Last updated on
Dec 31, 2025
Quickly edit documents online, add signatures, and send for signing — all from one easy-to-use solution you can access from anywhere.
Confirm Digital Signature New Client Onboarding Checklist with pdfFiller
What is the digital signature in new client onboarding?
A digital signature is an electronic equivalent of a handwritten signature, enabling document verification and authenticity when onboarding new clients. It ensures documents are tamper-proof and can be securely verified. The process streamlines the onboarding workflow and ensures legal compliance, making it an essential component of modern digital transactions.
Why confirming digital signatures is essential for document workflows?
Confirming digital signatures is critical to maintaining document integrity and legitimacy. In a digital environment, ensuring that documents are signed and verified reduces the risk of fraud and enhances trust between parties. This is particularly important in sensitive dealings such as client onboarding, where compliance with legal standards is paramount.
What are typical use-cases and industries that utilize digital signatures?
Digital signatures are widely adopted across various sectors, including finance, healthcare, real estate, and legal services. Each of these industries benefits from efficient document processing and enhanced security. Common use-cases include client contracts, service agreements, consent forms, and regulatory compliance documents.
How to confirm digital signatures in pdfFiller: step-by-step
Confirming digital signatures in pdfFiller is an intuitive process. Here’s how to do it:
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Log in to your pdfFiller account.
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Upload your document that requires a digital signature.
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Access the eSignature feature from the top menu.
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Invite your client to sign via email or share a signing link.
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Once signed, confirm the signature validity through the dashboard.
What customization options are available for digital signatures?
When confirming digital signatures in pdfFiller, you can customize signatures, initials, and stamps for a more personalized touch. This flexibility allows users to enhance their document's professionalism and branding. You can choose different styles, sizes, and placements for signatures, initials, and other elements.
How to manage and store documents after confirmation?
After confirming digital signatures, managing and storing documents is seamless with pdfFiller. All signed documents are automatically saved in your account, making them easily accessible. You can organize them into folders, share them with others, or even download them to your device.
What are the security, compliance, and legal considerations?
Security is paramount when confirming digital signatures. pdfFiller employs advanced encryption technology to protect your documents and signed data. Additionally, it complies with legal standards such as the ESIGN Act and UETA, ensuring that your digitally signed documents have the same legal standing as traditional paper documents.
How does pdfFiller compare to alternatives for digital signature workflows?
While there are several options available for managing digital signatures, pdfFiller stands out for its user-friendly interface, comprehensive features, and cloud-based access. Competitors may offer similar capabilities, but often lack the same level of seamless integration with other document processes, including editing, sharing, and collaboration.
Conclusion
Confirming digital signatures with a new client onboarding checklist is essential for modern business practices. Utilizing pdfFiller ensures that you can efficiently manage documents while maintaining security and compliance. By integrating these digital tools into your onboarding workflow, you enhance reliability and expedite the process.
Collect legally binding electronic signatures the easy way
Edit, sign, send — done!
Customize your workflow
Send documents to a single recipient or an entire group. Assign roles, set a signing order, and schedule reminders for a smooth, error-free process.
Collect data efficiently
Create fillable PDF forms and let your recipients complete them from any device. Publish forms online or share them via a direct link to capture data and signatures without chasing people down.
Track and store documents
Get real-time visibility into the signing process and keep track of all your documents in one place. Your files are stored in secure cloud storage, so you can access them anytime and anywhere.
Share & collaborate
Need more eyes on a document before sending? Share it with the team to edit or highlight content, redact sensitive information, leave feedback, and exchange comments.
Maintain security & compliance
Collect signatures in compliance with ESIGN, UETA, eIDAS, and GDPR. Protect your documents with a password, request additional signer authentication, set document expiration dates, and more.
How to send a document for signature?
Upload
Upload your document to pdfFiller and click E-sign.
Add recipients
Choose who needs to sign and add as many recipients as you need.
Prepare
Drag and drop fillable fields on your document and assign them to specific recipients.
Finalize & send
Review your recipients, customize the signing order, set reminders, and hit Send.
Who needs this?
Explore how professionals use pdfFiller to get documents signed.
Sales
Quickly edit contracts, add eSignatures, and send them to clients or vendors for signing without leaving pdfFiller. Track who has signed and who still needs to take action, keeping your business running smoothly.
