Getting Started
EZ PDF Editor fills, signs and edits PDFs right in your browser. Nothing installs, and your file never has to leave your device just to get filled out.
Open a file
Drag a file onto the drop zone on the home screen, or use Open File under New & Open in the sidebar. It is one picker for everything — DOCX, PDF, XLSX and other files (Word, Excel, RTF, OpenDocument, plain text and images) — and each type opens the right way on its own, so there are no separate Open PDF, Word or Excel items. You can also start from a ready-made form under Browse tenancy forms or in the Template Library, or add image files as pages.
Start something new
New & Open in the sidebar has four items: Blank Document (an empty page you type on), AI Document Wizard (a legal-style first draft; its line shows how many free generations you have left), Browse Template Library and Open File. On the home screen, the + New button starts a blank document, and its ▾ arrow opens the same three ways to start: Blank Document, AI Document Wizard and Browse Template Library. The row of quick icons at the top of the sidebar is the Main Console.
Template Library
Browse Template Library gathers free starting points in one place — free on every plan, with no AI involved. It has 12 legal starter templates: Acknowledgement of Signature, Sworn Affidavit / Affirmation, Statutory Declaration, Power of Attorney (property), Consent & Acknowledgement, Witness Statement, Jurat / Notarial Certificate, Lease Signing Acknowledgment, Real-Estate Signing Sheet, Corporate Resolution Sign-off, Guarantee / Loan Signing Page and Will / Estates Signing Sheet. Pick one, fill in the [bracketed] blanks, then sign it or send it for signatures. The library also links to the tenancy forms, your saved signing templates, the AI Document Wizard and a Blank Document.
AI Document Wizard
The wizard drafts a legal-style starting document. Give it a heading (up to 250 characters), pick a profession, document type, compliance focus, jurisdiction and the parties, and the draft opens in the editor for you to review and change. It is a starting point, not legal advice — have a lawyer or notary check it before relying on it. You need to be signed in.
How many can I make? Every account, including Free, gets 2 free AI generations in total (they don’t reset monthly). The wizard shows a counter such as 1 of 2 Free AI Generations Remaining. Pro and Pro Signing include unlimited AI drafting. Once the free ones are used, the wizard offers an upgrade to Pro, or the free static templates instead. To keep the service fair, each account can send at most 3 generation requests every 10 minutes. What you type into the wizard is sent to our AI provider — see the privacy policy.
AI Polish — tidy the wording you already wrote
On a Text Document page, the amber AI Polish pill in the top-right corner of the page rewrites the wording that is already there. It is not a drafting tool and it does not add anything new — it takes your page and says the same thing better.
Pick a style. The modal shows how many free polishes you have left, a style picker, and an optional note (up to 500 characters) if you want to steer it — “keep it under a page”, for instance. The four styles are Tighten & clarify (cut the padding, keep every fact), Formal legal tone, Plain language anyone can follow and Grammar & spelling only.
Nothing changes until you say so. The result comes back side by side — Now against Polished — and your page is untouched until you click Replace page with the polished version. That replacement is an ordinary undo step: Ctrl/⌘ Z puts your own wording straight back.
What it never changes. Meaning and facts stay exactly as you wrote them — numbers, dates, amounts and names are carried across untouched, every [bracketed] blank is left in place for you to fill, headings and structure keep their order, the same HTML formatting is kept, and signature lines are not touched.
How many do I get? Free accounts get 3 AI Polish runs a month, and the count resets on the 1st. Pro and Pro Signing are unlimited. This is separate from the AI Document Wizard’s 2 free generations, which last the life of the account. To keep things fair each account can send at most 10 polish requests every 10 minutes, and it polishes one page at a time (about 20 KB of text on Free, 60 KB on a paid plan).
Where it works. Text Document pages only. PDF pages and Design pages have no flowing text to rewrite, so the pill does not appear there, and a page with nothing on it tells you there is nothing to polish. The text on that page is sent to our AI provider — DeepSeek, which processes data in China, with OpenAI in the United States as an automatic fallback: the same providers the AI Document Wizard uses. See the privacy policy.
The layout
The page fills the middle. The sidebar on the left holds Recent Activity, New & Open, My Work (My Files, Templates, Signings & Audits, Contacts & Signees), Tools, Extras and Help & Resources. Tools is a grid of tiles for things you do to the page: Pages & Bookmarks, Add Page, Edit Page Text, Detect Fields, OCR Pages, Brush Select, Draw Signature, Date Fields, Add Text Box, Insert Image, Draw Initials and Select Page Text. A tile with a ▾ opens a small menu, and which tiles show depends on the kind of page you are on. On a Text Document page, Insert Image takes the slot where Draw Signature usually sits (the two swap places); on PDF and Design pages the usual order comes back. Extras starts with Seal & Certify Document, Video Signing Room, Identity Verification and Verify Sealed Doc, then Collect Signatures, Write a Document, Convert Tools and Tenancy Forms. Each section heading has a ? that gives a quick tour, and every row and tile has its own ? when you hover it. The ribbon above the page holds Rotate, Crop and Adjust for the page you are on (the ? beside them gives a tour), New Page, the text box, image, signature, initials and date buttons, and the formatting controls. The bottom bar holds Download, a ⋯ menu (Save to My Files, Save As, Rename, Edit Text on This Page, Convert Pages to Text, Certify Document, Revert to Original File, Print, Email Document, Help & FAQ, Delete Document), Preview once the document has signers and boxes (see Send for Signing), and Collect Signatures. Under the document name are Close, Revert to Original File and Delete (which asks first). The account menu at the top right has Account Settings, My Files, Usage History, Billing & Plans and Logout. Pages & Bookmarks opens a panel with Pages and Bookmarks tabs, plus Signers once a document has people to sign it.
Moving around My Work
While a document is on screen, Tools stays open. Opening any My Work screen folds Tools away and keeps My Work open; close the screen and Tools opens again. Each My Work screen has a back arrow at the top left, beside the ? and the name of the screen. The arrow closes the screen and returns you to what you had open before (the document or the home screen), and so does the Back button in your browser or on your phone. The EZ PDF Editor logo always takes you Home. Your profile icon sits at the top right, the same account menu as on the home screen. My Files has Saved and Drafts tabs; Signings & Audits has All Signings, Pending, Completed, Audit Logs and Archived (a dropdown on phones).
Nothing is lost
Every edit is saved on this device the moment you make it. Signed in, your account copy is updated when you Save to My Files or Save As, and if you leave the app with changes your account doesn’t have yet, you’re asked Save before leaving?. See Saving & Exporting.
A typical flow
Open the PDF → add text and checkmarks → drop your signature → Download the finished file, or Collect Signatures to get other people’s signatures by email or live on video.
Text Boxes
Type anywhere on a PDF — even a flat, scanned one. A text box lays your words on top of the page.
Add a text box
Click Add Text Box in the sidebar Tools (or the text box button on the ribbon) — or press B — then drag a box anywhere on the page and start typing. The box grows to fit what you type.
