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!
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.
- Scroll down to the uploaded PDF and Hover to the top left corner of the page to reveal the
Fig. 1.0 - Hovering over the PDF document to reveal the Edit Fields button
- Click the
Edit Fieldsbutton at the top left of the page.
Fig. 1.1 - The Edit Fields button will activate the new sidebar
- The PDF editor will now appear in the
sidebarto the right of the PDF.
Fig. 1.2 - The Edit Fields sidebar
- Select the party you require a signature from to activate the
Fig. 1.3 - Selecting the Signature Field Type
Click anywhere on the PDF to drop the
Datefields into the document.
Fig. 1.4 - Selecting the Signature Field Type
Signature Fields, Highlight the
Dateto group the fields, then Drag & Drop the set of
Signing Fieldsinto the preferred position.
To add individual
Signer Datefields, 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
- To Remove a
Signature, Select all the the
Signing Fields, followed by the delete key on your keyboard.
Mac users MUST use the
fn + del keys to delete a text box field.
Saveto confirm signers and placement of fields.
Finalisebutton at the top of the screen.
Navigate to the sidebar and click the
Signingtab and scroll to the
Filessection and ensure the PDF Attachment file is ticked.
Fig. 3.0 - Check the box beside the PDF attachment you want to attach
- Enter the name and email addresses for all the parties you wish to sign the PDF attachment, then click
Fig. 3.1 - Enter the name and email address of signers
- Once sent, each signer will be prompted to sign the pdf via DocuSign.
Fig. 3.2 - Signing the PDF attachment via DocuSign
Once the form and attachment have been signed, return to the Forms page and select the relevant form.
Downloadicon on the top of the page to open the
Fig. 4.0 - The Download button at the top of the page
- Tick the PDF for signing under the
Attach Filessection and
Sign Here tabsto select all the parties you need a signature from - then click
Fig. 4.1 - The Print Options pop-up to select files to download