Who receives PDF copies after signed?

Forum|Forum|9 years ago
November 4, 2016
5 replies
2716 views

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

Questions Need Help

Correct answer Meenakshi_Negi

Hi RussGladd,

Thank you for reaching out.

Please check the document in the "Completed" folder under the Agreements on your desktop or web application.

Open the Acrobat online account (https://adobe.ly/4gDno0o) and sign in with your Adobe credentials. Then go to Document > Agreements.

For more information, refer to the following help document: https://adobe.ly/4gDno0o.

Let us know how it goes.

Thanks,

Meenakshi

A

achubbuck

Participant

I want to prepare a document for signature and place the block for signature and date. I want to forward that document to a manager who reviews and then sends to the signing party for execution. Then I want to receive the executed copy. What are the steps?

Anand Sri Bhattacharya

Community Manager

Hello @achubbuck,

I hope you are doing well, and thanks for reaching out. Sorry for the trouble.

Could you please share more details about the requirements?

Is your manager expected to only review the document, or should they also approve/sign before it goes to the final signer? (A) Review only, (B) Approve/sign, (C) Not sure.
Which Adobe product are you using? (A) Acrobat Sign enterprise account, (B) Acrobat Pro with e-signature features
Do you want the process for (A) a single signer after manager review, or (B) multiple signers in sequence?

Suggestions you can try:

In Adobe Acrobat Sign, you can set up a sequential workflow:

Upload the document and select Request e-signatures.
Add your manager as the first recipient and assign the role Approver (or Signer if they also need to sign).
Add the signing party as the second recipient and keep Recipients must sign in order enabled.
Use Preview & Add Fields to place the required Signature and Date fields for the signer.
Send the agreement. The manager will review/approve first, then the signer will receive it for execution.
Once completed, Acrobat Sign automatically marks the agreement as Completed and sends the finalized signed copy (with audit trail) to the participants based on your organization's settings.

For more detailed information, please refer to these Adobe articles:

https://adobe.ly/4gMlizh

https://adobe.ly/3TMQyo6

https://adobe.ly/4gRfpki

I hope this helps, and please reach out if you need any assistance.

Regards,

Anand Sri.

RussGladd

Participant

Where do I get to verify people have signed a document. All 6 received the document, claimed to have signed. Only 1 notification of 1 signer has come to my email inbox. Please advise.