Uploading Documents
How to upload PDF documents to your relays.
Uploading Files
CloseRelay supports PDF document uploads. To upload a document:
- Open a relay and go to the Documents tab.
- Click the Upload button or drag and drop files directly into the upload area.
- Select the folder where you want to store the document.
- The file will upload and appear in the selected folder.
File Requirements: Documents must be PDF format and under 50 MB in size. You can upload multiple files at once.
Upload from Templates
You can also add documents from your template library. Click Add from Templates on the Documents tab to browse and select from your saved document templates. This copies the template into the relay as a new document ready for signature fields and sending.