If you've recently created a Dokobit by Signicat account and need help getting started, this article guides you through the basic process of uploading a document and preparing it for signing.
How to upload a document
Select the relevant tab to view the instructions for your platform.
Web
1. Log in to your Dokobit by Signicat account.
2. Press Upload document.
3. Prepare your document for signing by following these steps.
Step 1: Choose signed document formatSelect the format in which you want the document to be signed.
Learn more: FAQ: Document formats
Step 2: Upload documentsUpload the files you want to sign. The upload and storage limits depend on your plan.
Step 3: Add participantsAdd the participants who need to access or sign the document. The maximum number of signers depends on the selected document format.
Learn more: How to share a document
Step 4: Set document optionsAdjust the document settings as needed. Learn more: Document categories | Deadlines | Annotations | How to enable or disable e-signing methods | Reminders | Accountless signing |
4. Once the document has been uploaded and prepared for signing, press the button at the bottom of the page to proceed. Depending on the participants you have added, the button will be labeled Go to signing, Send & sign, or Send.
Mobile app
1. Open the Dokobit mobile app.
2. Tap the + icon in the bottom-right corner.
3. Select the format of the signed document, upload or scan the file(s), and tap Next.
4. Adjust the document settings as needed and tap Next.
5. Add participants who need to access or sign the document and tap Create.
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Do you also need help understanding the signing process? Read our guide: How to sign a document |