To Electronically Sign A PDF Document & Save It

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    Often times we require a lender to sign a PDF document.  For example, a mortgage payoff verification letter is ofter a document we need them to sign.  The old way to get this accomplished was to:

  1. Email the lender the PDF document
  2. The lender would then print the PDF document
  3. The lender would sign the paper copy of the document
  4. The lender would scan the signed document back into their computer
  5. The lender would then email us back the signed PDF document

Even if your lender was tech savy, this was a cumbersome process, if your lender was like most people, this would involve a hour long coaching phone call each time this had to be accomplished.

There is a better way!  


Once this is setup, we've found that the process to get a document signed is easier for our lenders.

1. Open attachment from email   
2. Near top right corner click on “Sign” step-2 
3. Select “Place Signature”  step-3
4. Using your mouse, guide the signature to where you want to place it and use left click to put it in place  step-4
5. Go to top left menu bar click on “File”  step-5
6. Click “Save As”  step-6
7. Along the left side of the window click “Documents ”  step-7
8. Then in bottom right of window click “Save”  step-8

To Email Signed Attachment

9. Go to Outlook and double click on “Reply” to original email

 step-9

10. From top middle of window click “Attach File”

 step-10

11. Click on the blue “Folder” word next to “Arrange by:”

If it doesn’t have “Folder”, but has “Date Modified” go to step 13

 step-11
12. From top right of window next to Arrange By click the blue word with the arrow to get a drop down menu then choose “Date Modified”  step-12
13. It should look like this.  step-13
14. The document you just signed should be at or near the top – double click on it  step-14
15. Now you will be back in Outlook and you can reply to the email and send it.  step-15