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Prepare a template

Open Document Sign, choose the new-template tab, upload a source PDF, and name it. Open the editor. The main sidebar becomes icon-only; use the Approvers and Field palette tabs. Navigate every PDF page, including later pages. Click the palette to add a field in the visible area, or drag it onto the PDF. Move/resize fields and use Zoom, Fit, Pan, and Undo/Redo. Select a field to edit Properties. Save creates a new template version without overwriting the source file.

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Signatures and recipients

Add approver slots for the design. Visible Signature uses a positioned signature area; Digital Only records consent without a visible signature image. Adding a Signature can enable Visible mode for its slot. Every recipient signature/input must have the correct Assigned approver.

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Data fields

Choose Filled by:
  • Template designer: enter a fixed value in Properties.
  • Sender: complete before preview/send, manually or through a REST data source.
  • Approver: only the assigned recipient fills the input while signing.
Configure Required as needed. Date supports Date only or Place & Date, display formats, and month-name language. Place & Date uses two separate inputs. Check the preview and field space.

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Prepare & Send

Choose a template and Prepare & Send. Complete sender inputs or Fetch API data, provide names/emails for every slot, and set expiry. Standalone signing defaults to 3 days; expiry is mandatory. Select registered members or custom recipients. Emails outside the organization domain are external. External recipients require email and phone with country code. The number is contact information, not certified identity verification.

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Mandatory preview

Inspect the populated PDF, pages, positions, recipients, deadline, and disclaimer. Confirm the preview, then press Send signing request in the preview window. Changing the template/data requires a new preview. A receipt cannot silently substitute a different document.

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Recipient steps

Recipients open the invitation, sign in or verify their email as required, review the version, complete their assigned inputs, give consent, and finish signing. Senders do not fill Approver fields on recipients’ behalf. Recipients cannot edit Sender data or another recipient’s fields.

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Results

Track active packages separately from completed history. One recipient Signed does not mean the entire package is Completed. Internal DekaSign integrity is not a certified/PSrE seal or trusted timestamp; assess your transaction’s requirements.