Creating a document to send for signature

The first step to sending a document to others to sign, or to sign yourself, is to create the document.  To create a document to send for signature, follow these steps

  1. Click Add Document from the Upsign interface

The new document dialog will appear.  As soon as you add a file, a draft will automatically be saved.  Add additional files as needed.

 

Tip: The document name will automatically be populated based on the first file you upload.  You can modify the document name using the pencil icon. We recommend being specific in your document name to differentiate documents in your document list page.

Next Step: Add Files