Adobe Sign without E-mail

Forum|Forum|3 years ago
January 4, 2023
6 replies
5720 views

We are in the process of setting up Adobe Sign to integate with Dynamics 365 online. One of the ways we are attempting to use Adobe Sign is to initiate in-person signing.

The question that I have is, is it possible to initate an Adobe Sign agreeement if the receipient does not have an e-mail address?

E

Enchanted_Ocean9e5f

Participant

I would like a finish button that goes to the admin section instead of it going to the email of the person who is filling out the application.

A

AnkitVerma

Community Manager

Hi @Enchanted_Ocean9e5f ,

Thanks for jumping in with what you're trying to build. If I'm reading it right, once someone finishes filling out and submitting your form, you want them sent to a page you control (your "admin section") rather than the default post-submission behavior. That's a supported setup in Acrobat Sign.

The feature you want is the Post Agreement Completion URL Redirect. It lets you redirect a recipient to your own web page after they complete their action on an agreement (including web forms), so you control where they land at the finish. An admin sets it under Brand Settings > Post Agreement Completion URL Redirect, and it can be configured at the account or group level. When the agreement completes, Acrobat Sign also appends a status parameter to your URL (for example, ?agreementStatus=completed), which your admin page can read. Full details and setup steps are here:

One thing to check on your end: this redirect is supported on Acrobat Pro and the Acrobat Sign Solutions tiers, but it isn't configurable on Acrobat Standard, so it's worth confirming your plan supports it before setting it up.

One quick question so I point you to the right setting: when you say "instead of it going to the email of the person filling out the application," do you mean purely where the signer is sent after they click Finish (the redirect above), or do you also want to change who receives the completed document and completion notifications? Those are two separate settings, so knowing which you're after will help me give you the exact steps.

Please let us know, and we'll take it from there.

Thanks,
^AV

atsmusz_as_dsEng

Adobe Employee

You can't create an agreement or add a recipient without an email address. You can use a "dummy" address, and if sending through API (as the Dynamics integration does) where you have the agreement ID, you can use the API to get the signing URL and deliver it to the signer/s via some other method.

This is not a best practice since part of what makes e-signature valid is that it uniquely identifies the signer (the email address) in the audit trail and ostensibly shows they are the signer because they should be the only person with access to that email inbox.

With Dynamics and other integrations, there are a couple of ways to get the signing URL and or use in-person signing. One way would be to use the Adobe Acrobat Sign mobile app logged in as the sender, which allows for in-person.

Aaron Smusz - Data Science Engineering - Adobe Acrobat Sign

W

WeatherWise

Participant

Yes, but I'm using this to make my life easier and make life easier for my customers. For decades and decades of getting customer signatures on paper, not one time have I ever been given a problem because I don't have their email or vice versa. I'd much rather use adobe acrobat to receive signatures seeing as I already pay for it, but I also don't want to have to absolutely need a customers email in order to receive a signature. Is there a way allow a customer to sign a form on my ipad without having their email? Or is this something I'm going to have to use a 3rd party signature app for?