Power PDF puts the power in your team’s hands. The simpler it is to work with PDFs, the more swiftly your team produces the results your business needs. Secure Signatures for Your Business Needs Once received, users will be able to enjoy a secure digital workflow that lets them complete the signing process in minutes. Power PDF automatically sends the file to recipients.

Save the file, then press the 'Send' arrow at the top of the SignDoc panel.Set options for allowable signing methods, including click-to-sign, actual signature and more.Click the plus icon next to the 'Signature field' and use the tool to draw a signature box on the documents.Click the plus icon under 'Recipients' to add signatories from contacts.You can also add a message to your recipients here. Make any needed adjustments to the document name, describe the document's contents, and set a subject line for the email that signatories will receive. Click the SignDoc icon and click 'Send via Kofax SignDoc.'.Click 'Security' on Power PDF's main menu bar to open the security ribbon.Verify that the document has all the necessary pages.Using built-in plugins for software such as Word and Excel, you can also instantly convert and open a file that you need to send for signing. Open the PDF document you wish to send for signing.When your team has access to Power PDF’s advanced software, it’s easy for them to create signature fields and send documents for signing immediately. If you select Only, you must also select one of the following options: When a record is inserted, When a record is updated, or When a record is deleted.The Step-by-Step Process to Create E-Signatures Using an Electronic Signature Box Select Only if a signature is required only under certain conditions. Select Always if a signature is required when the data in the field changes. In the list, find and select the field in the table that you want to monitor.In the Field name field, click the drop-down button to open the lookup.In the list, click the link in the selected row.In the list, find and select the table where the data that must be signed is stored.In the Table name field, click the drop-down button to open the lookup.In the Name field, enter a name for the process that requires electronic signatures.Repeat these steps for each process that requires electronic signatures.Ĭreate a custom requirement for electronic signatures.Select or clear the Signature required check box.Select a process that requires electronic signatures.In the list, find and select the desired record.Go to Organization administration > Setup > Electronic signature > Electronic signature requirements.Require electronic signatures for existing processes Enter additional reason codes, if needed.In the Description field, type a value.In the Reason code field, type a value.For example, a reason code could be used to indicate legal approval. A signer selects a reason code to indicate the purpose of an electronic signature. A valid reason code is required when signing a document. You must set up reason codes before using electronic signatures.Go to Organization administration > Setup > Electronic signature > Electronic signature reason codes.Set up reason codes for electronic signatures If you want to enter the Notice text in additional languages, click the Translations button.Typically, this text tells the user what it means to sign a document electronically. Enter the notice that signers will receive when a signature is requested.Go to Organization administration > Setup > Electronic signature > Electronic signature parameters.Maintenance mode can be enabled in this environment by running a maintenance job from Lifecycle Services, or by using the Deployment.Setup tool locally. If the Electronic signature check box is not selected, you must enable maintenance mode.Verify that the Electronic signature check box is selected.Go to System administration > Setup > License configuration.Enable the Electronic signature configuration key The demo data company used to create this procedure is DAT. An electronic signature confirms the identity of a person who is about to start or approve a computing process. Use this procedure to set up electronic signatures.

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