Certain PDF documents generated by external systems may contain encoding or formatting issues that prevent them from uploading successfully. Resolving this typically requires preparing the document before reuploading.
Requirements
Available on all accounts, including Trial and paid plans.
Uploading documents in alternative formats (Word, Excel) requires feature enablement — contact support via the in-app chat to have this activated.
Instructions
Print to PDF using your PDF reader (preferably Adobe or Microsoft Print to PDF). This flattens the document, removing layered images, text, and tables that may be causing the upload failure.
Visual: Document not loading - Printing to PDF
Check for IT upload restrictions. If certain documents cannot be uploaded via your browser, your IT Administrator may have placed upload restrictions on your device via Microsoft Purview DLP settings.
• Your IT team will need to whitelist https://financial.quicklysign.com to allow document uploads.
• QuicklySign is an approved and trusted vendor for most major providers.
• If your IT team has any questions, they can contact us at
[email protected].
Visual: Receiving an error message when trying to upload documents
Upload in an alternative format. If the document is available in Word or Excel, try uploading it directly — note that this requires prior feature enablement (see Requirements above).
Reupload the document once the relevant fix has been applied.
Expected Outcome
Once uploaded successfully, the document should appear within 2–5 minutes. If it is taking longer than expected, refresh your screen. The document will be ready to configure and send once visible in the system.
FAQs
Why does my PDF fail to upload when other documents work fine? PDFs generated by external systems (such as accounting or ERP platforms) often contain complex layering of images, text, and tables. This encoding can conflict with the upload process. Printing to PDF flattens these layers and resolves the issue in most cases.
What are Microsoft Purview DLP settings and why would they affect my uploads? Microsoft Purview Data Loss Prevention (DLP) is a security tool used by organisations to restrict the transfer of sensitive files. If your IT team has enabled strict DLP policies, it may flag document uploads to external platforms — including QuicklySign. Whitelisting the QuicklySign URL resolves this.
Can I upload any Word or Excel file, or are there restrictions? Word and Excel uploads are supported but require feature enablement on your account. Contact the support team via the in-app chat to have this activated before attempting to upload in these formats.
Contact Support
Should you require any further assistance with this, please contact our Solutions team at [email protected]