# Document Upload

The **Upload Document** screen is the first step in creating a signing workflow (envelope) in emSigner. This screen allows you to name the envelope, upload one or more documents, and configure basic envelope settings before adding participants and signature fields.

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### Screen Overview

This screen is divided into three main sections:

1. **Envelope Details**
2. **Document Upload Area**
3. **Workflow Navigation**

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### 1. Envelope Details

#### Envelope Name

* Enter a meaningful name to identify the signing transaction.
* This name is used for tracking, search, and reporting.
* Example: *Vendor Agreement – FY2026*

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#### Envelope Reference Number (Optional)

* An optional reference number for internal reconciliation or ERP/CRM mapping.
* This field does not impact the signing process.
* Example: *PO-INV-45892*

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### 2. Document Upload Area

#### Supported File Formats

You can upload documents in the following formats:

* PDF
* DOC / DOCX
* XLS / XLSX

#### Upload Limits

* Maximum **10 documents** per envelope
* Maximum **20 MB total size** per envelope

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#### Upload Methods

You can upload documents using either method:

* **Browse Files**\
  Click *Browse Files* to select documents from your device.
* **Drag & Drop**\
  Drag files directly into the upload area.

Once uploaded, documents will appear in the **Document Uploaded** panel on the right side of the screen.

#### Document Uploaded Panel

* Displays all documents added to the envelope.
* Allows users to visually confirm successful uploads.
* If no documents are uploaded, the panel will show **“No Document Uploaded”**.

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#### Envelope Configuration

* Click **Envelope Configuration** to access advanced envelope-level settings (if enabled).
* Configuration options may include advanced settings option like Include timestamp in signature, Include Organization name in signature, etc. (based on account settings).

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#### Sustainability Indicator

The platform may display a sustainability message indicating the environmental benefit of electronic signing, such as reduced paper usage. This is informational and does not affect document processing.

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### 3. Workflow Navigation

At the bottom of the screen, the workflow progress indicator shows three steps:

1. **Upload Document** (current step)
2. **Add Participants**
3. **Set Signature**

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#### Navigation Buttons

* **Back to Dashboard**\
  Returns you to the main dashboard without proceeding further.
* **Next**\
  Proceeds to the **Add Participants** step.

  > Note: At least one document must be uploaded to continue.

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### Common Errors & Tips

* Ensure file formats are supported before uploading.
* Check total file size if uploads fail.
* Use clear envelope names for easier tracking and audit purposes.
* Verify uploaded documents in the preview panel before proceeding.

> **Note:** In Google Chrome, ensure that **Max Privacy** settings or any high-privacy browser extensions (if enabled) are disabled, as they may block file upload functionality. Reload the page and retry after disabling the setting.

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### What Happens Next?

After successfully uploading documents:

* You will add signers and reviewers in **Add Participants.**
* You will define signature fields and placement in **Set Signature.**
* The envelope can then be sent for execution.


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