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credking
Known Participant
November 29, 2017
Question

Fill & Sign fields Roles problems

  • November 29, 2017
  • 1 reply
  • 470 views

Hello,

I'm having problems setting up the various fields on forms we send to clients to fill & sign. We are an NPO and the Acrobat DC account originally had the email for our executive director, I had all information fields set to 'anyone', the signature or initial fields set to 'signer'.

Because it was confusing to clients and caused more work, we changed the account email address to the one I use since only I send out documents for signature.

I changed a few signature fields on various documents to 'sender' but it's intermittently requiring clients to sign both their and our signature fields. I've tried Signer 1 and that doesn't work either.

I'm also having trouble with information fields. Whether the properties are set to 'anyone' or 'sender' or 'signature 1', after the client signs the document I can no longer enter the final text box fields (that we don't want them to have until it's finalized). Before we changed the email address of the sender, all this worked swimmingly.

In this case, dog adoptions, they fill in their personal information and sign the agreement, the form should (and used to) come back to my email address where I enter in dog info such as microchip#, I should be able to sign and apply signature thusly completing the transaction.

I can't find a simple tutorial explaining the difference in roles and how they are applied (which might explain what is going wrong. Ideas?

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1 reply

Legend
December 22, 2017

Hello,

Sorry for the delay in response.

Looking a the description it seems you are using "Adobe Sign" rather "Fill and Sign". I would suggest contacting our support and they will help further on this issue.

-Tariq Dar