Bold, italic, underline & text size
A selected box has a small toolbar above it. Its A button opens Text format: Bold, Italic, Underline and a Font size list. The format applies to everything in that box; for styling that changes mid-sentence, type on a Document Page instead.
Colour & highlight
The palette button opens Colours: Text colour and Background fill (a highlight behind the text) in one window. Choose a preset swatch or any colour, or press No fill for a transparent background.
Box or circle
The shape button (tooltip Circle / rectangle) flips a box between a rectangle and a circle/oval — handy for circling a word or drawing an "O".
Move, duplicate, delete
Drag the ⠿ grip to move a box. ⧉ Duplicate makes an exact copy, ↑ Layer Up / ↓ Layer Down restack it, and the red ✕ deletes it. You can also copy & paste with Ctrl/⌘ C / V.
Make it a clickable link
The 🔗 URL button turns the whole box into a clickable link in the exported PDF — the entire box, not just the text inside it. This links the box itself, like an image; it doesn't let you link one word within a longer sentence.
Comb fields (one character per box)
On government forms with little boxes for each letter (like a name or phone field), EZ PDF Editor spaces each character into its own cell automatically when you make that region editable.
Images & Logos
Drop in a logo, a photo, a stamp, or a scanned signature — then position, resize, rotate and fine-tune it.
Add an image
Click Insert Image in the sidebar Tools (or the image button on the ribbon) and choose how: Upload Image picks a PNG, JPG, WebP, GIF, BMP, AVIF or SVG from your device, Paste from Clipboard drops in a screenshot or image you copied (or a copied image address), and Paste Image URL loads an image from a web address. You can also press Ctrl/⌘ V anywhere on the page to paste a copied image.
Resize & rotate
Drag any corner handle to resize. Hold Shift while dragging a corner to stretch freely (ignore the original proportions). Use the ⟳ rotate handles to turn it — it snaps to 45°, or hold Shift to rotate to any angle.
Image Properties — brightness, contrast, transparency
The ⚙️ Image Properties button on an image opens live sliders for brightness, contrast, saturation and transparency. Great for making a logo watermark-faint, or cleaning up a scan. Changes bake into the exported PDF.
Make an image a link or a video
🔗 URL turns an image into a clickable link in the exported PDF. ▶ Video attaches a video that plays when the image is tapped — perfect for a QR-style "watch this" thumbnail.
Move, duplicate, layer, delete
Drag the image to move it. ⧉ duplicates, ↑ / ↓ move it up or down through the layers, and ✕ deletes it.
Vision boards, research boards, catalogs
Since every image can be resized, layered, and linked independently, a page of images with a 🔗 URL on each one becomes a clickable board or catalog — a moodboard, a research reference sheet, or a product catalog where clicking a photo opens that product's page in the exported PDF.
Signatures & Initials
Sign a document yourself in seconds — draw it, type it, or upload it once, and drop it anywhere.
Draw, type, or upload your signature
Click Draw Signature in the sidebar Tools (or the signature button on the ribbon) and choose Draw (mouse, trackpad or finger), Type (pick a signature-style font), or Upload (a photo or scan — a white paper background is removed automatically). Place it on the page, then resize and position it like any image. It's remembered so you can reuse it on other pages: select it and press ⧉ Duplicate (or Ctrl/⌘ C then V), then drag each copy into place — there's no separate "stamp" tool, duplicate-and-drag is how you reuse it.
Add a printed name & date
Check Include printed name & date in the signature window (works on any of the three tabs) to add today's date and your typed name in small print under the signature — one single element that moves, resizes and duplicates as a unit. Click the ✎ button on it afterward to edit the name or date.
Add initials
Draw Initials (sidebar Tools, or the ribbon) works the same way for initialling each page of a contract.
Add a signature image
Already have a photo/scan of your signature? Add it with the Insert Image tool and use ⚙️ Image Properties › transparency to drop out a white background.
Signature lines for someone to sign by hand
Add Signature Field (on a Document page — sidebar Tools or the ribbon) inserts two ready-to-fill signature-line-and-Print-Name/date pairs side by side, as plain text you can space and backspace like anything you type — for a printed copy someone signs on paper, or a lease/agreement template. Date Fields ▾ (sidebar Tools, or the calendar button on the ribbon) drops a date on its own, anywhere on any page, in the format you pick (Long, Short or ISO, remembered for next time); on a signature line's "Date" it replaces the underscore rule instead of pushing it along.
Signing yourself vs. sending to others
Placing your own signature here is for you signing. To collect signatures from other people, use Collect Signatures — by email (see Send for Signing) or live on video (see Video Signing Room).
White-out · Redact · Copy · Make Editable
The brush tool lets you paint over any region of the page to clean it up or unlock its text. Click Brush Select in the sidebar Tools, then drag over the area you want.
White-out
Covers the region with a white box — like correction fluid. Use it to blank out old text before typing new text on top.
It covers, it does not remove. The original text is still in the file underneath and can be copied out of the downloaded PDF. That is fine for tidying up a form. For anything confidential — a SIN, an address, a bank number — use Redact.
Redact (black-out)
Covers the region with a solid black bar and permanently removes what was under it. On download, any page carrying a redaction is flattened to an image, so the original characters are gone from the file — they cannot be copied, searched or recovered. Only pages you redacted are flattened; every other page keeps its selectable text.
Select & copy text immediately on open
A document with a real, readable text layer — most Word-exported PDFs, most contracts and memos — opens with its text already selectable, the same way Acrobat's own default view works. Drag over a passage and copy it with Ctrl+C (Windows) or Cmd+C (Mac); no mode to turn on first, and editing keeps working the whole time. This is not OCR and does not convert or flatten anything — it reads the PDF's own embedded text.
It only kicks in for a document that opens with nothing already placed on it, so re-opening a form you're mid-way filling in is left exactly as you set it. Placing a new box, or dragging an existing one, switches back to editing automatically. Scanned or flattened pages have no text layer to select at all — that's what OCR Pages below is for.
Copy text
Pulls the real text out of the region so you can copy it elsewhere.
Edit Text
Covers the original text and drops an editable text box in its place, pre-filled with the same words — and it matches the original font where it can. This is how you "edit" text that a PDF normally locks. On scanned/flat PDFs it reads the text so you can retype it. To do every line on the page at once, use the Edit Page Text tile in the sidebar Tools (Edit Text on This Page in the ⋯ menu).
