Uploading Documents

This guide covers everything you need to know about uploading documents to Subnoto for signature.

Accessing the Upload Area

1. Log in to your Subnoto account
2. You’ll land on the Dashboard page
3. The upload area is prominently displayed at the top

Supported File Types

Subnoto accepts the following document formats:

• PDF files (.pdf) - Recommended
• Word documents (.docx) - Automatically converted to PDF

Note

File Format Word documents are automatically converted to PDF before processing. For best results, we recommend uploading PDF files directly.

Upload Methods

You have three options for uploading documents:

Method 1: Drag and Drop

1. Locate your document file on your computer
2. Drag the file into the upload dropzone on the dashboard
3. Release to start the upload

Method 2: Browse Files

1. Click the “Upload from Your Computer” button
2. Navigate to your document in the file browser
3. Select the file and click “Open”

Method 3: Google Drive Import

1. Click the “Import from Google Drive” button
2. Sign in to your Google account (if not already signed in)
3. Select the document from your Google Drive
4. The document will be imported directly

What Happens Next

After uploading:

• Your document is securely encrypted
• The filename is converted to a readable title (e.g., contract_2024.pdf becomes “Contract 2024”)
• You’re automatically redirected to the Edit Envelope page
• The document will appear in the editor, ready for you to add recipients and signature fields

Preparing Your Document Title

The envelope title appears in email notifications and the envelope list.

1. Look for the title field at the top of the page
2. Click to edit the auto-generated title
3. Enter a clear, descriptive name (e.g., “Employment Agreement - John Doe”)
4. The title is automatically saved as you type

Tip

Good Title Practices Use descriptive titles that help you and recipients identify the document:

• ✅ “Q4 2024 Sales Agreement - Acme Corp”
• ✅ “NDA - Jane Smith”
• ❌ “Document1”
• ❌ “Untitled”

File Requirements

Size Limits

• Maximum file size: 50MB recommended
• Large files may take longer to process

Security Considerations

• Remove any password protection from PDFs before uploading
• Ensure the document is final - changes cannot be made after sending

Best Practices

• Use PDF format when possible for best compatibility
• Ensure signature lines are visible in the document
• Review the document for errors before uploading
• Use descriptive filenames that will become good titles

Troubleshooting Upload Issues

”I can’t upload my document”

Possible solutions:

• Ensure the file is PDF or DOCX format
• Check that the file isn’t password protected
• Verify the file size is reasonable (under 50MB recommended)
• Try a different browser if issues persist

”The upload is taking too long”

Solutions:

• Large files naturally take longer to process
• Check your internet connection
• Try uploading during off-peak hours
• Consider compressing the PDF if it’s very large

”My document looks different after upload”

This is normal when:

• Uploading Word documents (they’re converted to PDF)
• The document had complex formatting
• Images or fonts aren’t embedded properly

Solutions:

• Upload the original PDF if available
• Check that all fonts are embedded in the PDF
• Ensure images are properly embedded

Next Steps

Once your document is uploaded and titled:

1. Add Recipients - Specify who needs to sign
2. Place Signature Fields - Add signature zones
3. Preview and Send - Send for signature

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Ready to add recipients? Continue with Adding Recipients.