Fill in Documents Onlin

Fast. Easy. Secur

Easy Step-by-Step Instructions

Guidebook

Table of Contents
PDF Document Editor
Folders
Collaborate and Versions
Audit Trail

Encryption and Security

Host Fillable Forms
Add Fillable Fields
Sign

Erasing, Highlighting, Redacting and Drawing

New Form and Document Creator Add Watermark, Images
and Video
Search text in PDF

Forms Security and Authentication

Send Documents out to Be Signed
Signer Authentication and Security
Add Your Own Branding
Fill Forms Automatically
PDF Converter 1
Merge PDFs and Paginate 1

PDF Document Editor

Make major changes to a PDF document such as adjusting content and
document formatting.
Add Text
Type and insert text anywhere on a PDF document. Click where you need to add text an
start typing.
To format text, use this toolbar :
A B D F H
C E G
A. Change font D. Italicize G. Color
B. Change text size E. Underline H. Link text to a webpage
C. Apply bold formatting F. Normal / Extended font

If the beginning of the word you are typing matches the first letters of a word or a phra
entered in the current or any other document, those words or phrases will appear
below.

To save time, select the phrase you need instead of typing it again.
Spellchecker
The spellchecker checks only what you type and underlines misspelled, unknown or unc
words.

You can activate the spellchecker at any time before or after you sta
Click the Spelling icon in the main toolbar.
The spellchecker panel will appear below the main toolbar, just click on the toggle.

Apart from English, you can check French, German, Italian, Norwegian, Portuguese and
texts. Select the language you need from the dropdown list.
To correct a word, right-click it and choose a replacement from the dropdown list.
The spellchecker underlines words that it does not recognize. If the word is spelled corr
can add it to your dictionary. The spellchecker will recognize it the next time you type i

Linking Videos to Documents

Add instructional, marketing or welcome videos to your documents.
Open a document, type a phrase that you want to link to the video and click the Hyper
In the dialog window that will open, insert the URL address of the video and press Save
Please note that the video must be published on Youtube. Whoever opens the documen
the video.

Mini Toolbar
The mini toolbar appears above any content you add to the document including text, ch
pictures, etc.
To change the position of the content, click the arrow icon and, while holding down the
the content where you need to place it. OK confirms your action and activates the
Text tool. To resize the content, use the tree icons. To delete content, click the trash ca

Add a Checkmark
Select the checkmark, “X” or circle in the main toolbar and click where you would like t
Add the Date
Click the Date icon in the main toolbar and click where you want to place the date. The
date appears by default. You can change it to any date you want.
Add a TextBox
Select the Textbox icon in the main toolbar, click where you want to
Textbox place the text box and type your comment.
To resize the text box, drag its corners or edges.
Change the vertical and horizontal alignment of the text using the vertical and horizont
alignment tools.
To change the background color, click the Background icon and select the color from
To change the color of the borders, click the Box icon and select the color from the pal

Folders
To optimize your workflow, you can create folders and organize your
documents more effectively.
Creating Folders and Subfolders
To create a folder, go to MY DOCS > MYBOX and click the folder icon.
In the dialog box that will open next, type in a name for the new folder, for instance
001_Sample_Folder, and press Create.
The newly created folder will be placed alphabetically among the other folders.
To create a subfolder, select the parent folder and click the folder icon above. In the d
name for the new subfolder, for instance 01_Subfolder, check the box under the name
and press Create.
Moving Documents
You can easily move any document to any folder.
First, select one or more documents that you want to move and click Move.
Then, select the destination folder and press the Move button.
Tagging Documents
You can attach color-coded tags to your documents. Tagging enables you to group docu
and makes search for documents easier. To add a tag, select the document and
click the Tag icon above or the dot next to the document’s name.
You can create a new tag or attach an existing one. To create a new tag, select a color
enter a name for the new tag. To attach an existing tag, select it from the list.
You can attach more than one tag to any document by repeating these steps. Press Do
the dialog box.
To find documents with the same tag, click the search icon, enter # followed by the tag
press Enter on your keyboard.
Documents with the same tag will appear in the search results.

Preview
Using the Preview feature, you can find documents much faster because you don’t ha
To open the preview pane, click Show Preview on the right.
To see the previous or the next page, click < or > respectively.
Importing Documents from Cloud Storage
You can import documents directly from Dropbox, Google Drive, Box or OneDrive to PD
you a lot of time because you don’t have to download documents to your local drive an
PDFfiller.
In MY DOCS, open the CLOUD tab.

Select your cloud storage, for instance, Google Drive.

Log in.
If you’re already logged in, this step will be omitted.
Click on the document that you’d like to import and press Select.
The document will open immediately in the PDFfiller editor and remain unchanged in Google Drive.

Synchronizing
Use the Synchronize feature to refresh the MYBOX page or the CLOUD page to get t
version. Click More and select Synchronize from the dropdown menu.
The page will be instantly updated.
Trash Bin
To remove a file from your storage, you can put it in the TRASH BIN.
Select the files you want to delete and click Move to Trash.
Your deleted files will stay in the TRASH BIN until you delete them permanently or emp
trash. The left pane reminds you where you kept the files before moving them to the TR
Once you put a file in the TRASH BIN, you can either restore or delete the file forever.
To restore files, select them and click Put Back in the right pane. To delete the selecte
permanently, click Delete Selected.

To remove all the files from the TRASH BIN, click Empty Trash Now.

