How to create a new deal from upload?
To create an agreement or to edit an existing PDF file agreement, follow instructions below:
- From your Dashboard, click on “New Deal” from either the middle of the page or the icon located in the left panel
- Head to the “Upload File” tab
- Click on “Browse” to navigate to the file or drag and drop it into the window
- Once the deal is selected, click “Create New Deal”
- You are now ready to edit the uploaded document by adding text fields, adding signature and initial boxes and crossing out the necessary fields