Grouptrail Sign Quick Overview

How to Prepare Your Data

Step 1: Get Started and Upload a PDF

Step 2 - Option 1: Paste field values

Step 2 - Option 2: Upload an Excel file

Step 2 - Option 3: Upload Google Sheet

Step 3: Create and Define Fields

Step 4: Preview and Send

Step 5: Verify Your Email and Send Forms for Signature

Step 6: Manage Form Signatures and Track Progress

Step 7: Resend forms for signature requests

Step 7: Resend Forms to Request Signatures

Step 8: Download & Print Completed Forms

Gmail

The Certificate of Signature acts as a "digital receipt" providing legal evidence of the signing process, including signer identities, IP addresses, timestamps, and document history. 

Certificate of Signature

Troubleshooting: What to do if fields are not detected in my PDF

The Signing Experience

How Do I Send Another Form?

Grouptrail

Ensure your dataset includes column headers and that there are no blank cells before mapping the fields to your form. It's important that your data is complete and accurately reflects the information needed to fill your form.


Before uploading your spreadsheet, make sure it meets all the following requirements. It's important that your data is complete and accurately reflects the information needed to fill your form.

Google Account

Google Sheets is a powerful online tool to help you do quantitative analysis. Learn how to use formulas to manipulate and analyze datasets, such as Google Sheets' COUNTIF and SUMIF functions, among many others.

Google Sheets

Ensure your dataset includes column headers and that there are no blank cells before mapping the fields to your form. It's important that your data is complete and accurately reflects the information needed to fill your form.



Welcome to Grouptrail Sign™, a straightforward, easy approach to streamlining the process of sending PDF documents for signatures. This guide walks you through each step, from uploading your file to tracking form progress, ensuring you can efficiently manage signature requests. Clear instructions and tips for mapping fields make it accessible for users of all experience levels. Simplify document management and enhance your workflow!

You will now see text fields ready for mapping. Click on a text field to reveal a dropdown and assign the corresponding column name from your uploaded dataset. 

You can adjust the field position and size, add additional text fields, and map your column headers from your uploaded dataset as needed throughout this step anytime by using the tools and field details menu on the left. 

IMPORTANT: For Signatures and the accompanying date, be sure to select the “Signature” and “Date” field type. 

To begin, please upload your blank PDF template by dragging and dropping, or selecting the file from your local drive. Once uploaded, the system will automatically detect the fields to be mapped. While it’s working its magic, go ahead and give your form a name. This name will appear as your form tracker!

A final few clicks and your forms will be on their way!

Take a moment to review the recipient emails and the form details to ensure everything is accurate. Once you're confident everything looks good, simply click "Send" to finalize the process.

You can make adjustments, add additional text fields, and map your column headers from your uploaded dataset as needed throughout this step anytime by using the tools and field details menu on the left. 

IMPORTANT: For Signatures and the accompanying date, be sure to select the “Signature” and “Date” field type. 

Grouptrail Sign Help Articles