# S-Sign with PDF-Upload

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The PDF-Upload feature is ideal for organizations that have pre-formatted PDF forms (like government or industry-standard docs) and want to add S-Sign capabilities without rebuilding the document in HTML.

### 1. Initial Setup

Before configuring the template, ensure the Template Format field on the S-Docs Template object includes "PDF-Upload" as a picklist value.

* Template Creation: Create a new S-Docs template and set the Template Format to `PDF-Upload`.
* Enable S-Sign: 1. Navigate to the Advanced Options tab.

  2\. Find the E-Sign Vendor dropdown and select `S-Sign`.

  3\. Crucial: Click Save before attempting to add signature fields.

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### 2. Accessing S-Sign Settings in PDF-Upload

Unlike standard HTML templates, the S-Sign settings menu is integrated directly into the PDF-Upload workspace.

* Navigation: Go to the Upload PDF tab in your template.
* Creating Fields: Click the Create Another Field button.
* Field Type: You will now see S-Sign Field available as a type.
* Global Settings: To access the full S-Sign configuration (signer profiles, reminders, etc.), click the S-Sign Settings link located at the bottom of the PDF-Upload settings menu.

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### 3. Placing Signature Fields

The PDF-Upload editor uses a "Drag & Drop" mechanism to position S-Sign inputs exactly where they need to be on the static PDF pages.

| **Feature**         | **Description**                                                                                                                                  |
| ------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------ |
| Drag & Drop         | Once a field is created, drag the S-Sign Input tag from the sidebar onto the document preview.                                                   |
| Re-Drag             | If a tag is placed incorrectly, use the Re-Drag Merge Field button to reset its position and try again.                                          |
| Field Customization | Switch back and forth between "Field Settings" and "S-Sign Settings" to adjust attributes like *Required* status or *Signer Profile* assignment. |

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### 4. Key Configuration Highlights

* Signer Profiles: You can still define multiple signers (Signer 1, Signer 2, etc.) and assign specific drag-and-drop fields to each one.
* Compatibility: All standard S-Sign field types (Signature, Initials, Text, Checkbox, Date) are supported within the PDF-Upload editor.
* Final Output: The finished document will maintain the exact layout and formatting of your original uploaded PDF, with the e-signature elements layered on top.

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