# Originating a document

When you land on the **Dashboard**, the left-hand panel is the primary place from which you can **initiate documents or envelopes for signing**. This section provides multiple initiation options; each designed for a specific type of signing workflow.

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2F2Xq54eQYIsGVEANULvAc%2Fimage.png?alt=media&#x26;token=f6e44fda-b16e-424f-80f3-353475f4bf94" alt=""><figcaption></figcaption></figure>

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#### Create an Envelope

The **Create an Envelope** option allows you to initiate a signing workflow **from scratch**, without relying on predefined templates.

Using this option, you can:

* Upload one or more documents
* Add internal and/or external recipients
* Define signing order and roles
* Place signature and form fields dynamically
* Configure authentication, notifications, and optional compliance steps

This option is best suited for **custom, ad-hoc, or one-time signing workflows**.

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2FzgHBqFWYf2xTKDVeFPka%2Fimage.png?alt=media&#x26;token=e2982012-4c8e-4aab-88eb-9e58ab9fd4a4" alt=""><figcaption></figcaption></figure>

*For detailed steps, refer to the* **Creation of an Envelope** *section.*<br>