Scanned pages: make them searchable or editable (OCR)
The brush's Edit Text above unlocks one region at a time. For whole pages, choose OCR Pages in the sidebar Tools or Convert Pages to Text in the document ⋯ menu, and first choose what you want. Make it searchable, the default for a scan, keeps every page exactly as it looks and lays invisible text over the words: you can find them with Ctrl+F, select and copy them, and screen readers can read them, on screen and in the PDF you download or send. A stamped or signed original looks untouched. Pages that already have selectable text are skipped. Turn it into editable text rebuilds the words as text you can type into instead. Then pick This page, All pages or Choose pages. Set Language on the page to English, Français (French) or English + French for bilingual forms. It is chosen for you from the page’s own words when it has any; on a scan the first page is checked and the reading switches to French (or back to English) if that is what it finds, and the message afterwards says so. The first French page takes a few seconds longer while the French reader loads (about 6 MB, from our own server, like the rest of the reader). Your last choice is remembered. With editable text, everything printed on those pages is read — scanned images and text you could already select alike — and each page is replaced by real, retypeable text in a font matched to the page. Tick Keep the original pages too to keep each original right after its text version. If a document is going out for signature, make it searchable before you send it: a signed, sealed copy is never changed afterwards. It needs you to be signed in. Always check the result before you send it anywhere — recognition is very good but not perfect, and dense dot-leader lines (like a printed Table of Contents) can occasionally misread.
Tip: white-out then type
To change a value on a flat form: white-out the old number, then add a text box on top with the new one. If your white box needs to sit above a pasted image, use Layer Up (see Layers).
Layers & Stacking
Every element sits on its own layer. Newer things sit on top — and you can restack anything by hand.
New items go on top
Anything you add — a text box, a pasted image, a signature — lands on top of everything already on the page, so it's never hidden behind existing content.
Layer Up / Layer Down
Every selected element has ↑ Layer Up and ↓ Layer Down buttons next to its Delete button. Layer Up moves it one step toward the front (above the next element); Layer Down moves it one step toward the back. Hover a button for an instant tooltip.
Clicking never changes the order
Selecting an element only selects it — it never jumps to the front. So once you've set a stack (say, a white-out box over a photo), clicking around won't disturb it. The order is yours until you change it with the layer buttons.
Example: white-out over a photo
Paste a photo, drop a white-out box, then press Layer Up on it so it sits above the photo. It stays there no matter what you click next.
Pages & Merging
Add, combine, reorder and remove pages without leaving the editor.
Page size & margins
Every page has a real paper size and real margins, and both are used for the download as well as the screen — what you lay out is what the PDF measures. Every page also carries a small size badge in its top-left corner — “Letter · 8.5 × 11 in” — so you can always see what you are working on; click that badge to open Page Setup for the page. The quickest way in is the paper-size menu in the Write toolbar (beside Paste with Formatting): pick Letter, Legal, A4, A3 or Tabloid, or Rotate to swap between portrait and landscape. That menu applies to the whole document, because paper is a property of a document — you rarely want page 3 of a contract on a different sheet from page 2.
For anything more specific, Page Setup (bottom of that menu, or above the page thumbnails) adds a custom size in points, per-side margins, and an Apply to all pages switch so you can give a single page its own paper when you genuinely need to — a landscape schedule inside a portrait report, for instance. Margin presets cover 1 inch, the default 48pt, narrow and none. Measurements are in PDF points: 72 points = 1 inch.
A page that came from a PDF file keeps the size that file gave it — that geometry belongs to the original document, so it is left alone and the app tells you when that is why nothing changed. Changing size or margins reflows the text, and it is a normal undo step: Ctrl/⌘ Z puts it back, and the button will say Undo Page Setup so you can see what it is about to reverse.
Opening Word documents — what carries across
Open a .doc, .docx, .rtf or WordPad file and it becomes an editable Write Document, not a flat picture of one. Two things travel with it that people usually expect to lose:
- Its page setup. We read the document's own page size and margins out of the file and match your pages to it, so an A4 document with 2cm margins opens as A4 with 2cm margins instead of silently becoming US Letter. A short summary of what we found appears when it opens.
- Its fonts, as far as we can carry them. We can only draw a typeface in the finished PDF if we can also embed it, so a document set in something we do not have gets swapped for the closest match we can carry all the way through — and we tell you which, with a picker to choose differently. Your choice is remembered, so the next document using that typeface will not ask again.
Be realistic about the rest: line breaks, hyphenation and table layout are Word's own engine, and no editor outside Word reproduces them exactly. Expect a faithful document — right paper, right margins, right sizes and spacing — rather than a glyph-for-glyph copy. Check anything with a tight layout before you send it.
Text size & line spacing
The Write toolbar has a text size dropdown and a line spacing dropdown (Single, 1.15, 1.5, Double and more). Both apply to whatever you have selected; with nothing selected, the size becomes what you type next. Line spacing applies to the whole paragraphs your selection touches, since spacing is a property of a paragraph rather than of individual letters. Both are undoable, and the undo button names them — Undo Text Size, Undo Line Spacing.
The Pages panel
Click Pages & Bookmarks in the sidebar Tools to slide out thumbnails. Drag them to reorder, click to jump to a page, or remove a page you don't need. Drag the panel edge to resize it.
Rotate a page
Hover a page thumbnail and click the Rotate icon, or use Rotate on the ribbon for the page you are on. Each click turns the page 90° clockwise, together with everything you placed on it. The page stays where you are, and the downloaded PDF keeps the rotation.
Crop a page
Click the Crop icon on a thumbnail (or on the ribbon). Drag a box around the part to keep, then Apply crop. The page on screen, its thumbnail and the download are all cropped. Open Crop again and choose Remove crop to get the whole page back.
Clean up a scanned page (Adjust)
The gear icon on a thumbnail (or on the ribbon) opens Adjust Page. It floats beside the page and can be dragged anywhere, so you see every change as you make it.
- Apply to all pages sends every change to every PDF / scanned page at once. The automatic buttons still measure each page on its own.
- Enhance sets brightness and contrast for white paper and dark text. Auto-straighten levels a tilted scan (or use the Straighten slider). Remove dark edges trims scanner borders. Hold Hold to compare to see the original.
- Colour: Original, Greyscale, Clean document (white paper, dark text, shadows removed) or Black & white.
- Sliders for Brightness, Contrast, Saturation, Opacity, White Border and Image Shadow.
- Fix perspective… squares up a phone photo of paper: drag four corners onto the paper (or Auto-detect). Whiteout brush… paints away smudges, hole punches and stamps.
Undo: every action in the panel is its own step — one slider drag, one Enhance (even across all pages), one colour choice — so Ctrl+Z steps back through them one at a time, while the panel is still open or after. Cancel puts back everything you did since opening it. The ? next to the page tools on the ribbon gives a quick tour of Rotate, Crop, Adjust, + and •••.
OCR after adjusting: OCR Pages reads the page as you adjusted it — straightened, squared up and cleaned — which is both more accurate and keeps the searchable text lined up with what you see. If you straighten or fix the perspective of a page after making it searchable, you are reminded to run OCR on it again.
Page tools: common questions
Does it change my original file? No. Rotate, crop and adjust are part of your edits; the original stays as it was, and Revert to Original File brings it back.
Will the text stay selectable? Rotate and crop keep everything as it is. An adjusted page is saved as a clean image so it looks exactly like the screen — its own text is no longer selectable (for scans nothing changes). Text boxes and signatures you added stay sharp and selectable. Run OCR Pages first if you need a scan to stay searchable.
Why does Enhance leave a page alone? It skips pages that look like photos or are empty, where brightening would do more harm than good. Use the sliders there.
