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jeremym47773478
Participant
January 10, 2017
Answered

Need help with customer agreement

  • January 10, 2017
  • 1 reply
  • 403 views

I'm stuck and can't quite figure out the answer, so hoping the guru's here can easily guide me on solving this problem.  Here is the scenario:  I have a new customer agreement that I'd like to use as a template in the Adobe Sign system.  I'd like for all of the fillable fields to be entered by the new prospect/client. 

Fields that I want THEM (New Client) to fill out include:

  • Client Name
  • Position Title
  • Projected Base Salary
  • Radio Button to select between two agreement options
  • Signature Block

Fields that I will fill out include:

  • Signature Block

I have chosen all of the New Client's fields to be Participant 1.  Should I put them as Participant 2?  When I send these out, I always end up adding myself first then including their email second.  Is that the best way to tackle this?  Thanks!

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Correct answer AadeshSingh

Hi jeremym47773478

Please assign below fields to "Participant 1":

  • Client Name
  • Position Title
  • Projected Base Salary
  • Radio Button to select between two agreement options
  • Signature Block

And, the below field to "Participant 2" if you are the last signer on the document:

  • Signature Block

Now while sending the document in the Recipient field add Signers email address first followed by your email address.

Now once the Signers has filled & signed the document, you will receive the document for signature.

Regards,

Aadesh

1 reply

AadeshSingh
AadeshSinghCorrect answer
Participating Frequently
January 13, 2017

Hi jeremym47773478

Please assign below fields to "Participant 1":

  • Client Name
  • Position Title
  • Projected Base Salary
  • Radio Button to select between two agreement options
  • Signature Block

And, the below field to "Participant 2" if you are the last signer on the document:

  • Signature Block

Now while sending the document in the Recipient field add Signers email address first followed by your email address.

Now once the Signers has filled & signed the document, you will receive the document for signature.

Regards,

Aadesh

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