Add PDF files and their basic details before proceeding to the signer setup stage.

Before you begin

• Sign in to SignDex.
• Prepare up to five PDF files, with a maximum size of 25 MB per file.
• Choose a clear document title so you can find the workflow later.

Upload your files

1. Open Documents and select Upload Document. You can also start from Home.
2. Drag your PDFs into the upload area, or select Browse Files and choose them from your computer.
3. Review Name. It defaults to the file name; edit it if needed to provide a clear, searchable title.
4. Optionally select a Category. This narrows the folder list.
5. Optionally select a Folder. The upload screen notes that selected folders are recorded at this stage and shown there after completion.
6. Optionally enter a Description to explain the document’s purpose.
7. Select Next: Add Signers when the files and required details are ready.
   

   Check your progress

   The next stage is Add Signers, followed by Prepare & Send. Uploading files is the beginning of the workflow; you still need to configure participants and complete preparation before sending.

   If you cannot continue

   If Next: Add Signers is disabled, check that you have uploaded a PDF and completed Name. Also check the file count and size limits.