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Send documents for eSignature with signNow

Create role-based eSignature workflows without leaving your pdfFiller account — no need to install additional software. Edit your PDF and collect legally-binding signatures anytime and anywhere with signNow’s fully-integrated eSignature solution.
How to send a PDF for signature
How to send a PDF for signature
01
Choose a document in your pdfFiller account and click signNow.
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How to send a PDF for signature
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Add as many signers as you need and enter their email addresses. Move the toggle Set a signing order to enable or disable sending your document in a specific order.
Note: you can change the default signer name (e.g. Signer 1) by clicking on it.
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How to send a PDF for signature
03
Click Assign fields to open your document in the pdfFiller editor, add fillable fields, and assign them to each signer.
Note: to switch between recipients click Select recipients.
Click SAVE > DONE to proceed with your signature invite settings.
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04
Select Invite settings to add CC recipients and set up the completion settings.
Click Send invite to send your document or Save invite to save it for future use.
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How to send a PDF for signature
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Check the status of your document in the In/Out Box tab. Here you can also use the buttons on the right to manage the document you’ve sent.
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Use the OCR technology to extract data from PDFs

pdfFiller uses OCR (Optical Character Recognition) technology to extract multiple lines of data from similar documents into a single Excel Spreadsheet. OCR converts images of text into machine-encoded text from a scanned document, a photo of a document, a scene-photo, etc. The Extract in Bulk feature allows you to quickly collect client data from different forms and compile it in a single table. Thus, there is no longer any need to go through every document to copy required information and transfer it into an Excel Spreadsheet. Moreover, pdfFiller uses OCR technology to recognize initial characters from PDF documents and flawlessly transfer them into a spreadsheet. To extract fillable fields in a PDF, select a completed document as a template and click Extract in Bulk on the right pane.

Define the fields containing the data you would like to extract. Click Add New Data Field in the upper right corner and draw a rectangle around the data you’d like to extract.

Enter a field name to easily identify the extracted information in an Excel Spreadsheet. When you’ve finished defining all the fields containing the information you need, click Save. Next, you can create, edit, delete, upload a new template or select an existing one. Click Extract in Bulk on the right.

Upload all documents (for example all W-2s) with similar data which you would like to include in the data extraction by clicking Upload Documents. Click the Start button to begin the data extraction process. When data extraction has finished, you can download the results by clicking Download Result. During the data exportation process, pdfFiller provides you with the OCR technology that recognizes characters from PDF documents and transfers them to an Excel Spreadsheet without changes. Try pdfFiller’s Extract in Bulk feature and export data from PDF documents directly into a completely organized Excel Spreadsheet which will be securely stored on your pdfFiller account.

How to Extract Fillable Fields from a PDF

01
Select a filled-in document as a template
02
Define the fields containing the data you’d like to extract
03
Name data fields to identify the extracted information
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Upload resembling documents with similar data
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Click the Start button
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pdfFiller uses OCR to export the data
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Download the Excel spreadsheet with the extracted data to your computer

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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.
Optical Character Recognition, or OCR, is a technology that enables you to convert different types of documents, such as scanned paper documents, PDF files or images captured by a digital camera into editable and searchable data.
OCR is short for optical character recognition. During OCR scanning, an algorithm recognizes characters from printed sources and converts them into digital format. Once this is done, the digital format is easily searchable and editable.
2:22 5:48 Suggested clip How Does Optical Character Recognition (OCR) Work? — YouTubeYouTubeStart of suggested client of suggested clip How Does Optical Character Recognition (OCR) Work? — YouTube
Optical Character Recognition, or OCR, is a technology that enables you to convert different types of documents, such as scanned paper documents, PDF files or images captured by a digital camera into editable and searchable data.
It is commonly used to recognize text in scanned documents, but it serves many other purposes as well. OCR software processes a digital image by locating and recognizing characters, such as letters, numbers, and symbols. The Google Translate app includes OCR technology that works with your device's camera.
0:07 1:08 Suggested clip Canon PIX MA My Image Garden: OCR Scan — YouTubeYouTubeStart of suggested client of suggested clip Canon PIX MA My Image Garden: OCR Scan — YouTube
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