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

Topics:

• Add 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. It can be found on the second step of the Request Signature process. Click here for a complete walkthrough of creating a new E-Sign envelope.

• Open the E-Sign Tab.
• Click Request Signature.
• Add the documents.
• Click Next.

 

Add Individual Signers

 

• Click on the Plus sign to add a new signer.

 

Soda PDF will request more information about the signer. It will be linked to any signature fields assigned to them.

• Enter their details.
• Click Apply.

 

 

• Click on the three dots to add the additional fields - Title and Company.

 

 

The signer will be automatically saved to the list. You can proceed to add as many signers as you like.

• Click on the blue plus icon to see the list of signers.

 

 

• You can edit their information at any time by clicking on the three dots and choosing Edit.
• Click the Trashcan to remove this signer.
• Click on Clear All to remove all the signers.

 

• You can change the order of signers by dragging and dropping the names in the list.
• Click the button to set the alphabetical order. 

 

 

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.

• When adding signers to a document, click on the blue plus icon.

 

 

• Choose the Import Contact List option.

 

You will see this popup to advise you the importing process is complete.