How to create a new deal from upload?

To create an agreement or to edit an existing PDF file agreement, follow instructions below:

  1. From your Dashboard, click on “New Deal” from either the middle of the page or the icon located in the left panel
  2. Head to the “Upload File” tab
  3. Click on “Browse” to navigate to the file or drag and drop it into the window
  4. Once the deal is selected, click “Create New Deal”
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  5. You are now ready to edit the uploaded document by adding text fields, adding signature and initial boxes and crossing out the necessary fields