How to Upload a PDF for Sign Document and Clone the Document

I need help understanding how to upload PDF documents to create sign documents that can be cloned and edited in the future. Also, what page limits exist on Forms or Sign Documents. Thanks

Hi Carlos,

Thanks for reaching out to Jotform Support. Let me help you with that:

To upload PDF documents and create signable documents in Jotform Sign, follow these steps:

1. Go to your My Workspace page and click the Create button.
2. Choose the Upload Document option to upload your PDF file.
3. Drag and drop your PDF or click the Upload Document button to select files from your device. You can upload multiple PDFs and arrange or delete them as needed.
4. Click Create Signable Document once your files are uploaded.
5. Use the Detect Fields button to automatically detect signature fields or add them manually.

Your document will then be ready for collecting eSignatures. You can send it via email or share a link for signing.

Regarding page limits, the information about specific page limits on Forms or Sign Documents is not detailed here. Generally, Jotform supports uploading PDFs up to 5MB in size for signing.

Give it a try and let us know how it goes.

Hi Carlos,

It’s easy to create a sign document with Jotform Sign. Let me show you how:

1. On your My Sign Documents page, and click on Create Sign Document on the left side of the page.
2. Click on Upload Document to upload your own document from your device.
3. Drag and drop your document into the Upload box, or click on Upload Document to select it.
4. Once you add your document, click on the Create Signable Document button.

After you create your document, you’ll see an option asking whether to detect fields automatically. To detect fields automatically:

1. Click the Detect Fields button in the option that appears below the green navigation bar.
2. After it matches the suitable elements with the spaces, click on Keep All.
3. If you want to delete a field, just click on it and then click the Trash Can icon below it.

Or you can manually match your fields:

1. Click on the Dismiss button in the option that appears below the green navigation bar.
2. In the Document Elements menu on the left, drag and drop the elements to your document.

On the other hand, cloning an existing Sign Document from your account is easy. Let me walk you through it:

1. On your My Workspace page, click on Type at the top of the page.

2. In the Dropdown menu, uncheck the box next to Select All, then put a check in the box next to Sign Documents, so only they’ll be shown on the page.

3. Select the Sign document you want to clone.

4. Click on More on the right side of the selected Sign document, then select Clone to create a duplicate of the document. That's it.

Give it a try and let us know if you need any help.