Place Signing Fields on an Uploaded PDF

If you work with pre-built forms — lender applications, insurance documents, trade agreements — you can now upload the PDF directly into TrustPager and place signing fields right on the pages. Your client signs on the original form, and the completed, signed copy is filed to the opportunity automatically. No DocuSign, no third-party tools.

Go to https://app.trustpager.com/content/documents, click New document, and choose Upload PDF. Once the file is processed, it opens in the document editor with two tabs at the top: Signers and Fields.

Signers tab — set up who signs

Each signer gets their own accordion panel. Set their Name and Email — you can type a value directly, or click Insert variable to pull from the CRM (for example {{contact.full_name}} and {{contact.email}} so the details fill in automatically when you send from an opportunity).

Click Add signer to add more people to the envelope. Inside each signer's panel you also place that signer's fields on the document — see the next section.

Placing fields for a signer

Inside the signer's accordion, click Add field and choose a field type:

• Signature — a drawn or typed signature.
• Full name — the signer's name, pre-populated from the signer details you set above.
• Date — defaults to the date the signer completes the envelope.
• Text — a freeform text input the signer fills in.

A field placement box appears on the document. Drag it to the correct position on the page and resize as needed. Each signer's fields are colour-coded so it is easy to see at a glance who signs where.

Pre-sign — sender signs on the spot

A Signature field has a Pre-sign toggle. Turn this on for any signer who is the sender — you sign on the spot in the Send window rather than receiving a separate signing email. A pre-signed signer must have a Signature field placed, and any other fields assigned to them must be filled before you can send.

Fields tab — prefill document fields from the CRM

The Fields tab is for fields that should be filled in before the document goes out — things like the client's address, loan amount, or any other detail you already have in the CRM.

Click Add field, give it a Label (shown to the signer so they know what the field is for), then either type a static value or click Insert variable to pull a CRM value (for example {{opportunity.title}} or {{contact.phone}}).

Prefilled fields are Editable by default — the recipient can review and update them. Toggle to Not Editable to lock the value so it cannot be changed on the signing page. Date fields have a Set to Signing Date toggle that automatically fills the field with the date the signer completes the envelope.

Download or save a filled copy without signing

If you just need a copy with fields filled in but no signature required, use Download to get the PDF instantly, or Save to file it directly to the opportunity's Documents. The saved copy reflects the current field values at the time you click Save.

Send for signing

Click Send for signing when the document is ready. A Send window opens where you confirm signer details and, if any signers have Pre-sign turned on, you capture your signature on the spot. Each signer then receives a secure email link to their personalised signing page, with fields pre-populated and labelled.

Once every signer has completed the envelope, a Signed copy link appears on the document. The completed PDF — with all signatures and field values embedded in the original form — is stored on the opportunity automatically.

Track signing status

Signing envelope status is visible on the document and on the Signing Envelopes page at https://app.trustpager.com/content/signing-envelopes. You can resend the signing email to any signer who has not yet opened it, or void the envelope if needed.

See also: How to Send Documents for E-Signing — covers the TrustPager document builder signing flow for proposals and documents you build from scratch inside TrustPager.