Manual Signature Request - PDF upload

Upload, send, and sign PDFs instantly with Portant’s PDF eSign.

Have a finished document you just need signed? Simply upload your PDF to Portant and turn it into a digital, sign-ready file. Add fields like signatures, names, dates, checkboxes, or text inputs so your recipients can complete and sign it online. Let’s walk through how to set it up! In this article, you will learn how to:

1. Upload a PDF into Portant

2. Add recipient names and email addresses

3. Add signature and fillable fields

4. Add email details, enable the audit trail, and generate the signed PDF

5. Viewing Sent and Signed Documents

1. Upload your PDF into Portant

To begin, go to your Portant Signatures ta (https://app.portant.co/signatures) and create a new signable document.

Click Upload and select the PDF file you want to use.

Once uploaded, your PDF will appear on screen and you can proceed to the next step.

2. Add Recipient Names and Email Addresses

Enter the name and email address of the person who needs to sign the document. Click next

Note: Need multiple signers? You can add up to four recipients by clicking + Add Recipient.

3. Add Signature and Fillable Fields

Drag and drop the fields you need — signature, text, date, checkbox, etc. — onto the PDF. Resize and reposition each field as needed for the perfect layout. When you're done, click Next.

4. Add Email Details, Enable Audit Trail & Send

In Email Message, enter the subject line and message that your recipients will receive.

If you want to include an audit trail in the final signed PDF, toggle the option on.

Click Send.

You’ll see an “All Done!” confirmation once your document has been successfully sent. Click Close to return to your dashboard.

5. Viewing Sent and Signed Documents

From your Portant Signatures dashboard, you can track the status of every document you’ve sent.

Once completed, signed PDFs can be viewed by clicking the document name in the table

Feedback and feature suggestions

We created Portant in 2021 and the feedback we have received since then has been incredibly helpful and greatly appreciated. If you have any feedback, please feel free to send us an email at [email protected] or use our contact form here: 👉 https://www.portant.co/support

Thanks, Portant Team