E-signatures - with Adobe Fill & Sign Tool
Adobe Fill & Sign
Use Adobe Fill & Sign in Acrobat Pro
Complete your edits before you sign. The signed agreement is certified by Adobe Sign. Edits to the signed agreement will lose the certification.
An email is sent to the signers asking them to sign the agreements. Once signed, both you and your signers receive the signed PDF by email.
Track the entire signing process in Adobe Sign:
Acrobat DC > Home > SIGN > All Agreements > Open Adobe Sign
Begin with Acrobat DC
- Select Home > Use Adobe Sign
- or select Tools > Fill & Sign
- Click Select a File
Begin with a PDF Document
- Open a PDF > Select Fill & Sign
- In the Fill and Sign toolbar, click Request Signatures.
Steps
- In the Add Signers field, add recipient email addresses in the order you want the document to be signed.
Optional: If you want to add more people just for information, use the
Add CC button to add their email addresses to the CC list.
- Change the default text in the Subject & Message area if required.
- If you want to add more documents, click Add Files > browse and select document(s)
- Select Specify Where to Sign
OR select More Options (advanced)
More Options
- (Optional) Click More Options, if you want to specify advanced options, such as signer authentication, reminders, and more.
- By default, the Complete in Order setting is turned on. The numbers by the email addresses reflect the participation order.
If you do not want to follow any particular order for signing, toggle the switch to Complete In Any Order.
- (Optional) Click Add Me, if you want to be included as a signer of the document.
- Specify authentication type like Email, Password, Social Identity, Knowledge-Based Authentication, or Phone.
-
Password Protect the PDF file.
- Set a Completion Deadline.
-
Set Reminder for the recipients to take action.
- Select Next
Add Fields
Document is now ready for adding fields that you want signers to fill in or sign.
If the PDF is a Fillable Form with the correct appropriate fields > select Send.
Note: If you have added multiple documents, the documents are converted into PDFs and combined into a single file for you to add appropriate fields.
The Specify Where to Fill & Sign window is displayed showing options based on whether you have added one signer or multiple signers.
Single Signer
Select a Field > drag to appropriate place in the document:
- Under Signature Fields drag Signature field (shown below)
- Select Signer Info Fields to add Title / Company / Name / Email / Date
- Select Date Fields to add Text / Dropdowns / Check Box / Radio Button
- Select Transaction Fields to add Participation Stamp / Transaction Number
- Click Send
Multiple Signers
- Double click on a field to open the properties window
- Select the recipient in the Assigned To field
- Continue through the additional fields/options as appropriate > Click OK
-
Update each field to correspond with the correct recipient
- The assigned colors to the signers make it easy to distinguish the fields for respective signers.
- Select a Recipient to highlight their required fields; other fields will be greyed out
You’ll receive an email from Adobe Sign stating that the agreements have been sent to the first signer for signature. The first signer also receives an email with a link to sign the agreement. When the signer adds his/her signature in the signature field, then selects Click to sign button, the agreement is sent to the next signer with a link to sign, and so on.
Once the agreement is signed by all the signers, everyone gets a copy of the signed agreement. All your signed documents are kept at one place and you can access them from anywhere.
Detected Fields Form
Adobe will detect potential fields in the document and provides a notification button to click and place the detected form fields in the PDF document. (Remember to check if they are accurate and delete/move as necessary.
Alternatively, drag fields from the tabs in the right pane and drop the fields where desired in the document.
Signer's Experience
A signer receives an email with a link to sign the agreement. Also, if the signer uses Acrobat DC or Acrobat Reader DC desktop application, the signer sees a notification that an agreement has been shared for signing.
Note: Signers are not required to sign up or purchase any Adobe product to sign agreements. They can sign agreements using a web browser, mobile device, or Acrobat DC / Acrobat Reader DC desktop application.
Track Agreements Sent for Signature in Acrobat DC
Track which agreements are out for signature, signed, or waiting for your signature; you may also send documents for signing from inside the App.
Adobe Sign Online App - Instructions
- In the Home > Sign > All Agreements, click Open Adobe Sign.
- The Adobe Sign Manage page is displayed in a new browser window.
