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.
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.