Collaborate and Versions

Give limited access to your forms to others, track their activity, and restore
earlier versions of your documents.
Sharing Documents
Work together on any device to access, edit, collaborate and comment on a single docu
Click the Done button and select Share from the dropdown menu.
Alternatively, select the document in MY DOCS and click Share in the right pane.
Enter the first recipient’s name and email address and press Add Recipient. Use your
import your contacts from Gmail, Yahoo, Hotmail or Outlook. You can share any docum
people. Set permissions for each recipient by selecting Can Edit, Can View or Can
Sign from the dropdown list.
Select the notification settings for each user by choosing Notify or Don’t Notify from
If you choose Notify, the user will receive an email every time other recipients edit the

Write a message to your recipients inviting them to edit or sign the document.
Click Personalize Your Invitation to Share.
For your convenience, PDFfiller offers three invitation templates: Casual, Formal and I

Create your business card by filling the fields with your contact information.
PDFfiller can automatically remind your recipients to edit or sign a document.
Click Reminder for Recipients and select when you want the reminder to be sent.
In addition, you can set another reminder if the recipient ignores the first one.
Finally, press SHARE at the bottom of the page.
An email with a direct link to the document will be sent to each recipient.
Collaborators can make changes based on the permissions you’ve set for each. They w
to print, save or send the document after they’ve edited or signed it.
To view the settings and changes made to a shared document, go to MY DOCS > OUT
send the document to three recipients, three copies of the same document will appear
add or remove collaborators or to modify their permissions, select
the document and click Settings.

You can also revoke editing privileges.

On the Share Status page, press the Unshare button. The document will be removed
Share folder and the recipients will no longer be able to access the document.

Role Template
When you share or send a document for signature, you can assign a fillable field to a pa
person so that nobody other than this person will be able to fill in the field.

First, create fillable fields in the document. Please refer to the Add Fillable Fields sec
Guidebook.

Then, select the document, click More and choose Role Template.
Type in the name of the first person who will sign the document and press Enter on yo
Repeat this step for each signer and press Assign Roles in the bottom right corner.

Click on the field you want to assign, open the dropdown list under Who Needs to Fill
and select the name of the person who will have the exclusive right to fill in the field. R
each person signing the document and press Save in the top right corner.

Please note, that if you don’t assign a fillable field to anyone, any recipient will be able
Transferring Documents
Send copies of documents to any PDFfiller customer.
Select one or more documents, click More and choose Transfer from the dropdown m
Enter the recipient’s email in the address field, check the box under the field and press
The recipient will receive an email requesting transfer. To complete the transfer, the re
to press Confirm.
A new folder will be automatically created in the recipient’s account. The documents wi
saved in that folder.

StickyNotes and Annotations

Leave comments on PDF documents with sticky notes and annotations.

Sticky
 Select the Sticky icon in the main toolbar, click where you want to pla
the note and type your comment.
Sticky

To resize the sticky note, drag its corners or edges.

To change the color of a sticky note, click the Box icon and select the color from the pa
Add a comment
To add a comment, select Comment in the main toolbar.
Press the blue Add comment button and click on the text or image you want to comm
Type your comment and click Comment.

Edit, delete or reply to a comment

Click on the comment you want to edit, delete or reply to, click More […] and select Ed
Edit the comment and click Save.
Type your response and click Reply.

After you’ve selected Delete, click OK to confirm your action.

Resolving comments
To resolve a comment, click Resolve. This will remove the comment.
View Changes and Versions
Track all edits in automatically saved versions of the same document.

While editing a document, open the Versions tab on the right.

Here, you can view each saved document state (documents are saved each time you h
Restore a Previous Version
Clicking on Restore this version will revert your document to that previous state. You
this restore by returning to the Versions panel and choosing the most recent version.
To exit the versions preview, click Close in the top right corner of the page.

Audit Trail
Browse authentication records for all activities in your account.
Audit Trail
The audit trail shows when you logged in and out, opened, sent, deleted, downloaded
documents, etc. You can make an inquiry for any period of time you are interested in.
To check your activities, go to My Docs and click the Audit Trail icon in the top right c

Select the period you would like to check.

To save the audit trail as a PDF file to your local drive, click the Save

Encryption and Security

Protect your documents and keep important information confidential with
advanced encryption and authentication.
Encrypted Folder
Protect your documents with two-factor authentication in your Encrypted folder.
To activate the Encrypted folder, select it in MYBOX and enter your cell phone number
You will immediately receive an activation code via text message. Enter the activation
click Verify to create a password.
Create and confirm your password — this will open the folder.
To add documents to the Encrypted folder, drag them from any other folder. After you’v
with your protected documents, close the Encrypted folder by clicking the key icon. It w
also automatically lock after 10 minutes of inactivity.

To access the documents in the Encrypted folder, you will have to enter your password
HIPAA Compliance
Protect medical records with security that meets HIPAA standards.
Go to MY ACCOUNT and select Account Information.
Check the box in HIPAA Compliance section and click Save.
Login with Phone
Use your phone instead of the email to access your account.
Select the Login with Your Phone option.
Enter your cell phone number. You will receive a single-use login PIN via SMS.
Enter the PIN and click Log in.

Please note that prior to using this feature, you have to save your cell phone number in
My Account.
Host Fillable Forms
Interactive fillable documents available to anyone to fill out from any devic
No coding or hosting necessary.
Attach Video Greeting Help
Introduce recipients to your fillable document by adding a help or welcome video.
While customizing the link to a document, insert a link to the video that you need to att
document. Please note that the video should be published on YouTube.
Whoever opens the document for filling will be able to watch the video.

Publish on Website
Make your document publicly accessible. Create a link to the document and publish the
your website as a button or an HTML link.
You can start creating the link directly from PDFfiller’s editor. Click Done and select Lin
from the drop-down menu.
Alternatively, go to My Docs, select the document in its folder and click LinkToFill on
Customize the embeddable HTML link.

Add fillable fields to the document. Create checkboxes and fillable fields for various typ
text, numbers, signatures, dates, and photos. For more information, please refer to the
Add Fillable Fields section of this Guidebook.

Customize the link’s text. Type your own text in the text field. It cannot be longer than
50 characters.
Choose a link style. There are three styles available: simple link, small button and large
 You can also choose whether or not to use the document icon, just check
uncheck its checkbox.
Choose the link colors by clicking the colored squares.
Upload a custom logo for your document. Click the Add New Logo button and follow y
upload an image from your device. The image should be in JPEG, GIF, or PNG
format and its size cannot exceed 5 MB.

