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Uploading Documents

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

Uploading Your Document

Section titled “Uploading Your Document”

  1. Access the Upload Area

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

  2. Choose Your Upload Method

    You have three options for uploading documents:

    Method 1: Drag and Drop

    • Locate your document file on your computer
    • Drag the file into the upload dropzone on the dashboard
    • Release to start the upload

    Drag and Drop Upload Zone

    Method 2: Browse Files

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

    Method 3: Google Drive Import

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

  3. Wait for Processing

    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

  4. Set Your Document Title

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

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

Supported File Types

Section titled “Supported File Types”

Subnoto accepts the following document formats:

PDF Files

PDF files (.pdf) are recommended for best compatibility and quality.

Word Documents

Word documents (.docx) are automatically converted to PDF before processing.

File Requirements

Section titled “File Requirements”
  • Maximum file size: 50MB recommended
  • Large files may take longer to process
  • Remove any password protection from PDFs before uploading
  • Ensure the document is final - changes cannot be made after sending

Troubleshooting Upload Issues

Section titled “Troubleshooting Upload Issues”

Next Steps

Section titled “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

Ready to add recipients? Continue with Adding Recipients.