Step 1: Adding Document(s)

To send a document for e-Signature, you must first upload it to Formstack Sign via the following available web upload options.

1. You can click the "Upload" button to select a document from a specific folder (If using this option, you can select multiple files by holding the Control - Ctrl key on your keyboard (command - if you are using an Apple device) and click on each file you want to upload:

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2. Alternately, you can simply drag and drop your document directly into the upload tray. Similar to the "Upload" option, you may select and drag multiple documents into the upload tray at once.

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Note: The supported file types you may use are - pdf, doc, docx, odt, rtf, txt, xls, xlsx, ods, ppt, pptx, pps, ppsx, odp, bmp, gif, jpg, jpeg and png.

You can upload as many documents as you like, and they will all be sent and presented to your signer together

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When all documents are uploaded, click the "Next" button. This will combine your documents and take you to the next step, "Configure Participants".

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