Whoever fills the document will see your logo in the top left corner of the page. If you c
to use this option, PDFfiller’s logo will appear by default.

Provide the name, company and job title of the document’s author.
To request recipients’ consent to use their electronic signatures and records, switch on
Write a message to those who will fill the form, for instance, an instruction or request. A
mentioned above and proceed by clicking Select Options in the bottom right corner o
page. This will open the tab where you can select the following options:

Password Protection and HIPAA compliance. Create a password to restrict acc

You will have to provide the password to those who need to access the document. T
standards of data protection under the Health Insurance Portability and
Accountability Act, check the box.
Permissions. Select Full Access to enable the recipients to edit the document us
select Signature Only to limit the editing capabilities to signature and date
only.

Signature Stamp. To turn on the “Verified by PDFfiller” stamp that will appear nex
signature, check the Enforce box.
Request Additional Documents. You can request the documents that should be
with the filled document.
Submission Requirements. You may request a name and email address from a p
submitting the document.
Download Options. If you permit downloads, whoever fills the document will be a
a copy of it.
Redirect After Submission. As soon as visitors of your site fill and submit the doc
redirect them to any webpage you like — just insert the URL address of the web pag
the text field.

Notifications. You can choose whether or not to receive an email notification ever
submits the document. Enter email addresses of those who need to receive
notifications.

Document ID. If you choose to use this option, PDFfiller will generate a unique ID t
used to track the document.
After you’ve selected all the relevant options, click Activate at the bottom of the p
open the Activate tab.

Set the Document Status. Change the document’s status to “Active” or “Inactive
Once the document is active, you will be able to distribute it using its URL address,
code, or QR code.
 Your website’s visitors will be able to open the document in the PDFfiller editor whe
easily fill, sign, and submit the document with just a few clicks.

QR Code
Share your fillable document via QR code to allow instant access from any mobile devic
Download the QR code and add it to any printed document, booklet, leaflet, etc.
Smartphone users will be able to scan the code with their cameras to easily access the
on their devices.

Social Networks
You can also share your document through social networks such as Facebook, Twitter o

Mobile Version
A separate downloadable application allows your forms to be available at all times on a
install the Form Filler App on your mobile device, use the links to the App Store or
Google Play.

To fill and submit a hosted fillable form, all you’ll have to do is just open the link or scan
QR code.

Extract Data into Excel

Export data from filled PDF documents as an Excel spreadsheet.
To access the completed document, go to MY DOCS > INBOX > LinkToFill. Select th
and click Filled forms.
To export information from the document as an Excel spreadsheet, click Export.
Notifications when Filled
Every time somebody fills and submits the document, you’ll receive an email notificatio
You can access the document using the link included in the notification.
Store and Access All Filled Forms
Access your filled forms anytime and from any device by keeping them in secure cloud

Go to MY DOCS > INBOX > LinkToFill and select the document you need.
Add Fillable Fields
Transform any document or form into a fillable form with smart digital field
using our drag and drop wizard.
Drag and Drop Fields
The technique for adding fields is the same for all field types. While editing a document
Add Fillable Fields tab on the right.
Select the field you need, then drag and drop it where it should be in the document. Re
field by dragging its corners or edges.

Required Fields
 You can mark any field as Required. Check the box and a red asterisk will appear in the
corner of the field.
It is impossible to submit a form if a required field is empty.
Checkboxes

Checkbox
To add a checkbox field, click the Checkbox icon and click where yo
to place it.

When you resize a checkbox, the next one will be of the same size so you will not have
each checkbox.
To customize a checkbox, select it, then click Advanced
to expand options:
Type of Checkbox. You can format the checkbox to be filled with a simple checkmark, “X”, or circ
Default. Select whether the default setting for a checkbox is checked or unchecked.
Note. Enter instructions or tips for filling the field. Users will see the note when they hover their m
over the field.
Database Field Name. Create a name for the field that will appear when you export filled data to
spreadsheet or when you use a PDFfiller API.
Group Name. Group checkboxes together by entering the same group name for each box. When fi
the document, only one checkbox within a group can be checked at any time.

Text Field

Text
To add a text field, click Text, then click where you want to place the
Use the text formatting tools to preset the field’s text format including the font, size, co
alignment of text. It will be impossible to change text format while filling the field.
To customize the text field further, click Advanced
to expand options.
Default Text is the text that will appear in the field when others fill the form. If you lock the field,
will be able to replace the default text.
Note. Here you can enter any instructions or tips for filling the field. Users will see the note when t
hover their mouse over the field.
Max Characters. Set the maximum number of characters allowed in the field. The “auto” setting
limit that number to what can physically fit into the field.
Max Lines. Set the maximum number of lines allowed in the field.
Database Field Name. Create a name for the field that will appear when you export filled data to
spreadsheet or when you use a PDFfiller API.

Date Field

Date
To add a date field, click Date, then place the field where it should b
in the document.
 To customize a date field, click Advanced to expand options.
Format. Select one of many date formats.
Default. Choose the date that the field will display before the user changes it.
Note. Enter any instructions or tips for filling the field.
Database Field Name. Create a name for the field that will appear when you export filled data to
spreadsheet or when you use a PDFfiller API.

Signature Field

Signature
To add a signature field, click Signature and drag the field where you
want to place it.
 Anyone filling the document can click the signature field and use PDFfiller’s signature to
the document.

Drop-down Field

Dropdown
To add a fillable drop-down field, click Dropdown and drag the field
it should be in the document.
To help users choose an item from the list, provide a suggestion in the Add Some Tex
textbox.
To add an item to the list, type a new value in the empty field and click + Add. To allow
provide their own alternative, check the respective box.
 To customize a drop-down field, click Advanced to expand options.
Default. Select the default item from the list you’ve created.
Note. Enter any instructions or tips for filling the field.
Database Field Name. Create a name for the field that will appear when you export filled data to
spreadsheet or when you use a PDFfiller API.

