are processed by participants in the same order you imported them to the transaction. However, you can change the order in the transaction editor.

Delete a document

You can delete a document from a transaction as long as it does not contain any fields and has not been processed by any participant yet.

If a document contains a field with an assigned participant, you need to delete the participant and the field first.

Download a document

You can download the unsigned document, as long as it has not been processed by any participant yet.


Set transaction language
Manage signature fields
Advanced parameters
Transaction parameters
Getting started
Manage templates
Manage workspace
Master Console
Personal settings
Personal Space
Sign documents