# How to Upload a PDF to PandaDoc

> To upload a PDF to PandaDoc, click Create new on your dashboard, select your files, and assign recipients. PandaDoc then processes the file for editing. Drag and drop fields onto the document, preview it using the eye icon, and click Send to deliver the PDF via email or a sharable link.

Canonical: https://livedemo.ai/tutorials/how-to-upload-a-pdf-to-pandadoc/
Apps: PandaDoc
Updated: 2026-10-05
Interactive demo: https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a5081ab56e05a00ffd2c2/preview?step=1

## Steps

1. On the PandaDoc dashboard, click '+ Create new'.
2. Click 'Select files'.
3. Assign them to recipients if multiple people need to fill them out.
4. PandaDoc will process the file and open it for editing.
5. Drag and drop signature, text, date, checkbox, or other fields onto the document.
6. Click the eye icon to check everything.
7. Once satisfied, click 'Send' to deliver the document.
8. Decide how to send the PDF via email or generate a sharable link.