Uploading a New Document (Template)

Create a template by uploading a file using either:

Upload PDF

Upload Doc/File

Legalesign "templates" are uploaded documents that can be sent for Approval, Signing or eWitnessing. They are reusable but can be one-offs.

Upload PDF:

Drag and drop a PDF file into the upload box, or click it to select one from your local device.

Above the upload box are several shortcuts for advanced template creation.

Process tags :   Automate template creation with text tags in your file

Copy fields & settings from :   Retrieve and duplicate another template's fields and properties from your Document Library

Archive after sending :  Auto-archive the template after sending

Go straight to Send page (doc must validate) :   Skip the xEdit page and go straight to sending (works with text-tags written into documents).

Upload multiple files :   Widen the upload box to allow for multiple file selection (see below). Drag/drop your files into the box and wait for them to upload.



The Uploaded list shows all successful uploads.

Append these together compiles the uploads into one document.

Documents will be appended in the order they finished uploading. We recommend uploading PDFs one at a time to ensure accurate order when appending.


Upload DOC:


Upload documents prepared on MS Word to be used as a template.


Speed up template creation by inserting in-text tags to programmatically insert signer and sender fields.


Upload File:

Enhance the Upload DOC feature's versatility by clicking Upload any file - upgrade here (see above). This increases the type of files accepted for upload and conversion into PDFs.

The conversion is performed by a third-party, CloudConvert, whom you must authorise to process your data as a sub-processor before using this feature.

Supported file types using CloudConvert:

3FR, ABW, AI, ARW, AZW, AZW3, AZW4, BMP, CBC, CBR, CBZ, CDR, CGM, CHM, CR2, CRW, CSV, DCR, DJVU, DNG, DOC, DOCM, DOCX, DOT, DOTX, DPS, DWG, DXF, EMF, EPS, EPUB, ERF, ET, FB2, GIF, HEIC, HTM, HTML, HTMLZ, ICO, JPEG, JPG, KEY, LIT, LRF, LWP, MD, MOBI, MOS, MRW, NEF, NUMBERS, ODD, ODP, ODS, ODT, ORF, PAGES, PDB, PDF, PEF, PML, PNG, POT, POTX, PPM, PPS, PPSX, PPT, PPTM, PPTX, PRC, PS, PSD, RAF, RAW, RB, RST, RTF, SDA, SDC, SDW, SK, SK1, SNB, SVG, SVGZ, TCR, TEX, TIF, TIFF, TXT, TXTZ, VSD, WEBP, WMF, WPD, WPS, X3F, XCF, XLS, XLSM, XLSX, XPS, ZABW