Request e-signatures with Adobe Sign
To send a document to an end user with a request for electronic signature, first ensure that you have access to Adobe Sign and then sign in.
Click on E-Sign from the tool bar at the top of the page and then Request e-signatures
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In the Recipients field, enter the e-mail address of the recipient.
Note: You are able to add more than one recipient.
You are also able to CC additional persons by clicking on Show CC under the recipient fields.
You are also able to change the role of the recipient from this screen. Click on the Pen next to the recipient's e-mail address to change their role.
The main options will be Signer and Approver. The difference between the two is that Approvers will be able to review and approve the document, but they are not required to sign. Whereas Signers simply sign, initial or date where requested.
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In the Message field you may enter the Agreement Name and any message that wish to be received by the recipient.
Below is an example of what the end user will see when they are e-mailed the document.
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In the Files field you may attach the PDF document that the user is requested to sign. You can either drag files straight into the area or click on Add Files to select them manually.
Example of dragging files into the Drag & Drop area
Example of manually selecting the files after clicking on Add Files.
Before sending it is wise to check the Preview & Add Signature Fields box at the bottom of the page. This will enable you to review the attached PDF to ensure that signature fields are in the right areas.
Either click Next to review the document, or if the box is unchecked, click Send.
If you clicked Next, you will see a preview of the PDF you are sending.
Adobe Sign will automatically scan it for form fields, such as signatures and dates. You can select Place All Fields to let the software guess where the needed fields will be.
If you wish to manually insert fields look to the menu on the right. You may choose to insert Signature Fields, Initial fields, Signature Blocks, Timestamps, Names Fields, E-mail Fields, Date fields.
Click on the item you wish to insert in the document and drag it onto the form. In our example, we've clicked and dragged the Signature Block option into a blank section of the document.
We'll also add the Date below the signature block.
To send the form, click on Send at the bottom right of the form.
If you wish to save a template of the document that you're sending, which will include any custom fields that you may have entered, check the Save as template box before clicking Send.
You will see a summary of the document that was sent. This notice will also be e-mailed to you.
