logo

Free Trial
  • About
    • About Us
    • Industry Guides
    • Watch Our Story
    • Customer Success Stories
    • Contact Us
  • Solutions
    • Redaction
    • Finding Documents
    • Recipient Checking
    • Manage Metadata
    • Document Comparison
    • Document Bundling
    • OCR for Dropbox
    • Legal Software
    • Accounting Software
    • Mimecast
  • Products
      • veroDocs
      • cleanDocs
      • cleanDocs Server
      • compareDocs
      • compareDocs Cloud
      • pdfDocs
      • pdfDocs Binder
      • contentCrawler
      • contentCrawler Cloud
  • Developers
    • compareDocs SDK
    • compareDocs Cloud API
  • Integrations
    • iManage
    • NetDocuments
    • OpenText
    • SharePoint
    • Worldox
    • Other Integrations
  • News
    • Press Releases
    • Events and Webinars
    • Our Blog
    • Infographics
    • Customer Success Stories
    • Industry Guides
    DocsCorp releases cleanDocs Enterprise with AI capability to prevent data breaches DocsCorp releases cleanDocs Enterprise with AI capability to prevent data breaches How veroDocs simplifies the creation of documents and document templates How veroDocs simplifies the creation of documents and document templates
  • Support
    • Customer Support
    • Client Portal
    • myDocsCorp
    • Credit Card Payments
    • eLearning
    • Training Partners
    • Quick Training Guides
    • Product FAQs
  • Partners
    • Become a Partner
    • Find a Partner
    • Training Partners
    • Partner Portal
  • Buy
    • cleanDocs
    • compareDocs
    • pdfDocs

How to add an electronic signature to a PDF with pdfDocs

16 Jun 2020

By Caitlin Burns, DocsCorp Content Manager. 

Electronic signatures offer a smarter way of working – one that is faster and doesn’t waste paper. It’s especially convenient for remote workers, who may not have easy access to a printer or scanner.

There are two ways to add an electronic signature to your PDFs inside pdfDocs – uploading your signature as a file and stamping it on the page, or creating and inserting a digital signature certificate.

Sign electronically using a photo of your signature

 

You can create a custom stamp in pdfDocs with an image of your physical signature. Then, you can apply it to one PDF, a page range, or a whole document set.

How to create a custom electronic signature stamp:

1. Take a photo of your signature and upload it to your computer or network

2. Press ‘Create a Custom Stamp’ in pdfDocs and upload your signature file

To apply the stamp, simply press the ‘Stamp’ icon and choose it from the dropdown menu. Watch this video to see the process explained step-by-step.

 

It’s important to remember to Flatten your PDF after you’ve applied your electronic signature stamp. The Flatten tool locks the signature to the page and protects it from being removed or edited by someone that isn’t you.

You can create multiple electronic signature stamps for various uses. And, once applied, it’s easy to resize or reposition the signature stamp on the page.

Add and sign a Digital Signature field

 

Some documents or electronic signature processes will require the use of a Self-Signed Certificate, generally used for encrypting your file system in Windows. These can be created in the Windows Control Panel on your user account, added to pdfDocs from a central store, or uploaded as a file.

How to add and sign with an electronic signature:

1. Select the Digital Signatures icon within the Protect ribbon and choose ‘Add and Sign Digital Signature.’
2. Draw a placeholder box on the page where you want to sign.

 

3. In the Action pane that appears, choose ‘Select Signature from Certificate Store.’ It will show all previously-saved signatures, with the newest first.
4. Select the certificate you want to use and press OK.
5. Press ‘Sign’ – the PDF will re-open showing the signed Digital Signature.

In pdfDocs, you can customize what information displays with your Digital Signature, such as your name and company logo, or the date and time you applied it.


Add an electronic signature to a collection of documents


When you are working on a collection of documents in pdfDocs Organizer Mode, you can only apply and sign a Digital Signature when you export your file. For example, you may want to do this when you ‘sign-off’ on a sub-set of documents in the Project.

To sign a collection of documents in pdfDocs;

1. Choose how you want to export the whole Project or a collated section of it


a. Save it to your computer
b. Save it into your document management system
c. Send it as an email attachment
d. Save it to the Clipboard
e. Send it to another Project

2. The Signature window displays with the Project document open on the first placeholder for a Signature in the document, and Action options.

3. From the Action pane > click Select Signature from Certificate Store


a. Select the certificate > click OK.
You return to the Signature window, where this message displays beneath the Ribbons toolbar when there are any Digital Signatures to sign:
This document contains form fields. Would you like to highlight them?
b. Use the left Signatures pane > select each unsigned signature.
c. Click any unsigned Digital Signature in the PDF.
d. Click Sign.

 

If you need to request electronic signatures from clients or third parties, learn more about using the e-Sign feature available in cleanDocs. RMail® E-Sign provides a simple option to send any document for sign-off without the need to set up or prepare document fields. This saves time and makes e-sign an “attach-to-email-and-send” process.


