Configure the Envelope Documents

You can add one or more documents to an existing envelope. You can also remove, rename, and re-order the documents in the envelope.

First, access Designer.

1. Launch TrueSign. The Home page is displayed.
2. Click the My Envelopes tab. Existing envelopes are listed.
3. Locate the envelope to configure.
4. Click the Design button.

The Designer interface is launched. Documents are managed through the right sidebar.

Add a Document

To add one or more documents to the envelope:

1. Click the + icon in the Documents section.

2. In the New Envelope Documents dialog, select the documents to add to the envelope. You can:

Drag and drop the files in the Import bar.

OR

Click the Import bar, then navigate to and select the files in the dialog presented.

3. Once the file is successfully uploaded, click Close.

The document is added to the envelope.

Edit the Envelope Documents

You can remove, rename, and re-order the documents in the envelope.

1. Click the Edit icon in the Documents section. The Edit Envelope Documents dialog is launched.

Remove a Document from the Envelope

IMPORTANT:  Once the deletion is confirmed, the document is immediately removed from the envelope. This operation is not reversible.

1. On the Edit Envelope Documents dialog, locate the document to remove.
2. Click the Delete icon.
3. Click the Delete button in the confirmation pop-up.

Re-order the envelope documents

Changing the order of the envelope documents impacts the order in which the documents are presented to the signer.

1. On the Edit Envelope Documents dialog, locate the appropriate document.
2. Click and hold the document's sorting handle (stacked dots).

3. Drag the document to the desired location and release.

4. Click Save Changes.

Rename the Documents

To rename the document:

1. On the Edit Envelope Documents dialog, locate the appropriate document.

2. Input the correct document title.
3. Click Save Changes.