How to Add PDF Documents in a Template

This document explains how to add PDF documents to templates, configure their properties, and import embedded PDF fields.

A PDF document is a file added to your template.

It can be:

• Uploaded directly to the template.

• Left empty for an envelope participant to upload later (depending on their assigned role).

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

1. Open the Documents panel.

2. Click the button.

3. Click PDF document.

4. In the file picker, select a PDF to upload.

5. 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

1. In the document header, click the Context menu icon.

2. Click the icon.

Delete a PDF document

1. In the document header, click the Context menu icon.

2. Click the icon.

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.

1. Preserve encryption: Existing fields are converted, but only new electronic signature fields can be created.

2. Save existing data and signatures: Only electronic signature fields can be created.

3. 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.

4. Save the document “as is”: Existing fields are disabled and not converted, new fields can be added.

5. Remove all existing fields and signatures: Existing fields are removed, you can add any new fields.