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For pdfFiller’s FAQs
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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How do you add a document field in ?
How to add fields to a document. Start a new envelope and add documents and recipients as usual, and then click Next. In the recipients list at the top of the page, select a person to add fields for. Note: The fields you add apply only to the selected recipient and are color-coded to match the recipient's color.
Is there a limit with bulk send in ?
You can use a bulk send list to send up to 1,000 copies at a time. After you create a bulk send list, it persists and can be reused and edited any number of times. You can customize individual copies of the envelope.
How do I enable bulk send on ?
Solution Create a Permission Profile with "Allow sending to bulk list" checked. Assign Users this Permission Profile. In Settings, click Users. In the Actions drop down, select Edit. In the Permission Profile drop down, select the newly created "bulk send" permission profile.
How do I send a bulk list in ?
In the Add Recipients section, select the Bulk send link to import and upload your prepared CSV file. Select Save and Send to send the envelope. A separate envelope is sent for each entry in your bulk send list, and any other individual recipients you added. The envelopes are displayed in your Sent folder.
How do I add a watcher in ?
Select Manage watchers to add or remove any account users as watchers on the case. Select Click here to be a Watcher if you would like to add yourself as a watcher. You can also add a comment or attachment on the case to automatically start watching it.
How do I create a contact list in ?
If your permissions include the ability to create personal contacts, you can add and manage them one at a time through your My Preferences > Account > Contacts view. Note: You can use the bulk import contacts feature to add up to 500 contacts at a time.
How do I send multiple documents at once in ?
To start the process, log in to your account and locate the 'New' button. Click on it to create a new envelope. Once you've entered the recipients' information, you can add the documents you want to send by selecting the 'Add Documents' option.
How do I add multiple documents to ?
Under the Add Documents section at the top, select Upload > Use a template. Check the box for each template that will be applied to the Envelope, then select Add Selected. will import all of the documents, fields, and recipients from all of the selected templates.
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