PDF editing in Zoho Sign

Available in the Enterprise edition and in all data centres

PDF editing in Zoho Sign allows users to make last-minute adjustments to documents while they configure the signing workflow. This eliminates the need to switch back to a word processor, streamlining the entire process and saving valuable time.

Let's assume that you are a legal associate preparing a contract. Using Zoho Sign's PDF editing feature, you can quickly add a watermark that says "Confidential" to prevent the misuse of the draft version, highlight important clauses, and add the document created date before sending them out.

How to edit a document in Zoho Sign

On the document details page, click on the ellipsis and select Edit document.

You will be navigated to a page where you can perform the following actions:

Action	Description
Organize Pages	Rotate, rearrange, delete, and preview the document pages.
Highlight	Highlight specific sections of the document.
Erase	Erase specific sections of the document.
Cross	Add a cross mark (X) to the document.
Check	Add a check mark to the document.
Circle	Add a circle to the document
Image	Upload or insert a URL of an image to the document.
Text Box	Add texts to the document.
Objects	Add barcodes, QR codes, and a watermark to the document.
Fields	Add the Date (Today's Date, Dynamic Today's Date, Document Created Date, Document Last Edited Date or Create Custom Date Field) and the document name to the document.
Link	Add a link to the document.

Click Save.

If you want to make changes to a document that has already been sent for signature, hover over Documents in the Zoho Sign dashboard and select In progress. Click on the ellipsis under the Actions menu near the intended document and click Correct document. On the document details page, click on the ellipsis,then select Edit document.

You can also edit documents when you are creating templates in Zoho Sign. To do so, click Templates in your Zoho Sign dashboard, select Create template in the top-right corner or import one from your computer. On the document details page, click on the ellipsis and select Edit document.