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From a PDF

Check in the app

When the content already exists as a file, add a ready PDF as the document — no template or variables involved.

1. Open the upload form​

Choose Add PDF document. The Generate document form opens with a file drop zone:

Add PDF — upload

2. Upload the file and fill the data​

  • Drag & drop your file onto the drop zone, or click Choose file (only .pdf, max 50 MB).
  • Enter a Document name.
  • Fill in Supplier info (Private/Business, or Find supplier).
Counterparty vs. signer — important distinction

The counterparty is the party of the document — it can be a company (Business) or a private person. The generated document is assigned to the selected counterparty and appears on the documents list (and on that counterparty's own document list).

Signing is a separate matter: a document must always be signed by a natural person — a company as such cannot sign. Signers are added in a separate step, when you send the document for signature — not here. Only a counterparty saved as Private can additionally be used as a signer. See Suppliers and Signatures.

3. Generate​

Click Generate document. The document is created and appears on the documents list with status GENERATED, from where you can send it for signature.

Generate with a signature

Turn on Required signature before generating to choose a signature type and send it straight for signing — see Generating with a signature.

What's next​

note

Screenshots are generated automatically from the test environment and are available in Polish and English.