Signature Documents

In the Signature Documents section, you can upload and manage frequently used documents and forms to send for signature.

To upload a Signature Document:

Navigate to Administration > Document Library.
Click Signature Documents.
Click Upload. The Upload window opens.
Enter a title for the document.
Click Choose File, and then navigate to the Signature document you want to upload.
Click Upload. The Signature Document is added to your library.

Editing signature documents

From the Signature Documents section, you can perform a variety of editing tasks for your documents. Click the blue arrow in the row of the Signature Document you want to edit.

Tip

If you're a Super Admin can you can edit any of the signature documents in the library. If you're a Power Admin or below, you can only edit the documents you upload.

From here, you can:

View the document ID for an API call. Click API Details and the ID of the signature document appears underneath the name of the document.
Download the signature document. Click Download to download a local copy of the signature document.
Replace the signature document. Click Replace to replace the signature document with a new file.
Rename the signature document. Click Rename to rename the signature document.
Delete the signature document. Click Delete to remove the signature document from your document library.
Choose to share the file, or keep it private. Click Share/Private to either share the signature document with other users, or mark it private so only you can use the document. Note that Super Admins can share or change the privacy settings of ANY documents, whereas Power Admins and below can only share the documents they upload.