Documents and E-Signatures
Upload, review, download, organize, and electronically sign documents securely.
Start here
How to upload a document
Upload a file to the correct request so it reaches the right team with the right context.
Updated 2026-07-28
Supported document types
What to check first, and how to report it if the problem continues.
Updated 2026-07-28
Maximum document upload size
What to check first, and how to report it if the problem continues.
Updated 2026-07-28
How to replace an uploaded document
Step by step guidance for replacing an uploaded document in the Documents page.
Updated 2026-07-28
All documents and e-signatures articles
How to upload a document
Upload a file to the correct request so it reaches the right team with the right context.
Updated 2026-07-28
Supported document types
What to check first, and how to report it if the problem continues.
Updated 2026-07-28
Maximum document upload size
What to check first, and how to report it if the problem continues.
Updated 2026-07-28
How to replace an uploaded document
Step by step guidance for replacing an uploaded document in the Documents page.
Updated 2026-07-28
How to delete an uploaded document
Step by step guidance for deleting an uploaded document in the Documents page.
Updated 2026-07-28
How to download a document
Step by step guidance for downloading a document in the Documents page.
Updated 2026-07-28
Where to find completed documents
Where to find this in your workspace, and how to get a copy.
Updated 2026-07-28
How document folders work
How this works in Institution, and what it means for your account.
Updated 2026-07-28
How to identify a requested document
Step by step guidance for identifying a requested document in the Documents page.
Updated 2026-07-28
What to do if an upload fails
What to do next, and who to contact if you need help.
Updated 2026-07-28
Why a document is still processing
Common reasons this happens, and how to move the item forward.
Updated 2026-07-28
How to upload a clearer copy
Step by step guidance for uploading a clearer copy in the Documents page.
Updated 2026-07-28
How to redact unnecessary sensitive information
Step by step guidance for redacting unnecessary sensitive information in the Documents page.
Updated 2026-07-28
How to report an incorrect document
Step by step guidance for reporting an incorrect document in the Documents page.
Updated 2026-07-28
Understanding electronic signatures
What electronic signatures means in Institution and how it affects your account.
Updated 2026-07-28
How to sign a document
Step by step guidance for signing a document in the Documents page.
Updated 2026-07-28
Why an e-signature request may expire
Common reasons this happens, and how to move the item forward.
Updated 2026-07-28
How to request a new signature link
Step by step guidance for requesting a new signature link in the Documents page.
Updated 2026-07-28
How to decline a signature request
Step by step guidance for declining a signature request in the Documents page.
Updated 2026-07-28
How to download a signed document
Step by step guidance for downloading a signed document in the Documents page.
Updated 2026-07-28
Who can sign for a company
What this means in Institution and how it affects your account.
Updated 2026-07-28
Why a signature request was sent to a specific person
Common reasons this happens, and how to move the item forward.
Updated 2026-07-28
How to update a signer
Step by step guidance for updating a signer in the Documents page.
Updated 2026-07-28
How to check signature status
Step by step guidance for checking signature status in the Documents page.
Updated 2026-07-28
How Institution protects uploaded documents
How this works in Institution, and what it means for your account.
Updated 2026-07-28
Still need a hand?
Contact the Institution team for help with account access, services, documents, billing, or a question that is specific to your company.