video1.0<iframe src="https://www.loom.com/embed/539c4a5b42834cf2aeb532d859d37d54" frameborder="0" width="1902" height="1426" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14261902Loomhttps://www.loom.com14261902https://cdn.loom.com/sessions/thumbnails/539c4a5b42834cf2aeb532d859d37d54-b7d43cfe803b7679.gif290.564This Loom explains how to set up document signing in BrokerPlus portals using pre-populated signature fields from uploaded PDFs. It shows that you can add documents to a template so every deal using that template automatically includes the document, or add the document during the send portal step by selecting a template (for one-off documents). In the client portal, uploaded PDFs load with highlighted fields that can be imported to automatically map text, checkboxes, dates, and signature areas, with options to edit, delete, or reposition fields before clicking Done and Save Changes. The example includes adding a politically exposed person disclosure for Jordan and using the import function to configure the signing fields.