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From PDF

Send a PDF with scanned or drawn fields

Use From PDF when you want to send a PDF through a signing workflow without first building a reusable template.

Flow A: scan existing PDF markers

  1. Go to Documents.
  2. Choose From PDF.
  3. Upload the PDF.
  4. AuthorizeDoc scans the PDF for placeholder markers.
  5. Review the fields that were found.
  6. Adjust, add, remove, drag, or resize fields if needed.
  7. Fill document details and recipients.
  8. Send the document.

Current scanned PDF marker format

{{signature}}
{{customer_name}}

Planned update: scanned PDFs should also support Word-style placeholders like ${placeholder_name}.

Flow B: draw fields manually

  1. Go to Documents.
  2. Choose From PDF.
  3. Upload the PDF.
  4. Click Add PDF field on the setup screen.
  5. Place the field on the PDF preview.
  6. Set the field type and who should fill it.
  7. Repeat for each field or signature.
  8. Continue to recipient setup and send the document.
Screenshot placeholder: From PDF wizard and manually drawn fields.
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