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hilarym13882551
Participant
May 4, 2018
Question

Adobe Sign - Transmittal Email

  • May 4, 2018
  • 0 replies
  • 387 views

We are attorneys, and we use Adobe Sign to procure the signatures of clients and opposing counsel and opposing parties. We think this is a very common use. But there are two things missing:

1. When a document is sent to someone for signature, it is sent by Adobe Sign with a transmittal email containing language I created, which I enter on the initial page to create the signature request. That language, in my case, might be something like, "Please electronically sign this document. The transmittal to you of this document is not intended as an offer. This is a confidential and privileged settlement communication," followed by my name and signature. THIS EMAIL IS NOT PRESERVED OR INCLUDED IN THE AUDIT REPORT, and there is no record that I can obtain, for my permanent files, of the contents of this email. I would like to receive a copy of the email you send, not merely a confirmation from you that an email has been sent.

2. As attorneys, when we solicit the signature of an opposing client, we must communicate with the opposing lawyer and cannot ethically contact the client directly. We would like a feature where we send the document to the lawyer, intending that it NOT be signed by him but be automatically delegated to his client, once he approves it. This feature doesn't really exist in this form. There should be an option where the opposing lawyer is asked, "Do you approve this document to be sent to X at [email address]?" with one click to approve.

Thank you.

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