As iPads and iPhones move to take a bigger part of our daily work activities, being able to fill out, sign, and send PDF forms from your device is necessary.

Earlier this week I tweeted out a Drippler article about how to fill out, sign, and send PDF files from an iPad or iPhone.

Because scanning and form completion options keep improving for iOS devices, there are many ways to accomplish this task. Here is my workflow, taken from a screenshot of my Notability note.

PDF Workflow

1. Scan into JotNot.

I learned about JotNot from a Wall Street Journal article last year. JotNot is worth every penny. JotNot turns your iOS device into a fantastic scanning device. You can tell it if you are scanning a document, photo, or other item, and it will treat its processing of your document accordingly. JotNot allows you to scan multiple pages into the same JotNot entry, so you don’t have to restart the process when you’re finished scanning the first page. JotNot also supports printing or sending to a variety of sources, and also supports image keystoning.

Keystone correction, colloquially also called keystoning, is a function that allows multimedia projectors that are not placed perpendicular to the horizontal centerline of the screen (too high or too low) to skew the output image, thereby making it rectangular.

– Wikipedia

https://en.m.wikipedia.org/wiki/Keystone_effect

2. Open in Adobe Fill and Sign.

Adobe Fill and Sign has all the conveniences you’d expect from an Adobe PDF handling application. It’s easy to fill out forms, and add your signature and/or initials to them at the end.

3. Email!

Send the document straight from Adobe Fill and Sign.

If, however, you need to add a third party’s signature to your form, take it one step further into Notability, where you can paste an image file of the third party’s signature in the proper place(s). Then, email the PDF file from Notability app on to its intended recipient.


About the author:  At Your Service Cincinnati principal & founder Nora Rubinoff’s core services include online business management, event management, project management, customer relationship management, customized e-mail marketing campaigns, social media management, WordPress support, online reputation management, and productivity enhancement. Nora is enthusiastic about architecting solutions that enable clients to make more out of their business day. Nora is a recipient of the Karen S. House Award for Regional Collaboration as well as the Women of Excellence Award, several state and local government proclamations and holds the IVAA EthicsCheck™ certification. Nora serves on the American Lung Association Regional council, and is a past board member for IVAA and The West Chester Liberty Chamber Alliance. Nora is a hiker, biker, stair climber, walker, and an old VW fanatic. She is bi-lingual, speaking both Mac and PC. She resides in West Chester with her husband. Read more from this author