Upload your document

The first step in creating an envelope is attaching the PDF you want signed.

How to upload

1. From the dashboard, click Send an envelope, or navigate to Envelopes → New envelope.
2. On the upload screen, either:
   • Drag and drop your PDF onto the upload area, or
   • Click Choose file to open a file browser.
3. Permissio processes the file and displays a preview. Review the first page to confirm the correct document was uploaded.
4. Give the envelope a title (e.g. NDA — Acme Corp). This is what signers see in the email subject and what appears in your envelope list.
5. Click Next to move to the signers step.

Supported formats

Format	Notes
PDF	Required. All other formats must be converted to PDF before uploading.

Only one document per envelope is supported. If you need multiple documents signed together, combine them into a single PDF before uploading.

File size

The maximum file size is 25 MB. Very large PDFs (complex CAD drawings, high-resolution scans) should be compressed before uploading to keep the signing experience fast for recipients.

Editable PDFs

PDFs with interactive form fields (AcroForms) are accepted, but Permissio overlays its own signing fields on top. Existing interactive fields are not removed and may appear alongside Permissio's fields. Flatten interactive fields in your PDF editor before uploading if you want a clean canvas.

Replacing the document

You can replace the uploaded PDF any time while the envelope is still in Draft. Click the document thumbnail in the envelope builder and choose Replace document. All placed signing fields are cleared when you replace the document — you will need to re-place them after the new file is processed.