Effortlessly Fill and Sign PDF on Mac with airSlate SignNow

How to eSign a document: fill and sign pdf on mac

Hi, this is Gary with MacMost.com.  Today, let me show you how to sign   PDF documents using Preview on your Mac.  MacMost is brought to you thanks to a  great group of more than 900 supporters.   Go to MacMost.com/patreon. There you can  read more about the Patreon Campaign.   Join us and get exclusive  content and course discounts. So often you get a PDF document, maybe  emailed to you or sent some other way,   and you're asked to sign it and return it. You  don't need to print it out, sign it, and scan it.   You could sign it right on your Mac keeping it  digital the entire time. The main way to do this   is using Preview although there are other  methods as well. I'll show you at the end. Let's start here with this form PDF document.  I'll double click it and it will open up   in Preview as the default PDF viewer. If it opens  up in another app you can Control click on it and   choose Open With and then select Preview  in the list. Now you can see here in this   form I've got three things that I need to  fill-in. One is the Signature, which of course   needs my written signature. But the other two  are things where I need pieces of text. Let's   start off by filling in the name and date which  is printed text. To do all of this you're going   to have to switch to the Markup Tools. Now if you  don't see the Markup Tools up here you may need   to click this button and select Markup there.  But if the Tool Bar is wide enough then Markup   Tools will appear here. Click that and you get all  these tools there. Let's click the Text Box tool   to create a new piece of text. Now you may  see something like this where the text is   the wrong color, the wrong size, and everything.  So with it selected I can click here and change   the size. Let's change it to something like 24  point and let's change the color by clicking   here and change it to black. I can also change  the font if I want. So get this just about where   you want it and then put whatever text you want in  here. So I'll put an example name in there. Click   outside and then click and drag this to put it  where you want. Now you can do the same thing,   and it should remember the fonts and  everything there, and do it for the date.   Now drag that there. You could  position these anyway that you want. Now let's get the signature done. In order to do  the signature you need to use this button here.   When you click it you'll either see a list  of signatures that you've already setup   or you'll have options to add a new signature.  Now there are three ways that you might   see. You may only see one or two of these  depending upon the capabilities of your Mac.   Here I've got a trackpad so I can use my  trackpad to sign. If I have that selected   and I click here to begin I now draw with the  trackpad. I use the trackpad as a full surface,   not as a cursor anymore. So I can  draw on it and try to get a signature.   Then press any key when I'm done.  That will add that as a signature. Now another way to do it would be to use  the camera. The idea of using the camera,   if your Mac has a built-in camera  or you have another webcam, is first   to draw your signature on a piece of paper. So get  a blank piece of paper, draw your name on it. I   suggest using a nice thick marker to create nice  thick lines rather than the thin lines of a pen.   Have nothing else around it. No lines underneath  it or anything. Just use a blank white paper.   Now select Camera and hold the signature up to the  camera. It will capture it like that. Then Done.   You get the best signature this way. You can  also go back in here and another way to do it   is to capture your signature using an iPhone  or iPad. This will appear if you have all the   Continuity features turned on and an iPhone or  iPad signed into the same Apple ID and nearby.   So if you see iPhone or iPad here you can click  that and your iPhone or iPad will immediately be   transformed into a writing tablet for writing  your signature. So I'll select that and then,   in this case my iPad, is transformed into  this and I can write on there using my finger.   Then you could see it appear on the Mac  at the same time. Then I can use the   Done button on the iPad or the Done button  here on my Mac. It records that signature. Notice how you can have multiple signatures  stored here. So you can have variations of   your signature. You can also, maybe, put your  signature and initials because sometimes you need   initials on a document. Sometimes we have  different ways of signing our name like   including the middle name or not. Sometimes  you have multiple signatures like you and   your spouse may both want to have your  signature in here so that you can both   sign a document that you get no matter  who is signed onto the Mac at the time. Now to use one of these signatures simply  click here again and you still have the   Create Signature button but you can choose one  of these other signatures. Also notice there's   an x button here so you can remove ones that you  don't want to use anymore. So I'll click this and   you can see it places the signature there. I can  position it. I can grab the corners and resize   it so I can size it appropriately. Then I'm  done. Next time I want to sign another document   this will be here ready for me to select. So  it's easy to do after the first time you set   it up. Now when I save this document here and  Close it you'll notice if I open it up again   the text I added as annotations and the  signature are there. I can't change the   signature. The signature is permanent. The  annotations though are actually there for   me to Edit if I want as long as I'm opening up in  Preview. The person receiving them probably won't   be able to edit those. For instance here if I  were to open this up in another app, like Safari,   you can see there's the annotations, there's  the signature and none of this can be changed. One thing you can do though to guarantee that the  annotations are permanent is in Preview use Export   as PDF to export it again. So I'll export here  on the Desktop as Form Done and now if I open up   Form Done these are no longer annotations.  They are permanent parts of the document. Now you don't have to be in Preview to sign a  document. It's part of the Markup Tools. So Markup   Tools are in other places. For instance in Mail  here if I compose a new message and drag and drop   the PDF into Mail, if I move my cursor to the  right hand corner of the document in the Mail as   an Attachment I can choose Markup Tools and then  in Markup Tools I can do annotations and I can   choose a signature there as well. This also works  well if you receive a PDF in an email message from   someone. Then you reply. Then click up here. You  can see it says Include Attachments from Original   Message. So I'll include the attachment here  and now that PDF is right here and I can sign   it before sending it by going to Markup Tools  and then choosing a signature, putting it in   its place, adding text like before, setting the  text up like I want, positioning it like I want,   and then when I go to Send it includes all  of that there in the PDF that's sent back to   the person. So you can do this all without  ever having to save the document at all. Now you can also do the same thing without ever  having to even open the document in Preview or any   other app. So in the Finder if you select the  file and you have the Preview pane open here,   you can do that in View and then there's Show  and Hide Preview right here, you'll have the   Quick Actions at the bottom. You can use the  Markup Quick Action. Click that and it brings up   the Markup Tools in a separate window  that is not part of any application.   Here you can use the Text Boxes. You can  use the signatures. You can position those   just like before to sign and complete the  document. Then just click Done. Now if you   look at the document you can see it has all  that saved in there. You can even do it without   the Finder window and the Preview  area here by just Control clicking,   right clicking on the mouse or two finger clicking  on the trackpad to bring up the Context Menu.   Then choose Quick Actions, Markup and you can  get right to the Markup Tools that way also. So you can see how easy it is to sign documents  on your Mac. Once you have your signature setup   in the Markup Tools like that you can take care  of signing all the documents you need completely   digitally, without ever having to printout,  scan in documents or anything like that.