Use the text formatting tools to preset the field’s text format including the font, size, co
alignment of text.

Number Field

Number
To add a number field, click the Number icon, then click where you
place the field.
You can customize a number field just like a text field. To learn more, please refer to th
Text Field section above.

Photo Field
 Photo
To add a photo field, click the Photo icon, then click where you wan
to place it.

Anyone filling the document will be able to click the photo field and either upload a pho
device or take one with their webcam.

Formula Field
You can make simple calculations using the formula field.

Formula
First, you need to create number fields that will be used as operands
click Formula and place the formula field where you need it.
Write the formula in the formula box just above the document using the number field
operands. A click on a number field adds it to the formula.
Alternatively, you can use the Formula builder to create formulas. Add a formula field
button to activate the Formula builder. Press New Number Field to add the first ope
step to add as many number fields as you want.

Select the first operand from the list and the first operator by pressing +, -, * or /, then

When you fill number fields, the formula field will automatically show the result of the c
Initials Field
To add a fillable field for initials, click the Initials icon and drag the field where you wan
Wizard Control
There are three modes of filling a document containing fillable fields: Wizard, Fields a
To activate the mode you need, click the Wizard icon in the main toolbar and use the s
The Wizard mode allows you to go from field to field following the default sequence or
that might appear more appropriate. You don’t have to go through the document in sea
fillable fields, save time selecting fields from a convenient list.
 The Wizard shows you the fields you’ve already filled, the current fi
fields, so you can easily estimate the progress you are making. To
expand the Wizard, click the Wizard icon.

As soon as you fill a field, the corresponding box in the Wizard will be checked and the

To go to the next field following the default sequence, either click the Next button und
Enter, Tab or the Right/Down Arrow key on your keyboard. You can fill the documen
any other order by selecting fields from the list.

In the Fields mode, you can select fields by pressing the Tab or arrow keys on your key
using your mouse.
Use the selector to deactivate fillable fields. Be careful - the data you’ve already entere
fields will be deleted and will not reappear even if you return to the Wizard or Fields m
 To restore the data, use the Undo button or press Ctrl+Z (Comman
Mac) on your keyboard.

Sign
Create legally binding eSignatures faster than ever before.
Add a signature on Mobile
Sign documents on the go by drawing your signature on any mobile device.
Tap the Signature icon, then tap the document where you need to put your signature. C
using your finger or select a signature if you have already uploaded it. The signature yo
for future use.

Add a Signature from your Computer

Draw a signature with your mouse or touchpad and add it to your document.
Click the Sign icon in the main toolbar to open the Signature Wizard t
allows you to type, draw, sign, upload, or capture a signature.
Sign
To type a signature, click the T icon and type your name. Click Save and Use to use th
immediately or Save to use it lately. In both cases the signature will be saved in the Si
Wizard.
Click where you need to place the signature. Use the mini-toolbar to resize the signatur
or change its position.

To draw, click the fountain pen icon and use your mouse or trackpad to draw your signa
clicking and dragging. You can also change the color and thickness of the signature.
Save and place the signature exactly where you want it to appear.
Real Signature with a Photo
Make it easy to add a legally binding signature to a document by capturing a handwritt
signature with a webcam.
Click the webcam icon and allow PDFfiller access to your camera.
Sign a piece of paper and hold it up to the camera, so the signature fits inside the blue
then click Take.
You can then choose to make adjustments to the scan or use the signature as-is.

Verified by PDFfiller Stamp

PDFfiller verifies your signature with a stamp showing the date when you signed the do
To show the stamp, click its icon.
Legal in 50 States
All signatures added in PDFfiller are legally binding under the E-Sign Act (2000).

Erasing, Highlighting, Redactin

Drawing
Easily customize documents to fit your needs with a variety of tools.
Erasing
Quickly Erase any content from a PDF document with precision.
Clicking the Erase button will cause the eraser toolbar to appear under the editing tool
 Use the slider to change the thickness of the eraser.

Navigate to the content you want to erase, press and hold down the mouse button, dra
across the content, then release the button and click OK.
If the page color or background is not white, use the color selector to change the erase
Click the color selector icon, then click once anywhere on the page or background.

Navigate to the content you want to erase, click and drag the eraser
and then click OK.
You can also delete content within a rectangle of any dimensions.
Click the rectangle icon, place the cursor at any corner of the rectangle you need to d
mouse button, drag it to the opposite corner and release the button.

Highlighting
Highlight text in documents with a simple swipe of the cursor.

Сlick the Highlight button in the main toolbar, navigate to the content you want to hig
down the mouse button, drag the cursor across the content, then release the button an
click OK. Use the slider to change the thickness of the highlighter before or after highlig
If you want to highlight an entire paragraph, click the rectangle icon, place the cursor
of the paragraph, press down on the mouse button, drag the cursor to the bottom right
corner and release the button.

If you need to highlight specific words or phrases, use the Search tool and its highlight
To delete a highlight, select the highlight and then click the trash can icon.

Redacting
Use the Blackout tool to redact sensitive information.
Click the Blackout button in the main toolbar, navigate to the content you want to red
hold down the mouse button while dragging your cursor across it. Use the slider to
change the thickness of the black line before or after redacting.

You can blackout content within a rectangle of any dimensions.

Click the rectangle icon, place the cursor at any corner of the rectangle you need to b
the mouse button, drag the cursor to the opposite corner and release the button.

If you need to redact specific words or phrases, use the Search tool.
Drawing
Use powerful tools to draw any shape.
Select the Draw icon, the drawing toolbar will appear under the editing tools. Use the s
the thickness of the line. Click the color square and choose the color from the palette.
Click where you want to start and draw any shape by dragging. Release the mouse but
drawing and click OK.
You can change the thickness and color of the line after you’ve completed the drawing.
the document and use the slider and the color palette.
New Form and Document Creat
Create new documents and customize their layout with a feature-rich
web-based online editor.
Create a New Form
Create forms and add text, tables, graphics, images and drawings.
In My Docs, select a folder where you need to create a document and click Create Do

This will open a sample document in the PDFfiller Document Creator.

