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Sending a document for signature is the basic workflow used in Adobe 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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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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Configure any options required:
- Password Protect (the signed PDF) - This password is applied to any PDF copy of the agreement downloaded from Adobe 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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Note:
If you are building a common document for your use, you can check the Save to document library 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!
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.
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.
-
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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Configure any options required:
- Password Protect (the signed PDF) - This password is applied to any PDF copy of the agreement downloaded from Adobe 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
-
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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