Send freeform invites

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Learn About Free form Invites and How to Make Use of Them

The Free form invites feature makes it possible for signers to put fillable fields in the document at their discretion after they receive it. It means that the sender doesn’t have to prepare a fillable contract or form, leaving this part for the signer.

This feature gives certain freedom to act for the recipients, yet for the sender, it is an additional responsibility as they have to carefully check all executed copies to eliminate possible mistakes.

How to Use Free form Invites?

After you’ve uploaded the document to your account, press More and select the respective option.

Fill out all necessary information in the window including the recipient's email and welcome message and click Send Invite.

When the recipient gets the email, they’ll be asked to enter their name, and then they will be able to place fillable fields within the document.

Video Review on How to Send freeform invites

How to Use the Send Freeform Invites Feature in pdfFiller

The Send Freeform Invites feature in pdfFiller allows you to easily send invitations to others to fill out and sign documents. Follow these steps to use this feature:

01
Login to your pdfFiller account and open the document you want to send invites for.
02
Click on the 'Send' button located at the top right corner of the screen.
03
In the dropdown menu, select 'Invite to Fill'.
04
A pop-up window will appear where you can enter the email addresses of the recipients you want to invite. You can enter multiple email addresses by separating them with commas.
05
Customize the invitation message by adding a subject and a personalized message. This will help the recipients understand the purpose of the invitation.
06
Choose whether you want the recipients to be able to edit the document or just view it. You can also set a due date for the document if necessary.
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Click on the 'Send' button to send the invitations.
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The recipients will receive an email with a link to access the document. They can fill out the document, sign it, and submit it back to you.
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You will be notified via email when the recipients complete and submit the document.
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To track the status of the invitations and view the completed documents, go to the 'My Forms' section in your pdfFiller account.

Using the Send Freeform Invites feature in pdfFiller makes it easy to collaborate with others and collect information efficiently. Start using this feature today and streamline your document workflow!

What our customers say about pdfFiller

See for yourself by reading reviews on the most popular resources:
Anonymous Customer
2014-09-18
Basically a good PDF editor, the one failing is that formatting is not preserved during cut and paste. Could not get the correct formatting with the tools in PDFfiller.
4
Lucky
2020-01-08
I love that you can turn any document or picture into pdf. As a loan officer, I need copies of driver's license and social security. Everyone has a nice phone but the format is not PDF. This PDFfiller is the best. It only has a few fonts. That is the reason for the 4 out of 5.
4

pdfFiller scores top ratings in multiple categories on G2

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.
Share Freeform boards and collaborate on iPhone Do one of the following: While browsing All Boards: Touch and hold the board you want to share, then tap Share. ... Choose how you want to share the board (Mail, Messages, or a shared link), or tap the icon of anyone you've communicated with recently to share with them.
Turn OFF/ON iCloud for Freeform Therefore, try to turn off/on the iCloud toggle for the app. Go to the Settings app on your iPhone or iPad -> Apple ID banner -> iCloud -> Show All -> turn off the switch for Freeform. After that, restart your iPhone and then turn on the toggle for Freeform.
Access your Freeform boards on all your Apple devices on iPhone Go to Settings > [your name] > iCloud. Below Apps using iCloud, tap Show All, then turn on Freeform (green is on).
If this happens to you, the easiest way to fix Freeform not working is to simply delete and reinstall the app. As is the case with most of the pre-installed apps on your iPhone or iPad, Apple makes these available on the App Store just in case.
Share Freeform boards and collaborate on iPhone Do one of the following: While browsing All Boards: Touch and hold the board you want to share, then tap Share. ... Choose how you want to share the board (Mail, Messages, or a shared link), or tap the icon of anyone you've communicated with recently to share with them.
Check your list of apps that are using iCloud. Freeform is disabled by default. Try enabling it, allowing sync to your iCloud. From there on, sharing will hopefully work.
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