Add documents to a new workflow
Add or create documents and forms to start building your process. These can be new documents or forms that you will create or upload from your computer or storage service.
A document can only exist as part of a workflow. It cannot function as a separate entity, which is why creating a workflow is essential.
To proceed with the adding documents, follow these steps:
1.Click +Create workflow on the Home page.
2.Click the Upload document button or drag and drop the needed documents.
Note: We support the following formats of documents: PDF, XLSX, DOCX, RTF, DOC, PPT, PNG, JPG, JPEG, TIF, TIFF, BMP.
3.Add documents using one of the following methods.
The Upload PDF from computer : upload a PDF document directly from your computer to use in your workflow.
The Upload DOCX from computer :upload a DOCX file from your computer for customization
Find in library: search for the templates you need by category or type its name in the search box. Then, click on it to open in the editor and customize it
Create fillable form : create documents from scratch and customize them to fit your workflow
Create DOCX template :start with a blank document in the editor. Add and edit text, insert fillable fields, text tags, and more to build your template from scratch
Import from Google Form : import an existing Google Form and tailor it to suit your process
Request for document: enable signers to upload and attach files or documents as part of their form submission
Authentication form: verify the identities of those who access the documents for signing
Payment form: issue and process payments for services
Add placeholder document: create a dynamic document where signers can upload files and fill in predefined fields.
Note:You can upload up to 20 documents.
Learn more about working with the documents and forms in this section of the Support portal.
Manage documents
To add more documents to the workflow, click the + (plus) button, near the already document.
Reorder the documents in the way that best fits your process by clicking the drag icon.
To delete unnecessary documents, hover over the required document, click the three-dot menu, and select Delete.
