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How to set up PDF documents for digital signing

  • Updated

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Using BGL technology you can now digitally sign custom reports that are uploaded as PDF documents.

Important:

  • You can have up to a maximum of six contacts sign per document. 
  • You will be required to edit the documents to place anchor texts. 
  • For PDF documents, you will need appropriate PDF editing software such as Adobe. 
    • Note: Adobe specifically would require an Adobe Pro account or Adobe Pro DC account.
  • The maximum file size that can be uploaded is 10MB.
  • Up to 10 documents can be uploaded at once.

Step 1: Set up PDF Document

Instructions to set up the PDF Document differ between the different editing software.
For specific examples, please consult your software's instructions or help articles to set up a document for digital signing.

For Adobe Pro

1.  Open the PDF you wish to have digitally signed. Navigate to Forms and select Add or Edit Fields.

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2. Click Add New Field and select Text Field

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3. Input customsign1 as the field name and click on the PDF to exit.

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You will be able to resize the signature box.

4. Save the PDF.

For Adobe Pro DC

1. Open the third-party PDF.

2. Select Prepare Form

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If the document has not been converted to a fillable form, it will prompt you to convert the file – you need to click ‘Start’

3. From Prepare Form, select Add a Text Field. 

4. Enter the field name e.g. customsign1

5. Save the PDF.

Additional Information

1) When a PDF document requires six contacts to sign you will need to have 6 text fields created and placed in the PDF document.

Example: customsign1,customsign2,customsign3,customsign4,customsign5,customsign6 (Please note that these are all case sensitive)

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When the document is uploaded and enabled for digital signing the system will recognise there are text fields in the document that requires 6 contacts to be selected.

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Select the contact that needs to sign based on the text field placed in the pdf.

2. Same Contact to sign multiple places in the same document for pdfs.

For pdfs, you cannot have the same text field placed in multiple locations.

For example: if the contact needs to sign multiple positions, you cannot input customsign1 in multiple locations.

If you require the same contact to sign in multiple positions you need to create a unique text field that is linked to the same contact.

For each contact, you can add up to 9 text fields that will link to the same contact. 

Example:

Contact James Anderson needs to sign 6 places in a single document and the text fields are created and placed as per the below.

Codes: customsign1, customsign1-1 and customsign1-2, customsign1-3, customsign1-4, customsign1-5

All text codes must be in lowercase and have no spacing.

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Step 2: Upload Step 3: Digital Signing Setup FAQs

Upload your Custom Letter/Report

Once you have finished a Custom Letter, you can upload it into Simple Fund 360. 

  1. Select Custom Reports and then select Add Custom Report. 
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  2. Drag & drop the file onto the screen, or click Browse and select the custom report.mceclip0.png
  3. Once uploaded, you can rename the custom report and choose to upload additional reports:
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Click confirm once you have completed processing the reports. These will now appear on the reports screen under Custom Reports.

Note - Format of Uploaded Documents:

If the document uploaded is a PDF, only a PDF can be generated.
If a Word document is uploaded, the report can be generated in both a PDF and Word format.

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