Step 1
To begin, you can upload any document to an existing record or create a new record, as shown below, by entering the record type and name and then uploading your file.
After you choose which file to upload you'll be presented with 2 choices.
For fillable PDFs and forms, select the "Read, Fill or Sign" option and click upload.
For signatures only, choose the second option and click upload.
Step 2
Now that you've uploaded the file, you can begin to fill out the form with any information. To begin, click and choose the document.
Step 3
When we uploaded this file we chose the "read, fill or sign" option and the functionality is changed to reflect those abilities.
Some of the abilities include:
zooming in and out
undo and redo
highlighting
adding comments
adding attachments
adding text in different colours
adding freehand text
entering boxes, arrows, circles and various shapes
adding labels or signatures
Scrolling pages and entering information is incredibly easy.
And adding a signature is super easy too.
When you're finished, simply click "Save new version"
