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Step-by-step Guide

Can I upload MS Word documents to an eSign envelope?

Article ID: 3069
Last updated: 29 Mar, 2023

You can now include external PDF documents within your eSign envelope. This is particularly handy should you wish to send engagement letters to your clients. 

As engagement letters are generated in MS Word, you will need to convert them to PDF in order to upload them to the envelope.

Converting MS Word documents to PDF:

  1. Open your MS Word document.
  2. Click File > Save As.
  3. Select PDF as the Save as type.
Article ID: 3069
Last updated: 29 Mar, 2023
Revision: 1
Views: 370
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