Signing PDF Annexures
please note
The PDF edit feature is currently only available in SA, NT, TAS, NSW and WA.
With PDF attachments, users can attach PDF files to their forms, having them sent out and signed alongside their primary forms, using either Forms Live Sign or DocuSign. Our examples below use DocuSign.
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Attaching FilesFrom within your form, click
More
and selectFiles
from the drop down menu.Select the desired PDF and click
Open
and thenUpload
to attach the file.
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Signing PDF annexuresClick
Finalise
in the top toolbar to finalise the form.In the right side of the screen under
Details
, clickSigning
to begin the signing process.Enter the details of the signers, as appears in the sidebar.
Ensure any desired attachments have been ticked and click
signing
next to the PDF you wish to get signed.Select the party you wish to add a signing field for by clicking on the drop down menu and selecting from the list.
Select the field you wish to add to your attachment and click the space you would like it to be included.
user tip
You can drag these fields to reposition them, or remove them by clicking the x
.
Click
Save
and proceed to send the form for remote signing.Signees will be sent invitations for signing via email.
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Viewing and downloading filesOpen the relevant form, once the form and attachment have been signed.
Click the
download/print
icon on the top of the page.Tick the version labelled
DocuSign Executed Agreement
.