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Service agreements
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Vendor contracts
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Non-disclosure agreements (NDAs)
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Purchase orders
Human Resources
Create fillable PDF forms for offer letters, employment contracts, and onboarding documents. Let new hires complete and sign them from any device, making the onboarding process accessible and hassle-free for everyone.
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Offer letters
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Employment contracts
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Non-compete agreements
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Benefits enrollment forms
Legal
Share legal documents with your team for review or editing before sending them for signing. Speed up agreement negotiations by allowing all parties to share feedback and make quick edits without endless email chains.
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Contracts and agreements
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Power of attorney forms
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Affidavits
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Settlement agreements
Real Estate
Edit property agreements, add signature fields, and send them to buyers, sellers, or agents for signing. Send documents to a single recipient or an entire group, and track the signing process in real time to ensure timely closings.
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Purchase agreements
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Lease contracts
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Property disclosure forms
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Inspection reports
Education
Create fillable forms for permission slips, enrollment documents, or policy acknowledgments. Allow parents, students, or staff to complete and sign them from any device. Keep track of all signed documents in one secure place for easy access and compliance.
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Permission slips
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Enrollment forms
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Scholarship applications
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Teacher contracts
Finance
Edit financial agreements, add eSignatures, and send them to clients or stakeholders for signing. Allow clients to complete and sign online digital forms from anywhere to simplify loan applications, account openings, and authorizations.
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Loan agreements
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Investment contracts
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Financial statements
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Payment authorizations
Why sign documents with pdfFiller?
Ease of use
Users appreciate pdfFiller's intuitive interface and the ability to manage documents from anywhere without clunky desktop software.
More than eSignature
pdfFiller is a complete solution that offers PDF editing, eSignature, file storage, and collaboration under one roof.
For individuals and teams
Whether you work solo or with a team, pdfFiller equips you with all the tools to handle your daily document tasks.
pdfFiller scores top ratings on review platforms
It was a great find. I hate Printing and filling out forms using pen is so old school and requires extra step of scanning everything back in. It was also Free! Adobe is way too expensive for the handful of times a year I would need it.
****** from PdfFiller is Excellent!I needed to cancel my service for the time being for financial reasons and they handled it kindly and seamlessly with no hassle. Should I need this type of service again, I will definitely be back. Would recommend PdfFIller to others. The service itself is intuitive and helped me easily provide my on boarding information for my new job.
I really appreciate how streamlined and…
I really appreciate how streamlined and easy it is to fill out tax docs! Makes it so much more hassle free. My only issue is that it's a 100% free service, as I wish this was something the IRS did a long time ago.
The platform itself is just brilliant
The platform itself is just brilliant. All the features available make everything so much better, i do wish more companies would start to see it's potential and use it.
i've been using this service for years
i've been using this service for years. I'm happy with all the new improvements. Especially the month to month service fee.This service is excellent!- Thank you!
Best customer service ever
Best customer service ever! I accidentally signed for a year and it cost me an amount of money I can't afford (it doesn't seem much, but when your local currency is way behind USD, it greatly hurts your wallet). After reaching Rachel on pdfFiller's customer service team, they not only refunded me but also waived a month of free access. I couldn't be happier of using it! Recommending it to all my friends, from now on!
Watch pdfFiller eSignatures in action
Check out a quick video tutorial that shows how to create and place your signature or send a document for signing.
What businesses achieve with pdfFiller
Discover how you can benefit too.
What should be included in an onboarding checklist?
How to create your new-hire onboarding checklist Pre-onboarding. New-hire orientation. Access and equipment setup. Office tour and introduction to the team. Assign mentor. Assign training material. 30-, 60- and 90-day plans. Regular check-ins.
What are the 7 steps of client process or client onboarding process?
How to create an effective client onboarding strategy Sign a contract, create a proposal and receive payment. Evaluate the needs of your client. Create a survey. Set up an automated email system. Develop your campaign goals and marketing plan. Assign the job to the best team. Arrange a kickoff call. Follow up with a call.
What are the mandatory points to be checked before onboarding the client?
To ensure a successful client onboarding process, it is crucial to gather feedback and address any gaps. After some time has passed, send them a follow-up call or email. Ask how they like working with your agency, whether they've experienced any problems, and whether they have any new questions for you.
What is digital client onboarding?
Digital onboarding is the process of acquiring a new customer to a new company, or subscribing a new user to a new service remotely, typically using a user's mobile device.