Getting Started with Upload a Doc
Upload a Doc allows you to upload any PDF and send it for acknowledgement or electronic signing in just a few clicks. Whether you're sending a single document or a complete document pack, Upload a Doc provides the flexibility to customise, manage, and track the entire signing process.
Key Features
Create Custom Templates
Save time by creating reusable templates that include:
Introductory text
Acknowledgement statements
Standard signing requirements
Frequently used documents
Once created, templates can be reused whenever needed, helping to streamline your workflow and maintain consistency.
Add Text and Customise Documents
In addition to signature fields, you can add:
Name fields
Date fields
Free text
Custom instructions
You can also format and position content to suit your document requirements.
Text Placeholders
Think of them as smart fill-in-the-blanks for your documents. Simply create them for any details that might change, like names, dates, addresses, or contract terms.
How do they work?
Using placeholders is simple:
Create your placeholders – Set up fields for the information that may change from one document to another.
Add them to your document – Drag and drop placeholders wherever they're needed in your document.
Populate the information – Complete the fields yourself or allow your clients to provide the information during the signing process, depending on your workflow.
Checkbox Placeholders
Add checkboxes directly to your uploaded documents! Checkboxes give you more flexibility when customising uploaded documents, perfect for situations where recipients need to select from a list of options.
With our new custom field builder, you can:
Add single or multiple checkboxes
Make them required or optional
Allow single or multiple responses
Position them neatly in your template so everything lines up perfect
Highlight & Convert
You can now highlight any word or phrase in your Upload a Doc document and instantly convert it into:
✅ Checkbox placeholders: great for lists, options, or confirmations.
📝 Text placeholders: ideal for details that need to be filled in by you or your recipient.
No more manually adding fields one by one. This update makes it simple to create fully interactive documents in a fraction of the time, especially when working on larger templates with lots of fields to complete.
Clone Fields Across Documents
The Clone feature allows you to quickly duplicate fields throughout a document.
This is particularly useful for:
Initials required on multiple pages
Repeated signature fields
Date fields appearing throughout a document
Cloning helps ensure consistency while reducing manual setup time.
Witness Signatures
Where required, you can request witness signatures as part of the signing process.
To maintain the integrity of the witnessing process:
The witness must be physically present with the signer
Both signatures are completed on the same device
The witness signs immediately after the signer
Send Multiple Documents at Once
Using the Multi Doc feature, you can upload and send multiple documents in a single signing request.
Benefits include:
Fewer emails sent to recipients
A single signing journey for clients
Easier document management
Faster completion of related documents
Each document can have its own fields and signing requirements while still being sent together.
Ready to Get Started?
Upload your PDF, add the required fields, select your recipients, and send your documents for acknowledgement or signing—all from within FLK it over.