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How to Upload a Doc

Taking you through the Upload a Doc process step by step.

Kat Cairns avatar
Written by Kat Cairns
Updated over 7 months ago

Upload a Doc is a fantastic way to effortlessly send single or multiple documents to one or more clients for acknowledgment and/or signing!

Steps:

  1. In the FLK It Over dashboard, click the “Create New” button on the right-hand side of the page and select “Upload a Doc” from the dropdown menu.

  2. Either drag and drop a PDF file or select one from your device. Provide a title for the document.

  3. Fill in all the necessary information related to the document.

  4. Within the "Upload File" section, you have the option to upload additional files to accompany your original document. You can also replace the original document if you discover an error.

  5. Click "Add Signatures" to access the document editor.

  6. Inside the document editor, you can insert signature placeholders (agents, signers and witness) and other relevant data, such as the signing date, recipient's name, today's date, completion date, and any additional free text. 

  7. Once you've completed the document editing, you can choose to save it for later or proceed to send it for signing!

Video Walkthrough

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