Send a PDF For Signature

How To Send A Document For Electronic Signature

PDFLiner took care of the situations where you need to send a PDF for signature and receive it back as soon as possible. With your safety and confidence in mind, we created this feature. The process of sending documents to be signed electronically is simple and can be done by following these few steps:

Step 1: Upload your document or find one in our library

Use the form on this page or on the main page to upload the documents that you need to send for signature. Alternatively, you can find and use one of the documents we have in our library; simply enter the document’s name in the search bar in the upper left corner of the main page.

Step 2: Choose the “Send to sign” tool

Click the “Share” button and choose the “Send to sign” option to use the tool. Another way to find it is by clicking on a “Sign Field” and choosing the “Send to sign” option.

Step 3: Write an email address of a signee

To assign a signature field to a specific signee or to create one, enter the email address in the “New recipient” field and click the “Add” button.

Step 4: Make PDF signable

If there are no “Sign Fields” in the document you need to send, click the “Add signature field” button that will appear as soon as you add a recipient. After that, drag and drop the signature field that will be explicitly assigned to the signee.

Step 5: Send a document for signature

Add all the other signees and sign fields if there is more than one. Click the “Send to Sign” button. After that, the invite email letter will be sent to all the recipients requesting them to sign the document. They will only be able to add a signature in the field assigned to them.

Note: Once even one recipient signs the document, it can no longer be edited as legal standards require.

How To Sign An Emailed Document

Now that you know how to send a PDF for signature, you might need to explain to the recipient what to do with it. This part of the guide is for a signee who received a document by email and would like to sign it. 

Step 1: Click the button in the email

To start signing the emailed document, you need to enter the PDFLiner editor, so click the “Sign the document” button and open the editor.

Step 2: Choose your “Signature Field.”

The editor will open it in signature mode, which means that the only thing you can do with the document is sign it where the sender specified. Click on the sign field in the document or on the right-side panel.

Step 3: Create an Electronic Signature

Once you click on the signature field, you will see different options to create an electronic signature. Choose one of them, create your signature, and click sign.

Step 4: eSign the emailed document

Click the Sign button to add the signature to the field. You will see that the field is marked as signed. Repeat the process until all fields are signed if you have more than one field.

Step 5: Finish and send eSigned document back

Double-check the document you signed, and if everything seems correct, click the “Finish button on the right-side panel. Then, confirm everything by clicking the “Send document” button.

Note: When you sign the document, you agree to the exact version of the document; the document with your signature can’t be edited.

How To Collect Electronic Signatures

When you send a PDF for signature, your job is almost done. Now, all you need is to wait until all the signees will do their part. We will notify you via email as soon as the document is signed, so there is no need for you to check the document every time. Like with a Share PDF feature, you can also see all your sent-to-be-signed documents in your dashboard.