Prepare
Build the workflow around the PDF you already use
Keep the document format your organization already knows while adding the controls needed to turn it into an actionable envelope.
Private PDF upload
Register source documents in private storage and preserve the original file separately from completed outputs.
Visual field placement
Place fields on rendered PDF pages instead of describing coordinates or editing the source file.
Six field types
Use signature, initials, name, date, free text, and checkbox fields.
Reusable templates
Save configured agreement structures for workflows your organization repeats.