Customize your PDF forms and turn them into reusable templates with our Annotate feature. Now you can capture the information you need on your forms by annotating with dynamic fields that populate with employee data, electronic signatures, checkboxes and more.

Step 1. Navigate to Company Settings > Documents > + Add a Document located at the top of the Company Documents section. (Skip this if you're editing a previously uploaded document)

Step 2. Select Upload a file from your computer. 

Step 3. Select Upload and annotate a PDF.

Step 4. Upload your document, name it and click Save.

Step 5: Use the editing page to set the language, as well as other settings:

To annotate a document that's already uploaded, click on the three dots beside the document and click Edit to begin annotating.

Note: the document type must be annotated PDF or custom document to annotate.

This is a signature box that prompts the employee, manager or any other person at the company to electronically sign the document. 

To add a signature prompt, click the Document Fields and select Signature.

The signature box will appear in the top left corner of the document. Simply drag and drop it to your desired location on the document. Resize the box to expand or shrink the signature.

A pop-up will also appear allowing you to assign the signature wither to the employee, manager of the employee, or to a specific employee.

You can add multiple signature boxes when a document needs to be signed by more than one person. You can also select the order of signatures at the bottom of the page.

The document will appear on the employee's profile once all signers have completed their signatures.
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​Important: you do not need to assign the document to the other signing parties. Only assign the document to the employee, and the other parties will be assigned automatically.

Company Signature allow you to place previously saved signatures (typically of signing authorities within your company) on the document before sending it out to your employee(s)(learn more HERE).

Dynamic fields pull data from the corresponding information captured and stored in the employee profile. They are dynamic because they change based on the employee. To add a dynamic field to your document, click the Employee Information dropdown and select the field you wish to add.

Once selected, simply drag and drop it to the position you choose, and resize the field if necessary by pulling on the corners of the box. 

There are 5 types of text fields to choose from. These are to be used when you want an employee to fill out information on a specific section of the document. 

When you select the field you want to add you can drag and drop it where you want it to go, and resize if necessary.

Once you are happy with you document click the save button and you will be redirected to your Company Documents page, where you will be able to see your new document in the list. You can preview the document here too, and edit again if necessary.

If you have any issues annotating your documents, please reach out to our support team using the message icon in the bottom right corner of your screen.