This is customer-facing CRM content (Documents & Contracts, signature requests), so I'll rewrite it in NotLuck house style.

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How to Upload PDFs for Documents & Contracts

This guide walks you through how to upload PDFs for documents and contracts, so you can create contracts more efficiently and simplify your document management. It helps you avoid the hassle of sending separate signature requests, keeping things quicker and more organised. Let's get started.

How It Works

Start by navigating to the Documents and Contracts section within your account. Click the New button and select Upload Existing PDFs.

📌NOTE: This option is available both in the All Documents & Contracts and Templates areas, allowing you to begin from either tab.

You can either drag and drop your PDFs into the upload window or browse your device to select files. If you have multiple PDFs to combine, you can select them all at once here, making it quicker to gather the documents you need. You can add up to 10 documents from your computer.

Once your PDFs are selected, you can rearrange their order within the upload window if needed. This is handy when you need to adjust the sequence before combining them. Simply drag and drop the files into the position you want.

Once you're happy with the order, click the "Upload" button. All pages from the selected PDFs will be merged into a single document, ready to send for signatures or any other actions you need.

Adding PDFs Within Documents & Contracts Builder

Within the document & contracts builder, click on the Page option, then select the "+" button. In the popup, you can add the PDF to the page.

Alternatively, click on the three-dotted button in the top right and select the Add PDFs button to upload a PDF.

Following these steps, you can upload and merge multiple PDFs, simplifying your document management. Whether you're handling client agreements, contracts, or internal documents, combining them into a single organised file keeps your workflow tidy and professional.