Upload PDFs and signature fields

Upload a PDF and place signer fields so recipients know exactly where to sign.

6 min readUpdated July 2026

Upload the PDF

  • Open Documents
  • Choose Upload PDF
  • Name the document clearly
  • Confirm the pages rendered correctly
Video walkthrough placeholder showing PDF upload, page preview, signature field placement, signer roles, and save state.
Video: Upload PDF and add fields
Video walkthrough placeholder showing PDF upload, page preview, signature field placement, signer roles, and save state.
PDF document editor showing uploaded pages, field palette, signature field, date field, signer role, and save button.
PDF document editor showing uploaded pages, field palette, signature field, date field, signer role, and save button.

Place fields

  • Drag signature, initials, date, and text fields onto the PDF
  • Assign each field to the correct signer role
  • Use clear required fields for must-sign areas
  • Preview before sending

Common issues

  • Fields misaligned — zoom and reposition before sending
  • Wrong signer — change field role
  • PDF blurry — upload a cleaner source file

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