Upload Documents

How do I store documents on emSigner?

Doc Store is an in-built document management system, along with workflow engines, that makes a 100% paperless office possible. It provides a secure document storage facility with the option to categorize and sub-categorize documents on the cloud.

The user has to login into the emSigner account and access the "Upload Document" from the DocStore.

Step 1: You can now upload your PDF or any other common document format. (Note: You can upload multiple documents at a time without exceeding a file size of 5 MB.)

Upload Document under DocStore

Step 2: You will also have the option to categorize the documents by clicking ‘Browse Category‘ button which is an Optional field. This will help you attach the document to the workflow. Please note that there should be existing templates which is not a Flexi form template.

Step 3: Once the document is uploaded successfully, you will find it listed in the Active tab under the List of Documents page.

Uploaded document available under Drafs of Doc Store

Step 4: The documents can be added through the cloud using the storage services Dropbox, Box API, and Zoho that are available in the emSigner application.

Add from Cloud under DocStore

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