Add a Design Page or a Document Page
Click Add Page ▾ in the sidebar Tools, or New Page on the ribbon. Blank Design Page inserts a blank page you place things on freely — text boxes, images, a signature — like an uploaded PDF page. Document Page inserts a page you type straight onto, like a word processor, that paginates itself and exports as real, selectable text. If the document has more than one page, you're asked where it goes — at the start, after a specific page, or at the end. One document can mix PDF, Design and Document pages in any order.
Merge another PDF
Merge with External PDF (in the same Add Page ▾ menu) adds another PDF's pages into this document — combine a cover letter and a form, for example. If the new pages have blanks that look like form fields, you're asked whether to make them fillable (Yes, Make All Fields Fillable or Keep Pages As-Is); see Detect Fillable Fields under Forms & Wizard.
Add images as pages
Image as Page (in the Add Page ▾ menu) turns photos or scans (PNG/JPG/HEIC…) into full PDF pages — handy for building a PDF out of phone photos.
Bookmarks & Table of Contents
Headings become a clickable Bookmarks list here, and real bookmarks in the downloaded PDF — the same feature Acrobat Pro charges for, built in for free. Works on a Write Document with real headings and on a plain, directly-opened PDF that has none.
Open the Bookmarks tab
Click the Pages & Bookmarks tile in the sidebar Tools and choose the Bookmarks tab next to Pages.
Mark a heading (Write Documents)
Click into a line, open the ¶ Heading menu in the Write toolbar, and pick Heading 1, 2 or 3 — or Paragraph to undo it. Heading 1 is for top-level sections, 2 and 3 for sub-sections within them. Opening a .docx, .odt or .rtf that already uses Word's Heading styles builds this list automatically — nothing to mark by hand.
Add an entry by hand (any PDF)
A directly-opened PDF has no h1/h2/h3 to read — its text is now selectable by default, so select any line and click the 📑 Add Bookmark pill that appears next to it. That's the only way a plain PDF gets a Contents entry aside from scanning.
Bookmarks on scanned pages
A scan has no text to select, so use the Bookmarks tab instead. + Add Here: click it, then click the exact spot on any page — the bookmark jumps there, and we read the words at that spot to suggest a name you can change. Every Page: one bookmark per page, each named from the first line we can read on it — ideal for a bundle of scanned receipts, cheques or letters. On a scanned document AutoScan offers Every Page, since there is no printed Contents page to read. Everything here becomes a real bookmark in the downloaded PDF, and Ctrl+Z undoes it.
Scan for a printed Table of Contents page
If the document already has its own printed "Table of Contents" (or "Contents" / "Index") page, click AutoScan in the Bookmarks tab. It finds that page, reads each line's title and printed page number (dot, dash or underscore leaders, or just a gap before the number), then re-checks every title against the real pages rather than trusting the print — anything it can't confirm is listed but left unchecked, so nothing gets added on a guess. Review the results and click Add checked to Contents. On a scan, run OCR Pages → Make it searchable first and AutoScan reads the recognised text; on a scan that has not been made searchable it offers Every Page instead.
Clicking a bookmark in the list scrolls to the exact spot it points at, not just the top of its page — on rotated and cropped pages too.
Editing the list
Hover a row for ✏️ Edit (change the text or its target page) and 🗑️ Delete. Use the checkboxes plus the header checkbox and Delete Selected to remove several at once. Drag the ⠿ handle to reorder an entry, or drag it slightly right while dropping to nest it a level deeper as a sub-heading — right-click any row for the same options (Rename, Change Page Target, Demote/Promote, Delete) in a menu.
Clean OCR Spacing
Text pulled from a scan or a printed Table of Contents page sometimes comes out joined ("ORDERSOUGHT" instead of "ORDER SOUGHT"). Clean OCR runs a pass over every entry fixing the common cases — it only ever adds spaces at a real word boundary it recognizes, never guesses, so a phrase it doesn't recognize is left exactly as it found it.
In the downloaded PDF
Every entry — however it got there — becomes a real bookmark in the file itself, nested by level, using the same /Outlines mechanism Acrobat writes. Open the download in Chrome, Acrobat or Preview and the bookmarks panel is there, each entry jumping to the exact page.
Forms & Wizard
Common forms come mapped and guided, so the right information lands in the right place.
Browse ready-made forms
From the home screen, Browse tenancy forms opens the library — Ontario (LTB) and British Columbia (RTB) tenancy forms (N4, N5, N6, N11, standard lease and more). Pick your province, then the form, and it opens ready to fill. For other documents, Browse Template Library (under New & Open, or the + New button’s ▾ menu) has 12 free legal starter templates with [bracketed] blanks to fill in.
The Wizard
On a supported form, the ✦ Wizard button walks you through it field by field — answer a few plain-language questions and it fills the form for you, so nothing gets missed. You can still edit any field afterward.
Fillable fields found when you open a PDF
When you open a PDF, EZ PDF Editor looks for blanks a form expects you to fill in — lines, boxes and cells — and asks Potential Input Fields Found. Review Fields lists each one with a preview so you can tick just the ones you want; Convert All Fields turns them all into ready-to-type fields; Open As-Is leaves the page alone. The same question appears for pages you add with Merge with External PDF.
Detect Fillable Fields
Skipped that question, or want to scan again? Use Detect Fillable Fields (the Detect Fields tile in the sidebar Tools) or its icon on the ribbon beside Edit Text. It only appears on PDF pages — Document and Design pages have no printed blanks to find. Nothing is added until you say yes, Don’t Add Them removes exactly what it found, and spots that already have a field are skipped, so running it again never stacks duplicates.
Editable fields on any form
Even on a form that isn't pre-mapped, use the brush's Edit Text to turn a printed field into a typeable box (see White-out · Redact · Make Editable).
Voice Fill
Fill a form by talking — AI turns what you say into the right entries.
Talk to fill
Click Voice fill (🎤) and just speak your details. Your words are transcribed in your browser, then AI matches them to the form's fields and fills them in. Review and tweak anything before you finish.
Where it goes
Only the text of what you said and the form's field labels are sent to the AI to do the matching — your PDF's other contents stay on your device. See the privacy policy for details.
Guided voice on forms
On a guided form you can also choose "Answer out loud instead" to speak your way through the Wizard's questions.
Send for Signing
Collect signatures from other people by email — each signer gets their own private link, and everyone gets the finished copy.
Start it
Click Collect Signatures in the bottom bar and choose Email Signing Workflow (Live Video Signing Room is the other choice). Sign in if you haven't. Who needs to sign? asks for each signer's name and email — start typing either and a match from your Contacts & Signees is offered, or pick people with Open Contacts. Add more with + Add another signer, then press Continue & Place Signatures.
If the document already has boxes placed, Collect Signatures goes straight to the send confirmation instead; if it has signers but no boxes yet, it takes you back to placing them.
