Questions

TL;DR - I need clients to set goals in part of a form, then come back later and score progress on those goals in the same form. Signatures are required both times. Is this possible? I have a form in which multiple clients (intern and employer) fill in and sign only some form fields at the beginning of a process, and then they fill out the rest of the fields and sign the form again at the end of that process, usually around 3 months later. These cannot be separate forms, because clients are identifying goals in a left-hand column on each page (call it "phase 1") and then evaluating those goals in a right-hand column on the same page (call it "phase 2.")I would like to send the form out in "phase 1" and then resend the same form for phase 2, which should include the user-entered content from phase 1, so clients can enter evaluation scores on the goals entered the first time they filled out the form.Lastly, as the program supervisor, I need to sign the form after all of the above is

We are unable to make any edits to the recipient names or email addresses or their roles after a document has been started. Will this be an option in future updates?

Since this morning, We are facing a severe issue that effectively blocks our sales path. My users and I cannot send out Agreement or Mandates.Error message is: You are not authorized to send documents for signature Please find a solution in the troubleshooting guide.Please see the screenshot below for the admin & non-admin users and help us lift the issue.Thank you very much!

Somehow I've got someone signing in the wrong spot. How do I change this? I have Adobe Pro, I believe.Thanks

I have a reusable form field layer that contains 4 signature blocks.  Recipients 3 and 4 are groups.  When I apply the template to my document, the signature blocks for recipients 3 and 4 do not appear on the document but everything else does.  How do I get the signature blocks to remain?  

Hello,one user in our usergroup is not able to add notes in Manage section. The dialog window "Add Notes" opens but she is not able to click into notes field (where is the default text "This will be your own personal note...).The user has the same AdobeSign rights as others have.I suspect that this is some kind of browser setup? We use Chrome.We tried/checked:- pop up window setting is OFF (as all other users have), and we try to add an exception to [*.]adobesign.com- JavaScript setting is ON- open a page in New Incognito Window- use different browser (MS Edge browser) Non of these actions was successful.Any suggestions what to check/set up? ThanksJakub 

I am looking to create a template for our lease agreements where I can either manually enter in the revelant information for each tenant or do a mass merge that populates the information for me. Is this possible?

I sent a document to multiple people for signature. My intent is that each person signs and returns their individual document. The document asks for sensitive information so I do NOT want it shared with others. The confirmation notice says the following:A copy has also been sent to you at... for your records."WorkLab Coaches Contract" was sent for signature.... They will complete “WorkLab Coaches Contract” in any order.As soon as the agreement is complete, all eligible parties will be e-mailed PDF copies.When it says that "all eligible parties will be e-mailed PDF copies" - does that mean of ALL signed docs or just their own?Thanks

Hello I had this message pop up recently when creating a workflow and now I can not access it."Cannot open this workflow because it is either corrupted or contains features not yet supported.To edit or customize this workflow, please contact your CSR."I have since created another workflow compromised of the same documents, so I went to delete the old workflow and I cannot even access it anymore to delete it. Can someone please let me know if they know what is going on and how to resolve it? 

Hi All,How to Protect the Document PDF from Printing after Completed get a Sign from all recipients.We already set the password to Open, but we need to add also after the file is open , the file is restricted to Printing.Since if from the beginning we protect the PDF file and set the security so that it cannot be printed, we cannot add the PDF document to "Request e-signatures". Thanks,Ade

Buenas estimados,Alguien reconoce este problema a la hora de realizar una firma digital?Que podria ser el error ya que al desisntalar el adobe y volver a instalar funciona 1 vez luego vuelve a tener el mismo problema. 

I have created a button called "Send Annual Controlled Self Assessment" on an object called CFO_Survey_Recipients__c in Salesforce. The Agreement Template has been created and is referenced in the button. The button code looks like this; {!URLFOR('/apex/echosign_dev1__AgreementTemplateProcess?masterId={!CFO_Survey_Recipients__c.Id}&templateid=a6w7E0000008bLYQAY')} When I click the button to fire the agreement, I get the following error every time "Invalid id: {!CFO_Survey_Recipients__c.Id}". I have referenced the correct Salesforce ID in the button, and the Agreement Template references the correct object. Has anyone encountered this error message before?

