DOCUMENTS: PDF Signing

What is PDF Signing?

Take your Document signing to the next level! Upload PDFs, prepare them for signing, and send them out to multiple signers. You even have the ability to use PDFs as base Templates, modify them with dynamic data as part of an Automation, and have them automatically sent out to multiple Contacts/Staff for eSigning.  A copy of the eSigned document will be sent to the signees with the Audit Trail attached.

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*PDF Signing is only available with the PRIME Bundle Power-Up

How do I create a PDF Document?

Navigate to Office > Documents. Click + Add Document.

Now you can give your document a title and choose a set of data for the Document to pull from.  If you are wanting the Document Target to be a Contact, select Contact, Invoice, Estimates, Proposals or Projects.  If you are wanting the Document Target to be a Staff member, select Staff From the data options.

Once you have chosen your Data set, select the PDF from the dropdown Template options;

Title: Name your Document.

Enable Document for Digital Signature: Toggle this setting on to set the signatures that are required for this Document. If no signatures are required, keep this setting toggled off.

IMPORTANT: If this setting is toggled on, a signature placeholder is required.Require Signature From Client: If this is toggled on the Contact that is assigned this Document will be required to sign.

Require Signature from your Organization: If this is toggled on a Staff member is required to sign the document. Select the Staff member from the dropdown.

CLICK HERE to learn about Digital Signing

Next, you will select or drop your PDF file.

Once your PDF has been uploaded you can insert the available fields. Since I am requiring signatures from both the Client and the Organization all of those fields have been populated for me to choose from. To insert a field simply select one from the list and it will pop up on your document. You can then move the field around to your desired position on the document. 

On the right of the screen there are tabs you can use to Preview, Save as Template, Save as Draft, Attach Files, or Generate the Document.

Click the icon shown above to Preview the Document. This will show you the Document exactly as the assigned Contact/staff member will see it.

Click the icon shown above to Save as Template. You can save the changes you have made as a new Document Template for future use.

Click the icon shown above to Save as Draft. You'll be able to edit and generate the Document later.

Click the icon shown above to  Attach Files. You can select or drop multiple files to be attached to this Document.

When you are ready to Generate the Document, click the icon shown above. Before sending, a modal will appear in which you can edit the contents of the notification email that will be sent to the user(s).

You can customize the default text that appears here in Email Templates.

CLICK HERE to learn about Email Templates

How do I create a PDF Template?

Navigate to Office > Documents. Click Templates then + Add Template.

Choose the PDF Template Editor as your document type.

You'll now be able to begin building your Document Template. 

Title: Name your Document Template.

Document Target. CRM Target will be pre-filled however you can change this to Staff/Team Target by selecting form the dropdown.

Enable Document for Digital Signature: Toggle this setting on to set the signatures that are required for this Document Template. If no signatures are required, keep this setting toggled off.

IMPORTANT: If this setting is toggled on a signature placeholder is required to save the Document Template.

Require Signature From Client/Staff member: If this is toggled on the Contact/staff member that is assigned this Document will be required to sign.

Require Signature from your Organization: If this is toggled on a Staff member required to sign the document on behalf of the Organization. Select the Staff member from the dropdown.

CLICK HERE to learn about Digital Signing

Next, you will select or drop your PDF file.

Once your PDF has been uploaded you can insert the available fields. Since I am not requiring a signature from my organization for this template those fields will not show up.

To insert a field simply select one from the list and it will pop up on your document. You can then move the field around to your desired position on the document. 

Once you have inserted all of your desired fields and placed them appropriately on the document you can attach additional files and save or just save if you do not have any files to attach.

CLICK HERE to learn about Document Templates

How do I assign Automations to my Document Template?

You can add Automations to your Document Template by clicking the Configure Automation button once you are finished setting up the Body.

CLICK HERE to learn about Automations

A modal will appear over your Document Template. Click the icon to expand the list of options you can choose from. You can stack as many Automations as needed.

You can also apply an Automation Template.

CLICK HERE to learn about Automation Templates

Each Automation will have its own configuration that you will need to set.

Once you save your set of Automations, you will see the chain displayed. You can click Configure Automations again to add, remove or edit the Automations.

I've made my Document Template! What happens next?

Now that you've built your Document Template, you can turn it into a full-fledged Document at any time by navigating to Office > Documents. You can assign it directly to a Contact or Staff member, or you can apply it to an Invoice, Estimate, Proposal, or Project to pull the relevant information from. The Placeholders you have placed within the body of the Template will conform to the correct information, and the Signers will be designated for the appropriate person(s) to sign.

CLICK HERE to learn how to generate a Document