Use Document Center

When to use it

You need a business document, a reusable signing form, or an organized record of signatures and completed copies.

How to use it

1. 1Start in the document library or choose Create or upload. Open or save a draft before preparing a signing request. A client and appointment are optional. A saved draft is not a signing request. The prepared copy keeps its version fixed.
2. 2Import a .txt or .md file under 100 KB with at most 20,000 characters, or PDF/DOCX files up to 3 MB. Editable imported text is limited to 20,000 characters. Scanned images need OCR and a review of the recognized text. Edit plain text or structured sections, and compare extracted text against the original. A Word file can supply editable text; only a retained PDF or generated structured-document PDF supports positioned fields. Recognition and source-search tools require review and never approve the document for you.
3. 3For reusable content, save a business template and review any client/service/date variables before making an independent copy. For a complete signing configuration, open Saved signing setups and templates, refresh, and save the document version, named roles, fields, routing and expiry. Signing templates are private to your account and omit recipient email addresses. Save as new keeps a separate named template.
4. 4Open Signing requests and completed copies. Choose a reusable link for separate copies, or named signers for one shared copy. Named links can be forwarded and do not independently verify identity. Removing a signer leaves their fields unassigned until you choose the intended signer; Undo can restore the removal.
5. 5Customize fields only when needed. Choose signature, initials, automatic UTC signing date, text, checkbox, multiline, single/multiple choice or a signer-entered calendar date. Add instructions and move fields up/down. Use visual placement or numeric/keyboard controls, then inspect the real PDF sample and enlarge fields that fail the full-name fit check.
6. 6Review business identity, public contact actions and customer messages. The existing Public Page manages the logo and published contact details. Preparing keeps a fixed private signing copy; activating links is separate. Invitation emails remain off until explicitly selected. Branding does not change signing consent or email sender authority.
7. 7Track requests using title/client search, linked-client filters and signing views. Expiring links show a warning. Prepare a corrected or replacement copy when needed; review its preserved roles and fields before closing the earlier links. Existing signatures and completed files stay with the earlier request. Named-recipient reminders have separate delivery status.
8. 8Customers can review their entries, sign or decline, download a completed copy and keep a private receipt link. On a shared device, Finish / Next person clears the form after a reusable signing or decline. Receipt links are private and should be stored securely.
9. 9Use the library to organize collections, tags, favorites and personal saved searches. Archive changes placement; use Archived to restore, or Undo the latest archive change. Optional related-record links connect existing clients, appointments, Work and conversations without granting access or creating new client records. Internal follow-up tasks are separate from actual recipient messages.
10. 10For a client plus an authorized business countersignature, use the individual client signing flow and the client’s Documents tab. This differs from multiple people signing a shared named request. Review and publish that client record separately, then download its completed copy after all required signatures are recorded.

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