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Fill and sign PDFs with Etch

You can use Anvil Etch to gather signatures, whether you have the data to complete the documents or you need to request it from your signers (or a combination of both!). In this article, we’ll walk you through how to set up an Etch packet and send it out to begin collecting information and e-signatures.

If you need to fill and sign the same document(s) multiple times, have a lot of new information to collect, or want to leverage conditional logic, we recommend using Anvil Workflows instead.

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Anvil Etch allows you to quickly collect information and signatures. You can include as many or as few documents and signers as you’d like in each packet.

Getting started

Before you set up an Etch packet, we highly recommend templatizing your documents first. Anvil’s Document Template editor offers you more document customizability than the Etch packet editor, such as access to more field types and customizable field aliases.

Setting proper field types and aliases can help save time spent on downstream work. Field aliases, for example, will relate multiple fields across your document(s) so that when you set up a packet, Anvil will apply the same rules to all fields with a shared alias.

Once templatized, document templates are reusable so you don’t need to set up your Etch packets from scratch each time.

Set up an Etch e-signature packet

Once your documents are templatized, you’re ready to create an Etch packet. Watch the following tutorial to learn how.

Additional resources

Here are some additional resources to help you get started with sending out Anvil Etch e-signature packets:

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