Web Form with Dynamic Signatures

Question

I want to create a Web Form where the signers are not known in advance.

The first user would open the Web Form, enter their name and email address, and sign the document. They would also enter their manager's email address into a form field.

Once the user has signed, I would like Adobe Sign to automatically send the document to the manager's email address entered in the form so the manager can review and sign it.

Is this possible using Adobe Sign Web Forms and Workflow Designer, or would I need to build a custom solution using the Adobe Sign API?

Meenakshi0101 · Accepted Answer

Hipeterbb,Thank you for reaching out.The workflow you mentioned can be accomplished using the Web Form feature in Acrobat Sign.You can now have multiple participants in the Web form.Thefirst participantis the person who initially interacts with the web form. When multiple participants are allowed, the first participant provides the email addresses for all subsequent participants.We understand that you are looking for this specific feature. For more information on how to create the web form and add participants, please refer to the help document at the following link:https://helpx.adobe.com/sign/adv-user/web-form/create.html.If you have any questions, please let us know.Thanks,Meenakshi

Ankit-AV · Answer

Hey ​@peterbb, great question — and your instinct on this is already pointing in the right direction.To give you an honest picture upfront: what you're describing — where the second signer's email is captured dynamically by the first signer and automatically triggers the next signing step — is not something a standard Web Form can do natively on its own today. But there are a few paths worth knowing about depending on your setup.Why the standard Web Form falls short hereWeb Forms in Adobe Sign are built around pre-defined recipient roles set at the time you create the form. The form itself has no built-in mechanism to read an email address entered in a field and automatically fire off the next signature request to that address. The routing logic needs to be known before the form goes live.Workflow Designer gets you partway thereThe Workflow Designer in Adobe Sign does allow multi-step signing flows and lets certain recipient fields be entered at the time of send. However someone still needs to manually initiate each send — so it works well if there's an internal sender kicking off the process, but it won't run fully automatically based on what the first signer typed in. Depending on your volume and team setup, this might actually be a practical workaround worth exploring first before going the API route.For fully automated dynamic routing — the API is the right pathYou already had this right. If you need it to be completely self-service with no manual step in between, the Acrobat Sign API is exactly what this workflow calls for. With the API you can capture the manager's email address entered by the first signer and programmatically create and send the next agreement to that address automatically. It's a well-documented pattern in Adobe's API documentation and a fairly clean implementation if you have a developer resource available.Hope that gives you a clear picture of where things stand, Peter. Happy to go deeper on any of these options if it helps!-AV

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