Fill and sign PDFs with Etch

For one-off documents, you may not need to set up a Workflow to request information and dynamically fill the resulting PDFS and request signatures. This article provides an overview of how to quickly fill blank fields in a PDF and request signatures using Anvil Etch.

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Navigate to the Etch section of the dashboard.

Click “Create e-sign packet”.

Choose an existing template or upload a new document.

Add signers when prompted and move the signature boxes to the appropriate areas of the document. Add as many signature boxes as you need and assign signers. You may also close out of the prompt and add signers later.

Using the drag and drop editor, draw boxes to create PDF fields where you need to populate missing information.

Click into a PDF field to open the field editor.

Select “Fill with text” or “Checkbox”.

Type the missing information to fill in the field.

Hit send!