Tired of the frustrations that come with paperwork delays? Soda PDF offers a solution with its efficient electronic signature capabilities, eliminating outdated, time-consuming methods. Our platform provides a comprehensive tool for easily creating and managing document packages with e-signature functionality. Here’s a guide on using Soda PDF to swiftly generate a new e-sign document package.
Adding Documents
Gone are the days of manually assembling and printing documents for signatures. Adding documents to your e-sign package using Soda PDF is straightforward. Simply follow these steps:
- Open Soda PDF and navigate to the E-Sign tab.
- Click on Signatures.
- Select the document you want to add signatures to.
Add Signers
Once your documents are in order, it’s time to add signers. Soda PDF simplifies this process with intuitive features:
- Select Manage Signer to add new signers and input required information for each signer such as name, email, title, and company.
- Designate signing areas by adding signature fields to your document.
- Decide if signers receive documents simultaneously or in sequence. Use drag-and-drop to adjust the signing order effortlessly.
Tailor Signature Fields to Your Needs
Personalize your document further by selecting the type of signature required. Whether it’s a full signature or initials, Soda PDF offers flexibility and customization:
- Select Signer: Choose the intended signer from the dropdown list.
- Drag and Drop Fields: Place signature or initials fields directly onto your document, adjusting their size and position as needed.
- Enhance with Form Fields: Capture additional information by adding preconfigured form fields linked to specific signature areas.
Manage Multiple Signers
Managing multiple signers has never been easier. Soda PDF simplify the process with the following features:
- Assign Signature Fields: Add multiple signature fields to accommodate all required signers, each marked with a distinct color for easy identification.
- Navigate Between Documents: Quickly switch between documents within the package to add necessary signature fields.
- Review and Confirm: Ensure everything is in order before proceeding to the next step with a comprehensive review.
Finalize and Send
As you finalize your e-sign document package, Soda PDF offers tools to add finishing touches and confidently send it off:
- Set Signing Deadline: Establish a deadline for signing, ensuring timely completion of the document package.
- Craft Personalized Messages: Include personalized messages for signers, along with the option to customize email language.
- Review and Confirm: Double-check all details, including included documents and added signers, before marking the envelope as complete.
Send immediately or save as a draft with Soda PDF, confident in a secure and efficient document signing process.
Say goodbye to tedious paperwork and embrace a streamlined, effective way to sign documents with Soda PDF. Discover the power of electronic signatures today.
