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Loan23930430a317
Participant
June 11, 2025
Answered

Different Forms with the Same Signers

  • June 11, 2025
  • 1 reply
  • 326 views

Hello,

 

I have multiple/different forms that I send out every day that are to the same three signers. 

 

Is there a way to save the three signers and auto-select this group of signers so I don't have to input them all the time for each form?  I would like to do this for multiple groups. 

 

For example, I am required to have a signature from the assistant manager, manager, and accounts payable. I need to send each invoice on its own to these individuals. Instead of typing them in each time, I want to be able to select them. The recipient group option is not what I am looking for.

 

 

Thank you, 

Correct answer Meenakshi Negi

Hi Loan23930430a317,

 

Sorry about the confusion. Currently, there is no option to create a group that can be automatically selected the next time you send a document for signature. You will need to enter the email address. However, there is a feature in Acrobat Sign that predicts the email address of a recipient as the user types it into the recipient's email field on the Send page. Once you add the email, it is saved in the Acrobat Sign Address book. For more information, please refer to the following help document: https://adobe.ly/3HDs4HU. 

 

To learn more about sending documents using Acrobat Sign, please refer to the information in the following help document: https://adobe.ly/4mWPyrB. 

 

Feel free to let us know if you have any questions.

 

Thanks,

Meenakshi

1 reply

S_S
Community Manager
S_SCommunity Manager
Community Manager
June 11, 2025

Hi @Loan23930430a317,

 

Hope you are doing well. Thanks for writing in!

 

This feature is achievable by using the Group feature. To avail the feature, you need to have a Business/Enterprise-level subscription.

 

If you have it, log in as an account admin to create your desired groups.

More info here: https://adobe.ly/3HAO7PC.

 

Hope this helps.


Regards,
Souvik.

L
Loan23930430a317Author
Participant
June 11, 2025

Thanks, Souvik.

 

I see that there are instructions and a video to show how a group is created. Is there instructions or a video on how the Group feature functions or how it is used? 

 

Creating the group does not give me much information on how it is used or functions.

 

Thank you, 

Meenakshi Negi
Community Manager
Meenakshi NegiCommunity ManagerCorrect answer
Community Manager
June 12, 2025

Hi Loan23930430a317,

 

Sorry about the confusion. Currently, there is no option to create a group that can be automatically selected the next time you send a document for signature. You will need to enter the email address. However, there is a feature in Acrobat Sign that predicts the email address of a recipient as the user types it into the recipient's email field on the Send page. Once you add the email, it is saved in the Acrobat Sign Address book. For more information, please refer to the following help document: https://adobe.ly/3HDs4HU. 

 

To learn more about sending documents using Acrobat Sign, please refer to the information in the following help document: https://adobe.ly/4mWPyrB. 

 

Feel free to let us know if you have any questions.

 

Thanks,

Meenakshi

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