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Searchable PDF - text recognition

  • 6 June 2024
  • 4 replies
  • 60 views

I am frequently reviewing 200+ page documents, many of which contain boilerplate language, so there are 4-5 sections that are important for me to ensure the document contains them.  It would be so much easier if I could search the .pdf, rather than scrolling through all of the pages.  Does anyone know of a way to make this happen or an another way to search a document for specific text before I sign it?  Thanks!

4 replies

JohnSantos
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Userlevel 6
Badge +13

@Liz Kampa - DocuSign UI does not have a built-in search capability for the PDF.   One option I see is for your to click on the Print option.

This will download the PDF on another browser window and the ability to search within your browser will be enabled for the PDFs in progress.

Will can then return to your DocuSign active window to sign.

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.
L
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Badge +2

That worked, thank you so much! 😀

JohnSantos
Rank
Userlevel 6
Badge +13

@Liz Kampa - I’m glad that worked.  😁

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.
L
Rank
Badge +2

Well, that did allow me to search some of the sections, but not all.  I’m guessing it depends on the format the document is uploaded in or something.  Sometimes it works and sometimes it doesn’t.  Thanks for the help, though, it’s a start!

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