How to upload a document

Uploading documents to your E-Sign dashboard couldn’t be easier.

Step-by-step guide

Step 1

From your E-Sign dashboard you can simply drag a document from its stored location (i.e. desktop, folder) and drop it anywhere on the dashboard.

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Step 2

From there, it automatically stores in your ‘Uploads’ section. This can be accessed via the sidebar navigation or the document uploads button. Both of which are situated on the dashboard.

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Step 3

Alternatively you can choose to upload your documents via the ‘Upload a doc’ button on your E-Sign dashboard.

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Step 4

When selected you are given the choice of where to upload your documents from.

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Most frequent uploading a document pack questions

E-Sign can be accessed anywhere on a range of devices including laptop, tablets and mobile phones. E-Sign also has free Android and iOS apps.

Google Chrome, Firefox, Safari, Opera, Internet explorer.
You can check that you are using the most up-to-date browser by logging into your account and selecting ‘update browser’ from the dropdown menu at the top right hand side of the dashboard page.

The status of a document can be checked via the E-Sign dashboard. Reminders can also be sent to the recipient of a document.

All documents & uploads are stored on E-Sign’s servers, powered by E-Sign’s secure UK based network infrastructure. Only those who are involved in a document (e.g. The Author or Signatory) can view the document via their account or a secure private link they have received via email. Important: Once a document is downloaded to your computer, or is stored in your emails, it is then within your responsibility to keep it safe and secure – just as with hard copy documents you receive in the post.

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