Drag and Drop Feature: A Game Changer for Importing Contracts πŸš€

That's right! The feature we've all been waiting for is finally here. With the new Drag and Drop feature, you can import your PDF contracts directly, and the system will process them so you only need to add the signer blocks you want πŸ™Œ

Step 1: Access the Drag and Drop Feature

First, log into your account and navigate to SignME in your right sidebar. πŸ‘‰

Click on "Create New Template" to start the process. Then, scroll down to the third item that says "Select Option" and choose "Import Contract". πŸ“‘

Step 2: Upload Your Contract

Once you've selected the right option, simply drag your PDF contract into the gray box. Once uploaded, you'll see it appear like this:

Step 3: Review Your Contract

Click Next, and you'll see your contract appear in the Contract Builder exactly as it is, without the need for copying and pasting. πŸ› οΈ

⚠️ This feature doesn't allow you to edit the contract within the Contract Builder, so ensure the PDF you upload is the final version. You'll only need to add the signer blocks afterward.

Step 4: Add Signer Blocks

Start adding the signer blocks you need wherever you want. Drag and drop a field from one of the categories below onto the contract. The selected field will appear on your contract so you can edit it as needed. Check out the example below πŸ–‹οΈ

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Step 5: Finalize Your Contract

Once you’ve added all the signer blocks you need, click Next to move to the final step. Adjust any additional details, such as a welcome message or post-contract submission message if needed. Click Create, and you’re all set! πŸŽ‰

Easy and fast. 😎


Conclusion:

If you have any questions or need further help, feel free to reach out to our Support Team at Support@mesuite.com

Happy uploading! πŸ“€

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