SFT Sign
Prepare PDF documents for signature and complete them.
This category covers “SFT Sign”. The guides are for all Secure File Transfer users.
Recommended starting point: What is SFT Sign?
What is SFT Sign?
Overview: prepare a PDF for signature, send and complete it.
Upload and prepare a PDF
Start and prepare a signature request with a PDF.
Place fields on the PDF
Position signature, date and text fields.
Define signers
Add yourself and other people as signers.
Review and send options
Check title, message, subject, expiry and email code before sending.
Email code when signing
Verification by email code – no SMS for guests.
Sign as a guest
Type or draw a signature – no upload and no QES.
Status of a signature request
draft, waiting, action_required, completed, voided, expired explained.
Send reminders
Follow up on open signature requests with a reminder.
Signed PDF and certificate
After completed: retrieve the signed PDF and certificate (HTML/PDF).
Void and expiry
Understand voided and expired and respond correctly.
FAQ about SFT Sign
FAQ on PDF, methods, SMS, status and QES.
Help assistant
Based on published help articles
Answers are generated automatically from published help articles only – never from your files.
Example questions