Articles about PDF Documents

Automate form creation with text tags

Specially formatted text (tags) can be written in to your Word or PDF documents and will automatically convert into Legalesign fields after upload. Tags eliminate time on document preparation; you can upload and send out your document in only a few seconds, even with complex for…

Copy fields from one PDF to another

Use this feature to save time setting up fields where your new PDF is substantially the same as one you already have. It's very useful where you have to use similar PDFs for your esign documents each time, but sender fields won't do it. If you use substantially the same docum…

Direct links - How To

Direct links are open web addresses where someone can e-sign a document.  You can use the links directly or embed them within your own website. Direct Links are ideal when you don't know who your (first) signer will be. For example, event registration, timesheets, etc. You can h…

Forms logic

Form logic enables you to set up intelligent fields to react to other events on your form. To access the logic settings, go to your document edit page, click on a signer's form field. A pop-up settings form will appear, select ‘Advanced’ from near the bottom of the form. T…

How to add a witness to a document

Adding witnesses to an esign document is easy and fast to do on Legalesign. Go to the document's PDF edit page (within Docs section) and drag and drop a Signature field onto the document. The field's form will pop up with one drop-down box visible. Click the drop-down an…

How to add file fields for signers to upload documents

If you want a signer to add files when they sign a document, perhaps IDs or other supporting documentation, use file fields. There are several types of upload field: 1. Append to PDF: this option appends the file uploaded to the PDF being completed/signed. Good for IDs or i…

How to add multiple signers to a document

You can add multiple signers, approvers and witnesses. Go to the PDF editing page. Drag and drop any Signer fields onto the document for the first signer, then any Signer fields for the second signer. When the field settings pop up, the top-most dropdown lets you reassign…

How to add your signature to PDF documents

You can automatically add your own signature to documents when you send them out to be signed, or you can sign (or mark an approval) on a document-by-document basis. On the PDF xEdit page add an 'Auto-sign at sending' field to a PDF document. You can upload a signature which …

How to batch document togethers and enforce a document order

Documents can be batched together so that signers can seamlessly move from one document to another, without having to follow any links, and avoid an excess of email notifications. Executed documents can be delivered within one email and the Legalesign user can search for batches…

How to change a PDF document title

When you upload a PDF the file name automatically translates to the document name. It's easy to change this name later. Go to your Docs in the main navigation > Document library and then select the document with the name to change. The title of the PDF can be found at the…

How to hide borders to make fields transparent

Signer field borders can be removed, thereby making your fields entirely transparent in 'Fields View', a view that shows all your PDF fields in a tabular format. Expand More in the PDF edit page, then go to Fields Table. This will move to a page with all your fields in a t…

How to merge PDFs into a single document

Using Legalesign PDF upload feature, you can upload and merge multiple PDFs together. This is particularly useful if the document you want signed has originated from different sources and needs to be compiled together. For example, accountants at the end of the tax year may …

How to position or align form fields

There are three options to position and align sender or signer fields while preparing a PDF on the editing page. Check out these short videos on pro-tips for field alignment. 1. Fields can be dragged and dropped onto the PDF, this is the fastest but least accurate way to p…

How to re-use a PDF for signing on Legalesign

This article show you how to make re-usable PDF's, also known as templates. Make sure your PDF has the sections you want to change left blank. Upload your PDF on the site and you will arrive on the edit page. If you uploaded the document earlier then you can access it thro…

How to remove PDFs from your document list

You can easily remove PDF templates from your list of documents through a button on the right of each listing that says 'Archive'. This short video will show you where the Archive button for a PDF document is located: Screen Recording 2020-07-07 at 03.51 pm.mov If you h…

How to set a signing field date format or make it automatic

Date fields can be added either to customise your document when sending, or for signers to complete, or which are filled out automatically when the signer visits the document. They can be added as sender or signer fields to your PDF on the PDF Edit page. Signer dates fields c…

How to tag your PDF templates and search by tags

Tagging your PDF document has the same effect as putting it in a folder, but without having to define new folders. Click on Docs in the main navigation. To the right of each document in your library, you will see three dots (...).  Click on those to automagically bring up a…

How to upload a PDF

From any place on the site Upload PDF is an option in the main dashboard and marked with a cloud and arrow icon . Use this option and browse your device to instantly upload a PDF file and go directly to the editing page. There are also two dedicated PDF upload and Upload file…

How to upload multiple PDF documents

It's easy to drop in multiple files to upload at the same time on Legalesign. You can also append them together and use tagging, auto-archiving after send or copying settings from another document to speed up your workflow processes. Go to the PDF Upload page in the Docs drop…

Make form fields on your esign document optional

All form fields on Legalesign can be made optional or required. When you add either a signer field or a sender field a form pops up with all that fields settings. You will see a 'required' tickbox just above the save button. When editing fields, rather than mousing down t…

PDF does not upload

This article is about how to troubleshoot a PDF that is failing to upload. 1.Make sure your PDF is less than 5MB. PDFs that are too large create a poor experience for signers with slow loading, slow down your emails, and generally perform poorly. You can use the Adobe Pro PDF c…

Pin documents to your dashboard for fast access

Pinning a PDF document to your dashboard gives you a link in the left hand column to edit or send the document to be signed. The pin document feature is a Legalesign staff favourite for the fast access it provides to either edit or get a document esigned. This feature is id…

Quick fill for duplicate sender fields

Where you have multiple sender fields that need the same value, for example, the same date or same name on each page, then give each of those fields the same label. Now the fields will fill down automatically when you enter the first value on the Send page. Watch this sho…

Rotate PDF or change page orientation

After you upload a PDF you can rotate individual pages so they appear in landscape or portrait mode. After you upload a PDF you will notice small circular icons just at the upper left and right corners of each page. Click an icon to rotate 90 degrees clockwise or anti-clockw…

Search title and tags in Docs

When you search your PDF documents the query is made upon each document's title and tag. If you are looking for how to search your sent documents (and not uploaded PDFs), click here. **Wildcard '*'** You can use the wildcard character - * - to do a 'startswith' search o…

Shortcuts to quickly size and position form fields

Setting up form fields can be time-consuming. Learn these shortcuts to make short work of your form creation. Helpers are down the lower left side of the PDF Edit page See the videos demos of these tips 1. One-click field duplication: once you have a form field…

The "part of contract terms" checkbox explained.

The part of contract terms checkbox is a protection where you have more than one signer and a signer field with content that affects the meaning of the contract's terms. When ticked on a signer field, this function ensures no one can execute the document without that field comp…

Using the 'auto-archive when sent' tickbox

Auto-archiving your PDFs is useful when you do not intend to re-use uploaded PDFs. When auto-archive is ticked the PDF will be moved into the archive the next time it is sent out to be signed. When the auto-archive checkbox is not ticked your document will continue to be l…

What is the difference between a 'sender' and a 'signer' field

What is a sender and signer field? This article is a quick explanation of these terms on Legalesign. In short, the reason for those names is that they stand for the person who will complete the field.  **Sender field** will ask the document sender  (i.e. you or your colleagues…

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