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Participant
October 24, 2025
Question

E-Signature proccess

  • October 24, 2025
  • 1 reply
  • 51 views

When sending a document for final execution through Adobe, is there a way to prompt the sender to confirm that lender approval (if required) has been obtained? I’ve heard this might be possible with a template setting.

 

If not, is there a workaround that functions as a reminder. For example, adding a placeholder/dummy signatory named “Lender Approval” that must be cleared or removed before sending for signature?

    1 reply

    creative explorer
    Community Expert
    Community Expert
    October 27, 2025

    @BobBartosik-Konover short answer, no. Acrobat Sign doesn't have a built-in feature to automatically pause the final sending step and explicitly prompt the original sender with a mandatory "confirm approval" checkbox before it goes out. 

    Could you create a template or fuction for this? Quite possibly! You can insert an Approver recipient into the workflow immediately before the actual signatories. Assign this "Lender Approval Confirmer" role to yourself (the sender's email address) and label the role something very clear like "Lender Approval Check" or "Final Sender Review." Then, when the document reaches your inbox for this 'approval' step, you'll be prompted to click a button to complete that step, which serves as your manual confirmation that you've done the necessary lender checks before the agreement is released to the final signers. This simple step effectively creates a mandatory, documented pause and reminder right where you need it most.

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