PDF documents are PDF files attached to a template as a document type.
They can be:
uploaded in the template, or
left empty and uploaded later by an envelope participant (based on the assigned role).
Quick demo
This GIF shows how to add a PDF document to a template.
Limits
By default, an envelope can contain up to 50 PDF and external documents in total. Your system admin can change this limit.
Add a PDF document to a template
Open the Documents panel.
Click .
Click .
Click to view the screenshot...
In the file picker, select a PDF to upload.
Or close the file picker to keep the document empty.
If the PDF document is empty, it can be uploaded later by envelope participants. By default, the document is assigned to Sender.
Configure PDF document properties
You can edit properties only when no PDF is uploaded yet.
You can configure:
role
optionality
You can also add signature fields to the PDF document.
Clone a PDF document
In the document header, click icon.
Click .
Click to view the screenshot...
Delete a PDF document
In the document header, click icon.
Click .
Click to view the screenshot...
Import PDF fields
Embedded PDF fields can be converted to DocStudio dynamic fields.
Conversion map:
text → text field
date → text field
checkbox → checkbox field
radio button → choice field
dropdown menu → menu field
listbox → menu field
signature → PAdES field (only if enabled by a system administrator)
picture → not supported (ignored)
barcode → not supported (ignored)
All imported fields, except for the Selection field, inherit the optional/mandatory attributes from the original PDF.
Upload options for encrypted or filled PDFs
Depending on PDF content and encryption, you may see different upload options. Only applicable options are shown for each file.
Preserve encryption. Existing fields are converted, but only new electronic signature fields can be created.
Save existing data and signatures. Only electronic signature fields can be created.
Convert all fields without preserving encryption. All fields can be converted without keeping encryption. New fields can be added. A new role may be created for each signature.
Save the document “as is”. Existing fields are disabled and not converted. New fields can be added.
Remove all existing fields and signatures. Existing fields are removed. You can add any new fields.
