Envelope Creation & Document Upload

Learn how to create an envelope, upload files, and manage document settings.

• Click Create an Envelope.

• Upload up to 10 documents (PDF, DOC, DOCX, XLS, XLSX) with a combined size of up to 20 MB.

• Password-protected or encrypted files are not supported.

• Optionally, add an Envelope Name and Reference Number.

• Remove uploaded documents if not required.