Send documents for signature

Sign in to Adobe Document Cloud Home at https://documentcloud.adobe.com with your Adobe ID and password, or with your social (Facebook or Google) account.

Click Request Signatures in the top-right banner

• This banner can be collapsed by clicking the arrow on the right

You can also click the Sign action in the top navigation bar and then select Request Signatures from the pop-down menu:

In the Request Signatures landing page, do the following:

1. In the Recipients field, add recipient email addresses
   • (Optional) Click Add Me, if you want to be included as a signer of the document
   • (Optional) If you want to add more people just for information, use the Show CC button to add their email addresses to the CC list
2. (Optional) You can assign different recipient roles to better match your workflow requirements:
   • Signer (all customers)
     • Signers are required to apply at least one signature to an Agreement. This role is the default recipient role. Each signer on a transaction needs to have at least one required signature field assigned to them. If the system does not find a signature field for the signer, it automatically generates a signature block at the end of the document
     • The appearance of a signature block is a good indicator of a signature field not being assigned correctly
   • Approver (for Acrobat Pro + Enhanced E-Sign only)
     • The approver role works well for situations where someone needs to "okay" a document before it's sent off to the signer
     • Approvers are not required to sign or interact with any fields. All approvers need to do is enter their name before sending the transaction to the signers. Fields can be assigned to approvers, and if those fields are required, they need to fill them out
   • Form Filler (for Acrobat Pro + EnhancedE-Sign only)
     • Form Fillers can be designated within a signature cycle, but are not required to apply a signature of any kind. All field types can be assigned to a Form Filler, including signature fields if desired
     • Designed specifically for customers that have a need to fill in form content during the signature process, but don't have the systems in place to programmatically build custom documents or push field content from a database to the form
3. Change the default text in the Message area as appropriate
   
4. (Optional) Select Password Protect if you require recipients to enter a password to open and view the signed PDF file
5. (Optional) Select Set Reminder to set the frequency of reminders to be sent until the agreement is completed
6. Drag & Drop files from your desktop, or click Add Files and then browse and select the document

Click Next.

The document is now ready for adding the fields that you want the signers to fill in or sign.

Note: If you have added multiple documents, the documents are converted into PDFs and combined into a single file. The combined file is opened for you to add appropriate fields.

The Authoring page is displayed. If you are sending a flat-form, you see the simplified mode, else advanced mode is displayed.

• Simplified mode - Single signer

This mode provides simplified authoring when there is only one recipient to the agreement.

Placing fields for a single signer only requires you only to click at the desired location in the document to place a field.

• Simplified mode - Multiple signers

Simplified authoring with the capability of assigning fields to multiple signers requires that you select the recipient first, and then place the fields.

When you select a recipient from the right pane and add fields in the form, the fields are automatically assigned to that selected recipient. That means those fields will be available to the signer for filling the information and signing the form.

You can switch the assignee of any field using the floating toolbar. The assigned colors to the signers make it easy to distinguish the fields for respective signers.

• Advanced mode
  Click the Advanced editing switch to enable the larger set of field types:

Click the  button to place the detected form fields in the PDF document.

Alternatively, drag fields from the tabs in the right pane and drop them at the desired location in the document.

For more information on adding form fields, see

• Field types
• Prefill Agreement fields before sending
• Assign form fields to recipients
• Field Appearance
• Field Validations
• Conditional field visibility
  
• Calculated field values

Saving progress on a draft

Senders can click the Save Progress link (under the Send button) to save an authored agreement as a draft:

Then resume authoring at a later time by navigating to their Manage page, selecting the agreement in the Draft folder, and clicking the Edit action

Saving progress is supported in both simple mode and advanced editing, but the effect of doing so has ramifications.

Advanced editing:

• Saving progress (after placing or editing a field) blocks the ability to switch back to the simple mode
  • All fields added or edited in the advanced editing environment must be deleted, and the draft saved again before the option to switch back to simple mode is re-enabled
• Switching to simple mode prior to saving progress in the advanced editing environment is permitted, but all fields placed while in advanced editing will be removed. A warning message is displayed:

Simple Mode:

• Saving progress in simple mode continues to allow you to switch to advanced editing
• The fields placed while in simple mode persist when switching to the advanced editing environment (whether you saved progress or not)
  
  • Fields placed while in simple mode continue to exist if you switch back and forth between advanced editing and simple mode
    
• Switching back to simple mode from advanced editing is permitted only if:
  • No additional fields were added in advanced editing
  • The fields placed while in simple mode were not altered while in advanced editing
• If fields have been added/edited in the advanced editing environment, they must be deleted and the draft must be saved before the option to switch back to simple mode becomes active again

When you've placed all desired fields in the document, click Send.

• A confirmation message is shown verifying the agreement has been sent successfully. There are four options to progress from the post-sending page:
  • Create a template - Opens the Create a Library Template page
    
  • Manage agreements - Opens the Documents page with the All agreements filter selected
  • Send another agreement - Starts the Sending process over from the beginning
  • Click Done to return to your Documents page

When you are returned to the Documents page, you can click any agreement to expose the details and available actions in the right panel.

Available actions are:

• Open Agreement to review the content of the documents
• Set Reminder for yourself or the recipient.
• Cancel the agreement.
• Download the PDF agreement.
• Download Audit Report.
• Hide Agreement.
• Share agreement to let others view and access the agreement along with its status from their Acrobat Sign account.
  
• Add Notes.
• Download Individual Files, if you have added multiple files in the agreement.
• Upload Signed Document if you have a physically signed document you have to enter back into the system.
• To view the timestamp of each Activity, expand the list by clicking the arrow key ().

A copy of the sent agreement is also stored in your Adobe Document Cloud account.

The Recent section at the bottom area of the Home page lists all the agreements you’ve sent recently.

Alternatively, to see the list of all your agreements, click Documents in the top-menu bar, and then click All Agreements.