Get signatures

Transcript

Gathering legal signatures from anyone is quick and easy in Acrobat. This is because signers only need a web browser or mobile device and they’re not required to purchase any Adobe product or sign up for any service to sign your documents. To get a signature, select Request Signatures or look for this icon under the Forms & signatures section in the tool center. If you have an existing file open, like I do it will send the file for signature, but you can actually choose any type of file that Acrobat can convert to PDF, including Word, PowerPoint, and Excel files. In the popup window, you simply enter one or more email addresses. Use this option if you have a simple document that only requires a single signature, but if your document is a bit more complex like this one, select more options. Your file will be securely uploaded to Adobe Sign. And you start by entering the email addresses of the signatures that you need to collect.

You can add yourself if you need to sign the form.

And if the order doesn’t matter, go ahead and toggle this button.

If the order does matter, then drag each section into place. The numbers on the left indicate the order in which you collect the signatures. Under the dropdown, next to the email address you can choose the role of the signer.

Select the X on the right to delete a recipient.

You can choose CC if you need someone else to view the process, but not sign.

You can add a custom message for the signers and add more files if necessary as well. On the right, you can add a password to open the file, or add completion deadlines and reminders. Be sure to select Preview and Add Signature Fields, anytime you need to place additional fields on your form.

At this point, you’ll see the authoring environment. This is where you can add various types of fields to your document. Make sure advanced editing is on in the upper right corner. And on the left, the notification tells you that Adobe Sensei, the artificial intelligence in Adobe Sign has automatically detected locations on the document that are probably fields. Click the button to place them on the document which will save you a lot of time.

You’ll need to double check placement of the fields. On the right at the top, you have the signers for this particular document. These are the email addresses that we entered in the previous step. Each field associated with that recipient is color coded. For example, all the fields associated with this recipient are brown.

When certain form fields are not detected, you can simply drag and drop them from the panel on the right. Here, you can add signature fields, which we already have.

Under info, are fields to capture typical information from your signer. You need to add a name field from this section. The red asterisks indicates that the field is required and you can quickly resize the new field to the existing fields by selecting both fields, and then selecting once again on the field you want to resize to, then select Match Height in the toolbar.

While we’re at it, we can easily align the fields in the toolbar as well. To edit a field, just double click to bring up the properties. Here you can edit the validation, which we’ll do to add a rule to make sure the format of the phone number is entered correctly. We’ll do this for the telephone and email field which will eliminate potential entry errors.

Below here we are missing fields to capture the teleworking location. We can add these under data fields. Here you can add a regular text field, drop down, checkbox, radio button, or an image field. What we need is a radio button, and these are different than check boxes because they operate as a group where you can select only one option in the group.

Again, we can resize and then match the field size using the commands in the toolbar.

Moving on, we need to change this text field into an initials field just by opening the properties and switching the field type from the dropdown. Now down at the bottom, make sure that the first signature and date fields are associated with the correct signer, which we can see they are by the brown color coding. Below, we need to do the same. These fields should be associated with the second signer. To modify the field, just double click to open the properties and select the correct email from the dropdown for both fields.

After you select send, each recipient will receive an email with a link to sign. Once they sign, they’ll receive a confirmation page similar to this, and they’ll also receive a copy of the signed document. Your copy of the signed document is stored securely in Adobe Sign, which you can access at any time. Be sure to check out the Track Your Documents tutorial to learn how you can follow along on the entire signature request process in one simple location. -