Upload Documents

How do I store documents on emSigner?

The Doc Store in emSigner acts as an in-built document management system combined with workflow engines, enabling a fully paperless office. It provides a secure, cloud-based repository where documents can be stored, categorized, and sub-categorized for easy retrieval and future actions.

To upload documents:

1. Log in to your emSigner account.

2. Navigate to Doc Store → Upload Document.

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Step 1: Upload Files

• Users can upload PDF files as well as other commonly used document formats.

• Multiple documents can be uploaded in a single action.

• Each upload must comply with the maximum file size limit of 5 MB per document.

Once uploaded, the documents are securely stored in the Doc Store and can be further categorized, managed, or initiated for signing based on the selected workflow and document type.

Upload Document under DocStore

Step 2: Categorize the Document

• After selecting the file(s), you can optionally categorize the document by clicking Browse Category.

• Categorization helps associate the uploaded document with an existing workflow/template.

• This step is useful when the document is intended to be initiated later as part of a predefined workflow.

• Note: The selected category must be linked to an existing template that is not a Flexi Form template.

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Step 3: Confirm Upload

• Once the document is uploaded successfully, it will be listed under the Active tab in the List of Documents page.

• From here, the document can be:

  • Viewed

  • Managed

  • Initiated for signing (if applicable)

Uploaded document available under Drafs of Doc Store

Step 4: Upload Documents from Cloud Storage

• emSigner also allows documents to be uploaded directly from supported cloud storage services.

• You can add documents from:

  • Dropbox

  • Box

  • Zoho

• Select the required cloud provider, authenticate if prompted, and choose the document(s) to upload.

• The selected files are uploaded into Doc Store and handled in the same way as locally uploaded documents.

Add from Cloud under DocStore

Step 5: The users are redirected to the respective login pages. Post login they can upload the document.