mirror of
https://github.com/documenso/documenso.git
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b92c53dbb2
Co-authored-by: Catalin Pit <catalinpit@gmail.com>
159 lines
4.4 KiB
Plaintext
159 lines
4.4 KiB
Plaintext
---
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title: Upload Documents
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description: Upload documents to Documenso to prepare them for signing. Covers supported formats, file size limits, and upload methods.
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---
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import { Accordion, Accordions } from 'fumadocs-ui/components/accordion';
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import { Callout } from 'fumadocs-ui/components/callout';
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import { Step, Steps } from 'fumadocs-ui/components/steps';
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## Limitations
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| Limitation | Value |
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| ----------------------- | ----------------------------------- |
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| Supported format | PDF only |
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| Maximum file size | 50MB (configurable for self-hosted) |
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| Encrypted PDFs | Not supported |
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| Password-protected PDFs | Not supported |
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<Callout type="warn">
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Documenso does not support password-protected or encrypted PDF files. Remove encryption before
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uploading.
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</Callout>
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## Upload Methods
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You can upload documents in two ways:
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### Drag and Drop
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{/* prettier-ignore */}
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<Steps>
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<Step>
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### Go to the Documents dashboard
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Open your [Documents dashboard](https://app.documenso.com/documents).
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</Step>
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<Step>
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### Drag and drop your PDF
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Drag a PDF file from your computer and drop it anywhere on the page.
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</Step>
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<Step>
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### Wait for the upload to complete
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The document will process and the editor will open when ready.
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</Step>
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</Steps>
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### File Picker
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{/* prettier-ignore */}
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<Steps>
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<Step>
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### Go to the Documents dashboard
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Open your [Documents dashboard](https://app.documenso.com/documents).
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</Step>
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<Step>
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### Open the upload dialog
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Click **Upload Document** in the top right.
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</Step>
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<Step>
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### Select your file
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Choose a PDF file from your computer.
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</Step>
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<Step>
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### Wait for the upload to complete
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The document will process and the editor will open when ready.
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</Step>
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</Steps>
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## Uploading Multiple Documents
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You can upload multiple PDF files at once to create a single envelope containing multiple documents. The number of files you can upload per envelope depends on your plan.
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To upload multiple files:
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- Select multiple PDF files when using the file picker, or
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- Drag and drop multiple PDF files at once
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All files in the same upload become part of the same envelope and share the same recipients and signing workflow.
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<Callout type="info">
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If you need separate signing workflows for each document, upload them individually.
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</Callout>
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## What Happens After Upload
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When you upload a document:
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1. **Processing**: Documenso validates the PDF and extracts page information
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2. **Draft created**: A new document is created in `Draft` status
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3. **Editor opens**: You're taken to the document editor to add recipients and fields
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The document remains in `Draft` status until you send it. You can close the editor and return later - draft documents are saved automatically.
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## Troubleshooting
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<Accordions type="multiple">
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<Accordion title="File is larger than 50MB">
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Reduce the file size before uploading:
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- Compress images within the PDF
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- Remove unnecessary pages
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- Use a PDF compression tool
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</Accordion>
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<Accordion title="Only PDF files are allowed">
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Convert your document to PDF before uploading. Most applications (Word, Google Docs, etc.) can
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export to PDF format.
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</Accordion>
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<Accordion title="You cannot upload encrypted PDFs">
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The PDF is password-protected or encrypted. Open it in a PDF reader, remove the security settings,
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and save a new copy.
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</Accordion>
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<Accordion title="You have reached your document limit">
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Your plan has a monthly document limit. Options:
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- Wait until your limit resets next month
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- Upgrade to a higher plan
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- Delete unused draft documents (this does not restore quota)
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</Accordion>
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<Accordion title="Upload fails with no error message">
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Check that:
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- Your internet connection is stable
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- The file is a valid PDF (try opening it in a PDF reader)
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- The file is not corrupted
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</Accordion>
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</Accordions>
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---
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## See Also
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- [Add Recipients](/docs/users/documents/add-recipients) - Specify who needs to sign
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- [Add Fields](/docs/users/documents/add-fields) - Place signature and other fields on the document
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- [Send Documents](/docs/users/documents/send) - Send the document and monitor progress
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