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How to customise/add information to a template PDF uploaded to Legalesign

Access the PDF editing page for your template, either by uploading a new document or accessing one already uploaded and stored in Docs.

Drag and drop Black Sender Fields (Text, Date, Tick box, Dropbox, My Signature) onto your PDF and add labels to each, e.g. 'Company Name'. To resize form fields hover over the lower or right edges (or lower right corner) and you will be able to resize it. Drag it around by clicking in the middle and holding the mouse key down.

 

Once signer and sender fields have been added the template is ready to be customised for the signer and sent for signing. Click the Send tab, select the PDF template and click 'Add document'. If the PDF template contains any sender fields, these are displayed in the section labelled 'Completed fields'.  Complete the sender fields and click the Save button at the end of the section.

To views the sender field inputs before the document is sent to the signer, use the Preview PDF option to view the customised document in a new browser tab.

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