Related

image

Guide

Download it here

A major obstacle to PDF editing on tablet and mobile devices

image

Training Material

eLearning series

Getting started with pdfDocs

image

Blog

Read here

Answers to common pdfDocs questions

  • 3 steps to making a Closing Book with pdfDocs binder
  • 3 tools to help you send secure emails while working from home
  • Weathering the Storm | DocsCorp CEO Dean Sappey Reflects on a Year Like No Other
  • Understanding the CCPA, California’s GDPR equivalent
  • The best way to combine PDF files into a Court Book
  • Automatically prevent data breaches when you use cleanDocs AI for email security
  • How veroDocs simplifies the creation of documents and document templates
  • Rethink What Document Templates Can Do for Your Law Firm
  • 3 ways you can write on a PDF and boost productivity
  • How to create a PDF binder with pdfDocs
  • Seven smart financial solutions in one software suite
  • What I learned from attending four virtual conferences in four months
  • Document productivity - driven from the Ribbon
  • Automatically reduce PDF file sizes within your document management system
  • What common document problems can template management software resolve?
  • Expand your text search capabilities with the new pattern and custom regex searches in pdfDocs
  • New page numbering options in pdfDocs make it easier to comply with Court requirements for PDF binders
  • How to use your PDF file editor to be more productive while working from home
  • compareDocs 3-Pane View report and the simple way it compares document versions and highlights the differences
  • Streamline electronic signatures with pdfDocs and DocuSign
  • 7 legal software solutions that improve productivity
  • Enterprise Software Selection Series: The final steps
  • New feature: Better management of unsupported documents in contentCrawler
  • Enterprise Software Selection Series: Should you include a software pilot program?
  • How to produce USPTO-ready PDF documents
  • How to use templates to create consistent looking PDF binders
  • cleanDocs and RMail integration explained
  • Enterprise Software Selection Series: Start your software evaluation process by knowing exactly what you want
  • How to prepare your data in Worldox for the CCPA
  • Top 10 reasons enterprises depend on pdfDocs for PDF editing and bundling
  • Enterprise Software Selection Series: Keep on track by working methodically
  • Digital workflows that help accountants go paperless
  • A report into enterprise software investment, amid the COVID-19 pandemic
  • Add an electronic signature to a PDF with pdfDocs
  • Enterprise Software Selection Series: Create a clear path to success.
  • Should your business choose pdfDocs or pdfDocs Binder to combine multiple PDFs?
  • Part 1: A straightforward approach to navigating the software selection maze
  • Top 10 reasons why businesses choose contentCrawler to find every document
  • How to add custom metadata to electronic binder projects with pdfDocs Binder
  • New, smarter PowerPoint comparison for compareDocs users
  • The new work habits our Marketing team want to take back to the office, post COVID-19
  • Stay productive and secure during the Covid-19 crisis
  • 10 reasons to choose compareDocs to see the difference
  • Answers to common cleanDocs Server questions | FAQs
  • How to output PDF binders with Bates Numbering as file names using pdfDocs Binder
  • Are Australian businesses better at preventing data breaches caused by human error?
  • What I've learned about myself working from home because of COVID-19
  • Feature Spotlight: Customizing a TOC in pdfDocs
  • Working from home: Finding the silver lining in my new normal
  • How to work with Auto Page Numbering in pdfDocs
  • How to compare selected text with compareDocs
  • 3 ways accounting software can make tax time less taxing
  • How to convert from PDF to Word in pdfDocs
  • How to compare Excel files with compareDocs
  • A Q&A with the DocsCorp Co-Founders on gender equality in the workplace
  • Meet the female lead software developer inspiring change
  • Answers to frequently asked pdfDocs questions
  • Meet the female Sales VP leading an all-female sales team
  • How to compare PDFs in compareDocs
  • A better stylus editing experience with the DocsCorp PDF file editor
  • Travers Smith and DocsCorp Industry Case Study | Briefing February 2020
  • How 76,000 missing files were recovered in SharePoint
  • Top 10 reasons why businesses trust cleanDocs for data protection
  • DocsCorp wants to improve how you write on a PDF with a stylus
  • How to compare two Word documents in compareDocs
  • Ask an expert: How to compress PDFs using automation
  • 3 benefits of combining cleanDocs Desktop and Server to protect your sensitive metadata
  • Answers to common contentCrawler questions
  • How to justify email recipient checking software for your business
  • Document comparison workflows made simple
  • How to remove metadata from PDFs using cleanDocs
  • What you need to know about file compression
  • Answers to common cleanDocs questions
  • How email recipient checking in cleanDocs protects you from emailing the wrong person
  • Answers to common compareDocs questions
  • 10 reasons why Microsoft Word doesn’t compare
Home
  • About DocsCorp
  • Disclaimer
  • Privacy Policy
  • GDPR Policy
  • Data Security
  • Accreditations
  • Service Level Agreement
  • Human Rights Policy
  • Anti-Slavery and Human Trafficking Policy
  • Anti-Bribery and Corruption Policy
  • COVID-19 Statement
Products
  • pdfDocs
  • pdfDocs Binder
  • compareDocs
  • compareDocs Cloud
  • compareDocs SDK
  • cleanDocs
  • cleanDocs Server
  • contentCrawler
  • contentCrawler Cloud
News
  • Press Releases
  • Events/Webinars
  • Industry Guides
  • Case Studies
  • Blog Posts
  • Infographics
  • Watch Our Story
myDocsCorp
  • Support login
  • Pay2Go
  • myDocsCorp
  • Training directory
  • Customer Support
  • Product FAQs
  • Find a partner
  • Contact us
  • blog
  • linkedin
  • twitter
  • facebook
logo

© Copyright DocsCorp 2021 - All rights reserved.