How do I upload PDF files for e-sign?

Modified on Tue, Jun 10 at 8:11 PM

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.


Need Assistance?
For support, contact us at support@legaltemplates.net or chat with our Customer Support team (Monday–Friday, 9 AM–6 PM EST).






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