How do I upload PDF files for e-sign?

Created by Betty Ko, Modified on Tue, Jun 10 at 8:13 PM by Betty Ko

Step 1: Upload Your PDF

Go to the Documents section.
Click on the + Add New button located at the top-right corner.
Select Upload File, then choose the PDF you want to upload.
Once uploaded, you’ll be redirected to the document editor.

Step 2: Add Fillable Signature Fields

In the editor, locate the Signature option on the left-hand panel.
Click and drag the Signature field to the appropriate location on your PDF.

Step 3: Assign Signers

On the right-hand panel, under the Signers and Fields section, click the gear icon (Manage).
A dialog box will appear—enter the signee’s name and email address under the Only Others section.
To add multiple signees, click the + Add button and repeat the process.
Click Save when you’ve finished assigning signers.

Step 4: Send the Document

Once all signature fields are placed and signers are assigned, click the Send button in the top-right corner to initiate the signing process.

Note: Once a signer completes the signature, their signature will be saved and can be reused for future documents—streamlining the signing experience.

Support Assistance
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