Add or create documents and forms to start building your process. These can be new documents or forms that you will create or upload from your computer or storage service.
Note: we support the following formats of documents: PDF, XLSX, DOCX, RTF, DOC, PPT, PNG, JPG, JPEG, TIF, TIFF, BMP.
To proceed with the workflow creation, select Start > Send documents (to send one time-workflow), Create template(to create a reusable document with pre-defined roles and fillable fields), or Design automation (to create a workflow). The aforementioned options are also available in the Getting started section.
Click the +Add documents button.
Add documents using one of the following methods:
1. From computer: upload a document from your computer or drag and drop it in the upload area.
2. From cloud: import documents from one of the cloud services (Dropbox, Box, Google Drive, One Drive, signNow, pdfFiller, URL, or SharePoint account).
3. From library: search for the templates you need by category or type its name in the search box. Then, click on it to open in the editor and customize it.
4.Create new form or document: create documents from scratch and customize them according to your process.
This category includes the following document types:
Form or Survey: collect data or feedback from multiple people.
Document generation: create documents from scratch. Once you select it, a blank page will open in the editor where you can add and edit text, add fillable fields, text tags, and much more.
Contract negotiation: negotiate and sign contracts.
Spreadsheet: upload or create a spreadsheet document from scratch.
Welcome form: introduce your teammates to a new process.
Authentication form: verify the identities of those who access your workflow.
Request attachment: request additional documents.
Accept payments: collect payments.
You can upload up to 20 documents.