Customer Record - PDF Authoring
      Back to home
      1. Under Knowledge Base
      2. Customers
      3. Customer Record - PDF Authoring

      How can I sign the PDF internally prior to sending the application to the customer?

      Discover the process of internally signing the PDF in a customer record before sending the application to the customer.

      To sign the PDF internally prior to sending the application to the customer, follow these steps:

      1. Go to the Customers homepage, then select the customer where you would like to view and/or edit customer information.
      2. In the customer record, click the PDF Authoring tab at the top of the page.
      3. In PDF Authoring, scroll to the internal signature and click in the signature box to add a signature.
      4. Once the signature has been added to the PDF, click Save PDF.

      To add an internal signature to a mapped PDF, refer to the article linked below:

      How do I add an internal signature to the PDF?

      Here is a short video that provides a clear explanation of the process mentioned above: