Upload a document

Upload PDFs, supported images and Office documents; each file becomes a separate template.

Before you start

Use files you are allowed to upload. Each file must be at most 25 MB.

Open Templates. Press Upload templates, or drag files onto the library.
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Template library with search, status filters, uploads, gallery and template row actions. Screenshots use a demonstration workspace.
- 1Upload supported PDF, image or Office documents.
- 2Filter templates by status.
- 3Use a Ready template to enter the real recipients.
Select one or more files. Supported formats include PDF; JPG, PNG, WebP, GIF, TIFF and BMP images; Word, Excel and PowerPoint files; OpenDocument files; RTF and text.
Images and Office documents are converted to PDF. Wait for processing to finish, then review the converted pages before adding roles and fields.
Choose Continue setup for a Needs setup template. Uploading and preparing templates does not consume document credits.

You should see

Each readable file has its own template row and status. Converted files can be reviewed as PDF pages.

If it did not work

If processing fails, open the original locally and check for corruption, a password lock, or an unsupported format.

If a file is larger than 25 MB, reduce the size or split it before uploading.

Conversion can change line breaks or page layout. Export to PDF yourself if you need precise control, and inspect the result before publishing.

A one-time send accepts a PDF only. Use Templates for image or Office conversion.