Place a box for each signer
The sidebar opens on the Signers tab. Click a signer to select them, then click the page where they should sign — a box is only placed where you click (or drag to draw one), never automatically when you pick a signer. Click again for every extra spot. Drag a box to move it, drag its corner dot to resize it, and use its ✕ to remove it. Each signer has their own colour, and the grey number on their row counts their boxes. + Add Signers (it reads Manage Signers once anyone besides you is on the list) at the top of the panel edits the list.
When you're finished, press Done Placing (the same button reads Place Signatures & Fields when you want to add more), or hover any box and click its red Exit pill. The ? inside the Place Signatures & Fields button opens the placement guide, Placing signature boxes.
Box types: Signature, Initials, Date Signed, Full Name
Every box starts as a Signature. Click Signature ▾ on a box to change it to Initials, Date Signed or Full Name. Date Signed and Full Name boxes fill themselves in when that person signs — the date in their own time zone, the name from their details — so the signer never types them. Every signer still needs at least one Signature or Initials box.
Preview before you send
Once the document has signers and at least one box, a Preview button appears in the bottom bar, next to the ⋯ menu. It opens the real signing page in a new tab, as your first signer will see it. Nothing is created on the server and nobody is emailed. The bar across the top has:
- ‹ Back to Editing — closes the preview tab.
- Preview as — switch to any signer; each is listed with how many fields they have.
- Desktop / Phone — the phone view shows the same page in a phone-sized frame, with the mobile layout your signers get.
- Preview Completed Document — opens a sample of the finished PDF with every box filled in where the real signatures will land: each signature as the signer's name with a name-and-time caption, their initials, today's date and their full name. Every page is marked SAMPLE and "not signed".
Anything you type or sign in the preview is not saved or sent.
Send
Press Send for Signing in the Signers panel; it stays locked until everyone has a box. Confirm N Guests for your Signing Session is the last check before anyone is emailed:
- ✉ Preview the invitation email — the real email each signer will receive, with From, To and Subject. Preview as switches between signers, Open their signing page ↗ opens the signing preview for that person, and ‹ Back to guests returns.
- 👁 Preview as signer — opens the signing preview in a new tab, the same one as the Preview button (see Preview before you send). Nothing you do there is saved or sent.
- ☆ Save as template — see Templates below.
- CC — addresses that get the completed, signed copy but never a signing link. Separate them with commas.
- Only Host Receives Audit Certification Page — tick it and signers get a clean copy of just the document. Your own copy always keeps the Certificate of Signing, and the seal is unaffected.
- Reminders (Day 3 & Day 7, or Off) and Link expires (in 7 to 90 days, or never). Your last choice is remembered.
Press Send Email Invites Now to email everyone, or Make Revisions to close the window without sending and go back to the Signers tab.
After you send
Emails Sent lists who was emailed. Go to Pending Signatures opens the request; Back to Document returns to the page; Signing Link copies each signer's private link, labelled with their name, so you can send it yourself if an email goes missing.
The boxes stay on your document as locked markers that follow the request: Sent · waiting on <name>, then ✓ Signed · <name> as each person signs, or Withdrawn / Expired. Click a marker to open its request in the Pending tab of Signings & Audits; hover it for a small ✕ that removes just the marker (the request is not affected). When the last person signs, the signatures take the markers' place.
When any request you sent is completed — by email or in a Video Signing Room — a Document Signed notice appears wherever you are in the app, with Go to Signatures and Download PDF. It closes by itself after a few seconds (hover to keep it open).
Templates
Sending the same kind of document again? Save its layout as a template: where every box sits and which role it belongs to, for example Tenant and Landlord. Names and emails are never saved. Make one with Save as Template under Send for Signing in the Signers panel, ☆ Save as Template in the send confirmation, or the template button on any request in Signings & Audits (even one already signed). You can add tags, such as Leases or Ontario.
All of them live under My Work › Templates. Click a tag to filter, the pencil to rename a template, its roles or its tags, and the bin to delete it. Use Template opens Collect Signatures on the document that is open (or asks which one), turns the roles into signer cards, and places the boxes once you fill in the people and press Continue & Place Signatures. Check them, then send. The same list is under Who needs to sign? as 📋 Use a saved template.
Reminders and expiry
With reminders on, anyone who hasn't signed or declined is emailed a reminder on day 3 and day 7 — never more than two. When the link expiry passes, every link stops working, the request is marked Expired, and you're emailed. Use ✍ Send a fresh request on its card to send it again with new links. Open requests show Expires and Reminders on day 3 & 7 (or Reminder sent) on their card.
What signers get
Each person opens their own link and is shown the Electronic Disclosure and Signature Consent first. They have to accept it before any signature can be placed, and the acceptance is recorded with its date, time and version. They then sign only their own boxes and submit; Date Signed and Full Name boxes read "fills when you sign" and complete themselves. When the last person signs, every signature is overlaid onto the document and the finished PDF is emailed to everyone, including anyone you CC'd.
The document is sealed and certified either way — that part never changes. What you control is whether the signers' copy carries the trailing Certificate of Signing & Seal page: tick Only Host Receives Audit Certification Page and they get a clean copy of just the document, while your own copy always keeps the certificate, and the file's seal and its record at /seal are unaffected.
If someone declines
A signer can decline to sign at any point before they confirm, with an optional reason. Declining closes the whole request, not just their part of it. Nothing is signed, and the remaining links stop working straight away.
You are emailed immediately with the person's name and their reason. The other signers are emailed too, but only that the request was withdrawn and that nothing further is needed from them — not who declined, and not why. On a two-person request "someone declined" would name them, so we don't say it. Passing that on is yours to decide.
The withdrawn request stays in the Pending tab of Signings & Audits as a record, marked Withdrawn, with the decline and its reason shown against the person who made it. Sort out the objection and use ✍ Send a fresh request on that card: the same document, the same people, the same signature boxes and the same CC list go out again with new links. It's a genuinely new request with its own audit trail — the withdrawn one is never overwritten, so your record never shows one request both declined and signed.
Calling it off yourself
You don't have to wait for someone to decline. Any request that's still open has a red ✕ Cancel signing button on its card in the Pending tab. It closes the request the same way a decline does — every link stops working at once — and emails all the signers that you cancelled it. You can add a note, and unlike a decline reason that one is passed on: it's your own words to your own recipients, so there's nothing to protect.
It can't be undone, and a request that's already fully signed can't be cancelled at all — that one is finished. If somebody has already signed and you cancel anyway, the document is never completed and no signed copy is ever issued, to you or to them; they're told that plainly. Cancelled requests keep their record and offer ✍ Send a fresh request, so cancel → fix the document → send again is one path.
Track requests
Everything you've sent lives in Signings & Audits under My Work in the sidebar, and in the Signatures card on the home screen. Both use the same tabs: All Signings, Pending, Completed, Audit Logs and, once you have archived something, Archived. On a phone the tabs become a dropdown. Refresh checks for new activity (the card also updates by itself about once a minute), and the green ? beside it gives a quick tour of the tabs and the buttons on the request in front of you.
- All Signings — every request that isn't archived, pending and completed, emailed and Video Signing Room alike.
