The hands-on guide to help you learn how to use Wondershare Document Cloud in seconds.
Home > Online Help > Quick Guide For Document Cloud
1Visit Wondershare Document Cloud official website and click the “ACCESS CLOUD” button on the top left corner.
2You can log in with the popup page if you have created a Wondershare ID before.
3Click the “Create account” button to create if you don’t have a Wondershare ID.
1 Navigate to the top banner and find the “BUY NOW” button.
2 Follow the on-screen instructions and choose your favorite plan as you need.
3 Click the “BUY NOW” button and jump to the shopping cart. We will help you create a Wondershare ID automatically if the email you filled wasn’t used to create a Wondershare ID before.
4 Go to your email inbox and follow the instruction to activate your Wondershare ID and reset the password.
1 Click the “Upload Files” button to choose the documents you want to save.
2 Finally, click the “Open” button and wait for the uploading process is completed.
1 Navigate to the top toolbar and move to the “Sign” tab. There are three choices for you to initiate a new task for signatures, including Request Signatures, Bulk Send and Create Template.
2 Choose the document you will send from your local storage or from our Document Cloud. Then click the “Add Document” button. Moreover, you can set a access authentication for the signing request and recipients will have to input the correct password to finish the signing process.
3 Input the correct signer’s email address, then click the “↑” button to add it to the signers group. You can also import a CSV file to add multiple email addresses in batch. Plus you can add CC and they can only review the documents.
4 If you need to set signing order, just confirm the checkbox and drag the icon to change sequence. If you need to sign the document, just click the checkbox and select “Sign first” or “Sign last”.
5 Drag and drop the Signature/Initial, Date, Title, Company fields for every signer as you need. You can also customize an area for signers to fill, such as Address, Gender, Age, etc. If you need to reuse this layout next time, you can save it as a template.
6 After you finish the email notification's subject and content, set a reminder and customize your branding logo, send the documents for collecting electronic signatures straight away! You can track the status and details as you need.
1 Open the message, you’ll see the following signature request. You’ll know who sends the request and what document you will sign. Click the “Sign the Document” button to jump to Wondershare Document Cloud via the default browser on your computer directly. Or click the below link if the button doesn’t work.
3 Once you agree to sign the document, you’ll find multiple fields the initiator requests. All you need to do is to click these fields and then fill in the related information.
4 Click the “Submit Signature” button on the top right corner after you confirm all the information you filled in. Then you can download and save the document to your local storage.
1 Log in to Wondershare Document Cloud, then navigate to the “Sign” tab. You will find the “Template” feature.
2 Click the “Create Template” button to customize your own template, or reuse a current template if you have created before.
3 Select a document from your local storage or Document Cloud. Then you can set a access authentication for the signing request and recipients will have to input the correct password to finish the signing process.
4 Click to add the number of signers for this template, and you can also set a signing order with the checkbox. If you need to sign the document, click the “I need to sign the document” checkbox and choose "Sign first" or "Sign last".
5 Drag and drop to add the signature/information fields for every signer one by one. Click the “Save” button when you get it done and the template will be created successfully.
1 Move to the top menu, then click the "Combine Files" button under the Edit tab.
2 On the Editing tools page, click the "Combine Files" area or drag and drop to import your PDF documents from Document Cloud or local storage.
3 Rename the new file and click the "Combine" button to merge the documents imported into one. The new combined document will be saved to Document Cloud if you select the "After combine save to Wondershare Document Cloud" checkbox.
4 With the new tab, you can preview and download the final version directly. If you need further modifications, Wondershare Document Cloud provides complete and powerful online tools in the right bar menu.
1 Navigate to the top menu, then select the "Compress PDF" tool under the Edit drop-down menu.
2 Click the "Compress PDF" area or drag and drop to upload the PDF documents from Document Cloud or local storage.
3 Select the compression degree options as you need (We recommend the Medium level), then click the "Compress" button to start. The compressed documents will be saved to Document Cloud if you confirm the "After compress save to Wondershare Document Cloud" checkbox.
4 When the compression process is done, you can click the Preview or Download icons under the Actions tab.
1 Navigate to “Pricing” page on the top banner, then move to the Team & Business tab.
2 Choose the number of user quantity to purchase. You can request pricing if you need a 20+ user license.
1 Move to the “Document” menu and select the “Template” tab.
2 Find the template you want to share and click “Share with Users” under the drop-down menu.
3 Select the users as you need and click the “arrow” button to add users. Then click the “Save” button to complete.
Your PDF workflow in the cloud - Sign, share, and collaborate.
Available for Windows, Mac, iOS, and Android.
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