The Adobe Sign "Reason for Signing" feature is available to the enterprise level of service.
The Reason for signature feature allows the signer to provide the reason they are signing the agreement. This type of information is required in some work processes (eg: Title 21 CFR part 11), but is available to all enterprise level accounts if they would like to implement it.
Reasons can be required or optional.
The Reason field can be applied to Electronic or Digital signature fields. Initial fields are not included.
Reasons can be selected from a pre-defined list created by the Adobe Sign admin, or entered into a free-form text field.
The Reason for signing feature is only available on the Bio-Pharma Settings page, which must be enabled by Support or your CSM.
When Reason for signing is enabled, the signer is asked to provide a reason for applying their signature immediately after they type, draw or upload their signature image.The signature is displayed in a new panel with either:
If both options are enabled, then the pick-list will have a line item to allow the custom reason entry (as seen above)
Once the reason is provided, the signer clicks OK, and the form filling/signature process continues as normal.
Both options produce a signature block that shows the signature, with the reason displayed to the right:
And both options list the reason in the report CSV for the agreement:
There are four selectable options in terms of capturing the signing reason.
The first two indicate if a reason should be allowed in the signature process. Electronic and Digital signatures are enabled discretely:
Allowing a signature does not require a reason of the signer.
However, if you allow for the signature reason, you must either define a list of reasons, or allow a custom reason to be entered.
The second two settings provide for control over the reasons applied:
Below the selectable options is the list of defined reasons.
If custom reasons are not allowed, this list must have at least one entry.
To add a new reason, click the plus icon
An overlay displays the Create dialogue box, allowing you to configure the reason. There are three elements to the reason:
Once the reason is properly configured, click Save.
The reason becomes available for all signers immediately.
To Edit or Delete a reason from the list, single click the reason to select it.
The options to Edit or Delete appear in the upper-left of the section:
The Signing Reasons feature can be enabled at the Account level by the Adobe Sign Account Admin.
Group level settings are permitted, and will over-ride the Account level values.
To access the options, navigate to: Account > Account Settings > Bio-Pharma Settings