Last updated on
Dec 20, 2024
Quickly edit documents online, add signatures, and send for signing — all from one easy-to-use solution you can access from anywhere.
Require E-Signature with pdfFiller
What does it mean to require e-signature?
To require an e-signature means to request a digital signature for documents to validate agreements electronically. This modern practice eliminates the need for physical paperwork, allowing individuals and organizations to finalize contracts and forms quickly and securely from any location.
Why requiring e-signature is critical for modern document workflows?
E-signatures streamline workflows by ensuring that documents are completed and signed faster than traditional methods. They enhance collaboration, reduce turnaround times, and provide added convenience as users can access and sign documents remotely. In today’s digital world, ensuring secure and legally compliant signatures is essential to maintain operational efficiency.
Use-cases and industries that frequently require e-signature
Various industries utilize e-signatures extensively, including real estate, legal, finance, and healthcare. Common use cases involve signing contracts, agreements, NDAs, and consent forms. Each of these scenarios demonstrates the importance of obtaining swift and secure approvals.
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Real Estate: Facilitates home purchase agreements.
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Legal: Streamlines client contracts and retainers.
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Finance: Approves loan documents and credit applications.
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Healthcare: Collects patient consent and treatment forms.
Step-by-step: how to require e-signature in pdfFiller
Using pdfFiller to require an e-signature is straightforward. Follow these steps to ensure the correct setup for your documents:
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Upload your PDF document to pdfFiller.
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Select the ‘Add Signature’ option from the toolbar.
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Choose who needs to sign the document by entering their email address.
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Customize where the signature field should appear in the document.
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Send the document for signing; recipients will receive a link to e-sign.
Options for customizing signatures, initials, and stamps when you require e-signature
With pdfFiller, you have various customization options to personalize signatures, initials, and stamps. This ensures that your electronic signatures maintain your brand identity while complying with legal standards.
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Create custom signatures by drawing or uploading images.
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Add initials to specific sections to highlight key approvals.
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Incorporate company logos as stamps for added authentication.
Managing and storing documents after you require e-signature
After requiring an e-signature, managing and storing your documents securely is equally important. PdfFiller allows you to organize documents effectively, ensuring quick access and easy retrieval when needed.
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Sort documents by categories such as Completed, Pending, or Draft.
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Utilize folders to group related documents for easy navigation.
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Search functionality enables quick access to specific documents.
Security, compliance, and legal aspects when you require e-signature
Ensuring the security and legality of e-signatures is vital in all transactions. PdfFiller employs advanced encryption to protect documents and maintain compliance with regulations such as eIDAS and ESIGN Act.
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Encryption: End-to-end encryption for document safety.
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Audit Trails: Track changes and signatures for transparency.
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Compliance: Meets international e-signature laws for validity.
Alternatives to pdfFiller for e-signature workflows
While pdfFiller offers robust solutions for requiring e-signatures, there are alternatives available. Evaluating these options can help you find the best fit for your specific needs.
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DocuSign: A popular choice known for extensive integrations.
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HelloSign: User-friendly with a focus on simplicity.
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Adobe Sign: Comprehensive solution with advanced features.
Conclusion
Requiring e-signatures through pdfFiller transforms the way individuals and organizations manage documents. Its user-friendly interface, coupled with robust security measures and customizable features, positions it as a top choice for those seeking an efficient digital document solution. By utilizing e-signatures, you can enhance collaboration and streamline workflows effectively.
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
Program is a time saver for me.
Plus my reports have a more professional appearance.
I would not want to go back to doing it the old way.
Thank you PDFfiller!
The experience was interesting. I would recommend the company to others but I would make sure that the price is up front before purchase is made. I misunderstood the price of the product. But Again I would recommend the company just for the fact that they are very helpful.
Great service! Could use some updates though. The site is rather slow at times, and when changes text size there seems to be a bug where the page needs to refresh or reload. Also, general improvements on loading time would be nice. Also, please make the process of saving to PDF less steps and less clunky. I don't need to be shown where the pdf will be once downloaded.
I spoke with Nathan who was very…kind
I spoke with Nathan who was very helpful and kind. I was charged 75$ from my account and was told pdffiller was the ones who charged me. Nathan did everything he could do to help me solve these charges and said he would get back with me as soon as I sent a screen shot of bull. Within minutes Nathan contacted me back and explained where the charges came from. He was more helpful than the ones who charged me . I wish everyone was as kind, respectful and helpful as Nathan was.
I've signed up for the 30 days trial to…
I've signed up for the 30 days trial to fill out an important form via PDF file. Work & covid has been occupying me so much that I forgot to cancel my free trial. I sent in a ticket and spoke to a staff named Phoebe. She replied extremely fast, understood my situation and proceeded to help me with my refund.
I am very satisfied with the outcome & would recommend pdfFiller to everyone as their customer support is top notch.
What do you like best?
The customer service on this software is unreal and so fast. I like the link to fill feature in this software, use it all the time. It's helpful for all our contracts and HR needs during a lockdown.
What do you dislike?
Some of the features are prone to be misleading if you don't read through the how to documentation eg Send to Sign is not useful for everyone.
Recommendations to others considering the product:
Read through the documentation on how to use it
What problems are you solving with the product? What benefits have you realized?
Having people sign documents during a lockdown is now a breeze. Having new interviewees fill out interview questionnaires, contracts and applications for employment so simple.
EXCELLENT CUSTOMER SERVICE
Very quick, efficient and courteous customer service. My elderly mother subscribed to this service and couldn't remember why. I explained the situation via emails with Customer Support and they refunded the annual subscription fee after I verified a few details. I really appreciated their understanding and quick response. Now...I have to go unplug my mom's computer. :-)
PDFfiller works great, but do not understand why a person is forced to use this program to fill out forms for the DMV and DNR. I should beable to download a form, fill out and mail.
I like that I can fill in and even sign document through...
I like that I can fill in and even sign document through pdf filler. It is very convenient and saves me a lot of time and headaches. It also allows me to have a more professional look on my documents which has gotten me a reputation for being professional.
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
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What is required for an electronic signature?
As with a handwritten signature, a signer must show clear intent to sign an agreement electronically. For example, signers can show intention by using a mouse to draw their signature, typing their name, or clicking an “Accept” button that is clearly labeled.
How to do an eSignature?
Seamless electronic signatures Open the eSignature sidebar. From Google Docs: Go to Tools > eSignature. Enter eSignature details. From the eSignature sidebar, you can manage signers and drag and drop fields into your document. Sign documents. Open the email titled "eSignature request for [document name]".