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Q: How to customize fields?

To manage custom fields. Go to My Preferences &gt; Signing and Sending &gt; Custom Fields. To create a new custom field: Select ADD NEW FIELD. Enter the properties for the field.

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This has been very helpful and affordable. Please make sure that my credit card is only charged one time. Initially, the processing would not accept my card and I have entered this card for the same Monthly subscription approx 3x's. Please make sure that only one monthly fee of19.99 is charged to may account. I am not in aposition right now for excessive billing. I am looking forward to this being a valuable working tool for my Business. Thank you

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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 second person to ?

To add multiple signers to a document Open the People panel. Click Add People. Enter recipient information and assign signer order.

How to add fillable fields in ?

To start, after logging into your account, navigate to the Documents section and select 'New' to begin the document creation process. Next, upload the file you wish to make fillable. Once uploaded, use the form fields option to add text boxes, signature areas, checkboxes, and more as needed.

How do I add someone to my account?

In eSignature Settings, select Users. Select ADD USER. Enter the email address for the new user, and select Next.

How do I change my last name in ?

Change Your Name Select your profile image and choose Manage Profile. The My Profile site opens. In the My Profile Information, in the Name section, select UPDATE. Change your name as desired. Select SAVE. Your name updates and the changes apply to all future envelopes and notifications.

Can recipients add another recipient on ?

Recipient can edit recipient details for any remaining recipients in the signing order. Recipient can make recipient and document changes (correct) to an in-process envelope. This recipient must have a valid account. To add additional recipient rows, select ADD RECIPIENT.

How do I update contact information in ?

In your account, select your profile image and choose Manage Profile. From the My Profile site, scroll to the Contact Information section and select UPDATE. In the Contact Information screen, update your company name, job title, address, and phone number as needed and select SAVE.

How do I add a name to ?

You can use the bulk import contacts feature to add up to 500 contacts at a time. In your account, select your profile image and select My Preferences. In the left-hand menu, under Account, select Contacts. Select Add Contact and complete the contact's information.

How to customize fields?

To manage custom fields. Go to My Preferences > Signing and Sending > Custom Fields. To create a new custom field: Select ADD NEW FIELD. Enter the properties for the field.