UPDF Sign User Guide

Sign Up and Log In to UPDF Sign

1.Account Explanation

1.Head to the official website of UPDF Sign and hit the Login button.

2.Enter your registered UPDF account and press the Continue button to proceed.

3.Add your UPDF account's Password and tap Log In to enter the main interface.

Note: If you already have a UPDF account, you can log in to UPDF Sign with the same credentials since they share accounts. Otherwise, you must register to UPDF from scratch and activate an account to proceed.

2.Change or Link Email

1.Access your UPDF Sign Profile using the top-right corner icon.

2.Click the Linked Accounts Manage button and get a pop-up menu.

3.From the Linked Accounts menu, press the Change button on the Email tab.

4.Next, a verification code will be sent to your email account for the change process.

5.To link other accounts, choose the Link buttons from their respective tabs and continue.

3.Redeem

Normally, your UPDF Sign account will automatically receive the associated benefits after purchase. However, if you receive a redeem code, you'll need to manually redeem it to activate the UPDF Sign benefits in your account. Follow the steps below to redeem it:

1.Go to the Membership section on your Profile and locate Redeem under the Subscription card.

2.Add your code to the Redeem menu and hit the Redeem button to unlock UPDF Sign across two different devices.

License and Activate

1.UPDF Sign Free Version Limitations

UPDF Sign offers a free version that allows users to streamline the digital signature process. However, it comes with certain limitations that can affect the usability of users. Here is the breakdown of some of the limitations of the free version:

•Signature Requests: The free version only supports 2 signature requests.

•Cloud Storage: The free version of the UPDF Sign lacks cloud storage capability.

2.Purchase UPDF Sign

If you want to gain limitless functionalities of UPDF Sign, you must upgrade to its Premium account following the below instructions:

•Start by accessing the UPDF Sign website on your device and press the Pricing button on the top.

•On the next page, choose your preferred pricing plan and click the Buy Now button under the plan.

•Check the order summary on the next window and choose a payment method if you are logged into your UPDF Sign account. If the account is not registered, look for the Change button across the checkout window to manually enter your Email in the text box and choose Continue to Pay option. UPDF Sign automatically creates an account under the provided email and authorize the respective benefits.

3.How to Activate UPDF Sign

After you've purchased a UPDF Sign plan, follow the steps to activate it:

•Open the UPDF Sign website and click the Start free trial button from the top right corner of the screen.

•Insert the email address that has been used to purchase UPDF Sign's plan and click the Continue button.

•Now, enter your account password and choose the Login button to activate your UPDF Sign account.

Get to Know UPDF Sign

After signing into UPDF Sign, you will see several sections to utilize and proceed. Thus, get know-how about them through the following description:

1. Home

On the UPDF Sign home page, you can import new documents by pressing the + icon or Initiate Signature. Besides that, there are lists of pre-design templates that you can consider generating documents to save time and effort. On the same page, users can access agreement activity to navigate and track the document history.

2. Home Left Panel

The UPDF Sign homepage left panel supports the Action Required tab, which shows the number of documents awaiting your signature. Beneath that, the Waiting for Others tab displays documents still pending signatures from recipients.

Furthermore, there is a Draft tab that shows a list of saved documents that you can easily complete from the agreement page. Lastly, the Completed tab notifies you about the signed and finished documents.

3. Agreements

Next, there is an "Agreements" page where you can see the following tabs on the left panel. This will help you navigate through your agreements record and understand the status of each agreement properly:

Inbox

This tab contains all the documents you've sent for signatures, as well as those you've received. You can navigate to the following top bars and track the progress of document.

•Name: This top bar displays the names of documents.

•Send Time: With this tap, you can see the date on which you sent the certain document.

•Last Change: In case you update the document, this tab will notify the date on which changes were made.

•Status: This tab lets you see whether the documents are signed or waiting for others.

•Operation: This tab shows the sign and re-notify options. The sign determines that the documents are waiting for your signature; however, the re-notify allows you to remind the signee to complete the process. Using the dots icon on documents that come under the Operations top bar, you can do more tasks, including: Save as template, Re-notify, Copy, Void, and Delete.

Sent

From the Sent tab, you can navigate how many documents have been sent to the receiver. Despite that, you can also track the name of the document, its send time, and the last time you made changes in it. Additionally, see the status of the sent documents, such as the need to sign or wait for others.

You can see if the documents are signed from the operation top bar. In case, there are some pending documents, you can re-notify them to complete the signing process.

Action Required

In the Action Required tab, you can locate the documents that are waiting for your signature. There are multiple options provided against a document that can be selected, based on its current status.

•Save as Template: From the operation tab, you can save the documents as a template by pressing the three dots icon. This will allow you to access the documents for quick referencing if you need to use them in the future.

•Re-Notify: Furthermore, if you notice that the signee hasn't noticed your request, you can re-notify them from the same menu.

