How to self sign a document to be used for later purposes?

Focus:  The focus of this self-help article is to provide steps and information to how to “self-sign” a document to be used for later purposes.

Why self-sign a document:? If you have created your PandaDoc document and are not ready to send it out and you have to add your own signature. Create a document that is ready to go and save time. This can be done for the “Signature” and “Initial” blocks.

Step 1:  Click on New Document, upload it or add from a template.

Step 2: Add yourself to do the document, use “Add me as a recipient”.

Step 3: Add the signature or initial block and then assign this block to yourself.

Step 4: Click on Each field, to either sign or initial.

Step 5: For signatures, choose the 4 options (Draw, Type, Upload, My Signature) and then completed the document.

Step 6: When finished added the fields and completing them. This document can be used for again later. All that you have to do is add other fields, assign them to your recipients and send it out!

Step 7: Now are you ready to use this document to be used for other recipients and your information has already been filled out.

Have questions? For faster support please:

  1. Log in to PandaDoc
  2. Click on the “Help” button next to your profile icon
  3. Choose Submit Help Request option

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