Send to multiple signers

Transcript

You can send a document out for signature to multiple signers and control the order in which they sign. This tutorial walks you through sending a document to more than one person for an e-signature.

To start, on the homepage select request e-signatures, which takes you to the send page.

Here you’re prompted to select a file. You can browse to add files from your local system, a library template, or connected cloud storage services like Microsoft OneDrive. Or you can drag and drop like I’m going to do directly into the designated area. Be aware that if you select multiple documents, Acrobat Sign combines them into a single PDF for the signing process. In this case, by default, all signers review and sign this combined document.

By default, the file name of the first document is used as the agreement name, but you can easily edit the name by clicking into the field. The agreement name is important because it appears in the subject line of the recipient’s email and is also used as the name of the completed document.

Acrobat Sign also provides a default message, which you can edit or add with information for the recipient. The information in the message appears in the email notification and also when viewing the agreement to sign. Scrolling down, you can configure the agreement settings. Here you can set a completion deadline. The agreement automatically expires after the expiration date selected from the date picker unless all signers have completed their signatures.

The completion deadline can be extended or removed manually by the sender through the manage page after the document is sent for signature. You can configure email reminders for recipients who haven’t yet signed, and you can change these settings on the manage page if necessary as well. You can password protect the PDF, which requires a password for viewing the signed document. And you can change the recipient’s language. This is the language used in email communications during a signing experience.

In case the recipient has configured a different preferred language in their Acrobat Sign user account, this preference will automatically be respected. Under add recipients, simply enter the email address of the people who need to sign the document.

You can also add yourself as a signer by selecting add and selecting yourself, add another individual, group, or cc somebody.

After entering the email address, you can select the role. By default, signer is selected, but you can change this. To change the order of signing, simply click this arrow. To send a document to everyone at the same time, just uncheck the recipients must sign in order box. Optionally, you can customize recipient settings by selecting the pencil icon. This is where you can change the default email authentication method to something like multi-factor authentication to verify the identity through the use of a phone or password. You can add a private message that is only shown to this recipient. And you can select the signature type from typed, drawn, or uploaded.

To place form fields, simply select the preview and add fields button. But if you wish to send the document without configuring fields, you can select send now.

Selecting preview and add fields opens the document in the authoring environment. Here you can drag and drop different fields such as signature, date, and text fields directly onto the document. But I’m going to auto-place fields, and by default these are assigned to the recipient highlighted in purple at the top. You can change the form field type just by selecting on it, like I’m doing here. To change these fields at the bottom to a new recipient, simply select them, right click, and change the recipient. Here’s a quick pro tip. You can select one or multiple fields and use the keyboard shortcuts CTRL plus C and CTRL plus V to copy and paste multiple fields and easily assign them to other participants, change the field type, or even make them all required.

Once all the fields have been placed and configured, simply select the send button. A confirmation message appears and the document is sent to the recipients for their signature. The document is sent to the first signer, in the case of sequential signing, and when the first person completes their signature, it’s automatically sent to the next signer on the list. Once all parties have signed, you will receive a notification in your Acrobat sign account that the document is complete and you can view a copy.

After you select send, the signer gets an email with a link to review and sign the document. They’ll select the link and are guided through the signing process. When they reach a signature field, a panel opens offering options to type, draw, or upload an image for their signature.

Once they have filled in all the required fields, a submit button appears.

After they select this, they’re notified that the next signer needs to sign. Let’s take a quick look at the other signers experience. They also receive an email with a link to review and sign. They simply select the link and are guided through the signing process. Once they’ve filled in all the required fields, a submit button appears.

After they select this, signed copies of the document are emailed to all parties and an audit report with detailed information is also included. And that’s it. That’s how easy it is to send a document to multiple signers in Acrobat sign.