On the Acrobat on the web homepage, select E-Sign > Create a web form.
Last updated on
Dec 10, 2024
Learn how to create a basic sign-up web form with a signature field or a more elaborate one with multiple fields for user data collection and internal counter-signatures.
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On the Create Web Form widget page that opens, enter a name for your web form in the Web Form Name field.
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List one or more participants required to complete the form. To do so, select the Participant Role drop-down menu and then select one of the following roles:
- Signer: Signs the form and may also enter data.
- Approver: Reviews and approves the form; may also enter data or sign.
- Accepter: Accepts and approves the form.
- Form Filler: Enters required data and submits the form but typically doesn’t sign.
- Copied (cc): Receive notifications as form completion progresses.
The initial participants listed access the form through your website, so their email address isn't included. You can add instructions for the initial participants to explain their roles.
If you are in an account with Users in Multiple Groups (UMG) enabled, select the ‘Send from’ drop-down menu and then select the group from which you want to send the agreement.
If you are in an account with Users in Multiple Groups (UMG) enabled, select the ‘Send from’ drop-down menu and then select the group from which you want to send the agreement. -
To configure the authentication for each participant, select Authentication Factors drop-down menu and select one of the following options:
- Password: The participant must enter a password to access the web form. You must create a password and share it with the participant.
- Knowledge-Based Authentication (KBA): This method requires recipients to provide their name, address, and optionally the last four digits of their SSN and then answer questions to help verify their identity. It’s available only in the US. KBA is a pay-for-use service. Contact Sales to add this option to your account
- Acrobat Sign: Require participants to verify their identity by signing in to Acrobat Sign.
- Phone: Participants must enter a verification code sent to their phone via SMS or voice call.
Note:You can optionally add counter signers, CC party, or add yourself as a recipient by selecting the appropriate option in the Counter-Signers (optional) section.
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To add a password, select the Password Protect checkbox, enter a password in the Password field, and then re-enter it in the Confirm password field.
Note:Once configured, the password must be entered to view the PDF.
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To add signature fields to the form, select the Preview & Add Signature Fields checkbox and then select Next.
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For each recipient in the Recipients drop-down list, drag and drop the form fields from the right pane to a desired location on the document.
You must place at least one signature field for each participant and counter-signer.
You can add different types of signature fields for each signer. To remove all the added fields, you can select Reset Fields.
You can add different types of signature fields for each signer. To remove all the added fields, you can select Reset Fields. -
Select Save.
Tip:Once the web form is created, you can share its URL, use its embed code, preview it, view all your web forms, or create another form.
The web form is created, and you can view or manage it from the Documents tab. You also receive a confirmation email with the web form URL and embed code.
