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Last updated on Sep 10, 2024

Learn how to share your filled and signed documents with others.

Sharing filled and signed agreements minimizes the risk of document loss and facilitates easy tracking and storage, benefiting both businesses and clients.

Share via link

  1. From the main menu, select Get link .

    The link icon in the top right corner is selected to display the Get link dialog with the 'Get link' button. The 'Allow recipients' toggle on the dialog is enabled.
    Once you fill and sign a form, you can select the form via link or use the direct share option.

  2. If you want to make it a final signed copy with no further comments, disable the Allow comments option.

  3. Select Get Link.

  4. Paste the link and share it with the recipients who need to view the document.

Share via email

  1. From the main menu, select Share .

  2. Enter the email addresses of the people you want to receive the file and include a message to provide context for the shared document.

    The Share icon in the top right corner is selected to display the 'Invite members' dialog with options to add recipients, a message, and an Invite button.
    You can add the email addresses of the people and select ‘Allow comments’ to have people view and comment on the signed document.

  3. Select Invite.

    The recipients get an email with the provided message notifying them that the document is shared with them.

Send to get signatures from others

  1. From the left pane, select Request e-signatures.

  2. On the Get documents signed page, provide the email addresses and names of the people who need to further sign the document.

  3. Change agreement settings if necessary.

  4. To add signature and form fields, select Preview & add fields.

  5. To instantly send the document without adding fields, select Send now.

The document is sent for signature to the included recipients.

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