Document signature quickstart
Upload a PDF, review the fields and send the document for signature.
Reviewed 2026-10-30 · Formesign guides
Start from a PDF when the document's page layout is part of what people need to review and sign. Formesign prepares fields and signing tasks on the document so you can share a fillable version.
Prepare the source
Use a readable PDF with the wording you intend to send. Keep an unchanged source copy and identify each person's name, date and signature area. The document layout import supports up to six pages. If a document is longer, shorten the source or use the alternative layout offered by its setup.
The Document signature product page describes Google Docs, but its main Try it free button currently opens a PDF upload screen. If your source is a Google Doc, use the Docs add-on path or export an authorized PDF copy first.
Create the signing document
Upload the PDF
Choose Try it free, then use Drag & drop or click to browse PDF. Select the intended document and choose Proceed. Sign in with the account that should own the setup when prompted.
Review extracted fields
Check names, choices, dates and signer blocks against every page. Correct questions that were interpreted incorrectly. Preserve the document wording you need the signer to review.
Check field placement
Review the boxes on the page and any unplaced-field count. Put each answer and signature in its correct location. A question can exist in the form while still needing a position on the PDF.
Configure signers and share
Name the people or roles who sign, check the request channel and open the signer preview. Share only after the form and final document are ready.
Check the completed record
Use synthetic details for an initial completion. Inspect the answers and signatures in the generated document, including page breaks and long values. Then configure the intended Drive destination and emailed copy.
If the conversion misses a field or puts it in the wrong place, correct it before sending more requests. See placement review and PDF troubleshooting. For requests that move between people, continue with the workflow guide.