Sending PDFs for Signature

If you just want to send a PDF for signature, the easiest way to start is from E-Signatures in the sidebar. You do not need to build a full form first.

This workflow is ideal when you want to:

• Upload a PDF and send it for signature quickly
• Add signature, text, and date fields to a document
• Share a signing link or send the document by email
• Enable email verification for stronger signer proof

Start a New Document

1. Open E-Signatures in the sidebar.
2. Click Upload PDF.
3. Choose one of the two options:
   • Just get signatures — best for a lightweight document-signing flow
   • Collect extra data first — best if the signer should answer additional questions before reviewing the PDF
4. Enter an internal document name.
5. Upload your PDF file.
6. Decide whether to enable Email verification.
7. Click Create document.

After that, meetergo creates the underlying workflow for you automatically.

Place Fields on the PDF

Once the document is created, you land in the document setup screen.

From there you can:

• Upload or replace the PDF if needed
• Place signature fields on the document
• Add text placeholders and date fields
• Configure whether a signature is required
• Enable email OTP verification for stronger signer proof

If you selected Collect extra data first, you can first add extra fields in the Form tab and then map those values onto the PDF in Documents.

Send or Share the Document

When the document is ready:

1. Open the document from E-Signatures.
2. Click Send now or open the document in the Documents view.
3. Send it to a named recipient, or use a shareable signing link.

If the document is sent to a named recipient through meetergo, the signer can open their personal link directly. If you share the document more broadly, enabling Email verification adds an extra confirmation step before signing is completed.

Track Status

The E-Signatures page groups documents by status:

• Needs setup — the document exists, but the PDF or field placement still needs work
• Ready to send — the PDF is attached and the document can be opened for delivery

You can also open the linked form at any time if you want to adjust routing, extra questions, or recipient workflows.

When to Use E-Signatures vs. Form Fields

Use E-Signatures when:

• your starting point is a PDF document
• you want the shortest possible path to “send this for signature”
• you only need light signer input

Use a regular Signature field when:

• you only need a hand-drawn signature image inside a form
• there is no PDF document involved
• the signature is just one answer among many form responses

FAQ

Do I still need forms to use this workflow?

No. The document-first flow creates the underlying structure for you automatically. Forms are only needed if you want additional questions, routing logic, or more advanced workflows.

Can I add email verification later?

Yes. Open the document in the Documents view and enable Email verification in the signature settings.

Can I upload a PDF first and map fields later?

Yes. You can create the document first, then return later to place fields or finish setup.

What if I need legally stronger signer proof?

Enable email verification. For more detail, see Fortified Electronic Signature (FES).

Related Articles

• Using PDF Templates on Forms
• Fortified Electronic Signature (FES)
• Collecting E-Signatures on Forms