Add documents to signing package

To add documents to the signing package, you can upload one or more document files, or you can drag and drop them into the package.

Auto prepare a document

If set, the document is automatically prepared with one mandatory signature field for each signer when the upload is completed. The signature field is added to the first page of the document. The field can be manually moved anywhere within the document using the document editor. See Prepare documents.

Automatically assign document fields

When uploaded documents contain unassigned fields, and only one signer (a recipient who acts as a signer) exists, it is possible to assign the fields to the signer automatically by clicking Yes in the confirmation dialog.

Document title

The document title is automatically filled with the file name. The document title can be edited.

All uploaded documents are listed in the order they were uploaded. The documents can be reordered using the up or down icons .

Document settings

Clicking the settings icon opens the advanced document settings. For each document, you can add a description and message.

A description and a message will be shown when clicking on the info icon while signing the document.

AI support

It is possible to generate the document description based on the document's content using Artificial Intelligence. If AI support is configured for manually generating the document description an additional button Generate with AI is displayed in the view.

AI disclaimer

If AI support is enabled for the document description and a description is set for the document, a disclaimer is displayed.

Remove a document

To remove a document, click the delete icon , and then click Delete when prompted to confirm removal.

Manually prepare a document

You can view the document by clicking Prepare to open the document editor. See Prepare documents.