•Copy: This option features the ability to duplicate the document for easy creation.

•Delete: To remove your document from the records, use the Delete option to move it to the trash.

Completed

Once the entire signing process has been done by all parties, the agreement is shifted into the "Completed" section. On visiting this section, you will find the details of the agreement listed across the interface, with the status showing a Completed notification. You can perform several operations following the completion of the agreement signing.

Firstly, you can Download the agreement into your device to keep an offline record of your signed documents. On clicking the three-dots icon adjacent to it, there is an option available to Save as template which allows you to formulate agreements easily in the future. You can also copy the agreement for using it across another agreement using the Copy option. If the agreement is of no use, you can have it deleted with the Delete option.

Drafts

When you return to the Home page without sending the document for signature, it will be saved in the Draft section. The Draft section holds all the documents that require attention before final submission to signees. If you want to continue working on the documents, click the Continue button besides the Operation tab. There, you can also move your document to templates or create duplicate documents by clicking the Copy option. For some reason, if you don't want to send a document, press the Delete option to move it to the trash panel.

Trash

Finally, the Trash tab functions like a recycle bin, allowing you to store deleted documents. You can restore documents from this tab as needed.

If you trash an incomplete document and then restore it, signers will no longer be able to sign it. However, if you restore a previously completed document, it will return as a completed document.

4. Pricing

Within this tab, you will get a detailed pricing plan of UPDF Sign's Individuals and Enterprise plans. Based on your preferences you can choose which one suits your needs and preferences. Each plan will have the Buy Now option button the pricing details that will navigate you to payment details.

Sending Documents for Signature

In educational, legal, and other business settings, accessing digital signatures of documents, especially on PDFs, has become more crucial than ever. Therefore, UPDF Sign comes into play to ease the process with an innovative perspective. To show you how UPDF Sign works, this guide provides stepwise instructions below to streamline the digital signatures adding process.

Add Basic Information

To begin, you need to upload your document on the UPDF Sign website after setting up your account. Then, delve into the guides below, which reveal how to add basic information and proceed to eSign:

1. Add Documents

Users can upload up to 10 PDFs at once to speed up the signature-request process. Multiple PDFs will be combined into one for signature requests, and signature fields must be added to each document. Once signatures are collected, the PDFs will be separated back to their original files for download. Currently, only PDF files are supported, which can be uploaded from a local device or dragged into the designated area.

•Log in to the UPDF Sign website using your credentials, hover over Use New Document, and click the +Initiate Signatures button.

•Next, tap the Upload Document tab under the Add Documents section and upload your PDF document.

2. Add Recipients

Upon uploading a PDF, users can add up to 50 recipients for signature requests. Besides, they can toggle the Set Signing Order option if they want the signers to receive the document sequentially. If you select this option, when the first signer completes the signature, the second signer will receive the email notification. Conversely, if you didn't enable this option, all the recipients will get the email notifications at the same time.

The system also lets you add a private message or a code that only you and the recipient know to ensure the security of confidential files. If the recipient's email address is entered incorrectly, the sender must request signatures again with the correct address input. Conversely, if one of the recipient addresses has expired, you can replace it with a valid one without affecting the other two recipients.

•After uploading the PDF file on UPDF Sign, access the Add Recipients section below Add Documents.

•Enter the First Name, Last Name, and Email of Recipient 1 in the designated text boxes.

•Click the Add Recipient option at the bottom of the Add Recipients section and add Recipient 2 if needed.

•You can toggle the Set Signing Order option to ensure recipient 2 receives an email for signature when recipient 1 completes the job. Based on your needs, users can keep it disabled so everyone receives the signature request simultaneously.

•Expand the menu on the right of the recipient window using the downward icon next to it and choose the Need to sign. You can also assign other roles, such as 'Need to View' or 'Need to Copy.' UPDF Sign offers various recipient role options.

•Use the three-dot icon next to the same menu and proceed with either Add access code or Add private message, as needed.

3. Add Messages

•As you upload the document and add the recipient, scroll down to locate the Add Message section at the bottom.

•Type text in the Email Message textbox and ensure a Document name is assigned.

•Finally, press the Continue button at the bottom-right to enter the Signature Content editing interface.

Edit Signature Content

Since you add basic information and upload the PDF for signing, the following screen will enable you to edit the signature content. For a detailed explanation of each feature, you must refer to the given guides:

1. Introduction to the Top Toolbar and Preview

To edit signature content, users get a display of their uploaded file, which has a top toolbar to enable immersive viewing. There, utilize a + magnifier icon to zoom in and a –magnifier icon to zoom out on the displayed content. Hover over the 100% aspect ratio to get a list of other presets that adjust the screen display from smaller to wider.

Tap the page numbers to quickly navigate to the desired page instead of wasting time manually scrolling and accessing the page. Enable the Preview button once you are done with adding fields and wish to check the changes.

