Send a document to a single signer

Transcript

Sending a document for signature is the most common action in Acrobat Sign. In this tutorial, learn the easiest way to prepare and send a document for signature.

On the home screen, select Request eSignatures, which takes you to the Send page.

To start, you’re prompted to select a file. You can add files from your local system, a library template, or connect to cloud storage services like Microsoft OneDrive. Or you can drag and drop one or more files directly onto the designated area. Note, if you select multiple documents, Acrobat Sign combines them into a single PDF for the signing process. Once the file is uploaded, you are prompted to enter two essential agreement details.

First is the name, and 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. And the second essential detail is the message. Acrobat Sign provides a default message which you can edit or add with information for the recipient. This information appears in the email notification and also when viewing the agreement to sign.

Scrolling down are the agreement settings. These settings are pre-filled but also editable. You can set a completion deadline so that the agreement automatically expires after the date selected from the date picker. You can configure email reminders for recipients who haven’t yet signed.

You can password protect the PDF, which requires a password for viewing the signed PDF. And you can select the language used in email communications during the signing experience. In the add recipient section, simply enter the email address to the person who needs to sign the document. You can also add yourself as a signer by selecting add, or add another individual, group, or cc someone.

By default, recipients are set as signers, and the document is sent sequentially. You can change a recipient’s role using the dropdown here next to their email. Under recipient settings, which are optional, you can access advanced settings, such as changing the default email authentication or identity verification method to multi-factor authentication, like a phone or password. You can add a private message that is shown only to the recipient. You can select the signature type from typed, drawn, or uploaded. Now at this point, you can select send now without configuring fields, but previewing the document lets you add fields and fix mistakes, eliminating the need to cancel and resend the agreement.

Selecting preview and add fields opens the document in the authoring environment, where you can drag and drop different fields, such as signatures, dates, and text fields directly onto the document. Or you can auto-place fields, as I’m going to do here. Be sure to review the auto-place fields, and you can change them as necessary. And then simply select send. 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, the 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 selecting submit, 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 single document for signature in Acrobat Sign.