PDF Attachment Signing

info

With PDF signing, you can send your attachments to get signed along with your form.

To activate the PDF attachment signing feature, you must connect to your DocuSign account first.

Check out our video tutorial or read the step-by-step instructions below!

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getting started

These features can be used on external PDFs that have been attached to a Realworks form. For information on how to upload an external PDF see Attaching Files.

Adding Signatures

1. Scroll down to the uploaded PDF and Hover to the top left corner of the page to reveal the Edit Fields button.

_{Fig. 1.0 - Hovering over the PDF document to reveal the Edit Fields button}

2. Click the Edit Fields button at the top left of the page.

_{Fig. 1.1 - The Edit Fields button will activate the new sidebar}

3. The PDF editor will now appear in the sidebar to the right of the PDF.

_{Fig. 1.2 - The Edit Fields sidebar}

4. Select the party you require a signature from to activate the Signature Field.

_{Fig. 1.3 - Selecting the Signature Field Type}

5. Click Signature from the Signing Fields menu.

6. Click anywhere on the PDF to drop the Signature, Name and Date fields into the document.

_{Fig. 1.4 - Selecting the Signature Field Type}

Edit Signature Fields

1. To reposition Signature Fields, Highlight the Signature, Name and Date to group the fields, then Drag & Drop the set of Signing Fields into the preferred position.

2. To add individual Signer Name and/or Signer Date fields, Click on field name then Click anywhere on the PDF to drop the field into the document.

_{Fig. 2.0 - Adding individual Name and Date Signing Fields}

3. To Remove a Signature, Select all the the Signing Fields, followed by the delete key on your keyboard.

Mac Users

Mac users MUST use the fn + del keys to delete a text box field.

10. Click Save to confirm signers and placement of fields.

Sending Signature Forms

1. Click the Finalise button at the top of the screen.

2. Navigate to the sidebar and click the Signing tab and scroll to the Files section and ensure the PDF Attachment file is ticked.

_{Fig. 3.0 - Check the box beside the PDF attachment you want to attach}

3. Enter the name and email addresses for all the parties you wish to sign the PDF attachment, then click Next.

_{Fig. 3.1 - Enter the name and email address of signers}

4. Once sent, each signer will be prompted to sign the pdf via DocuSign.

_{Fig. 3.2 - Signing the PDF attachment via DocuSign}

Download Attachment

1. Once the form and attachment have been signed, return to the Forms page and select the relevant form.

2. Click the Download icon on the top of the page to open the Print Options pop-up.

_{Fig. 4.0 - The Download button at the top of the page}

3. Tick the PDF for signing under the Attach Files section and Sign Here tabs to select all the parties you need a signature from - then click Print.

_{Fig. 4.1 - The Print Options pop-up to select files to download}