AuthorizeDoc tutorials
Complete AuthorizeDoc tutorial
Follow the detailed workflows for preparing templates, setting up placeholders, creating signatures and email templates, sending documents, and tracking completed signatures.
Choose the correct document flow first
AuthorizeDoc has several document flows. Pick the one that matches your document before you start setting up fields.
| What you want to do | Use this flow | Best for |
|---|---|---|
| Create a reusable document where answers replace text. | Word template | Contracts, letters, agreements, and documents where the layout should adapt to entered text. |
| Reuse a fixed PDF layout. | PDF template with drawn fields | Forms where fields must appear in exact positions. |
| Upload a PDF that already contains placeholder markers. | From PDF, scanned placeholders | PDFs prepared with visible field markers. |
| Upload a PDF and add fields visually. | From PDF, draw fields | PDFs that do not already contain markers. |
| Add your own signature to a PDF and download it. | Just sign a PDF | Quick personal signing without sending a full signing workflow. |
| Send a document once without saving it as a reusable template. | One-off document | Single-use documents. |
Detailed tutorial pages
Open the section you need. Each tutorial page is structured for deeper instructions and screenshots.
Templates
Word templates
Prepare DOCX placeholders, upload the file, and configure scanned fields.
Templates
PDF templates
Create reusable fixed-layout PDFs by drawing and configuring fields.
Documents
From PDF
Send a PDF by scanning markers or manually placing fields.
Quick signing
Just sign a PDF
Add your own signature to a PDF without creating a full signing workflow.
Reference
Placeholders
Understand placeholder names, automatic fields, and available field types.
Setup
Template setup
Configure template settings, groups, fields, signatures, integrations, and QR actions.
Setup
Signatures
Create, upload, manage, export, and reuse saved signatures.
Communication
Email templates
Customize the emails recipients receive during signing.
Documents
Sending documents
Create documents from templates, add recipients, and send secure links.
After sending
Tracking
Track progress, resend links, download signed files, and use tracking reports.