To learn how to add documents and forms to your process, check this article.
Once the document you need has been added, it will automatically open for editing.
Besides making document modifications, you can manage all the documents in your workflow in the pop-up window. You can perform the following actions by clicking on the three dots menu in front of the intended document:
Rename - change the name of the document. Clear, descriptive names help recipients identify documents at a glance and improve internal organization, especially in workflows containing multiple similar documents — for example, "NDA — Vendor 2026" rather than "Document_v3".
Make a copy - create a copy of the document in question.
Remove - remove the document in question from the workflow.
Download content only (for PDF documents only) - download the document added to the workflow.
Change PDF document - replace a document with another one.
Add documents to your workflow while editing a document using the Add new option.
The pop-up window can be minimized (if needed) using the corresponding icon.
To restore it, click on the Documents tab.
Reorder documents to change the signing or completion sequence within a workflow. The order matters when documents must be signed in a specific logical sequence — for example, an NDA must be signed before sharing the Master Service Agreement.
The options described above are also available on the workflow builder page.
