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.

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.