Add a Document

When you start the new document envelope setup process, you are first presented with a blank workspace. Typically the first step involves uploading or selecting the documents to be signed.

There are several different ways to upload a document:

  • By dragging and dropping a file from your computer into the box shown in the main area of the workspace.

  • By clicking the Add Document button and selecting the document from a file location.

  • You may also choose to use a Simple Setup template that you or another user previously created.

Once your first document has been added, you will see a preview image of the document in the workspace.

Now that the document has been uploaded there are few additional things you may do:

  • Open the Document Manager, where you may delete and change signing order of documents and JotBlocks.

  • Add additional documents through the Add Document button or by dragging additional documents into the workspace.

  • Clear the workspace.

Document Manager

Some additional functions are available to you by opening the Document Manager.

To open the Document Manager, click on the icon with the three documents in the upper left corner of the workspace.

A tree view of uploaded documents displays. You can expand each document by clicking the drop-down arrow and view all Jotblocks currently attached to the document.

Some of the functions available for you to perform here include:

  • Remove documents and JotBlocks by clicking on the garbage can icon next to the item you want to remove.

    Removing a document also deletes all of the JotBlocks the document contains.

  • Edit the document name and add an Order Number for the document by clicking on the ellipses.

  • JotBlocks will be presented to the signer in the order you add them to the document. You may change the signing order of a JotBlock by clicking and holding the directional icon, and moving it above or below other JotBlocks in the same document. Since moving a JotBlock to a new document requires setting a new location, you may only move JotBlocks across documents by dragging it within the documents viewer.

  • Click on a JotBlock or Document to move the item into view in the document view window.