Signing PDF Annexures

With PDF attachments, users can attach PDF files to their forms, having them sent out and signed alongside their primary forms, using DocuSign.

📝 Steps for attaching a file:

1. From within your form, click More and select Files from the drop down menu.

2. Select the desired PDF and click Open and then Upload to attach the file.

📝 Steps for signing PDF annexures:

1. Click Finalise in the top toolbar to finalise the form.

2. In the right side of the screen under Details, click Signing to begin the signing process.

3. Enter the details of the signers, as appears in the sidebar.

4. Ensure any desired attachments have been ticked and click signing next to the PDF you wish to get signed.

5. Select the party you wish to add a signing field for by clicking on the drop down menu and selecting from the list.

6. Select the field you wish to add to your attachment and click the space you would like it to be included. You can drag these fields to reposition them, or remove them by clicking the x.

7. Click Save and proceed to send the form for remote signing.

Signees will be sent invitations for signing via email.

📝 Steps for viewing and downloading the completed forms and attachments:

1. Once the form and attachment have been signed, return to the ‘Forms’ page and select the relevant form.

2. Click the download/print icon on the top of the page.

3. Tick the version labelled DocuSign Executed Agreement.