Upload Documents
Upload Documents
The Upload Documents step is the first stage in configuring a Flexi Form Template. In this step, you upload the actual document(s) that will be used for signing during transactions created from this template.
Unlike Fixed Form templates, Flexi Form templates use the uploaded document as the final signing document, with predefined fields and signature placements that remain reusable across multiple transactions.
To upload documents:
Drag and drop your file(s) directly into the upload area, or click Browse Files to select them from your local system.
Supported formats: PDF, DOC, DOCX, XLS, XLSX — up to 10 documents, with a combined size limit of 20 MB.
Uploaded documents appear in the panel on the right, listed in the order they were added.
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.
IsFlexiform Toggle
The IsFlexiform toggle is displayed at the top-right of the documents panel and must remain ON (enabled) when setting up a Flexi Form Template. This ensures that the uploaded document is treated as the base signing document with reusable fields and predefined signature placements, rather than a reference layout used only for configuration.
Key Notes
The uploaded document(s) serve as the base signing document for the Flexi Form Template.
Fields and signature placeholders defined on this document are reusable across multiple transactions.
When initiating a signing process using a Flexi Form Template, the document is not re-uploaded — the template's document is used directly.
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. Fields and components will then be added to make the document dynamic and reusable across multiple signing journeys.
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