Streamline Your Workflow with airSlate SignNow for Adding Text to PDFs

How to eSign a document: docusign add text to pdf

okay so a common thing that you'll be doing in is making pdfs interactive so any time that you're working with a contract and you're working with another agent you're going to be sending documents back and forth to each other and so you're going to be getting pdfs from them that you need to add signature boxes text boxes and things like that too so i'm in right now and i'm in the envelopes tab and i'm going to create a new envelope by clicking this blue envelope button now in other videos i've shown you how to create them directly from the documents tab the reason i'm doing it from here is because i haven't even uploaded the pdf in here yet because i can actually do that directly into the envelope so as always i'm going to name my envelope name so um whatever it is whether it's contract disclosures the one i'm going to be working with is just a confirmation of agency specifically so i'm just going to name it that and then i'm going to go down to add documents to the envelope and if you had uploaded it to the room um in the documents tab which you can you would grab it from room docs here i'm just going to click more and upload from my computer so i'm going to use this confirmation of agency you'll see it in here as a pdf and then i'm going to do my recipients at the bottom so i'm going to add recipients so here's a big difference that you're going to notice from other videos and there's no pre-tagged rolls that's because this is in a form i got it from the other agent so there's not going to be any pre-tagged rolls on it i'm going to be manually adding them that's always going to be the case when you're getting a pdf document from the agent from the mls and the associated documents so um room participants whoever i have in my details section or who i've added to the room i'll see here so i can use that for my buyers sellers anyone like that so in this case i am going to um be choosing buyer one and buyer agent so i'm going to select betty buyer and jane doe you'll see that i had them as buyer one and buyer agent one that's in the details section so if it is the sellers listing agent buyers or buying agent those are all going to come from your details section anyone else you could add in the room section um but generally speaking unless they were someone you were going to be sending documents to a lot which typically is just those people um involved in the transaction there then you could just add a recipient straight from email address totally up to you so i'm going to add selected and so i've got um betty buyer and jane doe here and they can receive it at the same time that's perfectly fine needs to sign is what i need over here so that's perfect then i'm going to go down here and just say please confirmation of agency then i'm going to hit my yellow next button in the top right so now i have the document in here and you'll see um it has everything from the seller's side on it filled out say this is what you got from the mls or that the agent sent you and i need to make this right side interactive so um what you can do is you can actually use um with this top left you can toggle between the two roles and so to actually put their names instead of having to type them you can click name and then put buyer's name there then i can toggle to the agent put name and this will actually put their full name there now it won't show until you send it so just keep that in mind your other option is to use text boxes now the pre-fill tools here are generally the text boxes you want to use when you want something to show up for everyone involved in the envelope so instead i could always use this and i could type betty buyer personal preference then i want to also in this pre-fill tool section grab a check box put it on the box i need to check here so this is one that you as the agent would check so i'm going to click that and then i can double click it for some reason you can't get the double click to work sometimes that happens you can go over on the right to check box values and you can actually check it and uncheck it here so you don't necessarily need to add a box to every single one of them if it's something that you're checking because you're just going to go ahead and check the one you need to right here now if it is give me you're giving options because the client has to check it for example the lead-based paint disclosure you would add a check box on both of the boxes for the buyer to choose from and then of course let them know that they are needing to check a box on that so they don't bypass it and then at the bottom i need to add my signatures so i'm going to go back to my little rectangle here for standard fields and i have jade doe as the buyer agent so i'm going to add signature and i can resize it then i want to always grab my date signed box anytime that i'm putting a signature you're going to put that on the line where the date or the date and time go it will always put both the date and time just like you see over here on the left so um they don't ever have to type the time in there's not like a specific box for that it's going to put both and then while i'm on this one i can also go ahead and grab company and put that down here on selling company so that it fills that out for me and then i'll toggle back to the buyer and i will add the buyer signature if there were two buyers i would grab the next one and put it right below it and then everything's there so that's how you're gonna work with pdfs in here you can then send this for signature they'll sign it'll come back into your documents tab just like any other signed form so now you know how to make any of your documents interactive in documents