Collecting Signatures from MS Excel

Question

I have (what I think is) a pretty simple objective.

I have an MS Excel template that get's filled out that needs signing.

Our current process is to save the xlsx as a pdf, import into Adobe Sign and add signatories (always the same signatories).

It would be much simpler to just set the signatories directly from Excel and convert to pdf / send to signatories for signing all in a single click. It is the same signatures on the same template that are required over and over. Please help me streamline this!

Thank you very much in advance

Meenakshi_Negi · Accepted Answer

Hi Admirable_workmanship6480,

Thank you for reaching out.

When sending a document for multiple signatures, it is not possible to add all the recipients with a single click. However, once you add the signatories, the system remembers their email addresses. Next time you add the email address, it will give you suggestions. For more information on sending a document for signature, refer to the following help document: https://helpx.adobe.com/sign/using/sending/request-signatures-from-others.html.

Thanks,

Meenakshi

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