To rename the document, delete its default name, enter the name you would like, and
Enter on your keyboard.
Delete the sample content before creating yours.
Add Text and Checkboxes
Adding text is easy. Just type it directly into the document or copy it from any other doc
press Ctrl+V or right-click and select Paste from the menu. You can also paste unform
selecting Paste as plain text from the menu or pressing Ctrl+Shift+V on
your keyboard.
To change the writing direction, select Left to Right or Right to Left from the menu.
Format text using these tools.
A C E G I
B D F H
A. Font Size D. Underline G. Bulleted List
B. Bold E. Align H. Increase Indent
C. Italic F. Numbered List I. Decrease Indent

To add a checkbox, click Insert Checkbox in the toolbar. The check box will appear at
cursor’s position.

Add Tables
Enrich your documents by adding images and tables.
To insert a table, click Insert Table in the toolbar and move the cursor over the grid un
highlight the number of rows and columns you need.
When you click in the table, the table tools will appear.
To add a header, select H.

You can insert and delete rows and columns.

To merge cells, select the cells you want to combine, click Cell in the table tools and se
Merge cells. You can merge cells located in the same row or in the same column.
Page
You can split a cell in two either vertically or horizontally. Click in the cell you need to s
select Vertical split or Horizontal split from the table tools.
To change the cell background, click in the cell, click Cell Background and select the
you want.

Use the alignment tools to change position of text in cells.

Add Images
To add an image to the document, click in the toolbar or press Ctrl+
and then either drag-and-drop the image from your device into the
box or click in the box to upload the image.
Resize the image by dragging its corners. To change position of the image, use the alig
To control how text wraps around the image, select Inline or Break Text options.
To replace the image, click Replace and then upload another image.
Turn the Form into a PDF
To save the newly created document as a PDF file, click Done and select Save As from
down menu.
Select the PDF icon to save the document as PDF to your local drive.
Add Watermarks, Images and V
Customize your documents with visual content using simple,
but powerful tools.
Add a Watermark
Add a custom watermark to PDF documents.

Click on the Add Watermark tab on the right to expand the panel.

Check the box and add the text that you want to appear in the watermark.
After the orientation, size, and opacity of the watermark have been defined, you can se
document in real time — simply select the pages you’d like to apply your
watermark to see how it looks.

To remove the watermark, uncheck the box.

Add Page Numbers
Number the pages of a document with just one click.

While editing a document, open the Add Watermark tab on the right.
Select the Page Numbering dropdown menu to change the format, size and position o
numbers on the page.
To hide page numbers, uncheck the box.
Add an Image
Enhance documents with images or pictures that have been uploaded or taken with a w
Select the Picture icon in the main toolbar to open the Image Wizard
upload a picture that you already have or take a new one using
Picture
your webcam.

To upload a photo from your computer, click the Upload button.

Before inserting the image in the document, you can crop, rotate and flip it, change its
background, and adjust its brightness and contrast.
To place the image on the document, just click on it in the Image Wizard. Move or res
a perfect fit using the mini toolbar.
You can also take a picture using your webcam and add it to the document. Select a ph
the right of your camera image, click Take, then click Use to proceed.
The window that will open next allows you to crop the image, adjust its brightness and
rotate it, or enhance it otherwise. After you’ve finished editing your picture, click Save
Use to add it to your document immediately or select Save to use the picture later.
Add Video
Add instructional, marketing or welcome videos to the documents that you host using o
LinkToFill feature.
While customizing a link to a document, insert a link to the video that you want to attac
Note that the video should be published on YouTube.
Whoever opens the document will be able to watch the video.
Search Text in PDF
Find specific words or phrases in PDF documents.
Search
Use the Search tool to find a word or a phrase in the currently open document.
To activate the Search tool, click its icon in the main toolbar or press
+F on your keyboard.
If a PDF document is not searchable, the dot on the Search icon will be red.
A B D F
C E G
A. Search field D. Next G. Blackout
B. Counter E. Erase
C. Previous F. Highlight

Type the text you want to find in the search field. The counter will show you the numbe
term and the total number of search terms found in the document. The current
search term is highlighted in green, the others are highlighted in red.

Search and Erase

To delete the current search term, click Erase. The next search term will automatically
current.
Search and Highlight
To highlight the current search term in yellow, click Highlight.
Search and Redact
To redact the search term, click Blackout.
Forms Security and Authentica
Protect your documents with two-factor authentication, encrypted folders
and HIPAA compliance.
Use a PIN
Secure recipients’ access to documents by applying a 4-digit PIN.
While sending a document for signature, you can add an extra layer of security to the d
Enable the recipient’s authentication and enter his cell phone number.
The recipient will receive a text message containing a 4-digit PIN. To access the docum
recipient will have to enter the PIN.

Use 2-Factor Authentication

Protect a folder or a form by adding 2-factor authentication, just like many bank accoun

To activate the Encrypted folder, select it in MYBOX and enter your cell phone number
You will receive immediately an activation code via text message. Enter the activation
and click Verify to create a password.
Create and confirm your password, this will open the folder.

To add documents to the Encrypted folder, drag them from any other folder. After you’v
with your protected documents, close the Encrypted folder by clicking the key icon. It w
also automatically lock after 10 minutes of inactivity.

To access the documents in the Encrypted folder, you will have to enter your password
Unique Document ID for Each Document
Secure the authenticity of the document with the help of a unique Document ID.
While sending a document for signature, create its tracking ID. You can also activate th
Document ID option for the fillable forms that you host on your website or via QR code
LinkToFill feature.

To see the document’s ID, go to its folder and select Document ID on the right.

If you choose to display the tracking ID on the document, it will appear at the page bott
Copy the document’s ID and save it in a file for tracking the document.
To find the document and information about it, you don’t have to remember where you
Go to My Account > Personal Information and click Track Document.