- Pending — every request still out. Each card shows when it was sent, when it expires and whether reminders are on or were sent, plus Email a copy to…, which lists people who get the finished copy when the last person signs (Send When Signed). Each signer's row has a Signing Log — the date and time they signed on the first line, their IP address and device on the second — and Copy Signing Link if someone lost their email. Anyone who declined is marked Declined with their reason, and the card is badged Withdrawn.
- Completed — a request moves here the moment the last person signs. Click the document name to read the signed PDF, ⤓ Download signed copy to save it, or Archive to tidy the list. Email Copy… sends the signed PDF to any addresses you type, right away, and the send is recorded in the audit trail. Audit Trail, beside the All signed badge, opens the full record: the signers and every event as a timeline, with ⤓ Download Certificate (PDF), ⤓ Download document only and 🖨 Print. The signed copy with the certificate attached stays the official, sealed record.
- Archived — completed requests you archived. Nothing is deleted: the signed PDF, its certificate and its audit trail are all still there.
- Audit Logs — the compliance record for every signing you send, by email or live on video: who was involved, when, from what device and IP, and who signed. Emailed requests show their own event stream; Video Signing Room sessions add who joined and when recording started/stopped. Each entry's status reads in its own vocabulary — Sending / In Progress / Completed / Declined / Cancelled for an emailed request, Scheduled / Live / Ended for a video session (Ended just means that call has finished, whatever its outcome).
Video Signing Room
Sign documents live, on video, with everyone in the same room at once — like a virtual notary, settlement, or closing meeting. A Pro feature.
What it is
The Video Signing Room turns a document into a live signing session. You and your guests see the same document while you're on camera together — talk it through, point at parts, and sign it in real time. It's ideal for notaries, lawyers, real estate closings, remote witnessing, and any agreement where people want to sign "face to face" without being in the same building.
Start a session
Open the document, then press Collect Signatures and choose Live Video Signing Room — or, from the Signers panel, press Start Video Signing Session (“Start live now or schedule for later”). Video Signing Room Information opens with the core settings first: a session name, an optional date and time, an optional passcode, and whether the identity check is Optional or Required.
Your own details sit in the Host Profile bar, collapsed to one line. Press Edit to change them — it opens by itself if your name or email is missing — and tick Save these details to my profile to pre-fill them next time. Tick Set a signing order if each signer must wait for the one before; otherwise everyone signs in parallel. Your name and email are recorded in the compliance audit and can't be changed once the session starts.
The button says what it will do: with no date it reads Start Live Session Now and opens the room straight away; with a date and time it reads Schedule Session & Send Invites, and the invitations carry that time.
Invite people
Send Room Invites opens a full-screen Set Up and Send panel over the editor, with a Pro Signing pill at the top. On the left:
- From (you) and To: a row for each guest. Signers already on the document are carried over; add more with + Add Another Guest or Open Contacts. A guest with a full name and a valid email folds into a one-line row — click the row, or Edit, to open their name, email, role and details, and ✕ to remove them.
- Subject, and an optional Message that appears in their email and is kept in the audit trail.
- Chips for your passcode, ID check and signing order, with Session settings to change them.
- Share session link instead — a join link you can copy and send yourself.
On the right: Preview as any guest, 1 · Email Preview with the exact invitation (From, To and Subject over the email itself), updated as you type, and 2 · Document Signing Preview, whose Open signing preview shows that guest's signing page on desktop or phone, plus a sample of the completed document. ‹ Back to Editing closes the panel without sending. Then either:
- Place Signatures — creates the guests without emailing anyone and puts you in placement so you can drop their boxes first. When you're done, ✓ Finish and Send Invites in the Signers panel sends the invitations.
- Email Live Invites (it counts them — Email 2 Live Invites) — sends the invitations now. It appears once there's at least one guest and one box on the page, next to 📅 Scheduled Signing for picking a time.
The confirmation matches the case: Invites Sent — Your Room Is Open (Got It, I'll Wait for Guests to Connect) for a live room, or Invites Sent — Session Scheduled (Got It, I'll Return at Session Time) for a later one. Each guest's email has their own link to join — no app to install. In a live room, the Signers panel's send button reads Send Room Invites and opens this same panel. It shows even before any boxes are placed, because the panel is also where you add and edit guests.
In the room, each guest's tile reads Waiting for <name> until they connect, with Email Invite Sent… (or Invite Not Sent Yet) under it. Copy Invite copies a text-message-ready invite for that guest — their private link, the session time and the passcode if you set one — so you can send it yourself. The Expecting list shows who hasn't arrived yet. Everyone can mute their mic or hide their camera with the icons next to their name.
Connection quality
Once a guest is Connected, their tile shows a Good, Unstable or Poor chip with signal bars; hover it for the figures (resolution, frame rate, bitrate, packet loss and delay). The room header has one pill that names the guest with the worst connection — for example Poor connection: Sam — or reads All connections good. Guests only see a pill of their own when their connection is unstable or poor (Your connection is poor), with a tip to move closer to Wi-Fi or close other apps using the internet. A poor spell that lasts a few seconds, and the recovery after it, is written to the session's audit trail with the figures, so it appears in Audit Logs, the Audit Report and the Certificate of Signing.
Phones and screen locks
While a call is on, the room keeps the screen from dimming or locking. If a guest's phone locks anyway, their tile reads Screen off · audio only instead of a frozen picture, then Live again when they come back. Their camera and mic are restarted on the same call (a muted mic stays muted), and if the connection itself dropped while the phone was asleep, they rejoin automatically. A guest whose connection drops gets about 30 seconds to recover before their tile is cleared; pressing Leave removes them straight away. On an iPhone the microphone pauses while the screen is locked, so ask iPhone guests to keep their screen on.
Sign together, live
While the room is live, the sidebar's Signers tab is renamed VSR Signers and lists you first, then your guests, each in the same colour as their boxes. Placing works exactly as in e-signing: press Place Signatures & Fields, click a person's row, then click the page where they sign; press Done Placing (or a box's red Exit) when finished. The box types — Signature, Initials, Date Signed, Full Name — work here too, and a box placed in the room is the same box the document keeps. If you are signing too, place a box on your own row and ✍ Sign as Host appears under it.
Each person has a role, set in + Add Signers (Manage Signers once people are added): a Signer (must sign), a Witness (must attend, does not sign) or an Observer (optional). Let's Sign appears under Send Room Invites once a guest joins the room, and stays disabled until every signer and witness is on camera; observers never hold it up. Press it and each guest gets a signing pad, and their signature appears in the place you assigned, in front of everyone. If you must go ahead without someone, use Sign While Waiting under the button and give a reason — it's written to the session's audit trail. If a guest has joined but the button stays disabled because your boxes belong to people who aren't in the session yet, a note under it says Send Room Invites first.
Guests can't sign early. Until you open signing with Let's Sign or Sign While Waiting, our server refuses a guest's signature, so a guest who taps Sign is told the host hasn't opened signing yet. A guest who reconnects after signing opened can sign straight away. Once the session has ended (End Session or Switch to E-Signature), the links work as ordinary e-signing.
