Last updated on
Aug. 12, 2024
Overview
The Send page is where you configure and send new ad hoc agreements. There are five functional sections to configure:
- The Send from group (UMG enabled accounts only) - The group selector defines the configurable options and available templates for the agreement. Configure this first, as resetting the group will refresh the page and remove any prior configurations.
- Recipients – Recipients are the people that you need to interact with your agreement. There are multiple types of “Recipients”. The available options are dictated by your account administrator.
- Message – Where you define the name of the agreement and a message you want to deliver to the recipients.
- Options – These options help control the agreement
- Password Protect – You can secure your signed documents by providing a password that is applied to the final PDF to prevent unauthorized viewing.
- Completion Deadline – When an agreement has to be signed by a specific date, you can use this option to automatically cancel the agreement after a specified number of days.
- Send Reminder – You can set up reminders on a regular cycle to be sent to the current active recipients.
- Recipient’s Language – The language you choose is used in the recipient’s emails communication and on the e-sign page.
- Files – This is where you select the actual documents you are sending for signature.
Once logged in, select Send or Request e-signatures from the Home screen.
Sending Agreements
Sending documents and collecting signatures and approvals is what Acrobat Sign is all about! Every customer has different requirements regarding who needs to interact with the document and in what order, so there are a number of workflow features available in the Send page interface you should know about.