How To: Send a PDF for Electronic Signature

HOW TO SEND a PDF for Electronic Signature

Step 1)

Select the document from your desktop. If the intention is to collect data, then the document needs to be a fillable PDF. If the document is only being used to collect e-signatures, the format can be in Word or PDF format.

Step 2)

Drag and Drop the document into the Workspace and select Publish.

Step 3) Select Blue FAB on the bottom right. Publishers will be presented with the following options;

Text Box: Add text box

Sticky Note: Place a sticky note (equivalent to a post-it note) for your client

Text field: Add free-form text

Signature Block: Place signature Block. Publishers can add multiple e-signatures to one document (instructions below)

Signature: Add Publisher signature

Step 4) Add a single or multiple signature levels and dates (optional). Publishers can select Signature Block to add one or multiple signature levels on the document. Publishers can add signature levels by updating the signing level field. Publishers can also include the signing date by selecting “Include Date Stamp”. Once complete, select “Accept”.

Step 5)

To send, select the paper icon, add a subject line and message then select Send.