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How to create a new E-Sign document package?

  • Updated

Expert PDF provides you with a powerful tool to get documents signed securely. You will create an envelope that contains:

  • Your documents
  • The specific requirements regarding who should sign each document
  • The type of signature they should provide

Below is a list of all topics covered in this article:

 

If the E-Sign module is not available for you, you can purchase it here.

 

PDF_E-Sign.png

 

Add Documents

  • Open the E-Sign Tab.
  • Choose Request Signature.

 

 

If you have a document open in Expert PDF, it will automatically be added to your package.

  • Click on the plus sign next to Documents to select the files you need to be signed.
  • Click on Add Documents.

 

 

 Your files will appear on your screen. They will be displayed to your signers in the order they appear.

  • You can change the order by dragging and dropping them in the order that you need.
  • You can remove any document from your package by moving your cursor over your document and clicking on the trash can next to it.

 


Add Signers

You can add signature fields to your document. These fields are where the recipients of your document will sign. You can apply as many signature fields to a document as you want.

Signers are the people who will receive your document. You will associate each signature field with a signer. You will have to add your signers to Expert PDF.

  • Click on the plus sign next to Signers.
  • Click on Add New Signer.

 

 

  • Fill out the First Name, Last Name, and Email fields.
    • You can add the Title and Company.
  • Click Add when you're ready.
     

 

Your signer will appear in the list of Signers.

By default, each signer will receive the package at the same time and can immediately sign.

You can choose to set a signing order. Each signer will only receive the document package after the person before them on the list has finished signing.

  • Drag and drop the signers to rearrange the order.
  • Check the box Sign in this order.

 

 

You can manage additional signer options for your document package, click here to learn more.

 

  • To remove a signer from the list, click on the three dots and then on Remove.

 

 

Add Signature Fields

You can choose the type of signature. You can request their Signature or Initials. The signer will be able to configure the aesthetic during the signing process. Click here to learn more.

  • Click on any Signer on the list.
  • Drag and drop either Signature or Initials field on your document.

 

 

  • The Signature/Initials field will appear on your document.
  • Left-click and drag the corners of the field to change the signature field’s size.
  • Left-click and drag the field to change its location on your document.

 



You can add form fields that are preconfigured to help you capture extra information. Each form field is linked to a specific signature field.

  • Right-click on a signature.
  • Choose Add Field.
  • Choose a field from the list and click on it.

 

 

  • The field will appear on your document.
  • Drag and drop to place it.

 

 

You will need to add signature fields to each document in the package that requires them.

  • Click any open document to add signatures to it.
  • The active document’s name will appear at the top of the Expert PDF.

 

 

Review and Send

In the last step, you will add the finishing touches to your document package.

  • You can set the Date by which the documents are to be signed.
  • Set the date.

 

 

  • Should it expire, you will need to send a new document package.

You can modify or remove the date anytime.

You can add a personalized message to your signers. You will also be able to change the language for the emails you will use to contact them.

  • Click on the envelope icon.
  • Click to choose a new language.
  • Add your message.

 

 

If you want to send this document package later, you can choose to save your work as a draft instead of sending it. Click here for more information.

  • Click on the arrow next to Cancel and then click on Save to Drafts.

 

 

You can open this document package again from your drafts and send it at any time.

  • Click Send if you are ready to send out the envelope.

 

 

  • Toggle the switch if you want to Review envelope before marking it as complete.

 

 

  • You can also see a brief summary of the included documents and added signers by switching between the Documents and Signers tabs.

 

 

  • Click Send if you are ready to send out the envelope.

 

 

  • The envelope will sent. Click on Done.
  • You can monitor this document package in the Inbox, click here to learn more.

 

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