Obtaining a physical signature is sometimes required. It could be for legal or compliance requirements, policy positions, or simply because one or both parties are more comfortable with signatures in a physical format.
The Adobe Acrobat Sign written signature workflow supports obtaining physical signatures while ensuring proper access control, maintaining the quality and clarity of the final document, and leveraging the benefits of electronic processing and auditing.
Sending an agreement to collect a physically written signature only requires that the sender select the Written option in the Signature Type section of the Options panel.
Note that this option is only visible when both Electronic and Written signature types are enabled for the group. Otherwise, the enabled signature type is used, and the option to select one is hidden from view.
Administrators of the account or group can set the default value to Written if the dominant signature type is anticipated to be in written form. (See Configuration Options)
Agreements send with a Written signature type require all recipients to sign in a written format.
There is no option for the sender to convert the agreement to an electronic signature workflow after the agreement is sent. Nor is there an option for the recipient to convert their signature to an electronic signature type.
For recipients, the Written signature workflow closely resembles the Electronic workflow up to the point that they have to print off the document to apply their signature:
Customers that do not require an electronic signature type, and would like to overcome any customer skepticism of the electronic format, can permit recipients to convert the signature type from electronic to the written style.
When this conversion is enabled, recipients see an option to Print, sign and upload in the Options menu on the e-sign page.
Note that in multi-recipient agreements, once a recipient converts their signature type to the written style, all form fields in the agreement will be removed. Subsequent signers will not have form fields to populate, except their signature fields which populate at the bottom of the page as a signature block field.
Accounts that have Users in Multiple Groups enabled are strongly encouraged to identify their workflows that require a written signature and isolate them in their own group. This allows greater application of default values that limit the number of configurable options on the Send page, streamlining the sending process and avoiding configuration errors.
If you enable written signatures through any options, you should consider enabling Upload a Signed Document in the event that a recipient mails the document back to you.
The written signature options are available at the account and group level. When configuring written signature options, keep in mind:
There are four settings that should be considered regarding written signature options:
To allow your senders to configure agreements with a written signature type:
If the default signature type is defined as Written, all new agreements created in the group are configured for a written signature.
If the Electronic signature option is also enabled, the sender can change the signature type when configuring the agreement.
If only one signature type is enabled for the group, then the option to select a signature type is hidden on the Send page. Both options must be enabled for the option to be exposed and selectable for senders.
The option to allow recipients to convert to a written signature is a useful tool if you encounter signer skepticism of the electronic signature process.
The option to allow recipients to convert to a written signature type is not dependent on the option to allow written signatures when sending new agreements.
If you are using Limited Document Visibility (LDV) workflows, and you need to accommodate the option for written signature types, you must explicitly enable Written signatures within the scope of LDV.
If you do not, the option to send agreements with a Written signature type is hidden on the Send page and can not be configured by the sender.
As the setting asserts, any agreement sent using both Limited Document Visibility and the Written signature type ignores the LDV workflow and presents the entire document for the recipient to view.