None of this changes how sending a document for signature works at its core — open a PDF, place fields, add signers, send. These three additions sit inside that same flow and remove friction at three specific points senders kept running into.
1. Choose what signers' copies include
Every completed signature request is sealed and produces a Certificate of Signing & Seal page — that's the evidence trail behind the signature, and it isn't optional. What's new is a choice about who sees that page attached to their own copy.
- Your copy (the sender's) always includes the Certificate & Seal page. This doesn't change and can't be turned off — it's your record.
- A checkbox in the send-confirmation step — now labelled Only Host Receives Audit Certification Page — lets you leave the Certificate & Seal page out of the copy your signers (and any CC recipients) receive, if you'd rather they just get the signed document itself.
- The document is sealed and certified exactly the same either way. The fingerprint, the audit trail and the Certificate all still exist and are stored with your copy — the checkbox only controls whether that one extra page is included in what a signer personally gets.
Use it when you want signers to receive a clean, minimal copy of just the document they signed, while you keep the full evidentiary record for your own files — a signed lease going to a tenant, for instance, where you don't necessarily want to hand over the full audit page but still need it yourself.
2. Contact autofill when adding signers
Adding signers used to mean typing out the same names and email addresses again for every document you sent to the same people. Now, as you type into either the name or email field when adding a signer, matching contacts already saved to your account appear as suggestions — pick one and both fields fill in at once.
This is the same contact-matching behind the Video Signing Room's invite screen, now available in the regular Collect Signatures flow too, so repeat signers — a recurring client, a co-owner, your own team — don't need to be retyped every time.
3. Straight to sending when a page already has signature boxes
If you open a document that already has signature or initial boxes placed on it — from an earlier session, or a template — and click Collect Signatures, you go straight to the send-confirmation window using the boxes already on the page. (Updated September 15, 2026: this first shipped as a “Signature Requests Found on Form” chooser. Its other two choices now sit in the Signers panel, so the extra dialog was removed.) From the Signers panel you can still:
- Send for Signing — opens the confirmation window, where Make Revisions takes you back if something needs changing.
- Place Signatures & Fields — add or adjust boxes first, then click Done Placing.
- Start Video Signing Session — runs it live on video instead of an emailed request, now or at a scheduled time.
If the document has signers but no boxes yet, Collect Signatures takes you straight back to placing them.
Added since: September 15, 2026
Collect Signatures picked up a second round of changes that close the gap with dedicated e-signature platforms:
- Box types — every box has a menu: Signature, Initials, Date Signed (fills in when they sign) or Full Name (fills in from their name).
- Reminders and link expiry — reminders on day 3 and day 7 by default, and links that expire after 7 to 90 days, or never.
- CC recipients — people who get the completed copy but never a signing link, editable from the Pending tab in Signings & Audits while the request is open.
- Preview before sending — Preview the invitation email shows the redesigned invite exactly as it will arrive, and Preview as signer opens the real signing page for one signer, with nothing saved or sent.
- Templates — Save as Template stores the box layout and role names (no people); Use a saved template under Who needs to sign? brings it back.
- Sent markers — placed boxes stay on your copy as Sent · waiting on a name, then ✓ Signed, until the signatures replace them.
- Audit Trail — on every completed request: a timeline of events with time, IP address and device, plus separate downloads of the certificate and the signed document, and Print.
Added since: September 17, 2026
- Preview button — once a document has signers and a field, Preview in the bottom bar opens each signer's signing page, on desktop or phone, plus a SAMPLE of the completed document. See how to preview what signers see.
- Templates screen and tags — templates live under My Work › Templates, with tags to filter by, and any request in Signings & Audits can be saved as a template. See reusable signing templates.
- Email Copy — on a completed request, Email Copy… sends the signed PDF to the addresses you type, right away, and the send is recorded in the audit trail.
- Signings & Audits — everything you've sent is in one place under My Work, with All Signings, Pending, Completed, Audit Logs and Archived tabs.
How these compare to a typical e-signature tool
| Situation | Typical e-signature tool | EZ PDF Editor |
|---|---|---|
| What signers receive | Usually a fixed package — the same certificate page for everyone | You choose whether signers' copies include the Certificate & Seal page; your own copy always does |
| Adding a repeat signer | Contacts or an address book, on most plans | Autofills from your saved contacts as you type |
| Reopening a document with existing fields | Varies by product | Goes straight to the send window; adding boxes or going live on video sit in the Signers panel |
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Send for signature →Nothing about the evidence trail changes
It's worth repeating: the certificate opt-out only affects the copy a signer personally receives by email. Sealing, hashing and the audit trail behind every signature request happen exactly the same way regardless of that checkbox, and your own copy — the one you'd rely on if a signature were ever questioned — always keeps the full Certificate of Signing & Seal page. Nothing here trades away evidence; it just controls presentation.
FAQ
What does the certificate opt-out checkbox do?
It's labelled Only Host Receives Audit Certification Page. It controls whether the copy emailed to your signers — and to any CC recipients — includes the trailing Certificate of Signing & Seal page. Your own copy always includes it, regardless of this setting.
Does turning off the certificate for signers make the document less official?
No. The document is sealed and certified exactly the same way either way — the fingerprint, the audit trail, and the Certificate itself all still exist and are stored with your copy. The checkbox only decides whether that one extra page is included in what a signer personally receives.
How does the contact autofill know who to suggest?
It matches against the contacts already saved to your account — the same list used elsewhere in the app, including the Video Signing Room's invite screen. Start typing a name or email and a matching contact appears; pick it to fill both fields at once.
What happens if a page already has signature boxes when I click Collect Signatures?
It goes straight to the send confirmation window using the boxes already on the page. This used to open a "Signature Requests Found on Form" chooser; its other options now live in the Signers panel. Use Make Revisions in the confirmation window to go back and change something, or Start Video Signing Session in the Signers panel to sign live instead.
How do I add more boxes after placing some?
Click Place Signatures & Fields in the Signers panel, select the signer, and click the page where the new box goes. Click Done Placing when you're finished, then Send for Signing.