Add new documents
The number of documents you can add to a transaction or template, and their total size, depend on your workspace’s plan and options.
Personal, Business and Business+ plans (without the Extended documents option):
- 20 documents maximum per transaction or template,
- 25MB maximum per document.
Enterprise plan with the Extended documents option:
- 40 documents maximum per transaction or template,
- 25MB maximum per document,
- total document size limited to 500MB.
We accept PDF, Word and images as input format. The output document (the document that is signed) is always a PDF.
The Extended documents option is not compatible with the Big file option: if Big file is active on your workspace, the 40-document limit is not available and you remain limited to 20 documents.
✨ Example: a transaction with the Extended documents option active already contains 39 documents totaling 400MB. Adding a 25MB document is accepted, since the total (425MB) stays below the 500MB threshold.
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.
Document or size limit reached
When the document count limit applicable to your workspace (20 or 40, depending on your plan) is reached, the Add a document button is disabled in the transaction or template editor.
If adding a document — or replacing a specimen document in a template — exceeds the authorized total size of 500MB, the document is not added and the following message is displayed, in both cases:
Message displayed: The total size of the documents exceeds the authorized limit (500MB).
If the Extended documents option is removed from your workspace, existing transactions that exceed 20 documents remain viewable and editable. However, no new document can be added as long as the transaction’s document count exceeds the standard limit of 20 documents.
Where can I activate this feature?
The Extended documents option is an entitlement activated by Universign on request, available on the Enterprise plan. Contact your account manager to activate it on your workspace.
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. Once the document has been processed by at least one participant, you can no longer download it (closed padlock).
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.
