Upload Documents
The Upload Documents step is the first stage in setting up a Fixed Form template. Accessed by clicking Setup Template on any configured activity, this is where you add the sample document(s) that will define the signing structure, participant roles, and signature placements for your template.
Accessing This Step
To begin configuring a Fixed Form template:
Navigate to Templates from the top navigation menu.
Locate the relevant activity in the template list.
Click Setup Template on the activity row.
This opens the template configuration wizard, starting at the Upload Document step.
Step Progress Bar
At the bottom of the screen, a progress indicator shows the three stages of Fixed Form template setup:
01 Upload document → 02 Add Participants → 03 Set Signature
Each step must be completed in sequence. Use the Back and Next buttons to navigate between steps.
Uploading Documents
To upload documents:
Drag and drop your file(s) into the upload area, or click Browse Files to select them from your local system.
Uploaded documents appear immediately in the panel on the right, listed in the order they were added.
Supported formats and limits:
Supported file types
PDF, DOC, DOCX, XLS, XLSX
Maximum documents
10
Maximum size per file
20 MB
You can upload multiple documents as part of the same template, enabling workflows that span more than one file.
Managing Uploaded Documents
Once uploaded, each document is listed on the right panel with its file 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 used is displayed at the top of the document list, allowing you to track usage against the 20 MB limit.
IsFlexiform Toggle
The IsFlexiform toggle is located at the top-right of the uploaded documents panel.
OFF (grey)
Configures the activity as a Fixed Form template — a fixed document layout with pre-defined signature placements.
ON (blue)
Switches the activity to a Flexi Form template — a form-based input structure.
Important: Ensure the IsFlexiform toggle is set to OFF when setting up a Fixed Form template. Changing this toggle will alter the template type and the configuration steps that follow.
Key Notes
The document uploaded here serves as the reference layout for defining signature positions and workflow structure in the steps that follow.
In a Fixed Form template, this document is used for configuration purposes only. The actual document to be signed will be uploaded again when initiating a new envelope from this template.
Additional links are available at the bottom of the upload area: Learn more for guidance, and Envelope Configuration for advanced envelope-level settings.
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 step that follows.
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