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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.

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

"Note: Each document maximum upload of 20 MB file".

You can also click on Edit docx icon to use In-app editor feature to edit and add your own clauses to the document within the app.

Step 3: Once you are done with uploading and editing the document, click on Start Signing.

Step 4: Add a member to the step.

Step 5: 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 owner, admin, viewer and member.

Step 6: After adding the member, add a signature block and specify where to sign.

​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: Click on Start Signing.

Step 8: After clicking on Start Signing, the step gets activated, turning the step color to blue. Then click on Sign to proceed signing of the document.

Step 9: Sign the document by drawing, selecting (typing) or uploading a digital signature to sign the document.

Step 10: Once the signer signs the document, click on complete workflow button.

And here you are done with a signed document.

Please feel free to reach out to us at or via our app's live chat if you have any questions.

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