---
title: "Upload PDFs to start a document workflow"
space: "SignDex"
url: "https://docs.crestsolution.com/signdex/upload-pdfs-to-start-a-document-workflow"
updated: "2026-11-13"
---

Add PDF files and their basic details before proceeding to the signer setup stage.

## **Before you begin**

- Sign in to SignDex.
- Prepare up to **five PDF files**, with a maximum size of **25 MB per file**.
- Choose a clear document title so you can find the workflow later.

## **Upload your files**

1. Open **Documents** and select **Upload Document**. You can also start from Home.  
![](https://signdex.io/wp-content/uploads/2026/09/03-1-create-doc-scaled.png)
2. Drag your PDFs into the upload area, or select **Browse Files** and choose them from your computer.  
![](https://signdex.io/wp-content/uploads/2026/09/03-2-upload-doc-scaled.png)
3. Review **Name**. It defaults to the file name; edit it if needed to provide a clear, searchable title.
4. Optionally select a **Category**. This narrows the folder list.
5. Optionally select a **Folder**. The upload screen notes that selected folders are recorded at this stage and shown there after completion.
6. Optionally enter a **Description** to explain the document’s purpose.
7. Select **Next: Add Signers** when the files and required details are ready.
  ## **Check your progress**

  The next stage is **Add Signers**, followed by **Prepare & Send**. Uploading files is the beginning of the workflow; you still need to configure participants and complete preparation before sending.
  ## 

  **If you cannot continue**

  If **Next: Add Signers** is disabled, check that you have uploaded a PDF and completed **Name**. Also check the file count and size limits.