Add a document
Last updated
Last updated
© Ascertia Limited 2024
SigningHub offers a wide range of custom documents that can be shared for approval/sign-off purposes. Each document is automatically converted into PDF format before it is brought to the SigningHub platform. In SigningHub, documents are shared in the form of a workflow package. A package may contain different files to facilitate the sharing of multiple documents in one go. It is shared collectively as a bundle, by consuming a single workflow from your available quota. A recipient/ group after receiving the package will have to sign/ edit/ approve all the documents in it to complete their collaboration part. When using an on-premises deployment, please ensure that the font(s) being used in a document, must be installed on your server machine where SigningHub has been deployed.
There are three different ways to add a document to a workflow package:
Upload a document from your local machine.
Import a document from the SigningHub library. The library contains your personal documents (and your enterprise documents, in case you are an enterprise user).
Get a document directly from your cloud storage.
Get it from your Dropbox account, or
Get it from your Google Drive, or
Get it from your OneDrive
Drag and drop the document or click the"select them from your device" option to select the document from your local machine. The documents will be added to a package for further processing.
Click on the library button.
The 'Add files from library' dialogue box will appear, giving you the list of your personal documents (and your enterprise documents, in case you are an enterprise user). The document with a configured template will display the template name adjacent to it. Selecting such a document will apply the template details on the document automatically.
The 'Library'" filter can be used to select the "All", "Personal" or "Enterprise" options to list the respective documents for selection. The adjacent count shows the respective number of documents available under each section.
The 'Folder' filter can be used if you want to view documents belonging to a specific folder. The "Folder" filter will appear if there is at least one library document folder created.
After you have selected an appropriate variant:
Click on the 'Google Drive' icon, and specify your Google credentials (ID & password) in the next appearing popup to log into your Google account.
SigningHub will display the list of your Google documents after the successful login. Locate and select the required document(s) from the list. Use Ctrl+click to select multiple documents.
Click the "Select" button to bring the selected documents into SigningHub. The document(s) will be added to the package for further processing.
After you have selected an appropriate variant:
Click the 'Dropbox' icon, and specify your Dropbox credentials (ID & password) in the next appearing popup to log into your Dropbox account.
SigningHub will display the list of your Dropbox documents after the successful login. Locate and select the required document(s) from the list.
Click the "Choose" button to bring the selected documents into SigningHub. The document(s) will be added to a package for further processing.
After you have selected an appropriate variant:
Click the 'OneDrive' icon, and specify your OneDrive credentials (ID & password) in the next appearing popup to log into your OneDrive account.
SigningHub will display the list of your OneDrive documents after the successful login. Locate and select the required document(s) from the list.
Click the "Select" button to bring the selected documents into SigningHub. The document(s) will be added to a package for further processing.
By default, the documents are added serially in a documents package. However, you can change their order in the package after adding them, according to your workflow requirements. To change the order of the documents:
Simply drag and drop the handle appearing on the left side of any added document and move it up/ down in the package, as required.
You can also merge your documents after adding them to a package. In this way, all the added documents will be fused together as a single PDF. The dimensions of the documents (being merged) should be the same, however, SigningHub allows up to 5 pixels difference.
To merge the package documents:
Click the "Merge" button after adding the documents to a package.
A confirmation message will appear, click the "Yes" button. All the added documents will be merged.
Each supported non-PDF document is automatically converted into PDF format before it is brought to the SigningHub platform. Also, it applies PDF/A-2A compliance to that document.
On uploading a PDF document, the document remains in PDF format and its PDF compliance doesn't change what was set in the original document.
When a document owner uploads a PNG image with a transparent background and signs it, the signed document copy will be shown as corrupted in Adobe Reader. It is a known issue in the third-party vendor's DLL file, which is being used for document conversion inside SigningHub.
When you need to sign an XML file in their native format, then you should use APIs to upload your XML files. Uploading an XML file through Web interfaces will automatically convert the file to PDF format.
In the case of an enterprise user, the "Cloud Drives" tab will only appear if "Cloud Drives" has been enabled in the user's role settings. Only those cloud drives will appear under the "Cloud Drives" tab, which has been allowed in the user's role settings.
If you cannot find the option to add documents from cloud drives, upgrade your service plan or contact sales.
When you need to add form filling in a workflow, add a PDF form.
When using an on-premises deployment, please ensure that the font(s) being used in a document, must be installed on your server machine where SigningHub has been deployed.
The dimensions of the documents (being merged) should be the same, however, SigningHub allows up to 5 pixels difference.
After adding the documents to a package, proceed to the 'Add recipients and placeholders' phase. See also:
