This guide walks you through how to upload PDFs for documents and contracts, helping you create contracts more efficiently and simplify your document management process. It helps you avoid the hassle of sending separate signature requests, making the process quicker and more organized.
How It Works #
Start by navigating to the Documents & Contracts section within your account. Click the New button and select the option to Upload Existing PDFs.
Note: This option is available both in the All Documents & Contracts and Templates areas, allowing you to begin from either tab.
You will be given the option to either drag and drop your PDFs directly into the upload window or browse your device to select the files. If you have multiple PDFs to combine, this step allows you to select them all at once, making it quicker to gather the necessary documents. You can add up to 10 documents from your computer.
Once your PDFs are selected, you can rearrange their order within the upload window if needed. This is particularly helpful when you need to adjust the sequence of your documents before combining them. Simply drag and drop the files into the desired position to ensure everything is in the correct order.
After confirming the order of your files, click the Upload button. All pages from the selected PDFs are merged into a single document, making it easier to manage and send for signatures or other necessary actions.
Adding PDFs Within the Documents & Contracts Builder #
Within the Documents & Contracts builder, click the Page option, then select the “+” button. In the popup, you can add the PDF to the page. Alternatively, click the three-dotted button in the top right and select the Add PDFs button to upload a PDF.
By following these simple steps, you can easily upload and merge multiple PDFs, streamlining your document management process. Whether you are handling client agreements, contracts, or internal documents, combining PDFs into a single, organized file ensures your workflow is more efficient and professional.
Frequently Asked Questions #
How do I upload an existing PDF as a document? #
Go to the Documents & Contracts section, click New, and select Upload Existing PDFs. You can then drag and drop or browse to select your files.
Can I upload PDFs from the Templates area too? #
Yes. The Upload Existing PDFs option is available in both the All Documents & Contracts and Templates areas, so you can start from either tab.
How many PDFs can I upload at once? #
You can add up to 10 documents from your computer in a single upload, and they can be combined into one document.
Can I change the order of the PDFs before combining them? #
Yes. Within the upload window, simply drag and drop the files into the desired position before clicking Upload.
What happens when I click Upload? #
All pages from the selected PDFs are merged into a single document, making it easier to manage and send for signatures.
Can I add a PDF to a document I’m already building? #
Yes. In the builder, use the Page option and the “+” button, or click the three-dotted menu in the top right and choose Add PDFs to insert a PDF.
