How to sign a fillable PDF document?

Ever experienced the frustration of printing a PDF document, filling it in manually, signing it in the old-fashioned way, and scanning it back in? Well, that’s the pain of regular documents. But what if we tell you there’s a better way?  

Fillable PDF documents are interactive forms that you can fill out online without the need to print them. Fillable PDFs contain data fields (Name, Date, Signature, Initials, checkboxes) that you can fill out easily in minutes. 

They are commonly used in various industries, such as:

• HR: Employment applications and performance reviews
• Healthcare: Patient intake forms and medical history records
• Banking and financial services: Loan applications and account opening forms
• Real Estate: Client agreements and property listings
• Procurement: Purchase orders and vendor contracts
• Insurance: Insurance claim forms and policy applications
• Education: Enrollment forms and consent forms
• IT: Service agreements and incident reports
• Finance: Expense reports and budget request forms
• Non-profits: Membership forms and donation forms

And this guide will show you exactly how to add your signature to a fillable PDF, making the whole process smooth, secure, and entirely digital. Let’s get started! 

How to sign a fillable PDF document online?

With Signeasy, adding fields in a PDF document and sending them online for signatures takes only a few minutes. No matter what devices or OS you’re using, here are the steps to sign a fillable PDF document: 

1. Log into your Signeasy account. If you don’t have an account yet, try our 14-day free trial. 

2. In the top-left corner, beside the blue "Send for Signature" button, click on the small arrow button. Then, select "Sign Document" from the drop-down menu.

3. Upload your fillable PDF document to Signeasy. You can also drag and drop the PDF straight from your laptop/desktop.

4. The "Annotations" toolbar on the left side will have all the tools you need to edit fields in the PDF. You can add signature, name, 

5. Signeasy’s navigation menu will guide you to complete all the required fields without missing any details. 

6. Once you fill out all the fields, add your signature to the document. If you haven't already saved a signature, this is the time to do so. You will have the option to draw, type, or upload a signature. 

7. Once you’re done, select the  “Finish Signing” button on the top-right corner of your screen. 

And voilà! You’re all set to download or share your signed fillable PDF. 

Benefits of using Signeasy for signing a fillable PDF document

If you’ve spent days chasing down a signer for misplaced signatures, or hours scanning and sending documents back and forth, Signeasy puts an end to that pain. 

With our eSigning solution, you can streamline the process of signing fillable PDFs for both you and your recipients. Here are some benefits of using Signeasy for signing a fillable PDF: 

1. Easy to fill out 

With Signeasy, you can upload your fillable PDF, set the signing order, and send it off for signatures in minutes. Plus, your recipients can sign from any device. You can also easily add standard fillable fields like signatures, names, and dates, or even create custom fields to perfectly suit your document's needs.

2. High-security standards 

Signeasy ensures that your private data is handled with the utmost care. We adhere to the most stringent global security standards. We offer enterprise-grade security, ensuring your documents are protected with the latest encryption technology. Our tool is compliant with various regulations like ESIGN, HIPAA, and SOC 2 Type II. 

3. Pre-filled templates

Creating fillable PDF documents with frequently used fields can become a tedious task, with a lot of time spent positioning each field on the document. However, Signeasy allows you to create pre-filled templates to eliminate this hassle and save you valuable time and effort.

Mercure Hotel is a great example of this. With Signeasy, they eliminated 10,000 printouts monthly, reduced costs, and improved turnaround time. Our standardized templates help their team to select the appropriate template and send them out for signatures, ensuring consistency and saving time. 

“Signeasy’s template feature ensures our documents adhere to company policies. It’s a must-have for us, as it streamlines our processes, maintains consistency, and prevents unauthorized changes. This feature has been crucial.” - Fonyuy Youla Emile, IT Manager, Mercure Hotel Suites & Apartments

Tips for Using Signeasy Efficiently

There’s always room to optimize your digital signature workflow! Here are some tips you can follow to use Signeasy to its full potential:

• Use Signeasy’s standardized templates library to automate sending and filling PDFs. This will not only save you time but help you get rid of extra effort.
• Make sure to use Signeasy’s signing order functionality to control the way you want to send, receive, and sign the document. If you have multiple recipients, you can minimize the need to manually send out the document to each recipient at a time. 
• Integrate Signeasy with your favorite CRM or business platforms like Google,  Microsoft Office 365, and Cloud to streamline the signing process without leaving your existing tool.