Hi, any ideas why an SMS is not arriving to complete the Goverment ID verification. Need to change the Home Address my UK bank (TSB) has for me. I'm in Spain.  

Buenos días  estoy tratando de envíar en masa pero me sale el siguiente 

So my client has to fill out the form 3 times but it always says something went wrong as seen in the screenshot. It will redirect and client will fill it again, and then it would do the same thing again. How to fix this? The prompt is seen in the screenshot.

Hello,Recently I was able to select when the agreements needed to be signed by. Now it won't give me that option. Is anyone having the same issue? Thanks,DJ

Hi,  I work in EUC Support and we got a call from an end user who is using the new teams addon Adobe Acrobat Sign. When she goes to download completed documents, she can only download one and open it. (Acrobat)  After that no other clicks to download or open work. This also disables the program and she has to task it out and start over.  We re-installed MS Teams and the problem still happens. We offered a work around by using Office365.com and issue DOES NOT happen.  So something is happening with the handshake with Adobe Acrobat after opening the first file out of the completed folder of Adobe Acrobat Sign.  

We had three seperate Adobe cloud product accounts that were combined into one business acount with three creative cloud products. All are working great except one when trying to request an esignature. It's allowing us to enter the recipients email address and assign the signture field but when we try to send the document we get the following message:"We were not able to successfully establish any connection with the server. Kindly save your agreement as a draft and try again later."Help!!

Hello!  I am able to successfully authenticate users in my environment using SAML authentication which creates users automatically in Adobe Sign.  The impasse that I've come across now is that groups must be manually managed inside Adobe Sign which isn't sustainable or optimal.  Is there a way to include an LDAP attribute in the SAML request so the user gets added into the appropriate group(s)?

I have a agreement template which is active and there is a document template attached in it. I need to call that agreement template on a salesforce record page and  the user should be able to download it. No signatures are needed and I dont want to send the document for signature,  since I dont have any signatures in that document. How can i solve this issue? Any answers are appreciated. Thanks. 

Ok, I haven't found an answer to this simple question:"Where are my signed documents stored (ie, saved) on my Mac?" I want to send one as an attachment to an email.  The only way I see to do this is to use the Adobe "Want to send this to someone?" function.  Thats a one time deal...apparently.So:  Where do I find that document?  I've found a hundred lessons online about signing documents and where signatures are stored, but none about where the document actually is filed for retrieval. 2. How--or even, can I?--do I save a signed document to a folder of my choosing and not that dimensional rift where ball point pens and the other sock slip away through? Thank you

I have been looking through the forums and cannot find any good answer to this question although several people have asked.  This morning I had to send out a Document that had a printed name field, a signature field, and a checkbox.  The signature field covered the checkbox and for whatever reason, there is no ability to resize the signature field.  You can resize any other field, but not that one.  We need to have the ability to show everything on the Documents that we need signed and if this field is covering things, that's not acceptable.  Is that not something that can be done?

I am being advised that there is no option to allow for delegation on reminder emails?  Is this true?   Thank you!

I have used Adobe Sign for a year or so.  I am a very experienced user.  I regularly send documents to the same ten people for electronic signing.  Over the last month or so, an issue has arisen where one of the ten recipients is unable to sign--which makes it where the document is never finalized.  The user email addresses have always been the same, and the recipient which cannot sign is random--one document someone can't sign and the next one he can and someone else can't.  I have done nothing different and cannot figure this out.  I have noticed when I go to the manage panel and look at the status of the document, the prohibited user's email does not list their name--for example:John Doe, Susan Smith, Bob, Jane Doe.[personal details removed by moderator]  In this example, [personal details removed by moderator] Bob is the recipient not able to sign the document, although Bob has signed many documents in the past, and would be able to sign another o

I have sent a doc to Adobe Sign to the signer and I witnessed that he has signed and submit.  However, when I check the status, it showed that he has viewed it but not signed.  I sent several reminders hers to him and he repeated the signing but still it shows as viewed but not sign.   Pls help.