Files module

Document Assembly - Insert signature page

Document Assembly
 gives you the ability to add, remove and export pages to or from a PDF document, including the ability to insert signature pages, or extract signature pages to create a signature bundle.
Enabling document assembly
Document assembly must be enabled at system admin level. Navigate to your profile drop-down menu and select
System admin
. In the
System admin
 screen, navigate to
System settings
 and search for
Document Assembly
:
Select either
Enabled, default ON in every site
 or
Enabled, default OFF in every site
. If you select
default OFF in every site
, Document assembly must be enabled for each site that requires the function. In a site, navigate to
Site admin
:
In the
Site admin
 screen, navigate to
Module settings
 >
Files
:
In the
Files
 screen, search for
Document Assembly
:
And select
ON
.
Document Assembly is now enabled.
Managing your PDF document with document assembly
On your site, navigate to the
Files
 module:
The
Files
 module opens. Locate and select the document from which you want to extract a page, sign and re-insert the page.
In the document viewer, find the
Assemble pages
 button:
Select the page that requires a signature and click
Assemble pages.
 The
Assemble
pages
 screen opens:
Select
Extract
 from the
Page action
 drop-down. The following fields open:
  • Page(s)
  • New file name
  • New file location
Enter a new name for the file, select the location you want to extract it to and select
Save
.
After the page is extracted, a screen showing the file name, folder, and folder path opens.
Select
Done
 and navigate to the folder shown in the
Pages extracted
 window.
Download the PDF of the page, and then open it on your computer. Use tools in a PDF editor to sign the page and re-save it.
In the
Files
 module, navigate to the original document and select
Assemble pages
. Select
Insert
 from the
Page action
 dropdown menu:
Select
Before
 or
After
, then the page number of the adjacent page. In this example, we extracted page 4, so want to insert this new page
After
 page
3
. Then either drag and drop the signed page to the window, or browse to and select the new signed page.
After it passes the virus check, select
Save
.
The following message opens after the page(s) are successfully inserted:
Page inserted 1 page inserted successfully.
Select
Done
. Your newly signed page is now inserted into the document.

This article applies to:

  • Product: HighQ
  • Subject: Documents, File Exchange