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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.
What if I have more questions?
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How do I add a drop-down list in ?
How to add a drop-down list to a document on ? Open the envelope and upload your document. Add recipients to the document. Click on NEXT. Drag the Dropdown field to the document. Click on ADD OPTION to create your drop-down list in . Make the necessary formatting of the field here. Click on SEND.
Can you save documents on ?
You can save any document you have sent or drafted as a template. Everything you added to the original document is included in the template. Save as Template provides a quick way to make a template from an envelope you've already prepared.
How do I review completed ?
Open the "Completed" email. Do one of the following: Select REVIEW DOCUMENT to open the documents in your browser. Copy the multi-character security code at the bottom of the email, go to ..com, and click Access Documents.
How to see past documents on ?
View Document History in CLM Log on to CLM. Select Documents in the navigation header. Navigate to the folder containing the document that you want to view. Select the checkbox for that document, and select View > History. (Optional) Perform any of the following actions to manipulate the history data:
How do I permanently delete a document?
To cancel a document, and any attached invoices or subscriptions (if applicable), where some signatures have been obtained but not all, click the dropdown menu and select Cancel Document. If all signatures have been obtained, click the drop down menu next to the relevant document and select Permanently Delete Document.
How to view completed documents in ?
On the Web Application, select the Manage tab. Your documents are listed there. If NO, you can access the document by opening the "Completed" email. This email is sent to you once you have finished signing a document.
Where can I find my certificate of completion?
To view the complete History, click More > History. To download and view the Certificate of Completion PDF, click the Download icon and select Certificate of Completion.
How do I view a completed document on ?
On your homepage, you will see a box titled Envelope Status in the top left corner. Towards the bottom of the box, you'll see Completed. Click on that to go to a folder of all your completed documents. You can also access that directory by clicking on the Manage tab at the top of your screen.
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