- Documents (PDF, DOCX) — use as document sources in envelopes. Upload contracts, agreements, and other documents you send repeatedly.
- Images (PNG, JPG) — use as logos for envelope branding. Only images uploaded to your Library can be used as logos.

Uploading a file
Open the Library
Go to the Library in the Dashboard.
Upload the file
Click Upload a file or drag and drop a file into the upload area. Supported formats:
| Format | Max size |
|---|---|
| 10 MB | |
| DOCX | 10 MB |
| PNG | 10 MB |
| JPG | 10 MB |
Using files from the Library
Click Copy URL next to any file to copy its URL. How you use the URL depends on the file type.Documents in envelopes
Use a PDF or DOCX URL as theurl property of a document when creating an envelope:
Images for branding
Use a PNG URL as thelogo property in envelope branding. The logo appears in the header of recipient emails and the signing ceremony.
Only images uploaded to your Library can be used as logos. External URLs are not supported.
Updating a file
To replace a file with a new version, click Update on the Library page. The upload URL stays the same, so any envelope templates or integrations referencing that URL will automatically use the new version.Deleting a file
To delete a file, click the actions menu (…) next to the file and select Delete. Deleting a file is permanent. Envelopes that were already created with the file are not affected, but the URL can no longer be used in new envelopes.Library vs API uploads
| Library (permanent) | API upload (temporary) | |
|---|---|---|
| Created via | Dashboard | API endpoint |
| Retention | Stored indefinitely | Expires after 24 hours |
| Reusable | Yes — use the same URL across multiple envelopes | No — intended for one-time use |
| Best for | Recurring documents, templates, logos | One-off sends from your application |
You need the Manage document library permission to upload or delete files. See Manage Team Members for details on roles and permissions.