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How do I sign a document myself and save it back to SuiteFiles? (Sign and save)

Please note: From 16 February 2023, the Sign & Save option has been removed. When you are the only person needing to sign a document, follow the below steps.  

  1. From your PDF file, click Document Signing
  2. At the Add signees step, click Add myself
  3. Click Next in the bottom right corner
  4. Place your required fields on the document then click Finish
  5. The signed document will be saved in the folder you started the process from, appended with '_signed.pdf', and will show as 'Completed' in the Document Signing Dashboard.

To read more about these recent signing changes, see: SuiteFiles Document Signing update - February 2023.