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Adding documents

Documents are the foundation of every agreement. You upload them during agreement preparation, and Propper Sign converts and merges them into a single signing experience for your recipients.

Supported file formats​

Propper Sign accepts the following formats:

FormatExtensions
PDF.pdf
Word.docx, .doc
Excel.xlsx, .xls
PowerPoint.pptx, .ppt
Images.png, .jpg, .jpeg, .gif, .bmp, .tiff

Non-PDF files are automatically converted to PDF before display. The maximum file size is 35 MB per document.

tip

PDF is the most reliable format. If you experience conversion issues with Office files, export to PDF from your source application before uploading.

Upload methods​

Drag and drop​

  1. Open your agreement in Prepare view.
  2. Drag a file from your computer onto the document upload area.
  3. Wait for processing to complete (typically 2–10 seconds).
  4. Verify the page preview renders correctly.

File picker​

  1. Open your agreement in Prepare view.
  2. Click Choose File (or Upload Document).
  3. Select your file and click Open.
  4. Processing begins automatically.

Adding multiple documents​

You can attach more than one document to a single agreement. This is useful when an agreement bundles multiple files — for example, a contract paired with an exhibit, or an offer letter accompanied by a benefits summary and NDA.

Each document is tracked separately with its own page range. Propper Sign merges them in order into a unified signing experience, so recipients move through all documents in a single session.

To add multiple documents:

  1. Upload the first document.
  2. Click Add Another Document.
  3. Upload additional files.
  4. Drag documents to reorder them — the order you set here is the order recipients see during signing.
note

Each document in the agreement is stored with its own startPage, endPage, and pageCount values. When you place tags, page numbers reflect position within the merged document, not within the individual source file.

Document ordering​

The order you arrange documents in the prepare view determines the order recipients experience them during signing. Documents are merged sequentially — the first document occupies the first pages, the second document follows, and so on.

To change the order:

  1. Hover over a document in the document list.
  2. Drag it to the desired position.

Reordering updates page number assignments for all tags already placed on those documents, so place tags after you finalize your document order.

Per-recipient document visibility​

By default, every recipient has access to all documents in the agreement. When you enable Enforce Recipient Visibility, you can control which recipients can view and interact with each document.

Each recipient-document pair supports three access levels:

Access levelWhat the recipient can do
Fill & SignView the document and complete assigned tags (default)
View onlyView the document but cannot interact with tags
No accessThe document is hidden entirely

To configure per-recipient visibility:

  1. Open the agreement in Prepare view.
  2. Go to Settings and enable Enforce Recipient Visibility.
  3. For each document, expand the Document Access panel.
  4. Set the access level for each recipient individually.
note

Per-recipient visibility is an advanced setting. When disabled (the default), all recipients have Fill & Sign access to every document in the agreement.

Document preparation tips​

For best results before uploading:

  • Remove password protection. Password-protected PDFs will fail to upload. Remove the password in your PDF application before uploading.
  • Check readability at 100% zoom. Small or compressed text may be difficult to sign around. For scanned documents, 300 DPI is recommended.
  • Use OCR for scans. If recipients need to read a scanned document clearly, run OCR in your PDF application first.
  • Avoid form-fillable PDFs. Existing interactive form fields can conflict with Propper Sign tags. Flatten the PDF before uploading or use a non-fillable version.
  • Finalize page order before placing tags. Reordering documents after placing tags requires you to verify tag positions remain correct.

Troubleshooting​

"File too large" Your file exceeds the 35 MB limit. Compress the PDF (reduce image resolution or quality in your PDF application) or split the content into multiple smaller files and upload each one separately.

"Invalid format" or upload fails immediately Confirm the file extension matches the actual file type and that the file is not corrupted. Try opening the file in its source application and re-exporting or re-saving it. Password-protected PDFs must have protection removed before upload.

Document preview looks incorrect after upload This can occur when an Office file uses fonts or features that are not fully supported during conversion. Export the file as a PDF from Word, Excel, or PowerPoint before uploading to ensure the rendered output matches what you intend.

Pages appear out of order If you are uploading multiple documents, check the document order in the prepare view. Drag documents to the correct position. Note that individual document page order cannot be changed in Propper Sign — reorder pages in your source application before uploading.

Tags appear on the wrong pages after reordering documents Reordering documents shifts the global page numbers of the merged result. Review all tag placements after reordering to confirm they remain on the intended pages.

Next steps​