Follow these simple steps to save and store your documents using Bookipi eSign.
How to store your documents using Bookipi eSign
Keep all your contracts, documents, and essential business files organized in one central location. Follow the steps below to store and manage your saved documents using Bookipi eSign.
Step 1: Click ‘Contract’
Click ‘Contract’ on the left panel menu of your dashboard.
Step 2: Select ‘Upload documents’
From the options at the top, select ‘Upload documents’.
Step 3: Upload your files
Drag and drop your files into the box, or click ‘Upload’ to choose files from either Local Files or Google Drive.
To add more files, you can either select multiple files during upload or click ‘Add more files’.
Step 4: Click ‘Next’
Click ‘Next’ to proceed to the next step.
Step 5: Assign the documents
Click the ‘Unassigned’ field and select a client from your list to assign the documents.
If the client isn’t listed, click ‘Click here’ at the bottom of the dropdown to add a new customer.
Step 6: Save your documents
Click ‘Save documents’ to save the files. Its status will then be updated to Saved.
Step 7: Click ‘Close’
After saving your documents, click ‘Close’ to return to your document list dashboard.
Step 8: Rename your files
To rename a file, click the ellipsis button on the far right and select ‘Rename’.
Enter the new name for your document(s) and click ‘Save’.
All stored documents will have an Upload tag next to their document name.
FAQs about how to store your document using Bookipi eSign
Q: Can I upload multiple documents to assign to a specific customer?
A: Yes, you can upload multiple documents to assign to a specific customer for easier organization. Simply select multiple files during the upload process or click ‘Add More Files’ to include additional documents.
Q: How many documents can I upload under the free plan?
A: There is currently no limit on the number of files you can upload with the free plan.
Q: What is the maximum file size allowed for uploads?
A: The maximum file size for uploading a document or photo is 30 MB.
Discover more tutorials for Bookipi Invoice on Web v2
Discover more tips on how to get the most out of Bookipi Invoice on Web v2 with our Web v2 guides.
Make sending invoices anytime and anywhere even easier by downloading the Bookipi Invoice mobile app and check out our mobile app guides.
