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 the Plus sign to add a 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 Trashcan to remove this signer.
• Click on Clear All to remove all the signers.

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:

Column A - “E-mail Address” – The email address associated with your signer.

Column B - “First Name” – The first name of your signer.

Column C - “Last Name” – The last name of your signer.

Column D - “Title” (Optional) – You can add your signer’s title.

Column E - “Company” (Optional) – You can add your signer’s organization.

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.