Merge or sign a PDF

Combine several PDFs into one file, or add your signature to a PDF, without a separate app.

PDF Tools handles two everyday jobs: putting several PDFs together (say, your welcome letter, agreement and intake questions into one client packet) and signing a PDF yourself.

Before you start

• Time: 5 minutes.
• Have ready: the PDFs on your computer. You can add up to 20 files, 50 MB each.

Merge PDFs into one

1. In the sidebar, under CRM, click PDF Tools.
2. Make sure the Merge PDFs card is selected ("Combine multiple PDFs into one document").
3. Drag your files into Drag & Drop PDF files here, or click Choose Files.
4. Put the files in the order you want the pages to appear. Check Merge Summary before you continue.
5. Merge the files and download the result.
6. Open the downloaded file and flip through every page.

Sign a PDF

1. In PDF Tools, click the Sign PDF card ("Add your signature to a PDF document").
2. Add the PDF you want to sign.
3. Add your signature where it belongs, then download the signed copy.

Check it worked

• The downloaded file opens, has every page in the right order, and (for signing) shows your signature in the right spot.

If something's off

• A file won't add. Check it's a real PDF under 50 MB, and that you have 20 files or fewer.
• The pages are in the wrong order. Start again and arrange the files before merging.
• A file is too big. Re-export it from the original app at a smaller size, or remove large images.
• You don't see PDF Tools. Your user may not have access. Ask us.