Adding an Electronic Signature to a PDF

If your UpMail account has the Electronic Signature feature enabled, you can add an e-signature to any pdf or editable document uploaded to your account.

If you do not have this feature enabled and are interested in learning more, please email [e-mail]

Add an eSignature to a PDF Document

1. To start, create a supporting content placeholder with the call-to-action such as 'Sign your Agreement' or 'Review and Sign your Contract'.
   
   > Click here to learn more about creating and editing supporting content
   
   
   
   
   
2. Within your email template, click on your supporting content placeholder, then select upload any PDF document via the "Quick Edit" section.
   
   
   
   
3. Once uploaded click "Add eSignature" in the Quick Edit section.
   
   
   
   
   
4. A pop-up will appear and you will be able to add more required signatures, change the signing order or change the expiration date of the contract. Click "Update".
   
   
   

5. The e-signature fields will be added to the end of your PDF document. You will not be able to view the document with the e-signature when you view the document within the email template.

The e-signature will look like this:

Please note:

• Only one document per email can be attached with an e-signature.
• You are only able to add e-signatures to PDF documents or editable documents (not Word, Excel, etc).
• You are only able to send the email to one recipient.
  • If there are multiple e-signatures required, the other recipients will receive the contract signature request directly. 
  • If you would like to BCC an email for tracking purposes, once the email is sent, we recommend duplicating the email, adding 'For reference' to the subject line and sending the email to the BCC email address.

> Click here to learn how to add an electronic signature to an editable document

> Click here to watch a video on adding an electronic signature to a document