AmendSign User Guide

1. Getting Started — Upload & Dashboard

When you sign into AmendSign, you land on the Dashboard. From here you can see your recent documents, statistics, and quick-upload a file.

Uploading a Document

1. Click Upload Document (top-right) or use the Upload sidebar link.
2. Drag & drop one or more files into the drop-zone, or click it to browse.
3. Supported formats: PDF, Word (.doc/.docx), Excel (.xls/.xlsx), CSV, TXT, Markdown, PNG, JPG, GIF, WEBP, TIFF, BMP.
4. Non-PDF files are automatically converted to PDF on upload.
5. Folder picker — after selecting files, a dropdown appears so you can send the upload straight into a folder.
6. Click Upload Documents to start processing.

2. The Advanced Editor

The Advanced Editor is the core workspace where you prepare documents. Open it by clicking Edit/Sign on any document in your list, or click the document name itself.

Editor Layout

• Left sidebar — Page thumbnails for quick navigation. Click any thumbnail to jump to that page.
• Center canvas — The full document rendered as page images. Zoom in/out with the controls.
• Right panel — Tabs for Prepare (signers & fields), Signers (manage signer list), Share (create open share link), and Tools (redact, stamps).

Placing Fields (Prepare Tab)

1. Click a signer to assign future fields to them. Each signer gets a unique color.
2. Select a field type from the palette:
• Signature — The signer draws or types their name here.
• Initials — Smaller version, typically used on every page.
• Date — Auto-populated or manually entered date.
• Text — Free-text input (name, address, etc.).
• Checkbox — A single checkable box.
• Radio — A selectable radio button.
• Stamp — A graphic stamp or logo overlaid on the page.
• Blackout — A solid black rectangle for redacting content.
• Spot Erase — Erase a small area on the page.
3. Once a tool is active, click anywhere on the document page to place the field.
4. Click a placed field to drag it or resize it using the handles.
5. Press Esc to cancel the tool, or select another tool.

Me (Preparer) Fields

Toggle Me (Preparer) to place fields that you fill before sending. Use this for your own signature, stamp, or any content you need to pre-fill.

Send for Signing

Once fields are placed and signers are added, click Send for Signing at the top. Each signer receives an email with a unique link. You can track who has signed and send reminders from the document detail view.

3. Page Management

The Advanced Editor gives you full control over individual pages. These operations are accessible from the toolbar or page context menus.

Delete Pages

1. In the editor, select a page from the left thumbnails.
2. Click the Delete button (trash icon) in the toolbar, or right-click a thumbnail and choose Delete.
3. Confirm the deletion — the page is permanently removed.

Rearrange Pages

1. In the editor toolbar, click Rearrange (or press the reorder button).
2. Thumbnails become draggable. Drag and drop pages into the desired order.
3. Click Apply to save the new page order.

Add Blank Pages

1. Click Add Page in the toolbar.
2. A blank page is inserted after the currently selected page.

Insert Pages from Another PDF

1. Click Insert PDF in the toolbar.
2. Select a PDF file from your computer.
3. Choose the pages to import, and where to insert them.

Rotate Pages

1. Select a page and click the Rotate button.
2. Choose clockwise or counter-clockwise. Each click rotates 90°.

Split Document

1. Click Split in the toolbar.
2. Specify the page range to extract into a new document.
3. The extracted pages become a separate document in your list.

4. Fields & Signers — Prepare for Signing

The Prepare panel (right side of the editor) is where you build the signing workflow.

Adding Signers

1. In the Prepare panel, fill in a signer's name and email under the signer section.
2. Click Add Signer. The signer appears as a colored chip.
3. Add as many signers as needed — each gets a unique color.
4. Click a signer chip to select them. New fields you place will be assigned to that signer.
5. The signing order follows the order you add signers. The first signer must complete their fields before the next is notified.

Field Visibility

• Fields placed for Signer A are visible to them when they open their signing link.
• Each signer only sees and fills their own assigned fields.
• Preparer fields are filled by you before sending and are read-only for signers.

5. Open Share — Share a Link Everyone Can Fill

Open Share creates a public link that anyone can open. Unlike regular signing, the recipient doesn't need to be pre-invited — they simply click the link, sign up (or sign in), and fill the document.

