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How to Upload and Sign?

Sriyanka Nakarmi avatar
Written by Sriyanka Nakarmi
Updated over 10 months 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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