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Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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What's the difference between "Share" and "SendTo"
pdfFiller's Share feature allows up to 10 users to collaborate on the same document. SendToSign allows you to request a signature from up to 20 recipients, with the option of receiving a unique copy of each signed document, or all signatures on a single document (signed in serial or parallel). A pdfFiller account is required to access and edit a shared document, and one will be created for any collaborators or signers that do not already have one when you send your invitation or signature request.
What is SendTo? When do I use it?
SendToSign allows you to request digital signatures on any document from up to 20 other people. You have the option to request a unique copy of the signed document for each signature with SendToEach, or request all signatures on a single document with SendToGroup (professional plan or higher required). Business plan subscribers also have the option to choose the order in which SendToGroup recipients sign a document with Sign in Order.
How does SendtoSign work?
When creating your SendToSign signature request you can choose to send up to 20 unique signature requests with SendToEach, or request up to 20 signatures on a single document with SendToGroup (professional plan or higher required). Business plan subscribers also have the option to choose the order in which SendToGroup recipients sign a document with Sign in Order. We'll send your recipients an email with a direct link to the document, and a copy will appear in current pdfFiller users' Signature Requested folder. A pdfFiller account is required to access the document, and we'll create and include login credentials to a free account for recipients that do not already have one. Recipients will be able to sign and return the document for free with pdfFiller.
Is my Electronic Signature legal?
What is E-Sign Act?
The Electronic Signature in Global and National Commerce Act (E-Sign Act) is a United States federal law to validate the use of electronic record and signature in commerce. Read more about the E-Sign Act.
Can I try SendtoSign myself before sending a document to my client?
You won't be able to send a document to the email address you are sending from with SendTo, but you may send documents to another email address you own. Just be sure to use a different browser to retrieve and sign the document with the secondary account, or log out of your original account in your primary browser before attempting to retrieve and sign.
How can I retrieve the filled and signed document that I sent with SendTo?
We'll send you an email notification when the document has been signed, and you can also check the document's status or view the document in the SendToSign History folder, located inside of the Sent [and History] folder in MyForms.
How do I request signatures from third-parties? Can I send out a signature request? How can I get my documents filled and signed by others?
There are 3 quick and easy ways to request a signature with SendTo:
- Select a document in MyForms, then click the SendToSign button on the right;
- While editing a document, click the arrow next to Done and select SendToSign in the dropdown;
- Click the Done button in the editor, then select SendToSign on the following page.
Can I request multiple signatures?
Yes! With SendTo, you can request up to 20 signatures at a time, per document. You can also use SendtoSign as many times as you would like for any document.
Do my SendtoSign recipients have to be pdfFiller subscribers?
Recipients are not required to have an existing pdfFiller account for you to request a signature with SendToSign. However, if a recipient does not have an account, we will create a free pdfFiller account for them and provide them with login credentials automatically.
How do I password protect a document?
Currently, only SendToEach offers additional password protection for a document. Once you have selected the SendToEach option for a document, the option to select your security level can be found at the bottom of the page. If you select Enhanced Security, pdfFiller will generate a random PIN to protect your document, which can then be replaced by your own custom alphanumeric PIN simply by clicking and typing in the field. Please note that for security purposes, the document PIN will not be sent to recipients, and you will need to personally provide the PIN to each recipient.
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