External Document

How to upload the external document?

You have the ability to upload an external document to envelope and sign this document with an EDS.

To do this, just:

1. Navigate to ../template/list?s=mailbox or press the button “Templates” on the left sidebar.

2. Click on the “New Template” button.

3. Then you will be redirected to the template creation page. On the right container, you can see the “Add external document” button. Click on it.

4. If you click on “New External document”, you will be redirected to the template editor and be scroll to the external document.

This document will automatically be assigned to the sender role.

5. On the template editor, you can set the file extensions:

• Document - pdf, docx, xlsx, txt;

• Image - png, jpg, jpeg;

• Archive - zip;

• All it;

and assign it to another role.

Also, you can add EDS to such a document.

How to delete external document from template?

To delete the external document you have to do the following:

1. Click the “More” button - it is the button with three dots - on the document.

2. Select “Delete” on the menu.

3. External document has been deleted.

How to clone external document from template?

You have the ability to clone an external document - create the duplicate of the document. To clone the external document you have to do the following:

1. Click the “More” button - it is the button with three dots - on the document.

2. Select “Clone” on the menu.

3. External document has been cloned.