2. Operations To Perform on Added Document

•After uploading a document, you can make the necessary changes by tapping a downward icon at the top-left and expanding a menu.

•There, the Rename option can change the name of this signature request, and the Add Documents option can be used to upload multiple other PDFs.

•The Save to Draft option can save the PDF for later editing, and the Delete option can permanently remove the file.

3. Add Recipient

•From the top-left corner, tap your recipient's initials and get an extended menu.

•Click the Add Recipient option to add another recipient based on your needs.

4. Field

Tailor the PDF document before sending it for signatures, and for this reason, add date, name, company, title, email, and text fields:

•Access the Field section in the left panel and drag the Date/Name/Email, etc., tabs to your preferred location on the PDF file.

•Go to the right-side panel and adjust the text color, size, font style, and alignment from the Format section.

•You can even change the Recipient for whom you are editing the PDF from the right panel.

5. Confirm Windows

•As you finish editing, use the Finish button at the top-right and access another window.

6. Sent Successfully

•Verify emails from the Review Recipients section and expand the Need to sign section to confirm Password or Private Message if assigned.

Sign a Document

1.Steps to Sign a Document as a Recipient

As a recipient, follow the given detailed guide to sign the documents using UPDF Sign:

•Access the email notification on your device and press the Review Document option.

•Doing so will direct you to the UPDF Sign window, where you will enter the Password in a popup menu if a password is provided for the document. After inserting the password key, hit the Continue button.

•If you want to sign the document, toggle Click here to indicate that you agree to the User Agreement and hit the Sign option.

(Note: You can also click the Other Actions… menu in the same window and decide whether you want to reject or sign the document later. If you've rejected the request, type the reason in the textbox and select the Done button. After that, the sender will be notified of the rejection.)

•Then, UPDF Sign will open the document.

•Click the signature field and add your signature there.

You can sign agreements without registering or logging in. After signing, you can choose to create an account for future use. Recipients can only view and sign fields specifically created for them.

If you're using UPDF Sign for the first time, you'll need to create or import a signature. For detailed steps, see the next section. If you've signed with UPDF Sign before, you can simply use your previously saved signature.

Create or Import a Signature

When signing documents, you need to utilize the Signature Creation feature offered by UPDF Sign to induce proper signatures:

•Click the signature field and follow the on-screen prompt to enter the signature creation process.

•As the pop-up window opens, you will be provided with three different options to create a signature. Starting from the first, you can use the Select Style tab to choose your appropriate signature style. All you have to do is type your name and initials, after which a specific style for your signature will be automatically generated.

•Continuing with the next option, you can also Draw your signature across the drawing pad provided on the screen.

•Meanwhile, you can also Upload an existing signature by accessing the Upload Signature option. Make sure to upload a signature of JPG, JPEG, or PNG format, while keeping its file size below 500KB.

•Regardless of whatever choice you make in the signature, click the Adopt and Sign option once you are done setting it up.

Editing Created Signature

•To edit an existing signature, click on the three dots icon beside it and choose the Edit option. However, to remove it, press the Delete option.

•For editing, choose a new style and hit the Adopt and Sign option to continue.

•Pick the Replace option on the new window to import a new signature on documents.

2.Signature-Request Sender

While inserting signatures in documents, the sender can also add themselves as signees. The steps to sign the documents are the same as those for the recipients mentioned above.

•Enter the Email Message and configure the Document Name in the Document Information section.

•Hit the Send Button and find the signature request successfully sent.

Tracking the Signing Process

After you have sent an agreement through UPDF Sign, it is essential to track its progress. As a sender or a signer, UPDF Sign provides a proper system to assess and track the agreement's status. Provided next is an overview explaining how to track the signing process across this platform:

Being a Sender

There are two specific methods associated with tracking the signing process if you are a sender across UPDF Sign:

Method 1: The first source involves Email notifications, where you will be properly notified if the parties involved in the signing process have signed the documents shared through UPDF Sign.

Method 2: In other cases, you can have a direct tracking of the sent agreements within the UPDF Sign website. If you are present in the "Sent" tab, you will be able to verify the status of your sent agreements. If the status displays Waiting for others, it means that the parties have not yet signed the document.

You can use the Re-notify button to share the agreement details again across their associated emails. Furthermore, you can also have a look across the "Completed" tab, which will show the agreements that have been signed and verified by all parties involved. A status showing Completed will be visible, which will ensure you the agreement has been signed.

Being a Signer

In situations where you are a party involved in the signing of a document sent through another source using UPDF Sign, you can still review and track the status of the process. Provided next are a couple of methods which are effective in this case:

Method 1: If any specific party signs a document which you are a part of, you will be notified through email.

Method 2: The Action Required tab within UPDF Sign's Agreements provides a complete overview of the status of a signing process. When you visit the specific tab, you can discover the Status of every agreement you are a part of. If it shows Waiting for others, it means that the other parties involved have not signed the document yet.