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jeremym47773478
Participant
January 10, 2017
Answered

Need help with customer agreement

  • January 10, 2017
  • 1 reply
  • 397 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!

This topic has been closed for replies.
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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