Upload a Document (Quick Sign)

1. In the QS modal, select your preferred method of uploading a document by clicking one these buttons:
   • Upload Document or drag & drop a document
   • Docubee Document Assistant
   • Docubee Doc Library
   • Google Drive
   • Box
   • A Docubee template

Drag & Drop / Upload Document

1. Do one of the following:
   • Drag the document from your folder and drop it onto the QS modal.
   • Click Upload Document, select the document in the dialog, and click Open.
2. The document(s) is added to the QS modal as ‘Ready to upload’
3. Click Continue to proceed to the Fill or Sign modal.

Docubee Document Assistant

1. In the QS modal, click the Docubee Document Assistant button.
2. Enter the Document Name and a prompt for the AI generator describing what you want the form to be about and include, etc. Click Generate Document.
3. Based on your prompt, a form is created with suitable fields and is displayed as a placeholder template in the Fields Detected modal. Any data values you enter for the fields here will be used in preparing the document. Note: It is optional to enter values for the fields at this point.
4. Click Continue to Document.
5. The document is generated with the fields that were detected and data you may have entered. It displays in the Edit Document modal and you can edit it to suit your requirements.
   • If it does not meet your approval, click Try Again.
6. Click Use Document to add it to the QS modal as ‘Ready to upload’.
7. Click Continue to proceed to the Fill or Sign modal.

Docubee Doc Library

1. Click the Docubee Doc Library button in the QS modal to see the list of documents available in the document library for that workspace.
2. Select the document(s) to upload. Note: You can select up to 20 files for quick signing.
3. Click Select (if one file is selected)/Select (#) Files (if a number of files are selected).
4. The files are listed in the QS modal as ‘Ready to upload’.
5. Click Continue to proceed to the Fill or Sign modal.

Google Drive

1. In the QS modal click Google Drive.
2. If you have not already integrated / granted access to your Google Drive:
   1. In the Sign In authentication window select your google account to use with Docubee. See How to Import Documents from Google Drive for more information.
   2. Docubee needs to access your Google account, click Allow to grant access.
3. The Select a FIle modal displays the files in your Google Drive.
4. Select the document you want to upload and click Select.
5. The document is listed in the QS modal as ‘Ready to upload’.
6. Click Continue to proceed to the Fill or Sign modal.

Box

1. In the QS modal click the Box button
2. In the Box Customer Log In authentication window enter your email and password to connect to your account.
3. Docubee launches a Box document picker for you to select your document to upload. See How to Import from Box.com for more information.
4. The document is listed in the QS modal as ‘Ready to upload’.
5. Click Continue to proceed to the Fill or Sign modal.

Docubee Templates

• Send & Sign, you only need to enter an email address for each predefined role and the participants will receive an invitation to fill out and sign the document.
• Sign it Myself, the template will not have the pre-configured fields. You will have to add the required stamps yourself.

1. Select a template on the QS modal.
2. Click Continue to proceed to the Fill or Sign modal. See Quick Sign for more information on Fill or Sign.

Related Information