For example, consider a landlord who needs to send a background verification form and lease documents to their prospective tenants. When the documents are in the form of a fillable PDF, it's much easier to use Zoho Sign to send them to the prospective tenants to get their signature. Since Zoho Sign automatically detects the form fields in the PDF and converts them into Zoho Sign fields for the recipients, the landlord doesn't need to add the fields one by one by dragging and dropping from the fields menu into the documents.

Please find a sample fillable PDF attached at the bottom.

How to send a fillable PDF out for signature

1. Log in to Zoho Sign.
2. Select Send for Signatures in the home page.
   
   
   
   
3. Upload the fillable PDF files from your internal storage or import them from cloud. If your fillable PDFs are successfully uploaded, you will see a pop-up on the screen saying, "Fillable fields detected. You can manage them in the next page."
   
   
   
   
4. Add the document name.
5. Add recipient details, such as email address, name, recipient action, and authentication type, then select your preferred recipient language, optionally add a private note to your recipient, and click Continue to proceed to the document viewer. Alternatively, click Save & Close if you wish to save the document for later use.
6. Choose Assign fields to a recipient in the How would you like to proceed with form fields? pop-up.
   
   
   
   Note:
   Selecting Ignore form fields will ignore the existing form fields in the PDF and you would need to add fields via drag-and-drop.
   Selecting Assign form fields to a recipient this will convert the form fields in the PDF into Zoho Sign fields.
   
   
7. Choose the recipient to whom you want to assign the form fields to and click Proceed.
   
   
   
   Note:
   Form fields in the PDF will be converted into Zoho Sign fields after assigning fields to a recipient. You can format these fields by clicking on them. You will also be able to change the recipient assigned to a field while formatting it. 
   
   
8. You can additional fields via drag-and-drop if you want to.
   Note:
   Zoho Sign currently doesn't convert radio fields into Zoho Sign fields
   
   
9. Click Send when your document is ready.
   
   
   
   
10. Verify the number of fields added for each recipient in the confirm details pop-up and click Confirm, to send the document to your recipients.
    
    
    
    

How does AI document fields detection work?

The AI document field detection features help senders save time by automatically scanning your document content, detecting empty space for document fields to be assigned for your recipients, and placing them in  your document.

1. In the document fields viewer window, click Detect fields.
   
2. Choose the recipient to assign the fields and select the document.
   
3. Click Detect and insert.
   
4. Check the field's alignment and data labels, then click Send when your document is ready.

1. You can only select three documents at a time and detect fields for up to 15 pages per document at a time.
2. Currently, we support only text and checkbox fields.