Configure send options

When sending a document for signature in Acrobat Sign, you can customize agreement details, attach files, and configure additional settings such as reminders, expiration, and the recipient language.

Now send options can be configured by your administrator, so you might not see the exact same options mentioned in this tutorial.

Now the first step is to attach files. You can add documents from multiple sources, from your computer, or from the Acrobat Sign library, recent templates or shared templates, or cloud storage such as Dropbox, Google Drive, or OneDrive. Sported file types include PDF, Word, Excel, PowerPoint, text, images, and HTML. And if you attach multiple files, Acrobat Sign combines them into a single PDF for signers. I’ll go ahead and choose a Word file that I have stored locally on my computer. You can also add additional files if needed. Now that the agreement has been uploaded, you can go ahead and edit the agreement details. First, name the agreement. By default, the agreement name is auto-populated from the name of the uploaded document. Let’s go with NDA4Rob. This name appears in the subject line of the recipient’s emails and in your records. Next, you can add a message. You can edit the default message or choose from pre-built message templates and you select message templates. I’ll go ahead and select NDA, which can also be edited. Now admins control whether senders are allowed to customize messages and the text of the message templates. Next, you can configure agreement settings. Here you can choose a date for the agreement expiration and once expired, the agreement is canceled and all participants are notified.

Note, the completion deadline can be added, extended, or removed manually by the sender via the manage page. You can choose how often reminders are sent from every day, every week, every business day, every other day, or every third or fifth day. Note, if you don’t set a reminder on the send page, you can also add reminders later from the manage page. Automatic reminders are another option that can be enabled by group and account admins.

You can apply a password to the final signed documents so only people with a password can open it. Now be sure to remember the password as you could lose access to it otherwise. And you can select from 34 different languages for recipient emails and interface instructions. Note, this changes only the signers interface, not the language of your document or message. If the recipient has an Acrobat sign user account and sets a different language preference, this will override your setting to their favor. Next, you’ll find a series of recipient settings that allow you to edit authentication, messaging, and signature types for each recipient. When you select the pencil icon next to recipient settings, you can update the default settings shown below. Now the default settings can be adjusted by your administrator. You can configure multi-factor authentication to authenticate the signer by selecting one of the listed options. By default, it ranges from a simple password to OTP sent to a phone, email, or WhatsApp account, or for higher level of assurance, real ID verification methods. The available options could be configured by your administrator here. You can add a private message that is only sent and shown to this specific recipient, different to the previous agreement message. They are helpful to provide relevant context or instructions to individuals. The private message will be displayed in the agreement notification, and when the recipient reviews the agreement in the browser by clicking on the respective link. By default, Acrobat Sign offers three different methods to sign an agreement, by typing, drawing, or uploading a picture of a signature. Depending on your organization’s preferences, you can restrict these options to enforce a certain appearance on the document by simply unchecking unwanted methods. Besides adding a CC recipient for the agreement, Acrobat Sign allows for its users to define more granular CC participants to avoid unwanted notifications for them. As an example, imagine sending an important agreement for internal sign-off to five signers, the last one being the CEO. By setting up an individual CC for the CEO, their assistant is notified only when it matters, as soon as it’s the CEO’s turn to review and sign. And that’s a detailed overview of all the options you can set when sending a document for signature.