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 has not been processed by any participant yet.
Download a document
You can download the unsigned document, as long as it has not been processed by any participant yet.
Replace a document
You can replace a document by another one, as long as it has not been processed by any participant yet.
The fields of the current document remain in the same positions. If the new document contains fewer pages than the current one, the fields for the excess pages are positioned on the last page.
Use zoom in the editor
Zoom is accessible directly from the transaction editor and the template editor. It allows you to adjust the document display to facilitate the positioning of signature fields, without modifying the content.
The zoom control is particularly useful for precisely positioning signature fields on dense documents, checking document readability before sending, and getting an overview of the layout.
From the transaction or template editor, a zoom control bar is displayed outside the document scroll area.
1- Click + to enlarge the document in steps of 10%.
2- Click − to reduce the document in steps of 10%.
3- Click the percentage field to enter a value directly (for example: 75, 150).
4- Click the Reset button to return to the default display (100%).
Rules and limits
- Default zoom on opening: 100%.
- Minimum value: 50% (below this value, the zoom no longer decreases).
- Maximum value: 200% (beyond this value, the zoom no longer increases).
- Only numbers are accepted in the manual input field: any out-of-range value is automatically corrected to the nearest limit.
- When the zoomed document exceeds the container dimensions, horizontal and vertical scrolling is available.
- The zoom buttons and pagination remain fixed outside the scroll area.
Optional document reading
By default, participants must read all transaction documents on which they have actions to perform. However, you may allow them to perform their actions without reading any of the transaction documents. This is possible only if the optional document reading feature is activated on your workspace.
Note that you need to contact your account manager at Universign to activate the optional document reading feature.
For more details about optional document reading, visit Access tasks.
