Navigate to the Home tab and click the Request Signatures button
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.
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:
Navigate to the Home tab and click the Request Signatures button
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:
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).
Define the recipient of the agreement.
Enter/define the following (from left to right):
Add an Agreement Name and Message that will be included in the initial email to the recipient.
Drag-and-drop, attach, or choose a library templatee to send.
Configure any options required:
To add fields for your recipient to interact with, select Preview & Add Signature Fields
When everything is set, click Next.
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.
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!
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.
Sending an agreement to multiple recipients is almost the same process as sending to one.
The primary differences are that you must:
Transactions that include multiple recipients can be configured to follow a sequential, parallel, or hybrid workflow.
Navigate to the Home tab and click the Request Signatures button
Define each recipient of the agreement.
Enter/define the following (from left to right):
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.
If you need to delete a recipient row, click the X on the far right of the row
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.
Configure any options required:
To add fields for your recipient to interact with, select Preview & Add Signature Fields
When everything is set, click Next.
Drag fields from the tabs on the right of the screen and drop the fields on the document.
When you've placed all the fields on the document, click Send.
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