Request e-signature in Acrobat Web

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

In the top navigation bar, select E-Sign > Request e-signatures.

A file upload page is displayed.

Files can be dragged and dropped into the Select a file field, or the user can choose to browse to the files by selecting the environment where the file resides. The options are:

• The Recents list
• The Documents page
• The local computer files
• E-Sign templates
• An external storage account (if available to the user's account)
  

Adding a file immediately advances the process to the Add recipients page.

The Add recipients page initially displays the configuration for one recipient.

To configure a recipient:

• A Role must be selected for the recipient. Options include:
  
  • Signer - The default selection intended for recipients that are required to apply their signature
  • Approver - Intended for recipients who only need to approve the document contents.
  • Form filler - Intended for recipients that are expected to fill in the content of form fields but not necessarily sign the document.
• The recipient's Email address must be provided.
• The Name of the recipient can optionally be provided.

Additional options on the page:

• Recipients must sign in order - This toggle switch defines if the agreement signatures are captured in a sequential process or a parallel process. When the sequential method is selected, numbers are displayed by the recipient's role indicating the signature order.
  
• Options to add additional recipients - Additional recipients can be added by selecting the links at the top-right of the panel or by selecting the plus icon and choosing a recipient type from the pop-down menu:
  
  • Add recipient - Selecting this option inserts a new recipient record.
    
  • Add yourself - Selecting this option inserts the agreement author as the next recipient, automatically installing the user's email and name values.

Once all recipients are configured, select Continue.

The field authoring environment loads and presents the document for adding the fields you want the recipients to fill in. Each signing or approving recipient should have at least a signature field assigned to them.

Note: If you've added multiple documents, the documents are combined and converted into a single PDF file.

When the document file first loads, all detected fields are created as Text fields and assigned to the first recipient. Additional field types are listed to the left of the document.

From the authoring page, you can edit the properties of the agreement and manipulate the fields on the document.

Edit the properties of the agreement

Manipulate the fields on the document

If you have multiple recipients or specific field requirements, there are several actions you can take to adjust the fields.

Full details of the field options can be found in the updated authoring documentation.

When you've placed all desired fields on the document, select Review and send.

The Review and send panel opens showing:

• the From field, indicating the sender's email
  
• the recipient's email address(es)
  
• the optional CC recipients (Editable)
  • CC'd parties receive only the final signed copy of the agreement.
    
• the current Agreement name (Editable)
• the Subject line of the emails delivered to the recipients (Derived from the Agreement name)
• the Message included in the recipient's email (Editable)
• the reminder iteration for the agreement (Editable)
  • Reminders are delivered only to the recipient currently expected to interact with the agreement.
  • Reminders can be scheduled to be delivered:
    • Every day
    • Every business day (Monday thru Friday)
    • Every two days
    • Once every week (on the same day the agreement was initially sent).

When everything is properly configured, select Send.

The agreement is processed, and a "Successfully sent" notification page is displayed.

The user can then:

• Save agreement as a template - The document is saved as a template (with all fields as configured) and stored with your other templates. The template is displayed as if you opened the template from your Documents page.
  
• Track this agreement - Opens a view of the agreement as if the agreement were viewed from the Documents page.
  
• Send another agreement - This starts the new agreement process from the beginning, asking for a file to be selected.
• Back to Home - Opens the Home page.
  
• Go to Documents - Opens the Documents page.
  

A copy of the sent agreement is concurrently stored in your Acrobat account. To access the agreement:

• Navigate to your Home page and select the Recent option in the bottom section of the page.

• Navigate to the Documents page and select All in the left list of filters.