Designing an esignature document to be implemented by admins with ZERO cc experience

Forum|Forum|1 year ago
April 3, 2024
1 reply
758 views

Hi! Designing a fillable pdf. Started in InDesign and created fields including the signature field. My client doesn't like the user experience of those signature fields. Exported my doc and opened in Acrobat. Converted the fields to native Acrobat esignature. When downloading the doc to give the client to use...the signature field loses its formating. They can still type in that field but not sign. Saved as a template and now I am the only one who can use it. Thoughts? Work arounds? Jump software to docusign?

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Thom Parker

Community Expert

Consider converting the form to an eSign form. The user experience is much better (more controled) in this workflow.

You state that "When downloading the doc to give the client to use...the signature field loses its formating. They can still type in that field but not sign." The only way this could happen is if the form was opened in a really crappy PDF viewer or the PDF was converted to something else in the process.

Please explain what you mean by downloading the doc? Be explicit. Acrobat and PDF and not one thing. There are many different variations on how PDFs are created and processed. So we need to know the details to understand what you are doing.

Thom Parker - Software Developer at PDFScriptingUse the Acrobat JavaScript Reference early and often

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Alison356009762q0nAuthor

Known Participant

Hi Thom

Thank you for your response. What I mean by "downloading the doc"—I save the form from Acrobat to my computer after adding signature fields. I then email this .pdf as an attachment in Outlook. When this .pdf is opened, there is no longer a signature field, just a text field. (BTW, had the same experience when I sent it to myself and opened in Acrobat Pro.) I would love to do an eSign form, but that is not their preference. Pushing for the way I made the doc originally in InDesign with the signature field that prompts the user to create a digital signature with a time stamp. As this doc is an application for purchasing credit (wholesale), it seems appropriate to have this extra step. Thank you for taking the time to respond.

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Alison356009762q0nAuthor

Known Participant

Just a follow-up about this. The .pdf was made into an eSign form, but not a web form. Thom, just wanted to clarify this. When you mentionned eSign, I was thinking Web Form. It's still a bit of a mystery what's going on. I suspect maybe the testers aren't opening any of the docs in Acrobat at all...maybe in a browser?

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