# Upload Documents

**Upload Documents**

The **Upload Documents** step is the first stage in setting up a Fixed Form template. Here, you add the sample document(s) that will define the signing structure, participant roles, and signature placements for your template.

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**To upload documents:**

1. Drag and drop your file(s) directly into the upload area, or click **Browse Files** to select them from your local system.
2. Supported formats: PDF, DOC, DOCX, XLS, XLSX — up to 10 documents, with a combined size limit of 20 MB.
3. Uploaded documents appear in the panel on the right, listed in the order they were added.

You can upload multiple documents as part of the same template, enabling workflows that span more than one file.

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**Managing Uploaded Documents**

Once uploaded, each document is listed on the right side of the screen with its name, page count, and action icons. From here you can:

* **Rename** a document using the edit (pencil) icon.
* **Remove** a document using the delete (trash) icon if it is no longer needed.

The total upload size is displayed at the top of the list, so you can track usage against the 20 MB limit.

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**Key Notes**

* The **IsFlexiform** toggle must remain **OFF** when setting up a Fixed Form template. This ensures that the template follows a fixed document layout with pre-defined signature placements, rather than a form-based input structure.
* The uploaded document(s) serve as a reference layout for defining signature positions and workflow structure.
* In a Fixed Form template, the document uploaded here is used only for configuration. The actual document will be uploaded again when initiating a new signing transaction using this template.

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**What Happens Next?**

Once your documents are uploaded, click **Next** to proceed to the **Add Participants** step, where you will define signatories, their roles, and the signing order. Signature and other required fields will then be placed on the uploaded document(s) in the following step.
