Creating a Fillable PDF Form and Editing/Signing PDFs with DocHub

Introduction

• Video tutorial by Elizabeth in partnership with DocHub.
• Focuses on creating fillable PDF forms and editing/signing PDFs for free.

Getting Started

1. Sign Up: Create a free DocHub account via the link in the video description.
2. Dashboard: Access various features to create and manage documents.

Creating a Fillable PDF Form

• Start from Scratch or Upload: Create a new document or upload an existing Word document.
• Add Text Fields: Use the text icon to add additional text if needed.
• Manage Fillable Fields:
  • Use "Manage Fields" to add fillable fields like date, text, and attachments.
  • Customize fields, e.g., format date fields, make fields required.

Collecting Signatures

• Assign Signatures: Use the "Signature" field to collect signatures, assigning them to specific individuals or organizations.
• Send for Signature: Share the document via email for signature collection, either individually or using a template for repeated use.

Editing PDF Files

• Upload PDFs: DocHub allows editing by uploading PDFs and adding comments or text.
• Create Signatures: Options include drawing, uploading, or using pre-selected signatures.

Additional Features

• Audit Trail and Management: Track document creation, sending, viewing, and signing.
• Collaborative Editing: Share documents for collaborative notes and edits.
• Envelope Feature: Merge multiple documents into one for streamlined management.
• AI Summary and Assistance: Use AI to summarize documents or assist with finding information.

Mobile Application

• On-the-Go Access: View and manage documents via the DocHub mobile app, including scanning documents.

DocHub Plans

• Free Plan: Basic editing/signing capabilities.
• Pro Plans: Unlimited documents, e-signatures, and organization control features.

Conclusion

• Encouragement to start using DocHub and subscribe for more content.
• Open invitation for questions in the comment section.