Supported file types
Suresign accepts these files out of the box:
All uploads are scanned for viruses first. Files must be 25 MB or smaller.
You can also ask the agent to draft a full agreement from a sentence and place signer fields automatically. See Draft with the agent.
How to upload a document
1
Open your workspace
From your Suresign workspace, start a new send or open an existing draft.
2
Upload your file
Drag your PDF, Word file, or image into the upload area, or click to choose a file from your computer.
3
Preview the pages
Suresign shows you each page. Scroll through to confirm the text looks right after conversion.
Field types you can place
After upload, you will see a toolbar of fields organized by what the signer does. Drag any field onto the page where you want it.Signature fields
Filled automatically
Text fields
Choice fields
File fields
That is 13 field types in total, covering signatures, dates, names, text, numbers, checkboxes, radio buttons, dropdowns, file uploads, and stamps.
Assign fields to signers
Each field must belong to one person. Click a field and pick who it is for. Every signer only sees their own fields, and each person gets their own signing link by email.- One signer: place all fields for that one person.
- Multiple signers: place fields for each person, such as Alex Chen signing first and Priya Shah signing second.
- You can also add approvers, people copied in, and viewers. Approvers click Approve. People copied in receive the final document. Viewers get read-only access.
Let the agent place fields for you
If you already uploaded a PDF, you can ask the agent to read it and place signature boxes and date fields in the right spots. The agent looks for signature lines, party names, and dates, then drops the fields for you. You review before anything is sent.1
Open the agent chat
While viewing your uploaded document, open the agent chat.
2
Ask it to place fields
Say something like, “Place signature boxes for Alex and Priya, and auto-fill the date.”
3
Review the placement
The agent shows you where it put each field. Move, add, or remove fields as needed.
4
Send when ready
When everything looks right, send the document. As always, the agent waits for your review before it acts.
Tips for clean field placement
- Place fields right on the line or box where people expect to sign.
- Use “Date signed” instead of a plain Text field for dates. It fills itself and avoids mistakes.
- Use “Name” instead of a Text field for printed names. It stays consistent with the signer list.
- Leave a little space around each field so it does not overlap with nearby text.
- If a signer needs to upload a file, place an Attachment field and label it clearly.
Next steps
Set signing order
Decide who signs first, second, or all at once.
Add signer checks
Add an access code or email confirmation for extra safety.