Files & documents

Upload files to your vault

Keep contracts, receipts, and documents safe in one place. Upload files to your vault 1. Open Files from the sidebar. 2. Click Upload and choose your files. 3. Organize them into folders for easy access. Tip: Storage is part of your plan — you'll be warned before you run low.

Request a signature on a document

Collect legally-meaningful signatures on documents you send. Request a signature on a document 1. Open the document you want signed. 2. Choose Request signature and enter the signer's details. 3. Track the status as it moves to signed, declined, or expired. Tip: You'll be notified the moment a document is signed.