How to Send a PDF for Signature Using a Cloud Service and Kofax Power PDF

In today’s fast-paced digital world, efficiency is key, especially when it comes to managing important documents. Whether you’re a busy professional, a small business owner, or just someone who often finds themselves juggling contracts and agreements, you’ll want to ensure that your signature process is as seamless as possible. That’s where our latest guide comes into play!

 

Step-by-Step Guide: Streamlining Your Signature Process with Kofax Power PDF and DocuSign

In today’s digital landscape, efficiently managing important documents is crucial. This guide will walk you through the process of sending PDFs for signature using Kofax Power PDF and DocuSign. Follow these steps to simplify your signature workflow.

Step 1: Access Kofax Power PDF

1. Open Kofax Power PDF on your computer.
2. Navigate to the document you want to send for signature.

Step 2: Prepare Your Document

1. Ensure that your PDF is complete and all necessary information is included.
2. Click on the Security tab in the top menu.

Step 3: Select DocuSign

1. In the Security tab, find and select the DocuSign option.
2. This will initiate the process for sending your document for signatures.

Step 4: Add Recipients

1. In the DocuSign interface, input the email addresses of the recipients who need to sign the document.
2. Ensure accuracy to avoid any delivery issues.

Step 5: Customise Signature Fields

1. Drag and drop the necessary fields onto your document, such as:
• Signature fields
• Date signed fields
• Initials fields
2. Position these fields where you want the signatories to provide their input.

Step 6: Send the Document

1. Review all the information and fields to ensure everything is correct.
2. Click the Send button to email the document to your recipients.
3. The document will be delivered instantly, allowing for quick access.

Step 7: Monitor the Signing Process

1. Keep track of the signing status through the DocuSign dashboard.
2. You’ll receive notifications when each recipient signs the document.

 

Conclusion: Take Your Document Management to the Next Level

Don’t let cumbersome signature processes slow you down. Dive into the video tutorial, “How to Send a PDF for Signature Using a Cloud Service and Kofax Power PDF,” and discover how you can elevate your document management game. Whether you’re working from the office, at home, or on the go, this integration will make your life easier and your workflow smoother.