Upload and prepare a document

Get a PDF into the right team and ready for recipients.

Before you start

• A final PDF that no longer needs edits

1. Open the right team

   Open the correct team and select Documents.

   Verify the correct team before uploading.

   Note: Uploading into the wrong team can expose the document to the wrong people.

2. Upload the PDF

   Select Upload Document or drag a PDF into the upload area. How many files you can upload at once depends on your plan (up to 5 during the free trial).

   Upload the PDF document.

3. Confirm titles and order

   Confirm the document title and, for multiple documents, their order.

   Confirm document names and order.

4. Add attachments

   Add approved attachments if recipients need supporting information.

   Add only approved supporting attachments.

5. Continue to the editor

   Continue to the recipient editor.

   The document is ready for recipient setup.

   Result: The document is ready for recipient setup.