Insert the Document ID in the search box and click Find.

Require Filler Email and Name
Identify recipients of the documents by requesting their names and emails.
While setting the options for a fillable form that you are going to host on your website u
LinkToFill feature, go to the Submission Requirements and mark the respective ch
Send Documents out to Be Sign
SendToSign is an easy and efficient way of requesting signatures.
Invite up to 20 Signers
Make up to 20 copies of a document and send them for signature. Each recipient signs
copy and submits it to you.
You can start directly from the PDFfiller editor. When you’ve finished editing your docum
the Done button and select SendToSign from the drop-down menu.

On the next page, select SendToEach.

Add recipients’ email addresses and names, set authentication options and editing perm
message to each of them. Add as many recipients as you need by clicking on Add
Another Recipient.
SendToSign Finally, click SendToSign in the bottom right corner
the page.
Any SendТoEach recipient can refuse to sign the document and write a message to yo
would not sign it or requesting changes to the document. Click Decline in the top right
corner to alert the sender that you have declined to sign the document.

You can add a message to the sender in the text box. The recipient can delete all the d
Multiple Signers
Send a single copy of a document to be signed by up to 20 recipients.
Select SendToGroup and create an envelope name to label the group of signers.

Signatures Workflows
Use the Sign in Order option to set the order in which SendToGroup recipients will rec
requests and sign the document.
Check the Sign in Order box then either drag or type to the left of each recipient to se
desired order.
Request Additional Documents
Ask a recipient to send you up to five documents as attachment to the document that h
Required Fields
Required fields ensure that all the necessary information is provided and nothing is mis
If the document you are sending for signature does not contain any fillable fields, but y
click Add Fillable Fields.

You can add fillable fields to the document before you start preparing it for signature re
you decide to create more fillable fields or to modify the existing ones in the midst of
preparation, click Modify Fillable Fields.

You can mark any field as Required. Check the box, and a red asterisk will appear in th
corner of the field.
It is impossible to submit a form if a required field is empty.
For more information about fillable fields, please refer to the Add Fillable Fields secti
Guidebook.
Notifications When Done
Once all the recipients sign the document that you requested to sign through SendToG
will receive a confirmation email.
You will receive a similar message every time a recipient signs the document that you r
sign through SendToEach. To review the document, use the link in the message.

Signer Authentication and Secu

Verify signer identity with multiple levels of authentication before giving
access to documents.
Photo Verification
While sending a document for signature, you can ask the recipient to prove his identity
photo. Check the box that activates this option.

The recipient will receive a request to identify himself with a photo.

The recipient should photograph himself using his webcam.
As soon as you have received the signed document, you will be able to check the signe
Go to MY DOCS > INBOX > SendToSign, select the document and click Status.

On the document status page, you will see the signer’s photo. You can download it to
local drive.

2-Factor Authentication
You can add one more level of security to your document by having a recipient enter a
sent by SMS.
While sending a document for signature, enable recipient’s authentication and enter hi
phone number.
The recipient will receive a text message containing a 4-digit PIN. To get access to the
the recipient will have to enter the PIN.
Verified by PDFfiller Stamp
PDFfiller verifies your signature with a stamp showing the date when you signed the do
To show the stamp, click its icon.

Add Your Own Branding

Reflect the company brand on the emails and web pages the recipients see
when completing documents.
Brand the Look and Feel
Make a document template correspond to company branding by adding a logo, waterm
branded colors.
Add your company’s logo to the fillable documents that you host on your website using
Click the Add New Logo button and follow your browser’s tips to upload an image from
image should be in JPEG, GIF, or PNG format, its size cannot exceed
5 MB.

Whoever fills the document will see your logo in the top left corner of the page. If you c
use this option, PDFfiller’s logo will appear by default.

Add a custom watermark to PDF documents.

Click on the Add Watermark tab on the right to expand the panel.

Check the box and add the watermark text.

After the orientation, size, and opacity of the watermark have been defined, you can se
document in real time — simply select the pages you’d like to apply your
watermark to to see how it looks.

Brand the Communication

Customize emails and communications with logos, videos and unique messages to clien
Go to MY ACCOUNT and select Custom Branding.
Choose a template for emails that you will send with the purpose of requesting signatu
documents. Upload your company’s logo, the image should be in JPEG, GIF or PNG
format, its size cannot exceed 5 MB.
Create a signature and click Done to save your template.
Fill Forms Automatically
Automatically merge data from database or Excel spreadsheet with a docu
prefilled copies out to sign or save filled copies in your
account.

Fill in Bulk
You can do it using Fill in Bulk, an advanced feature that enables you to automatically
prefilled documents.
Select the document in its folder and click Fill in Bulk in the right pane.
Define Fillable Fields
Add fillable fields to a document and fill them with data from a CRM, Excel or database.
Click Add Fillable Fields.
Use the Database Field Name to identify the fields that you need to pre-fill.

Up to 1,000 Documents in a Job

Use the Add Task tool to create up to 1,000 files.
Upload Data in Excel
Export data from an Excel spreadsheet or type it directly into an online spreadsheet.
Copy the information you need to export from a spreadsheet

And paste it into the Fill in Bulk spreadsheet.

Next To proceed, click Next in the top right corner. In the dialog b
will open next, enter the name and description of the new job
PDFfiller will create a new subfolder in the Fill in Bulk folder. The names of the new sub
and of the new job are the same.

Get All Filled Documents in Your Folder

Save all prefilled documents in a folder to access at any time from any device.
After you’ve created a new job, a list of all your jobs will open. Click Save to MY DOCS
list to save the prefilled documents.
As soon as your documents are saved, you will receive a confirmation email.
To open the folder that contains the prefilled documents, use the link in the message o
MY DOCS > MY BOX > Fill in Bulk and open the subfolder that has the job’s name.

