The option to create Widgets (on-line/embedded forms) is available to business and enterprise service plans.

Create a Widget

A widget is a signable web form that you can create and link to, or embed on your website, so multiple people can easily access your document to sign. It's especially useful if you need to post a form on your own website for signature.

Each signer completes the form individually, and each individual transaction is recorded on the Manage tab as a discrete Agreement.

You can set up a widget to have permanent counter-signers. These individuals always sign after the person who visited the widget has completed and signed the form.

Quick steps

1. From the Dashboard page, click the Create Widget link

2. Enter a name for the widget in the Widget Name field

3. Define the Role of the instigator of the Widget. This can be any role that permits a Signature, though no signature is required for some roles.

4. Define the authentication method you want to use for the widget instigator by selecting one of the values in the Widget Authentication drop-down.

5. Enter the e-mail address of the widget counter signer(s), if needed, in the Counter-Signers field.

◘ Set the appropriate recipient role for each counter-signer.

◘ Set counter-signer identity verification options, as necessary.

6. Drag and drop files into the Files section, or upload a document using the Add Files link.

7. Optionally, set a password to protect viewing of the Signed PDF.

◘ Be aware that this password is not stored anywhere viewable in Adobe Sign. You will need to manually store the password external to Adobe Sign.

8. Optionally, set the Widget Language.  

◘ This option dictates the language used for the on-screen instructions, and the email template used when communicating the status of each Widget transaction.

9. Check the Preview, position signatures or add form fields option.

10. Click Next.

11. After the Authoring environment loads, place all of the fields needed.

◘ Be sure to properly define the recipient for each field

◘ Note: Every recipient that has at least one Signature field must also have at least one Email field. Failure to add an email field for a Signer will result in a Signature Block being added to the bottom of the Widget

12. Once all fields are placed and properly assigned, click Save.

13. The page will re-load to show you an example of the widget itself.

◘ At the top of the page will be the links you can use to distribute or embed the Widget. You can use any or all of them, they all point to the same form/template. 

 

 

How it's used

  1. From the Dashboard, click Create Widget under the Additional Functions section.

    Nav to Widget
  2. On the next page, enter the Widget Name.

    • You cannot edit the name of a widget, so make sure it's named correctly.
    Widget - Name
  3. Configure the Widget Participant to have the correct role (options will vary based on Admin configuration).

    • Signer - Signers must apply a signature in addition to any other fields that are required
    • Approver - Approvers can fill fields, but are not required to apply a signature
    • Acceptor - Acceptors, like Approvers, can fill field content, but are not obligated to provide a signature
    • Form Filler - Form Fillers can only fill fields, and may not have a signature field applied to them.

     

    Widget Recipient Role

    Configure the Widget Authentication method. This is the authentication that will challenge the party that starts the Widget signature process (though they may not necessarily apply a signature themselves):

    • None - This option uses only the email verification after the Widget is submitted.
    • Password - The password option requires that the recipient enter a password before they ccan view the document.  
    • Social - Recipients will have to authenticate to one of several social sites before they can view the document.
    • Knowledgebased Authentication (KBA) - KBA can be enabled as an authentication method if your account is configured to allow unlimited KBA transactions. Keep in mind that KBA is only valid in the United States.
    Widget - Recip Verification
  4. If you want your Widget to be counter-signed:

    • Enter the email addresses of the parties you want to counter-sign or approve the agreement under the Counter-Signers section:
      • You can include yourself (the creator of the widget) by clicking the Add Me link on the right.
      • Configure the appropriate Role for each signer. All roles enabled by the Admin will be available.
      • Define the correct authentication method for each counter-signer.
      • All defined counter-signers will need to complete their signature/approval in the order you list them for the agreement to complete.

    Note:

    Keep in mind, the counter-signers will always be the final signers. The process always starts with the individual who visits the widget.

    Widget -= Countersigner
  5. Drag and drop the files you want to use as a the base for your Widget into the Files section, or click Add Files, and navigate to the document on any networked drive or integrated file storage.

    Widget - Files
  6. Configure the Options

    • Password Protect - If you would like to apply a password to open the final PDF produced by the Widget signing, check this box.  You will be prompted for the password.
    • Recipient's Language - This setting will dictate the language used for the on-screen instructions, as well as the email notifications related to the widget.
    Widget - Options
  7. Check the Preview & Add Signature Fields option, and then click Next.

    Widget - Next
  8. The page will refresh and display the uploaded fiels in the Authoring environment.

    Drag the necessary fields from the right side of the page, on to the document as needed.

    Make sure that you place at least one signature and one email field for each signer, including the initial signer and all counter signers.

    Note:

    All signers/approvers must have an Email field placed in addition to the Signature field. If an email field is not placed, the application will place a Signature Block at the bottom of the document.

    Add Fields
  9. Once all of the fields are placed, click the Save button in the bottom-right corner.

  10. You'll arrive at the Widget post creation page. Here you can get the URL to the widget, and the iframe/JavaScript code you can use to embed it.

    You can also test sign your widget.

    Widget - Post Create

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