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A
APSchulte75
Participant
March 25, 2020
Question

Fillable form, send for signature issues

  • March 25, 2020
  • 1 reply
  • 638 views

Hi community,

Firstly, I've attempted to resolve this issue numerous times through conceivably all common channels to no avail. I'm a physician, I have a patient history form that I have created as a fillable PDF file that I want to send to patients to complete electronically, sign, and date, then I need to sign and date to complete the file and store in their medical records. It seems like a simple issue with a simple solution, however there are numerous conflicting/confusing/redundant options and none of which is a best fit.

 

The closest I've come across has been the "Manage Document Template" online option, however it seems like something that should be achievable through my desktop app via the Adobe Sign tool. However, while both tools/utilities offer the ability to designate which party completes which fields, it's neither possible or efficient to repeat this process each time via Adobe Sign.

 

How can I format my document within Acrobat DC so that I can simply open the document and send it to my patients without having to repeatedly indicate which recipient signs which field over and over again in the "Specify where to sign and fill" portion of the Adobe Sign tool?

This topic has been closed for replies.

1 reply

ls_rbls
Community Expert
ls_rblsCommunity Expert
Community Expert
March 25, 2020

Hi,

 

You can create a template out of an existing Adobe Sign workflow.

 

However, the key question here is if when you're preparing the Adobe Sign workflow, are you actually designating signature, date, and data blocks for each of your email recipients?

 

This is a very straight forward procedure.

 

When your Clients  received the Adobe Sign form via email, they will open it and will only be allowed to sign their portion, all other signature blocks that are intended for other recipients will be greyed out.

 

Check if you're missing any basic steps and compare with this guidance: https://helpx.adobe.com/sign/kb/signature-block-is-automatically-added-to-the-bottom-of-the-document-adobe-sign.html 

 

Also, here is the Adobe Sign User Guide for a more in-depth approach:https://helpx.adobe.com/sign/using/get-started-guide.html 

    A
    APSchulte75Author
    Participant
    March 25, 2020

    Thank you for the reply and user guides. 

    Is there a similar guide on how to assign administrative privileges? I would like to be able to give my practice manager the ability and autonomy to send patient agreements to the patients herself. However, this seems like a redundant additional step. For example, my practice manager has Email A, I have Email B, and the patient has Email C. Both I and the patient have to sign the document, but my practice manager is sending the agreement from Email A, and she doesnt need to sign it.

    My name and personal email were previously associated with my adobe account, and I changed that because it was sending both to my patients when requesting their signatures, so I changed my profile name to that of my compay, and the email to that of my practice manager. Is there an easier way to accomplish this?

    ls_rbls
    Community Expert
    ls_rblsCommunity Expert
    Community Expert
    March 25, 2020

    You're welcome, happy to help.

     

    And yes, you can achieve a more automated process using a javascript action button.

     

    Is this is what you're referring to as administrative priviledges?

     

    See the discussion in the following thread to accomplish that via javascript action:

     

    https://community.adobe.com/t5/acrobat/adding-multiple-email-addresses-to-javascript-for-a-submit-button-on-a-pdf-form/m-p/11002699?page=1#M246893 

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