How to Add a Signature to a PDF in Transaction Desk

Learn how to easily add a signature to any PDF document using Transaction Desk with our step-by-step guide.

June 13, 2025 By Jeremy Lynnes

In this guide, we'll learn how to add a signature to a PDF document using Transaction Desk and Authentisign. This process involves uploading your document, adding participants, and placing signature fields. By following these steps, you can efficiently manage document signing within your transactions.

Let's get started

Hello, and welcome to the guide on how to add a signature to any PDF document in Transaction Desk. First, click on "Add a New Document" under the documents in the transaction.

Step #1: Click on "+ ↓ ↑" — Click on "+ ↓ ↑"

Now, we'll select the PDF we want to upload. It doesn't have to be a PDF. It could also be a Word document, but you'll likely be dealing with PDFs mostly. Click on "Drag and Drop" to open a file browser.

Step #2: Click on "Drag & Drop files here or click to upload" — Click on "Drag & Drop files here or click to upload"

Now a window will open allowing you to select the file you'd like to add signatures. This can be ANY PDF, WORD or TEXT DOCUMENT.

Step #3: Click on the name of the file you just uploaded (for this example it was 'Sample Agreement.pdf') — Click on the name of the file you just uploaded (for this example it was 'Sample Agreement.pdf')

Step #4: Click on "Send to (New) Authentisign" — Click on "Send to (New) Authentisign"

Step #5: Now that we're in Authentisign, it will show us how to proceed. We can close this guided walkthrough button. — Now that we're in Authentisign, it will show us how to proceed. We can close this guided walkthrough button.

First, we will add our signers. I'm conducting a test by clicking on "Add Participants" and then "Add New."

Step #6: Click ADD PARTICIPANTS — Click ADD PARTICIPANTS

Step #7: Click 'Add New' OR select yourself or an existing contact in your transaction — Click 'Add New' OR select yourself or an existing contact in your transaction

You'll go through the process of adding the new signers information and choosing their role. You can always choose OTHER under 'Role' if none of the other categories fit.

Step #9: Click SAVE to save this contact (if you're not using an existing contact) — Click SAVE to save this contact (if you're not using an existing contact)

Now, go to Tools. Where you see Buyer Name, drag Full Name. Then, take the sign and drop it there.

Step #10: Now that we've added a signer, lets click on TOOLS so we can add the fields — Now that we've added a signer, lets click on TOOLS so we can add the fields

Step #11: Here you can click on FULL NAME and DRAG it to where you — Here you can click on FULL NAME and DRAG it to where you

Next, click "Send."

Step #14: Click on "at 11:59 PM" — Click on "at 11:59 PM"

And you're done.