Adding Signatures to a PDF

The Add Signatures to PDF feature in Supra Transaction Management allows users to upload a PDF form and add signature fields for easy signing. This guide provides a step-by-step process to streamline adding signatures to PDF forms within a deal.

Overview

The Add Signatures to PDF feature enables you to:

• Upload a PDF form and place signature blocks for designated signers.
• Assign signatures to consumers or business profiles associated with the deal.
• Share the form with signers, ensuring they have the correct permissions.

Step-by-Step Guide to Adding Signatures to a PDF

Step 1: Select the Form for PDF Upload

1. On the Deal Dashboard, click the Add Forms + icon.
2. From the Form Template List, select the form you want to upload a PDF for by clicking its name.

Step 2: Access the Add Signatures Option

1. On the Form Detail page, locate the menu bar at the top.
2. Click the 3-dot Action Menu in the top-right corner.
3. Select Add Signatures to PDF from the dropdown menu.

Step 3: Add Signers

1. In the PDF Toolbar, click the Add Signers icon in the top-right corner.
2. Proceed to select the signers for the form.

Step 4: Select Signers and Place Signature Blocks

1. Choose the users who need to sign from the list of consumers or business profiles already added to the deal.
   Note: If the desired signer is not listed, add them to the deal first (see Related Articles for guidance).
2. Click the area on the PDF where you want to place each signature block.

Step 5: Save the Signature Blocks

1. After placing all signature blocks, click the 3-dot Action Menu in the top-right corner of the PDF Toolbar.
2. Select Save from the dropdown menu.

Step 6: Share the Form with Signers

1. On the Form Detail page, click the Share button.
2. Select the profile(s) you want to share the form with.
3. In the dropdown menu next to each profile card, ensure the Sign permission is selected.
4. Click Continue to share the form.
   Note: Signers will receive a notification to review and sign the form.

Visual Guide: Add Signatures to PDF Example.gif

Tips

• Double-check that all necessary signers are added to the deal before placing signature blocks.
• Place signature blocks precisely to align with the PDF’s signature fields.
• Verify Sign permissions when sharing to avoid delays.

Troubleshooting

• Signer not listed? Ensure the consumer or business profile is added to the deal (see How to Create and Manage a Deal).
• Signature blocks not saving? Confirm all blocks are placed correctly and try saving again.
• Client can’t sign? Verify the Sign permission is enabled for the client’s profile.