How to Add a new Signer for my E-Sign Packages

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.