Any of the documents that you’ve created contains the fillable fields that you added an
you exported from the Excel spreadsheet.
PDF Converter
Convert PDFs to DOCX, XLS, PPT, TXT and JPG formats, or make the
reverse conversions.
Convert to DOCX
Convert your PDF file to .docx format when saving the completed document.
Click Done and select Save As while the document is open in the editor.
Select the Word icon.

Open the document in Word or any other program supporting the .docx format for furth
Convert to Excel
Convert your PDF file to .xlsx format when saving the completed document.
Click Done and select Save As while the document is open in the editor.
To convert a PDF file to an Excel spreadsheet, select the Excel icon.
Open the document with any program supporting the .xlsx format if you need to make
calculations.

Convert to PPT
Convert your PDF file to .pptx format when saving the completed document.
Click Done and select Save As while the document is open in the editor.
To convert a PDF file to a PowerPoint presentation, select the PowerPoint icon.
Open the presentation with any program supporting the .pptx format for further editing
Merge and Pages PDFs
Create a new document from existing PDF files and rearrange document
pages.
Merging PDF Files
Combine pages from multiple PDF documents to create a new PDF.
Select the documents that you’d like to merge, click More and select Merge from the

To change the sequence of documents, drag and drop them where you’d like them. The
in the list reflects their order in the combined PDF. Enter a name for the merged
document and click Merge.

The combined document will appear in the folder that contains the original PDFs.
Rearrange Pages
Change the order of pages in your PDF document.
In PDFfiller editor, click PAGES on the left to open the navigation pane.
Select the thumbnail of the page you would like to move; then, use the Move Up or Mo
icon at the top of the navigation pane.
Every time you click the Move Up or Move Down icon, the page will move respectivel
up or down.
Insert Pages
Insert additional pages into your PDF document and format them according to your nee
the document in its folder, then choose More > Add Blank Pages.

In the Add Blank Pages dialog box, select the number of pages you need to insert and
Add Pages.
If you need to insert more than five pages, repeat the procedure.
Delete Pages
To delete a page, select its thumbnail in the navigation pane and click the trash can ico
Fill in Documents Online
Fast. Easy. Secure.

3
12
 24
39

41
46
58
71

77
83
94
101

104
110
116
120
124
130
134

ing content and

you need to add text and

ers of a word or a phrase that you’ve already
rases will appear

in.

pelled, unknown or uncapitalized

before or after you start typing.

lick on the toggle.

egian, Portuguese and Spanish

he dropdown list.
he word is spelled correctly, you
he next time you type it.

nts.
eo and click the Hyperlink icon.
e video and press Save.
ver opens the document will be able to watch

ment including text, checkmarks,

while holding down the mouse button, drag

and activates the
tent, click the trash can icon.

where you would like to place it.

to place the date. The current

.
click where you want to
e vertical and horizontal

select the color from the palette.

the color from the palette.

organize your

er icon.
folder, for instance
 other folders.
er icon above. In the dialog box, enter a
he box under the name,
click Move.
ables you to group documents into categories
document and
e.
new tag, select a color dot and
from the list.
these steps. Press Done to close
r # followed by the tag name, and

because you don’t have to open them.

age
Box or OneDrive to PDFfiller. This can save
s to your local drive and upload them to
t.
ed in Google Drive.

e CLOUD page to get the latest

menu.
BIN.

m permanently or empty your

moving them to the TRASH BIN.
elete the file forever.
e. To delete the selected files

Now.

ns
activity, and restore

mment on a single document.

nu.
 in the right pane.
d Recipient. Use your address book or
can share any document with up to 10
, Can View or Can
 or Don’t Notify from the dropdown.
ther recipients edit the document.

he document.
Casual, Formal and Informal.

nformation.
 a document.
eminder to be sent.
the first one.
m of the page.
ecipient.
e set for each. They will be able
d it.
o to MY DOCS > OUTBOX > Share. If you
document will appear in the Share folder. To
ct

ument will be removed from the

he document.
 n a fillable field to a particular
n the field.

dd Fillable Fields section of this

ate.
and press Enter on your keyboard.
bottom right corner.

er Who Needs to Fill This Out

ght to fill in the field. Repeat this step for
ht corner.

y recipient will be able to fill it.

from the dropdown menu.

der the field and press Transfer.
ete the transfer, the recipient has
unt. The documents will be

ations.
where you want to place

t the color from the palette.

age you want to comment on.

More […] and select Edit, Delete

ment.
ment.

n the right.

saved each time you hit DONE).

hat previous state. You can undo

e most recent version.
f the page.

account.
deleted, downloaded
you are interested in.
l icon in the top right corner.

l drive, click the Save icon.

y
n confidential with

ncrypted folder.
our cell phone number.
e. Enter the activation code and
other folder. After you’ve finished working
cking the key icon. It will

o enter your password again.

s.
PIN via SMS.

r cell phone number in

 out from any device.

r welcome video.
eo that you need to attach to the
uTube.
video.
ument and publish the link on

ck Done and select LinkToFill

nd click LinkToFill on the right.

e fields for various types of data including

on, please refer to the

cannot be longer than

small button and large button.

ment icon, just check or
go button and follow your browser’s tips to
GIF, or PNG

er of the page. If you choose not

or.
and records, switch on the toggle.
nstruction or request. Add a video as
e bottom right corner of the
ptions:

assword to restrict access to the document.

access the document. To comply with the
ability and
 edit the document using all PDFfiller tools or
nature and date

mp that will appear next to every

uments that should be sent along

email address from a person

he document will be able to get

 fill and submit the document, you can
address of the web page in

email notification every time somebody

eed to receive

generate a unique ID that can be

at the bottom of the page; this will

to “Active” or “Inactive”.
using its URL address, HTML
 he PDFfiller editor where they can
ks.

from any mobile device.

let, leaflet, etc.
as to easily access the document

as Facebook, Twitter or Google+.

ailable at all times on any mobile device. To
to the App Store or

st open the link or scan the

> LinkToFill. Select the document

et, click Export.

