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How to Upload and Sign?
How to Upload and Sign?
Sriyanka Nakarmi avatar
Written by Sriyanka Nakarmi
Updated over a week ago

Zegal's upload and sign feature allows you to upload multiple (external) documents and sign within the app by few simple steps:

Step 1: Go to Upload & Sign (toolbar), then click on upload or just drag and drop a file.


You can click on Edit docx icon to use In-app editor feature to edit and add your own clauses to the document within the app.
"Note: Edit docx option is available only when you upload a word file".


Step 2: Click on Preview to view the full document.

"Note: Each document maximum upload of 30 MB file".

Step 3: Click on Add a Signer icon to add members for signing.


Step 4: Fill the details which includes email address, first name and last name of the member.
Note: If the member is someone else from the company or a counter party, you can always assign roles as signer or viewer.

You can also add multiple members for signing by clicking on Add more.

Step 5: Click on Add.


Step 6: After adding the member, click on signature block.
Note: External documents will not have their own signature blocks so you'll have to add a block for each signer added in the sign step with at least one field such as Signature, Date, Signer Information and Initials.


Step 7: Specify where you want to sign.

Step 8: Once you are done with uploading, editing the document, adding members for signing and adding signature block, click on Start Signing.


Step 9: After clicking on Start Signing, the step gets activated, turning the step color to blue.


Step 10: Then click on Sign to proceed signing of the document.


Step 11: Sign the document by drawing, selecting (typing) or uploading a digital signature to sign the document.


Step 12: Once the signer signs the document, the signature will appear on your document.

And here you are done with a signed document.


If you have any questions, please feel free to reach out to us via our live chat or email us at service@zegal.com

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