A signer on the document with no email named Host, Host (You), The Host or your own name is treated as you: it isn't listed as a separate person to invite or expect, and boxes placed for it are yours.
Recording
Press ⏺ Record to record the session (the document plus the video feeds); press it again to stop. The recording is saved and retained by the host (you) — guests are not automatically sent the file. If you want to share it, press Share recording link with participants and each guest gets their own copy. A separate audio recording of the meeting is kept as well.
Minimize, return, or switch to e-signature
Press the room's ✕ and you're asked Minimize the signing room?: Minimize keeps everyone connected while you work elsewhere, and End session for everyone closes it. Tick Don't show this again to skip the question next time. Come back with the 🎥 Return to signing room button or Switch to Video Signing Room at the top of the Signers panel. A document you left in the room opens back into the room — even after you reload the page, your tile, the guests' video connections and the shared document start up again.
Switch to E-Signature (top of the VSR Signers panel) ends the video session and takes the document to email signing; your signers and boxes stay on the document. If guests are connected, invites have gone out or you're recording, you're asked first — Stay in Video Room or End Video & Switch — and guests are not sent the usual "session complete" email.
Only the host can start a recording or end the session. Starting a recording brings everyone's feeds back on screen. When the session ends, everyone gets a "thank you" screen.
Consent, passcodes and rejoining
Before a guest can join and sign, they clear a short checklist. Each item is recorded in the session's compliance audit, so the record shows not just that they signed but that they were told what they were agreeing to first.
- Session terms — video and audio, recording, identity verification, Canada-based storage and AI processing. Specific to this session.
- Electronic Disclosure and Signature Consent — the same versioned disclosure every signer of the document receives, whether they sign live or by email. Required before anyone can place a signature.
- Session passcode, if you set one, and identity verification, if you required it.
If a guest drops out and comes back, they are not asked again. Their consents, passcode and verified ID are remembered for the whole session, so a lost connection or a closed tab does not put them back at the start. It is recorded once, not once per reconnection — re-accepting text you have already accepted is not a second acceptance, and two timestamps for one act would make the audit trail harder to rely on, not easier.
The one exception is the Electronic Disclosure. It carries a version, and if we publish new wording, anyone who accepted the older text is asked again and that new acceptance is recorded separately. That is the point of versioning it: years later you can say exactly which words each person agreed to.
What ends up on the document. The Certificate of Signing attached to the finished PDF lists every signer with the time they signed, their IP address and time zone, and the version of the Electronic Disclosure they accepted and when. Each consent also appears as its own entry in the audit trail printed on that certificate and in Audit Logs.
A guest who joins a different session agrees to that session's terms separately — the terms cover one signing, not a standing permission.
Identity checks
Set Identity check to Required when you set the session up and nobody signs until you have verified them — the guest uploads a photo of their government ID and a selfie from their own device, you compare both to the person on video, then choose ✓ I verify likeness or ✕ Ask to resubmit (a resubmit needs a reason, and the guest sees it). Signing stays blocked until you decide. Set it to Optional and guests can still upload, but nothing is held up.
A guest you invited by email can open their link and upload their ID before the session starts — you are emailed when they do, and it is waiting in the 🥪 panel when you open the room. Someone joining on an instant link can only upload once the room is live.
Verifying without a photo. On the Live Signing list, 🥪 Confirm ID marks a guest verified without them uploading anything — for a person you personally know, or one you satisfied yourself about on video. If you ran a check somewhere else — a credential-analysis or KBA provider, or an ID scanner in your office — open “I verified them with an external service” in that dialog and record the service, what was checked, its reference number and the date. It lands in the audit trail as Identity verified by external provider, alongside a note that the check was carried out outside this app and the details are as you entered them. EZ PDF Editor stores what you record there; it does not perform or validate that check.
Automated document check (optional). Where it has been switched on for the site, a guest can choose Verify my ID automatically instead of photographing their ID for you. Our verification partner Didit authenticates the card itself — is it genuine, do the printed details agree with its machine-readable data — and returns a verdict, usually in under a minute. It checks the document only: no face scan, no facial recognition, no liveness detection, and no biometric identifier is ever created. You still see the result and can still override it, and the whole thing is recorded in the audit trail as an automated check with the provider named. If it is not switched on, or a guest would rather not use it, nothing changes — they photograph their ID and you review it exactly as before.
What happens to ID photos. They are held on our servers in Canada, readable only by you, and the person is compared by eye — no facial recognition and no biometric matching. They are destroyed the moment you decide, unless you deliberately keep them, which requires a written reason that itself goes in the audit trail. Anything still held is deleted automatically after 30 days.
How identity verification works in Canada vs. the United States
Canada. Remote commissioning and notarization are principles-based: the commissioner or notary must be satisfied as to the signer’s identity. There is no statutory requirement for automated credential analysis, knowledge-based authentication or a biometric face match. A qualified professional comparing government ID against the person on live video — which is what this room is built around — meets that standard, and the recording plus the Audit Report are your evidence that you did it.
United States. Remote Online Notarization (RON) is authorised state by state and the rules are not uniform. The common pattern is identity proofing through credential analysis (automated authentication of the ID document) plus knowledge-based authentication (KBA — timed questions generated from public records); some states accept a biometric comparison as an alternative method instead. Most states also require an electronic journal and retention of the session recording, often for five to ten years, and the notary must be both commissioned and separately registered to perform RON in their state. A few states additionally require the platform itself to be approved.
What that means for this app. The optional automated check covers credential analysis. This app does not provide KBA and is not a state-approved RON platform, so it is not a substitute for a RON provider where your state requires one. For Canadian remote commissioning, and for witnessed or acknowledged signings where you satisfy yourself as to identity, it does exactly what it says. None of this is legal advice — confirm your own obligations with your regulator or your counsel, because they differ by province and by state.
Compliance audit
Every session keeps a detailed audit trail — who joined, when, from what device and IP, when recordings started and stopped, and who signed. Review it under Audit Logs on the home screen. It's designed for accountability: the host's and each guest's details (name, email, occupation, phone, city and province) are locked in for the session, invite links always open the session they were sent from, and event times are shown in your time zone (each viewer sees their own). Completed signings are tamper-sealed (verify any copy at /seal), and every session can be exported as an Audit Report (PDF/CSV) from this list.
Best uses
Remote notarization and commissioning, real estate signings with buyer, seller and agent, legal documents like wills or powers of attorney, witnessing a signature, and business contracts where everyone wants to sign together live.
Saving & Exporting
Your work is never trapped — keep it here, or download it as a normal PDF anytime.
How saving works
Every edit is saved on this device the moment you make it, so closing the tab loses nothing. Signed in, your account copy — the one that opens on your other devices — is updated only when you save: Save to My Files or Save As in the ⋯ menu. Only what changed is uploaded, so saving again is quick.
The line under the document name tells you where it stands: Saved on this device means your latest changes haven't reached your account yet; Saved to your account means they have. Signed out, everything stays in this browser.
Save before leaving?
