You can get documents signed by others using the Send for Signature tool, which relies on cloud services provided by Adobe Sign.
Note:
Complete your edits before you send the documents for signature. The signed agreement is certified by Adobe Sign. Edits to the signed agreement will lose the certification.
-
Sign in to Adobe Document Cloud Home at https://documentcloud.adobe.com with your Adobe ID and password, or with your social (Facebook or Google) account.
-
- In the Recipients field, add recipient email addresses.
(Optional) Click Add Me, if you want to be included as a signer of the document. - Change the default text in the Message area as appropriate.
(Optional) If you want to add more people just for information, use the Show CC button to add their email addresses to the CC list. - (Optional) Select Password Protect if you require recipients to enter a password to open and view the signed PDF file.
- (Optional) Select Set Reminder to set the frequency of reminders to be sent until the agreement is completed.
- Click Add Files and then browse and select the document.
Note:
To get a detailed description on any of these options, click the more info
icon.
- In the Recipients field, add recipient email addresses.
-
The Specify Where to Fill & Sign page is displayed. If you are sending a flat-form, you see the simplified mode, else advanced mode is displayed.
- Simplified mode
This mode provides simplified authoring with the capability of assigning fields to multiple signers. When you select a signer from the right pane and add fields in the form, the fields are assigned to the signer. That means those fields will be available to the signer for filling the information and signing the form. To place a signature or another field, click at the desired location in the document and then set the field's properties from its context menu.
You can switch the assignee of any field using the floating toolbar. The assigned colors to the signers make it easy to distinguish the fields for respective signers.
Floating toolbarChoose signerChoose the field type- Advanced mode
Click Switch To Advanced Mode, to see the options as shown below. Click thebutton to place the detected form fields in the PDF document. Alternatively, drag fields from the tabs in the right pane and drop them at the desired location in the document.
Note:
You can switch between simplified mode and advanced mode for multiple signers. To switch mode, click Switch To Simplified Mode in the right-pane.
- Simplified mode
-
When you've placed all desired fields in the document, click Send. A confirmation message is shown, and then a preview of the sent agreement is displayed. From the right pane of the agreement preview, you can do the following:
- View Status of the agreement.
- Set Reminder for yourself or the recipient.
- Cancel the agreement.
- Download the PDF agreement.
- Download Audit Report.
- Hide Agreement.
- Share agreement to let others view and access the agreement alongwith its status from their Adobe Sign account.
- Add Notes.
- Download Individual Files, if you have added multiple files in the agreement.
- To view the timestamp of each Activity, expand the list by clicking the arrow key (
).
A copy of the sent agreement is also stored in your Adobe Document Cloud account. The Recent section at the bottom area of the Home page lists all the agreements you’ve sent recently. Alternatively, to see the list of all your agreements, click Documents in the top-menu bar, and then click All Agreements.
In addition to the existing Adobe Sign Manage dashboard, you can also use the new Adobe Acrobat home experience to track and manage your agreements and templates.
-
In the top-menu bar, click Documents > All Agreements. All the agreements are displayed along with the following information:
- Recipients: Displays the names of the recipients of the agreement.
- Sender: Displays the name of the sender of the agreement.
- Title: Name of the agreement sent for signature.
- Status: Number of people who have completed the agreement.
- Modified: The timestamp of the last activity performed on the agreement.
B. View agreements by status: The agreements are listed by last modified date. To view the agreements as per their current status, click the appropriate status - In Progress, Waiting For You, Completed, Canceled, Expired, Archived or Draft.
- Recipients: Displays the names of the recipients of the agreement.
-
Select the agreement to view more details. A thumbnail of the agreement is displayed in the right pane. You can perform any of the following actions:
- View agreement Status.
- Open the Agreement.
- Set Reminder for the recipients or yourself.
- Cancel agreement.
- Download PDF agreement.
- Download Audit Report.
- Hide Agreement.
- Share a copy of the agreement.
- Add
personal Notes. - Download Individual Files, if you have added multiple files in the agreement.
- To view the activity, expand the list by clicking the arrow key (
).
If you want to switch the view from Adobe Acrobat agreements and templates view to Adobe Sign view or vice versa, use the preference from within the Adobe Acrobat settings as mentioned below.