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 - Shift if you are using an Apple device) and click on each file you want to upload:
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.
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
When all documents are uploaded, click the "Next" button. This will combine your documents if you have multiple and take you to the next step, "Configure Document(s)".
This article is apart of a 4 part series that covers how to make the most of our Formstack Sign product. There's a list of articles below that you can use to navigate to the step you'd like to reference with the current step in bold.
Step 2 - Configure Participants