If you leave the app — a link out of it, or signing out — while documents have changes your account doesn't have, you're asked Save before leaving?: Save to Your Account, Save As (a copy under a new name), or Don't Save (your account keeps its last saved version; the changes stay on this device). Closing or reloading the tab can only show the browser's own "Leave site?" prompt.
Download the PDF
💾 Download exports a flattened PDF with everything baked in — text, images, signatures, white-outs and redactions — ready to email, print or upload anywhere. You choose the file name. The ▾ beside it also offers a Word Document (.docx).
Save to My Files & Save As
Save to My Files names the document and keeps it in My Files (the Saved list) so you can reopen and keep editing later. Save As keeps this one as it is and carries on in a new copy under a new name.
My Files: Saved, Drafts & Recent Activity
Your documents sit in two lists, called the same thing everywhere: Saved (the copies you named with Save to My Files) and Drafts (the most recent documents you opened or started but have not saved). The home screen card shows both, and so does My Files in the sidebar or the account menu. Each card shows the page count, an approximate word count, the number of text boxes and when it was last edited, and once people are added, their names as tags under Signers (e-signing) or VSR Signers (Video Signing Room). The pencil renames a document and the bin deletes it (it asks first).
Recent Activity at the top of the sidebar lists the five documents you worked on most recently, saved or not. Hover a row and click its ✕ to choose: Hide from Recent Activity clears it from that list only — the file itself is untouched and the entry comes back the next time you open it — or Delete File Permanently removes the file itself (from your account too, when signed in), which can't be undone.
Email the document
Choose Email Document from the document ⋯ menu. Its menu line shows how your account sends it: either your own email app opens with the recipient, subject and message filled in and you attach the file that downloaded, or it's sent straight from our server with the PDF already attached.
Print
Print in the ⋯ menu opens your printer dialog. For the most reliable result on a complex page, download the PDF and print it from your usual PDF viewer.
Account & Sync
An account is free and unlocks cloud sync, saved profiles for autofill, and sending for signature.
Sign in or create an account
Use the account button (top right). Sign in with email + password, or create an account in seconds. Forgot your password? Request a reset code by email.
What signing in adds
Your Saved documents open on every device you sign in on (a document reaches your account when you save it), forms can autofill from your saved profile details, and you can Send for Signing.
Your docs stay yours
Each account only ever sees its own documents. Signing in on a shared computer never mixes your files with someone else's — the documents you made while signed out stay on that device unless you choose to claim them when you create an account.
Your professional details (notaries, commissioners, firms)
Under Edit autofill profile there is an optional Professional details block: business or firm name, your notary/commission number, the province or state you are commissioned in, and your commission expiry. Fill it in and it appears on the Certificate of Signing attached to every completed document, and in the emails your signers receive — so a document you send carries your business identity rather than only your name. Leave it blank and nothing changes: it never appears for people who do not fill it in.
It is shown as declared by you. We do not verify commission numbers, and the certificate says so in as many words. That is deliberate — the certificate is the evidence a reader relies on, so it has to distinguish a fact we checked from a detail you stated.
Commission expiry. If you enter an expiry date, the profile editor warns you when it is within 60 days, and flags it in red once it has passed — worth catching before a notarization is questioned rather than after.
It fills itself in. The Video Signing Room already asks for your name, occupation, phone, city and province at the start of every session. Tick “Save these details to my profile” there and they are kept, so Pre-fill from Profile completes the whole panel next time instead of you retyping it. Saving merges — it never wipes the mailing address or professional details this panel does not ask about.
Delete your data
You can request account deletion anytime from Account Deletion.
Keyboard Shortcuts & Gestures
Quick ways to work faster — nothing to memorize. On Windows, use Ctrl everywhere you see ⌘.
| Action | 💻 Mac / PC | 📱 Phone / tablet |
| Open File — a PDF, Word, Excel or image | ⌘ O | Tap the folder icon above Recent Activity |
| Undo — take back your last change | ⌘ Z | Tap ↶ on the ribbon above the page |
| Redo — bring back what you undid | ⌘ ⇧ Z | Tap ↷ on the ribbon above the page |
| Delete a selected item | Delete | Tap ✕ on the item |
| Copy & paste an item | ⌘ C then ⌘ V | Use ⧉ Duplicate |
| Paste an image from clipboard | ⌘ V | Use Insert Image ▾ › Paste from Clipboard |
| Duplicate an item | ⧉ button, or ⌘ C/V | Tap ⧉ on the item |
| Layer up / down | Tap ↑ / ↓ on the item | Tap ↑ / ↓ on the item |
| Zoom in / out | Hold Ctrl / ⌘ + scroll, or + / − — pages redraw sharp at every size, scanned pages too | Pinch with two fingers |
| Back to 100% | ⌘ 0 | Pinch the page back to size |
| Resize freely (ignore proportions) | Hold ⇧ while dragging a corner | Drag any corner handle |
| Rotate freely (no snapping) | Hold ⇧ while turning the handle | Drag the rotate handle |
| New text box | Press B, then drag | Tap Add Text Box, then drag |
| Cancel / unselect | Press Esc | Tap an empty area |
What's Pro?
The everyday editor is free. Pro and Pro Signing add the heavy-duty tools for people who handle paperwork all day.
Free forever
Opening PDFs, filling and typing, signing yourself, erasing/redacting, images, merging pages, downloading, and emailing a document via your own email app — all free. Signed in, Free also includes 2 signature requests a month with 1 signer each, OCR Pages (make pages searchable or convert them to editable text) for 5 pages a month, 2 free AI document generations, 3 AI Polish rewrites a month (the amber pill that tidies wording you wrote on a Text Document page), and 500 MB of account storage. The legal starter templates in the Template Library are free on every plan.
Pro — $9.99/month
Unlimited signature requests with up to 8 signers per document, unlimited OCR pages, sending a document by email directly from our server (PDF attached, no download step), unlimited AI legal document drafting, unlimited AI Polish, cloud sync and 3 GB of document storage.
Pro Signing — $19.99/month
Everything in Pro, plus the Video Signing Room (live, recorded signings with identity checks, signing order, Audit Logs and the Audit Report) and Contacts & Signees. Unlimited AI drafting and unlimited AI Polish are included, as in Pro. Also 3 GB of document storage.
Which plan includes AI drafting?
Every plan, to a point: each account gets 2 free AI generations, and Pro and Pro Signing include unlimited AI drafting. AI Polish — which rewrites wording you already have on a Text Document page — is counted separately: 3 runs a month on Free, resetting on the 1st, and unlimited on Pro and Pro Signing. The legal starter templates in the Template Library are free on every plan and use no AI.
Storage
Storage counts documents saved to your account, the PDFs of your signing requests (original and signed copies), Video Signing Room recordings and stored tool results. When it’s full, new work still saves on your device; delete what you no longer need, or upgrade. Your Plan & Usage on the home screen shows how much you’ve used.
Upgrade
You'll be offered the right plan at the moment you need it (for example, adding a second signer, or opening the Video Signing Room). Manage your plan from your account menu.