How to Create an Open Share Link

1. Open a document in the Advanced Editor.
2. Click the Share tab in the right panel.
3. Choose an expiration period (optional).
4. Pick a completion folder — when someone completes the document, their copy lands here.
5. Click Generate Share Link.
6. Copy the URL and share it anywhere — email, SMS, embed on a website.
7. A QR code is generated automatically. Download it to include in printed materials.

What Happens When Someone Opens the Link

1. They see your document with all the fields you placed.
2. They fill in the fields — signatures, text, dates, checkboxes.
3. If no fields were pre-placed, they can place their own fields using the toolbar on the left.
4. They click Submit when done.
5. Both the sender and the completer get a completed PDF copy with all field values burned into the document.
6. Your original document stays unchanged as a template.

Completion Notifications

When someone completes your open share document, a green banner appears at the top of every page saying "N new document(s) completed in [Folder Name]". The notification persists for 7 days or until you dismiss it.

6. Redaction — Remove Sensitive Text

Redaction permanently removes text or images from a PDF so they cannot be recovered. Unlike simply drawing a black box, true redaction strips the underlying content.

How to Redact

1. Open the Advanced Editor and select the Redact tool (black rectangle icon).
2. Click and drag on the document to draw a redaction rectangle over the content you want to remove.
3. Continue placing redaction rectangles on all sensitive content.
4. When done, click Apply Redactions. The selected areas are permanently removed.
5. Download the redacted PDF using the Download button.

Spot Erase

The Spot Erase tool works like redaction but for smaller, precise areas. Select the tool, click where you want to erase, and a white patch replaces the content. Use this for page numbers, stray marks, or small text fragments.

7. Stamps & Logos

Stamps are graphic overlays — think "Approved," "Confidential," a company logo, or a notary seal.

Apply a Stamp

1. In the editor, select the Stamp tool.
2. A file picker opens. Select a PNG or JPG image (with transparent background for best results).
3. Click on the document where you want to place the stamp.
4. Drag the stamp to reposition, or use the resize handles to scale it.

Managing Stamps

• Click an existing stamp to select it and press Delete to remove it.
• Stamps are saved with the document when you close the editor.
• Use the Remove Stamp button in the toolbar to clear all placed stamps.

8. Saved Signatures Library

Your signature library lets you store reusable signatures so you don't have to draw or type them every time.

Adding a Signature

1. Go to Signatures in the sidebar.
2. Choose a mode:
• Draw — Use your mouse or touch to sign on the canvas.
• Type — Type your name and pick a cursive font style.
• Upload — Upload a PNG or JPG image of your signature.
3. Give it a name and click Save.

Using Saved Signatures

When filling a document (either your own or someone's open share link), clicking a signature field shows a grid of your saved signatures at the top. Click any saved signature to use it instantly. You can also type a new one and check "Save for future use" to add it to your library.

9. Organizing with Folders

Creating Folders

1. In the left sidebar, find the Folders section. Click + New Folder.
2. Enter a name (e.g., "Contracts," "Tax Forms," "HR"). Click Create.
3. The folder appears in the sidebar and is accessible from any page.

Moving Documents to Folders

• Single document: In the Documents list, open the ••• menu and find Move to Folder. Pick a folder.
• Multiple documents: Click the Move button in the filter bar. Select documents via checkboxes, pick a destination folder, and click Move to Folder.
• On upload: The folder picker appears after you select files — choose where they go before uploading.

Open Share Completion Folders

When creating an open share link, you can designate a completion folder. Every time someone completes that shared document, their completed copy automatically lands in this folder. This keeps your library organized without manual sorting.

10. Merging Documents

Combine two or more documents into a single PDF.

1. In the Documents list, click Merge.
2. Checkboxes appear next to each document. Select the documents you want to combine.
3. You can select documents across multiple pages — your selections are saved automatically.
4. Drag items in the preview bar to set the merge order.
5. Give the merged document a name and click Merge Selected.

11. AI Document Generation

Generate complete documents from a simple description using AI.

1. Go to AI Generate in the sidebar.
2. Describe the document you need — e.g., "A non-disclosure agreement between Acme Corp and a contractor, covering confidentiality and IP assignment, 2-year term, Delaware governing law."
3. Click Generate. The AI drafts a full document with placeholders for names, dates, and signature blocks.
4. Review and edit the content using the built-in editor.
5. Save the document — it appears in your Documents list ready for signing.

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Need more help? Contact us — we're happy to assist.