Adding fields after upload
3 min read
Updated Apr 12, 2026
Once the PDF is in place, document preparation becomes about making the required actions explicit. Clean field placement reduces recipient confusion and keeps the final signed artifact easier to review.
Before you begin
A source PDF uploaded to a draft
A confirmed recipient list
A clear understanding of which people need to act on which pages
Prepare fields on the right document version
Only add fields after you are confident the source PDF is the correct version.
Late PDF swaps create avoidable rework when field placement has to be revisited.
Keep field placement readable
Place signature, initials, date, and text fields where recipients can understand them quickly.
Crowded placement increases signing friction, especially on mobile browsers.
Review before sending
Use the final review step to confirm the prepared surface and the delivery assumptions still match.
If you changed recipients or order late, double-check field ownership again.
Pro Tips
Leave enough whitespace around required fields.
Prepare with mobile readability in mind if recipients often sign from phones.
Do not rush the last visual check before send.
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