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Compose an agreement to send for signature

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Adobe Sign

Adobe Sign

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  1. Welcome to Adobe Acrobat Sign for Government
    1. First steps for new accounts
    2. Claiming an email domains
    3. Connecting Okta to a federated identity solution
    4. Manually create/edit users in Okta
      1. Creating individual users manually
      2. Creating multiple users via CSV import
      3. Add or Remove a group from a user profile
      4. Elevating a user to Account/Privacy administrator status
      5. Changing your Okta password
  2. Configure Acrobat Sign
    1. Configuration Overview
    2. System requirements
    3. Branding
      1. Company and Hostname
      2. Logos
      3. Email header/footer images
    4. User access to features
    5. User experience within the application
      1. Allowed Signature types
      2. Signature order options
      3. Self Signing workflows
    6. Recipient experience when interacting with agreements
    7. Transaction security
    8. Compliance information
      1. GDPR
      2. HIPAA
      3. eVaulting Chattle paper
      4. IVES
  3. Administrator processes
    1. Admin guide overview
    2. Users
      1. Manage users in the Gov CloudCreating users
      2. Add users to a group
      3. Remove a user from group membership
      4. Update users in bulk
      5. Users in Multiple Groups (UMG)
        1. Overview
        2. Differences in UMG enabled accounts
    3. Groups
      1. Create a group
      2. Delete a group
      3. Modify a group name
      4. Modify group-level settings
    4. Templates
      1. Edit shared templates
      2. Transfer template ownership
    5. Custom workflow designer
      1. Create a custom workflow
    6. GDPR deletion processes
      1. Delete a user
      2. Delete agreements
    7. Sandbox
  4. User environment and processes
    1. Support resources
    2. Transaction limits
    3. Page layouts
      1. Home page
      2. Send page
      3. Manage page
      4. Reports page
    4. Configure your profile
      1. "My Profile" overview
      2. Change your email address
      3. Define your signature
      4. Configure your event and alert notifications
      5. Define your language preferences
      6. Define your personal email footer
      7. Review account sharing
      8. Configure auto delegation
    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
    8. Reporting
      1. Create a report with classic reporting
      2. Report charts and data exports
        1. Overview
        2. User permissions for report charts and exports
      3. Data Exports
        1. Create a data export
        2. Open and edit a data export
        3. Refresh the data in an existing export
        4. Download the CSV from a data export
      4. Report Charts
        1. Create a report chart
        2. Open and edit a report chart
        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

Adobe Acrobat Sign makes it easy to send a document to others for signing. You can send to just one person or send to multiple people to sign.

Send an agreement to a single signer

With the Storage tab on the Admin Console, you can access individual user folders or search for folders by user name or email.

Sign in to the Admin Console

Sending a document for signature is the basic workflow used in Acrobat Sign. Sending a document for signature to only one recipient is the simplest way to use the system.

To send a document for signature:

  1. Navigate to the Home tab and click the Request Signatures button

    Home Page - Request Signatures

    Optionally, you can start the process by selecting a library template (or workflow) first by clicking the Start from library button.

    This allows you to select from one of three options:

    • Recent - A listing of the 20 most recently used templates, listed with the most recently used at the top
    • Library Document - Lists all library templates available
    • Workflow - List all available workflows for the user

    Once a file or workflow is selected, click Start and you will be moved to the Send page, with the template already attached (allowing you to skip step 4 below).

    Start form library

  2. Note:

    If you are in an account that has Users in Multiple Groups (UMG) enabled, select the group you want to send the agreement from before configuring the agreement.

    • Setting the Group value loads the group-related properties and templates for you to choose from.
    • When changing the Group, you will notice the page refresh. Any entered content will be cleared away in this refresh.

    If you do not see the Send from dropdown at the top of the page, your account is not UMG enabled.

    Select the group

     

    Define the recipient of the agreement. 

    Enter/define the following (from left to right):

  3. Add an Agreement Name and Message that will be included in the initial email to the recipient.

  4. Drag-and-drop, attach, or choose a library templatee to send.

    • The templates available are limited by the group the agreement is sent from.
    • Multiple documents can be attached, and are delivered as one contiguous document for the recipient.
    Add files

  5. Configure any options required:

    • Password Protect (the signed PDF) - This password is applied to any PDF copy of the agreement downloaded from Acrobat Sign. The password prevents viewing the document until successfully entered
    • Completion Deadline - The deadline expires the transaction after the defined number of days
    • Set Reminder - Reminders can be configured for one of several iterations. Only the currently active recipient is sent reminders
    • Recipient's Language - Defines the language used in the email delivered to the recipient, as well as the on-screen instructions

  6. To add fields for your recipient to interact with, select Preview & Add Signature Fields

    When everything is set, click Next.

  7. Drag fields from the tabs on the right of the screen and drop the fields on the document.

    Place Fields

    The Back button allows you to navigate back to the Send page if you need to change the email of the recipients or change the files attached to the agreement.

    Note:

    If you are building a common document for your use, you can check the Save as template option, saving the document with the fields as placed.

    In future transactions, you can simply attach the document from your library, and skip the field placement!

  8. When you've placed all the fields on the document, click Send.

An email is sent to your recipient that includes a link to the document, enabling their action.

Once their action is complete, you will be notified by email.


Send an agreement to multiple recipients

Sending an agreement to multiple recipients is almost the same process as sending to one.

The primary differences are that you must:

  • Define each recipient, in the order they are to take action on the agreement
  • Place fields specifically for each recipient as necessary
Note:

Transactions that include multiple recipients can be configured to follow a sequential, parallel, or hybrid workflow.

  1. Navigate to the Home tab and click the Request Signatures button

  2. If available, configure the Send from selector to identify the Group you are sending the agreement from.

    The page will refresh when a new group is selected, deleting any configurations on the page.

    Select Group

    Note:

    If there is no Send from selector, your account is not UMG enabled

  3. Define each recipient of the agreement. 

    Enter/define the following (from left to right):

     

    To add yourself to the list of recipients, click the Add Me link in the upper right corner.

    Adding the same email address multiple times is permissible.

    Note:

    If you need to delete a recipient row, click the X on the far right of the row

  4. Add an Agreement Name and Message that will be included in the initial email to the recipients

  5. Drag-and-drop, attach, or choose a library document to send.

    • Multiple documents can be attached, and are delivered as one contiguous document for the recipient

  6. Configure any options required:

    • Password Protect (the signed PDF) - This password is applied to any PDF copy of the agreement downloaded from Acrobat Sign. The password prevents viewing the document until successfully entered
    • Completion Deadline - The deadline expires the transaction after the defined number of days
    • Set Reminder - Reminders can be configured for one of several iterations. Only the currently active recipient is sent reminders
    • Recipient's Language - Defines the language used in the email delivered to the recipient, as well as the on-screen instructions

  7. To add fields for your recipient to interact with, select Preview & Add Signature Fields

    When everything is set, click Next.

  8. Drag fields from the tabs on the right of the screen and drop the fields on the document.

    Select recipient

  9. When you've placed all the fields on the document, click Send.

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