Creating Documents

Documents are the core of Docu Ninja. This page covers everything about creating and managing documents.

Create a new document

1. Navigate to Documents in the sidebar.
2. Click New Document.
3. Fill in the document details:
   • Name (required) — a descriptive name for the document.
   • Description (optional) — internal notes about the document's purpose.
   • Expiration date (optional) — after this date, the document can no longer be signed and its status changes to Expired.
4. Click Create.

The document is created in Draft status, ready for you to upload files and place signing fields.

Create from a blueprint

If you have an existing blueprint, you can create a document from it:

1. Go to Blueprints.
2. Find the blueprint you want to use.
3. Click Create Document (or use the make_document action).
4. The new document is created with the blueprint's files and signing field positions already configured.

Clone an existing document

You can duplicate any document:

1. Open the document you want to clone.
2. Click the Actions menu.
3. Select Clone.
4. A copy of the document is created in Draft status with the same files and field positions.

info

Cloning preserves the signing field layout but creates a fresh document — no signatures or invitation history are carried over.

Document limits

Your plan determines how many documents you can create per month:

Plan	Documents per month
Free	5
Pro	Unlimited

The document count resets at the start of each billing cycle. See Billing to upgrade.

Deleting documents

1. Open the document.
2. Click the Actions menu and select Delete.
3. Confirm the deletion.

Deleted documents are soft-deleted and can be restored if needed. Use the Archived filter to view deleted documents.

warning

Documents in Completed status contain legally significant signed copies. Consider carefully before deleting them.