Documents & e-Signatures

Upload documents to your own cloud storage, and send them out for signature.

Before you start

Connect your own storage bucket (S3, Google Cloud Storage, or Azure Blob) from Settings — uploads are rejected until a bucket is connected, since documents are never stored on a shared platform bucket.

How to send something for signature

Upload the document
Connect DocuSign or Adobe Sign from Settings, if you haven't already
Open the document and send it for signature with the signer's name and email
Refresh status to check progress — once signed, the completed copy is stored automatically as a new document