This guide will walk you through how to upload PDFs for documents and contracts, helping you create contracts more efficiently and simplify your document management process. This process helps you avoid the hassle of sending separate signature requests, making the process quicker and more organized. Let's get started.
How It Works
Start by navigating to the Documents and 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. 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 that everything is in the correct order.
After confirming the order of your files, click the “Upload” button. All pages from the selected PDFs will be merged into a single document, making it easier to manage and send for signatures or other necessary actions.
Adding PDFs Within Documents & Contracts Builder
Within the document & contracts builder, click on the Page option, then select the “+” button. In the popup, you can add the PDF to the page.
Alternatively, click on 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're handling client agreements, contracts, or internal documents, combining PDFs into a single, organized file ensures that your workflow is more efficient and professional.