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How to Send a PDF for Signature Using a Cloud Service and Power PDF

The traditional wet ink signature is still a trusted form of authorization, but collecting such signatures is a time-consuming and expensive task in an increasingly diverse business world. Today, digital signatures offer an instant way to bypass slower workflows while maintaining complete legal enforceability. With the right tools, it's possible to create PDF files of contracts, forms, and other important paperwork with built-in fields for easy digital signing.

Kofax Power PDF makes it simple for business users to create PDF signature fields and send important documents out for signature without leaving the software. Users have options for requesting signatures based on the service they use. Power PDF Advanced directly integrates with Kofax SignDoc and DocuSign, but can also work with other e-signature services.

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6 Steps to Send PDFs for Signature Using Kofax Signdoc

Let's first look at how to use the built-in integration of SignDoc to prepare a document for signing quickly. Once you complete these steps, you can send the document to one or more recipients. To proceed, you must have an active Internet connection and a valid SignDoc account (separate purchase required) and server configured in Power PDF. When ready, use the following steps:

  1. Open the PDF, then click on "Sign and Certify" under the Security tab. Select SignDoc.
  2. Click "Send via Kofax SignDoc" to open the workflow.
  3. Edit package details under the "Package" panel. Describe the document, write the subject, and create your email request.
  4. Click the "Add a new recipient" button under the Recipients panel. Add name, email, and indicate if the recipient should sign the document.
  5. Add fields to the document using "Signature Fields." Use the mouse pointer crosshair to draw signature fields in the appropriate places.
  6. Once you've finished configuring your options, click "Send package to recipient" to push your emails.

How to Use DocuSign to Send Files for Signature

Some users and businesses may use DocuSign instead. Power PDF features the same native integration for DocuSign, making it quick and easy to send out signature requests. As before, you should log in to DocuSign first. Once you have, use these quick steps:

  1. Open the PDF that requires a signature and select the Security tab.
  2. Click DocuSign, then click "Send Via DocuSign." This launches the signing working.
  3. Click Add Recipients, then fill out the information for the intended signers, including their name and email. Users have many options for adding contacts at this stage.
  4. Now set the signature fields on the document. Scroll to the correct location, then drag and drop fields such as initials and signature to the right location.
  5. Click "Send."

DocuSign sends the PDF to your designated recipients - that's all it takes.

Transform Your Signature-Based Workflows Today

Why wait for a signature to arrive in the mail when you could have it back the same day through a cloud signature service? No matter the signature solution you select, the workflows surrounding sending documents through the cloud are easy to learn and use. Learn more about using Power PDF to improve business productivity and fuel the beginnings of a digital transformation for your business. Explore these features and more today with a free 15-day trial.

We know PDFs can be critical to your individual or business needs.

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