ive an email notification.
cation.

g them in secure cloud storage.

nt you need.
 h smart digital fields

ile editing a document, open the

be in the document. Resize the

erisk will appear in the top right

con and click where you want

ze so you will not have to resize

e checkmark, “X”, or circle.
nchecked.
when they hover their mouse

you export filled data to a

me for each box. When filling

me.

e you want to place the field.

uding the font, size, color and
le filling the field.
rm. If you lock the field, nobody

will see the note when they

field. The “auto” setting will

n you export filled data to a

field where it should be

 ns.
es it.

you export filled data to a

rag the field where you

 PDFfiller’s signature tool to sign

own and drag the field where

in the Add Some Text to Help

d click + Add. To allow users to

d options.

you export filled data to a

uding the font, size, color and

, then click where you want to

more, please refer to the

n click where you want

nd either upload a photo from their

ll be used as operands. Then,

ere you need it.
using the number fields as
las. Add a formula field, click the fx
eld to add the first operand. Repeat this

essing +, -, * or /, then select the

how the result of the calculation.

e field where you want to place it.

elds: Wizard, Fields and Off.
n toolbar and use the selector that
he default sequence or in any other order
gh the document in search of
dy filled, the current field and the remaining
you are making. To

ll be checked and the instructions

k the Next button under the field or press

ou can fill the document in

arrow keys on your keyboard or

you’ve already entered in the

he Wizard or Fields mode.
ress Ctrl+Z (Command + Z on a

ore.

bile device.
o put your signature. Create a signature
ded it. The signature you create will be saved

r document.
the Signature Wizard that
re a signature.
ave and Use to use the signature
will be saved in the Signature
r to resize the signature

pad to draw your signature by

ss of the signature.
r.
 capturing a handwritten

.
ure fits inside the blue box,
signature as-is.

hen you signed the document.

ign Act (2000).

Redacting and
riety of tools.

under the editing tools.

s of the eraser.

the mouse button, drag the eraser

or to change the eraser’s color.

ge or background.

ck and drag the eraser across it

 .
ectangle you need to delete, press down the
ton.

ontent you want to highlight, press and hold

n release the button and
r before or after highlighting.
 icon, place the cursor in the top left corner
sor to the bottom right

h tool and its highlighter.

h can icon.

ontent you want to redact, then click and

. Use the slider to

ectangle you need to blackout, press down

ease the button.

tool.
editing tools. Use the slider to set
olor from the palette.
Release the mouse button to stop

ompleted the drawing. Select it in

 nt Creator
a feature-rich

s.
nt and click Create Document.

reator.
me you would like, and press
y it from any other document. To paste text,
can also paste unformatted text by
Shift+V on
o Left from the menu.
 I

heck box will appear at the text

cursor over the grid until you

n the table tools and select
the same column.
the cell you need to split and

round and select the color

toolbar or press Ctrl+P on your keyboard
your device into the
 he image, use the alignment tool.
eak Text options.
age.

nd select Save As from the drop-

rive.
es and Video
mple,

pand the panel.

atermark.
en defined, you can see the changes to your
ply your

rk tab on the right.

mat, size and position of the
 aded or taken with a webcam.
pen the Image Wizard. You can either
e a new one using

and flip it, change its

e Wizard. Move or resize it for

 document. Select a photo size to
oceed.
ust its brightness and contrast, flip and
our picture, click Save and
use the picture later.
s that you host using our

that you want to attach to it.

pen document.
e main toolbar or press CTRL

will be red.
 ll show you the number of the current search
nt. The current
red.

term will automatically become

thentication
encrypted folders

.
yer of security to the document.
mber.
. To access the document, the

like many bank accounts demand.

our cell phone number.

e. Enter the activation code
other folder. After you’ve finished working
cking the key icon. It will

o enter your password again.

nt
e Document ID.
ou can also activate the
website or via QR code using the

ID on the right.

ppear at the page bottom.

 ment.
remember where you stored it.
ocument.

nd emails.
host on your website using the
mark the respective checkbox.
o Be Signed
signatures.

e. Each recipient signs his own

hed editing your document, click

enu.

ptions and editing permissions, and write a

y clicking on Add
he bottom right corner of

write a message to you explaining why they

ecline in the top right
ument.

ent can delete all the data they

ents.
group of signers.

roup recipients will receive their

of each recipient to set your

to the document that he signs.

ded and nothing is missing.

ny fillable fields, but you need to add them,

aring it for signature request. However, if

ones in the midst of

sterisk will appear in the top right

d Fillable Fields section of this

sign through SendToGroup, you

he document that you requested to

k in the message.

and Security
ion before giving

nt to prove his identity with a

to.
able to check the signer’s identity.
and click Status.

ou can download it to your

ing a recipient enter a password

entication and enter his cell

. To get access to the document,

hen you signed the document.

g
es the recipients see

adding a logo, watermark and

 on your website using our LinkToFill feature.
o upload an image from your device. The
eed

er of the page. If you choose not to

pand the panel.

en defined, you can see the changes to your
ply your

ique messages to clients.

of requesting signatures or sharing
JPEG, GIF or PNG
y
adsheet with a document and send

es you to automatically create

ht pane.
RM, Excel or database.

ed to pre-fill.
online spreadsheet.

corner. In the dialog box that

scription of the new job.
names of the new subfolder

r
m any device.
ick Save to MY DOCS above the

ation email.
 link in the message or just go to
t has the job’s name.

elds that you added and the data

or make the

d document.
e editor.

e .docx format for further editing.

document.
e editor.
con.
at if you need to make any

document.
 e editor.
werPoint icon.
rmat for further editing.
rrange document

DF.
elect Merge from the dropdown menu.

re you’d like them. The order of documents

for the merged

he original PDFs.
n pane.
se the Move Up or Move Down

e will move respectively one step

 according to your needs. Select
ges.

you need to insert and click

.
d click the trash can icon above.