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Send a new agreement using a custom send workflow

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  1. Welcome to Adobe Acrobat Sign for Government
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    2. Claiming an email domains
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    6. Recipient experience when interacting with agreements
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      2. Delete agreements
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  4. User environment and processes
    1. Support resources
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      1. Home page
      2. Send page
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    5. Send agreements
      1. Compose an agreement to send for signature
      2. Recipient signing order
        1. Sequential or parallel signing
        2. Hybrid signing (Both sequential and parallel)
        3. Recipient groups
      3. Written signatures
      4. Send an agreement to yourself only
      5. Send in Bulk
      6. Sending from a template on the Manage page
      7. Sign agreements
      8. Fill and Sign a document
      9. Self Signing
      10. Signing a document from an email link
      11. Sign a document from the Manage page
    6. Custom workflow designer
      1. Overview
      2. Create a new sending workflow
      3. Edit a sending workflow
      4. Activate/Deactivate a workflow
      5. Send agreements using a workflow
    7. Manage agreements
      1. Search for agreements
      2. View Agreements
      3. Activity history and Audit Report
      4. Add a note to an agreement
      5. Set a reminder
      6. Cancel a reminder
      7. Add an expiration date
      8. Modify/Delete an expiration date
      9. Modify the files of a sent agreement
      10. Replace the current recipient
      11. Upload a signed agreement
      12. Share an individual agreement
      13. Download an agreement
      14. Download the individual files of an agreement
      15. Download the audit report
      16. Download the signer identity report
      17. Download the field data from an agreement
      18. Cancel an agreement
      19. Hide an agreement from view
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        1. Create a report chart
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        3. Rename a data export/report chart
        4. Duplicate a data export/report chart
        5. Delete a data export/report chart
    9. API
      1. API Swagger documentation
      2. Webhooks

Sending using a custom workflow

Sending an agreement with a workflow starts on the Home page by selecting the Start from library button and then selecting the workflow you want to use.

Once you select a workflow, a modified Send page displays, showing the customized recipient order, any custom instructions, attached files, and so forth.

  1. From the Home page:

    • Select Start from library.
    • Select Workflows from the options on the left.
      • Any workflows limited to only your use are contained in a collapsible folder titled "My Workflows."
      • Any workflows limited to a group are contained in collapsible folders titled with the name of the group.
      • Any workflows available to the entire organisation are in a collapsible folder titled "Account Workflows."
    • Select the workflow you want to use
    • Click Start
    Send a workflow from the home page

     

    The Send page displays:

    Workflow configured agreement

    In the example Send page shown above, the following customizations are displayed:

    A. From the Workflow Info section:

    ○ The Workflow Name (GlobalCorp Service Contract <50K) at the top.

    ○ Instructions for the Sender (This workflow is used for contracts under 50K...).

    B. From the Agreement Info section:

    ○ Custom Agreement Name (GlobalCorp Service Contract).

    ○ The Message (Please find attached the service contract...).

    ○ The completion deadline.

    C. From the Recipients section:

    ○ The custom labels for the recipients (Signer and Counter Signer) and for the certified recipients (Legal team) display.

    ○ The email address is hidden when the sender is one of the signers, listing "Myself" instead.

    ○ The email addresses for the recipient group (Legal team). Preconfigured members are displayed. Optional additional recipients can be entered as indicated by the Enter recipient email text.

    ○ An uneditable CC'd party.

    D. From the Documents section:

    ○ The name of the pre-attached contract (Service Contract) displays in the Documents area.

    ○ The name of the file that the sender must upload, the Referral Document, also displays with a link to solicit the file upload.

    E. From the Sender Input Fields section:

    ○ The fields defined are displayed in the Fields area.

    ○ The default value is imported but editable.

  2. Complete the fields that are required by your workflow.

    In the example above, that would be:

    • Any additional Legal team email addresses (optional).
    • The required field information (Product, Quantity, and Total Cost).

  3. Click Send.

  4. Optionally, check the Preview & Add Signature Fields box and make modifications to the form fields, then click Send.

  5. Review, update, or otherwise manage the new agreement from the Manage page just as with any other agreement.

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