Navigate to the Home tab and click the Request Signatures button
Last updated on
Jan 09, 2023 04:43:35 PM GMT
Adobe Acrobat Sign makes it easy to send a document to others for signing. You can send to just one person or send to multiple people to sign.
Send an agreement to a single signer
Sending a document for signature is the basic workflow used in Acrobat Sign. Sending a document for signature to only one recipient is the simplest way to use the system.
To send a document for signature:
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Optionally, you can start the process by selecting a library template (or workflow) first by clicking the Start from library button.
This allows you to select from one of three options:
- Recent - A listing of the 20 most recently used templates, listed with the most recently used at the top
- Library Document - Lists all library templates available
- Workflow - List all available workflows for the user
Once a file or workflow is selected, click Start and you will be moved to the Send page, with the template already attached (allowing you to skip step 4 below).
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Define the recipient of the agreement.
Enter/define the following (from left to right):
- Select the recipient role (Signer is the default)
- Type in the email address of the recipient
- Select the second-factor authentication method, if any
- Enter a personal message, as needed
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Add an Agreement Name and Message that will be included in the initial email to the recipient.
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Drag-and-drop, attach, or choose a library templatee to send.
- The templates available are limited by the group the agreement is sent from.
- Multiple documents can be attached, and are delivered as one contiguous document for the recipient.
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Configure any options required:
- Password Protect (the signed PDF) - This password is applied to any PDF copy of the agreement downloaded from Acrobat Sign. The password prevents viewing the document until successfully entered
- Completion Deadline - The deadline expires the transaction after the defined number of days
- Set Reminder - Reminders can be configured for one of several iterations. Only the currently active recipient is sent reminders
- Recipient's Language - Defines the language used in the email delivered to the recipient, as well as the on-screen instructions
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To add fields for your recipient to interact with, select Preview & Add Signature Fields
When everything is set, click Next.
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Drag fields from the tabs on the right of the screen and drop the fields on the document.
The Back button allows you to navigate back to the Send page if you need to change the email of the recipients or change the files attached to the agreement.
Note:If you are building a common document for your use, you can check the Save as template option, saving the document with the fields as placed.
In future transactions, you can simply attach the document from your library, and skip the field placement!
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When you've placed all the fields on the document, click Send.
An email is sent to your recipient that includes a link to the document, enabling their action.
Once their action is complete, you will be notified by email.
Send an agreement to multiple recipients
Sending an agreement to multiple recipients is almost the same process as sending to one.
The primary differences are that you must:
- Define each recipient, in the order they are to take action on the agreement
- Place fields specifically for each recipient as necessary
Note:
Transactions that include multiple recipients can be configured to follow a sequential, parallel, or hybrid workflow.
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Navigate to the Home tab and click the Request Signatures button
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Define each recipient of the agreement.
Enter/define the following (from left to right):
- Select the recipient role (Signer is the default)
- Type in the email address of the recipient
- Select the second-factor authentication method, if any
- Enter a personal message, as needed
To add yourself to the list of recipients, click the Add Me link in the upper right corner.
Adding the same email address multiple times is permissible.
Note:If you need to delete a recipient row, click the X on the far right of the row
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Add an Agreement Name and Message that will be included in the initial email to the recipients
-
Drag-and-drop, attach, or choose a library document to send.
- Multiple documents can be attached, and are delivered as one contiguous document for the recipient
-
Configure any options required:
- Password Protect (the signed PDF) - This password is applied to any PDF copy of the agreement downloaded from Acrobat Sign. The password prevents viewing the document until successfully entered
- Completion Deadline - The deadline expires the transaction after the defined number of days
- Set Reminder - Reminders can be configured for one of several iterations. Only the currently active recipient is sent reminders
- Recipient's Language - Defines the language used in the email delivered to the recipient, as well as the on-screen instructions
-
To add fields for your recipient to interact with, select Preview & Add Signature Fields
When everything is set, click Next.
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Drag fields from the tabs on the right of the screen and drop the fields on the document.
- When placing fields for multiple recipients, first select the participant from the Recipients list, then place the fields.
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When you've placed all the fields on the document, click Send.
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