Individual signers, Batch import signers
Signers are the recipients of your E-Sign Packages. Soda PDF provides you with a signer management tool to help you stay organized.
- Open the E-Sign Tab.
- Click Manage Signers.
Individual Signers:
- Click on Add Signer.
Soda PDF will request more information about the signer. It will be linked to any signature fields assigned to them.
- Enter their details.
- Choose Add.
The signer will now appear listed with any others. You can proceed to add as many signers as you like.
- You can edit their information at any time by clicking on the Pencil icon.
- Click the X to this signer.
- The Trashcan icon will remove all signers at once.
- This cannot be undone.
- Click OK to continue.
You can also add a signer from the Advanced Send and Quick Send options.
- From the Quick Send window, click on this icon.
The same icon will appear during the second step of the Advanced Send flow.
Batch import signers:
You will need to prepare a CSV for your signers. Each of the columns must be titled exactly as you see below:
“First Name” – The first name of your signer.
“Last Name” – The last name of your signer.
“E-Mail Address” – The email address associated with your signer.
“Title” (Optional) – You can add your signer’s title.
“Company” – You can add your signer’s organization.
It does not matter what order these columns appear in your CSV. Once it’s prepared you can easily import the contacts.
- Open the Manage Signers window.
- Choose the Import option.
You will see this popup to advise you the importing process is complete.
- Click OK.