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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?
Contact Support
Is there a way to mass download from ?
This is only possible through our Retrieve app, with Retrieve you can bulk download your envelopes and data to an external storage location. Note: Some advanced features and options are supported only in certain plans. Your account plan might not support some options discussed in this help topic.
Can I send multiple documents from ?
Sending multiple documents in is a seamless process that allows you to attach and send multiple files at once for electronic signing. To start the process, log in to your account and locate the 'New' button.
Can you download signed documents from ?
Documents can be downloaded in their original format or converted to PDF. In CLM, you can download a copy of a stored document to your local machine. You can download the document in its original format or download it as a PDF.
How do you save fields in ?
Create Custom Fields for Documents In eSignature Admin, select Document Custom Fields. Select ADD DOCUMENT FIELD. Enter a name for the custom field. Select the type of field you want to create from the Type menu, for example, Date Signed, Drop Down or Radio Button. Select SAVE to save your custom field.
Can you export data from ?
You can export envelope data from envelopes that you sent, received, or are shared with you. The exported data is saved to a CSV file and includes envelope information, including: envelope ID. subject.
How do I export data from ?
Create Exports Select Create an Export at the top of the Retrieve home screen. Select the type of envelopes to export, and configure filters to narrow your selection. Select Format to configure the contents of the index file, which is formatted as a CSV file and included with the export.
How do I populate a field in ?
How to add fields to a document Start a new envelope and add documents and recipients as usual, and then click Next. In the recipients list at the top of the page, select a person to add fields for. Use the page guide to scroll through the pages and add more fields for your recipient.
How do I send bulk using ?
Upload your document into , and use tags to specify what information you need from your signers. Create a . CSV file with the contact information of everyone who needs to receive a copy of the document, and upload into . Send the document to everyone on the list.
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