S-Sign with PDF-Upload

This guide covers the integration of S-Docs PDF-Upload with S-Sign, allowing you to use existing PDF files as templates while overlaying e-signature fields via a drag-and-drop interface.

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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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