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How to set up a signature with email and full name in PDF documents

Gigi Nguyen avatar
Written by Gigi Nguyen
Updated over 3 weeks ago

Step 1: In the Signatures section of the PDF Settings, you choose the necessary signature (Authorized By, Approve By, Received By,...) shown in the doc.

Step 2: Optionally turn on the Signature, Full Name, and Email at the Authorizer section.

Step 3: Choose who’s shown (Authorizer DDL):

  • If the document has approval process and is approved β†’ the Approver appears with signature, name, and email.

  • If the document has no approval process β†’ show only Sales rep and Creator, including signature and contact info.
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Step 4: Click Save & Preview PDF.


Note: Click Save for next time so your settings carry over to future PDF creations.

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