1. Support & information
  2. Product Use Topics
  3. Agreement Editor - upload/send agreements for e-signature

Step 1 of 4 - Uploading a document, adding signers, and setting a signing order

Upload or drag in a PDF into the Agreement Editor to get started. Then add your signer's names and email addresses, or skip adding signers to create a reusable agreement link.

Once your document is uploaded, you can optionally select to set a signing order. You can always come back to this page and edit the signers or change the signing order.

 

How to upload a document and add signers with a set order:

HubSpot Video

 

How to go back and edit signers: