How to add documents to a signing request

Once you've started a signing request it's easy to add multiple documents to a signing request

Please note: These articles outline the steps for the new document signing platform, currently in early access. Features like Certificate of Completion and signing request cancellations aren't available just yet.

We recommend using the current document signing platform for any important documents that require these more complex features during the early access phase.

We're rolling out your favorite features gradually so stay tuned to our in-app notifications and release notes for the latest updates! You can also check this page to see what we've released and what's coming next.

Adding documents from SutieFiles

  1. Click Add from SuiteFiles
  2. Select any number of documents to add to the document pack and click Add

Adding documents from outside SuiteFiles

  1. You can either drag and drop documents from outside SuiteFiles or click Upload to add documents from your computer

 

To find out how to add recipients to a signing request; click here