Note:
The below article describes a process on the Classic page layout.
Click here to review the same process on the New page format.

Send an agreement to a single signer

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:

  1. Navigate to the Home tab and click the Get a Document Signed link

    Click Send
  2. Define the recipient of the agreement. 

    Enter/define the following (from left to right):

    Enter Email Address
  3. Add an Agreement Name and Message that will be included in the initial email to the recipient.

    agreement_message
  4. 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
    Choose a Document to send
  5. 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
  6. To add fields for your recipient to interact with, select Preview & Add Signature Fields

    When everything is set, click Next.

    Select Preview
  7. Drag fields from the tabs on the right of the screen and drop the fields on the document.

    Place Fields

    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!

  8. 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.

  1. Navigate to the Home tab and click the Get a Document Signed link

  2. 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.

    Note:

    If you need to delete a recipient row, click the X on the far right of the row

    Enter Email Address
  3. Add an Agreement Name and Message that will be included in the initial email to the recipients

  4. 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
  5. 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
  6. To add fields for your recipient to interact with, select Preview & Add Signature Fields

    When everything is set, click Next.

  7. Drag fields from the tabs on the right of the screen and drop the fields on the document.

    Add Signature
  8. When you've placed all the fields on the document, click Send.

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