How to upload and share an existing document with clients or prospects

Synup OS allows you to upload and share your own documents with clients or prospects directly from the platform. This is useful for sharing proposals, presentations, contracts, or any other collateral without leaving your workspace.

Step 1: Navigate to the Documents Section

1. From the left-hand menu, click on Documents.
   
   

2. You’ll see your document library with existing document files.

Step 2: Upload a New Document

1. Click on the Upload button (located at the top-right of the screen).

2. A file picker will open, select the document from your computer that you want to upload. 

3. Supported format is PDF. Size should be up to 10 Mbs.

Step 3: Edit & Sign Your Uploaded Document

• Once uploaded, the document will open up in a document editor.
  
  

• You can rename it for easy identification. You can not edit contents in the existing document, but you can add new pages to the document. There are plenty of options to add different types of content blocks to the new pages. 

• If you simply want to add e-sign, just click Signature block on the left-hand menu. Next, add your signature by clicking on the Sender signature button. The receiver signature is a dynamic field that your client will be able to edit and sign with.

Note: Want to make more edits to your document? Here’s a guide on document editing options available to you.

Step 4: Share the Document with Clients or Prospects

1. Once you sign the document, click on the Send button (on top right).
   
   

2. You can share the document directly through Synup OS to your client or prospect’s email address. Once you click send, you will see the option to edit the email to go with it. You can also choose to schedule this email for later if you don’t want to send right away. Just click on the dropdown icon next to Send button.