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Instructions and Help about signature workflow
How to create a signing order in a PDF signing order
PDFfiller offers you a handy tool. When you send a document for a signature, you can assign a fillable field to a particular person so that nobody other than this person will be able to fill in that field.
Create as many fillable fields in your document as you need and share it or send it for a signature. Select the document, click More and choose Role Template.
Type in the name of the first person who will sign the document and press Enter. Repeat this step for each signer, then press Assign Roles in the bottom right corner.
Click on the field you want to assign, open the dropdown list under Who Needs to Fill This Out and select the name of the person who will need to fill in the field. Repeat this step for each person signing the document and press Save in the top right corner.
When you use PDFfiller to request signatures or share documents, you save time by avoiding any potential confusion.
How do I create a signing order in a PDF?
- Open the document in the editor, add as many fillable fields as you need and send the document for signature.
- Select this document from the list, click More and choose Role Template.
- Type in the name of the signer and press Enter.
- Repeat the 3rd step for each signer and press Assign Roles in the bottom right corner.
- Click on the field, open the dropdown list under Who Needs to Fill This Out and select the name of the signer.
- Click Save in the top right corner.
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How to create a Signing Order
What is PDFfiller?
PDFfiller is an online PDF editing platform. With PDFfiller, you can search for, edit, store, print and export PDF documents online without downloading and installing any software. PDFfiller also allows you to access and edit PDF documents from any device anytime.
Can I Change a Signer in a PDF Using PDFfiller?
Yes. PDFfiller provides users with the Role Template feature. Users can assign fillable fields to specific people collaborating on a document as well as request that a field be signed.