Send documents for signature | New experience

You can get documents signed by others using the Fill and Sign tool, which relies on cloud services provided by Adobe Sign. It lets signers quickly sign agreements from anywhere using a web browser or mobile device. Signers are not required to purchase any Adobe product to sign the agreements.

Adobe is testing new send documents for signature experience in Acrobat DC as explained in this document. The experience may not be available to all users.

Send the document to get signatures from others

  1. Open the PDF form in Acrobat or Acrobat Reader, and then choose ToolsRequest Signatures. Alternatively, you can click the Sign icon in the top toolbar.

  2. The Adobe Sign window is displayed. It displays the fields progressively as you enter the details. The left pane provides information on getting signatures from others workflow. In the recipients field, add recipient email addresses in the order you want the document to be signed.

    Add recipients
    Request signatures – Add recipients

  3. The Mail and Message fields are just like the ones you use for sending an email and appear to your recipients in the same way. Change the default text in the Subject & Message area as appropriate.
    Optional: If you want to add more people just for information, use the Add CC button to add their email addresses to the CC list.

    Enter the desired information and do one of the following:

    • (Optional) To explore advanced options including signer authentication, reminders, and more, click More Options.
    • To add form fields and specify where to sign, click Specify where to sign.
    Add Cc, subject, message details
    Request signatures – Add Cc, subject, message, More Options

    If you don't want to use the More Options, skip the next optional step.

  4. (Optional) Click More Options, if you want to specify advanced options, such as signer authentication, reminders, and more.

    • By default, the Complete in Order setting is turned on. The numbers by the email addresses reflect the participation order. If you do not want to follow any particular order for signing, toggle the switch to Complete In Any Order.
      (Optional) Click Add Me, if you want to be included as a signer of the document.
    • Specify authentication type like Email, Password, Social Identity, Knowledge-Based AuthenticationPhone, or Adobe Sign.
    • Password Protect the PDF file.
    • Set a Completion Deadline.
    • Specify the Recipient's Language in the email sent.
    Adobe Sign - Advanced Options
    More or Advanced Options

  5. The Specify Where to Fill & Sign window is displayed showing options based on whether you have added one signer or multiple signers.

    • Simplified mode for single signer
      If you've added one signer, the Advanced Edting mode is off, and you see the simplified option as shown below. 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.
    Specify where to fill and sign

    • Simplified mode for multiple signers
      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.
    Simplified mode for multiple signers

    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 toolbar
    Floating toolbar

    Choose signer
    Choose signer

    See more fields
    Choose the field type

    • Advanced mode for multiple signers
      If you've added multiple signers, you see the options as shown below. Click the  button to place the detected form fields in the PDF document. Alternatively, drag fields from the tabs in the right pane and drop the fields where desired in the document.
    Advanced mode for multiple signers

    Note:

    You can switch between simplified mode and advanced mode for multiple signers. To switch mode, turn off the Advanced Editing switch in the right-pane.

  6. When you've placed all desired fields in the document, click Send. The document is sent for signature to the recipients and a confirmation notice is displayed.

    Sent for signature confirmation

    You receive an email from Adobe Sign stating that the agreements have been sent to the first signer for signature. The first signer also receives an email with a link to sign the agreement. When the signer adds his or her signature in the signature field and then clicks the Click to sign button, the agreement is sent to the next signer with a link to sign, and so on. Once the agreement is signed by all the signers, everyone gets a copy of the signed agreement.

    All your signed documents are kept at one place and you can access them from anywhere. For more information, see the Track documents sent for signature.

Signer's experience

A signer receives an email with a link to sign the agreement. Also, if the signer uses Acrobat DC or Acrobat Reader DC desktop application, the signer sees a notification that an agreement has been shared for signing. For more information, see Sign an agreement.

Note:

Signers are not required to sign up or purchase any Adobe product to sign agreements. They can sign agreements using a web browser, mobile device, or Acrobat DC / Acrobat Reader DC desktop application.

Track agreements sent for signature

Available in Acrobat DC

You can track which agreements are out for signature, signed, or waiting for your signature.

Individual and Team users

Go to Home > Sign > All Agreements. All the documents shared for signature are listed.

Enterprise users

  1. In the Home > Sign > All Agreements, click Open Adobe Sign.

    Open Adobe Sign

  2. The Adobe Sign Manage page is displayed in a new browser window.

    Track agreements sent for signature

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