It is recommended to upload PDFs that do not contain form fields as this can cause unexpected results while formatting the PDF. While we do flatten the PDFs to remove form fields after the document is signed and completed, language support and form fields with long text can overflow and cause issues as overflowing text is not scrollable. Please see Glyphs & Character Support and Supported Languages for expected output and visible and unreadable text.
If a PDF is uploaded in an unsupported language, you will see thumbnails of the PDF as if everything looks fine when a eSign template or document is created and edited. While the thumbnails appear well, when the document is processed it can have unintended side effects due to lack of language support and it may not render properly. Please upload PDFs with only the supported languages to avoid side effects or non visible and/or unreadable text.
If a character is inserted or processed that is not supported, the character will either be replaced by a "?" or a "■". To prevent this from happening, it is recommended to upload PDFs in the supported languages above.
Text fields allow text within the boundaries of the box. The text font and size will determine the amount of characters that can fit within the text box field. Simply adjust the size to fit more or less text. Restrictions apply to both the party signing and the document owner during the edit process.
Dates can be set to be formatted in various ways. From words to numbers or a mixture of both. You can set the date field to be automatically filled to use the completion date of the document or to have the signatory select a date.
The default state for this field is required, although this can also be set to be optional. Signatories will create their signature during the signing process.
The default state for this field is not required, although this can also be set to be required. Signatories will create their initials during the signing process.
Number fields allow text within the boundaries of the box. The text font and size will determine the amount of characters that can fit within the text box field. Simply adjust the size to fit more or less text. Restrictions apply to both the party signing and the document owner during the edit process. Characters 0-9, $, commas, and periods are accepted.
Checkboxes can be prechecked or left empty for the user to check. Validations can be set to enable a minimun selection amount and/or maximium selection amount for each checkbox field group.
Stamps are meant specifically for a signatory to upload an image that is meant to provide approval for a document. It can be an image of a company seal with the words "approved" on it, a green check mark, etc.
To create a select dropdown list to chose one item from, multiple values can be inserted to create a selectable list.
The current supported upload file types are: PDF, PNG, JPG, and JPEG. File fields will appear as attachemnts at the end of the completed PDF and will not be inline with the page.
Radio fields only allow one value to be select within a field group. Thus the maximum selected amount for a required group is 1 and can also be 0 for a non required radio field group.
Supported upload file types are: PNG, JPG, and JPEG. Image fields will be inline with the page. This means that the size of the image field will be the size of the image once uploaded on the page. The image will maintain its aspect ratio based on the size of the image fields height and width. It will also be inserted in the exact spot the field is located on in the page.
Automatically inserts the signatories name based on a selected pre generated format, so that the signatory does not need to fill out the name areas in the PDF.
There are field limits for the following field types: stamp, file, and image. There can be no more than 14 combined fields total created per eSign document. Size limits for attachments per each of these fields types can be no more than 25MB per field.
There are also data limits and file storage limits that must be adhered to based on the current subscription the user has. If the limit is to be surpassed, the signatory will receive an error that the file cannot be uploaded due to the owner's account limits. The owner of the document can increase these limits by upgrading their plan in such a case.
Electronic Signature documents cannot be larger than 25MB total in combined size and cannot have more than 2,000 pages combined between all PDFs uploaded for that document. It is recommened to keep the total document file size under 5MB to prevent delayed loading times for signatories and large file sizes for signed PDFs.
Each document may have up to 10 parties added that can sign. They can all sign simultaneously or in a specified signing order.
If any party information is modified post creation, an email will be sent out letting signatories know they need to resign due to updates to the document. All previous signing data submitted will be lost.
This can occur for the following reasons:
Fields can be updated as long as the document has not been fully signed by all parties. If a user is signing the document while the document is being updated by the owner, as long as the owner saves the changes before the signatories submits the document, they will be notified by a web alert and will be required to reauthenticate to review and sign the latest changes.
If the signed PDF is under 5MB and the eSignature document option is enabled to "send via email", the PDF will be sent to each signatory, after every party has signed, as an attachment.
If a signed PDF document is over 5MB in size and after all signing has been completed, an email will be sent to each signatory with a Download Securely link to download the signed PDF.
