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serviced20077931
Participant
February 26, 2021
Question

Adoibe Sign: How can I add an intermediate step between signer 1 and signer 2 ?

  • February 26, 2021
  • 1 reply
  • 375 views

Dear All,

I want to send a document to two people for entering data and signing off, but I want to make sure that everything looks fine before the document is send to person 2.

Do you know how I can add an intermediate review step in Adobe Sign?

What I tried:

-adding a check box. But then I am forced to add a signature field

-adding a signature field for myself. That's possible, but I should not be a signer of the document.

Thanks for your help!

Martin

This topic has been closed for replies.

1 reply

Meenakshi_Negi
Legend
February 28, 2021

Hey Martin!

 

Thank you for reaching out.

 

As you wish to receive the document for review after the first signer, please add your email address as the second recipient and add the role as Approver. Then add the second signer as the third recipient.

For more information about the recipeints role, please refer to the following help document: https://helpx.adobe.com/sign/using/set-up-signer-approver-roles.html 

 

Let us know if you have any questions.

 

Thanks,

Meenakshi