Creating Your First Document

Learn how to create documents in BreezeDoc from scratch or using templates. This guide covers uploading PDFs, adding fields, managing recipients, and preparing your document for signatures.

Prerequisites

  • Account: Active BreezeDoc account with verified email
  • Plan: Any plan (Free: 10 docs/month, Pro: 20 docs/month, Agency: unlimited)
  • Document: PDF file ready to upload (optional if using templates)
  • Recipients: Email addresses of people who need to sign

Two Ways to Create Documents

BreezeDoc offers two methods for document creation:

  • Upload PDF – Start with your own PDF file
  • Use Template – Create from pre-built or custom templates

Method 1: Upload Your Own PDF

  1. Go to Documents in the main navigation.
  2. Click Create Document (top right).
  3. Choose Upload PDF.
  4. Click Choose File or drag-and-drop your PDF.
  5. Wait for the upload to complete (multi-page PDFs supported).
  6. Your document opens in the editor automatically.

PDF Requirements

  • Format: Standard PDF format (.pdf)
  • Pages: Multi-page documents supported
  • Size: Check your plan limits for file size restrictions
  • Content: Text-based PDFs work best for field extraction

Method 2: Create from Template

  1. Go to Documents ➜ Create Document.
  2. Choose Use Template.
  3. Browse the Template Library or select from My Templates.
  4. Click on a template to preview it.
  5. Click Use Template to create a document.
  6. The document opens with pre-configured fields already in place.

Benefits of Using Templates

  • Speed – Fields and layouts are pre-configured
  • Consistency – Same structure every time
  • Time-saving – No need to add fields manually
  • Professional – Use industry-standard contract formats

Understanding the Document Editor

Once your document is loaded, you will see:

  • Document Preview – Visual representation of your PDF
  • Field Toolbar – Six field types to add (Signature, Text, Date, Checkbox, Initials, Dropdown)
  • Recipient Panel – Manage who signs the document
  • Settings Panel – Document name, expiration, passcode options
  • Action Buttons – Save, Send, Preview, Delete

Adding Fields to Your Document

Fields are interactive elements that recipients fill out or sign. BreezeDoc supports six field types:

Signature Field

  1. Click Signature in the field toolbar.
  2. Click on the document where you want the signature field.
  3. Drag the field to position it precisely.
  4. Resize using corner handles.
  5. Assign to a recipient (select from dropdown).

Use for: Electronic signatures from recipients.

Text Field

  1. Click Text in the field toolbar.
  2. Place the field on the document.
  3. Assign to a recipient or mark as optional.

Use for: Names, addresses, job titles, or any typed information.

Date Field

  1. Click Date in the field toolbar.
  2. Place and resize the field.
  3. Assign to a recipient.

Use for: Signature dates, contract dates, or deadline dates. Auto-fills with completion date.

Checkbox Field

  1. Click Checkbox in the field toolbar.
  2. Place on the document next to a yes/no option.
  3. Assign to a recipient.

Use for: Agreements, confirmations, or boolean choices.

Initials Field

  1. Click Initials in the field toolbar.
  2. Place the field (smaller than signature fields).
  3. Assign to a recipient.

Use for: Initial-only signatures on multi-page documents or specific clauses.

  1. Click Dropdown in the field toolbar.
  2. Place the field on the document.
  3. Configure options (e.g., payment terms, delivery options).
  4. Assign to a recipient.

Use for: Multiple choice selections with predefined options.

Field Placement Tips

  • Visibility – Place fields where they are easy to find
  • Size – Make signature fields large enough for legible signatures
  • Alignment – Align fields with existing text or form lines
  • Required Fields – Mark critical fields as required
  • Recipient Assignment – Always assign fields to the correct recipient

Adding Recipients

  1. In the Recipients panel, click Add Recipient.
  2. Enter the recipient's Email Address.
  3. Enter the recipient's Full Name.
  4. Choose a Role (Signer or Watcher):
    • Signer – Must complete fields and sign
    • Watcher – Receives notification when document is completed
  5. Click Add.
  6. Repeat for multiple recipients.

Multiple Recipients

BreezeDoc supports multiple recipients on all plans. You can:

  • Assign different fields to different recipients
  • Set up sequential signing (one person signs after another)
  • Add CC recipients who receive completion notifications

Document Settings

Document Name

Give your document a clear, descriptive name. This appears in emails and the document list.

Expiration Date (Optional)

Set a deadline for signing. After this date, the document cannot be signed. Expiration reminders are sent to recipients (Pro+ plans).

Passcode Protection (Optional)

Add a passcode that recipients must enter before signing. Use this for sensitive documents requiring extra security.

Redirect URL (Pro+)

Redirect recipients to a specific URL after signing (e.g., thank you page, next steps). Requires Pro or Agency plan.

Saving Your Document

  1. Click Save in the top right corner.
  2. Your document is saved as a draft.
  3. You can return to edit it anytime from Documents ➜ Not Sent filter.

What Happens Next

After creating your document:

  • Save as Draft – Continue editing later
  • Send to Recipients – Email the document for signatures
  • Clone – Duplicate the document for reuse
  • Save as Template – Convert to a reusable template

Troubleshooting

Issue: PDF upload fails

Fix: Check file size limits for your plan. Ensure the file is a valid PDF format. Try converting the PDF using online tools if it's corrupted.

Issue: Cannot add fields

Fix: Ensure you have selected a field type from the toolbar first. Click the field type, then click on the document where you want to place it.

Issue: Field not assigned to recipient

Fix: Click the field on the document, then select the recipient from the dropdown menu in the field properties panel.

Issue: Reached document limit

Fix: Free plan allows 10 documents/month, Pro allows 20. Check your usage in Settings ➜ Account. Upgrade to Pro or Agency for more documents.

FAQ

Q: Can I upload multi-page PDFs?

A: Yes, BreezeDoc fully supports multi-page PDFs. All pages are displayed in the editor.

Q: How many recipients can I add?

A: You can add multiple recipients on all plans. There is no limit on the number of signers.

Q: Can I edit a document after sending it?

A: No, once sent, the document is locked. You must create a new document or clone the original to make changes.

Q: What happens if I delete a document?

A: Deleted documents move to a soft-delete state and may be recoverable by support. Sent documents should not be deleted if recipients have not completed signing.


Need more help? Contact our support team – we are here to help!

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