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Karen23176126z5fa
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August 19, 2022
Answered

Help Getting Signature from Client

  • August 19, 2022
  • 1 reply
  • 298 views

I need help with work flow in my office. 

We have a fillable pdf application that we send to clients. The information can be personal. So we upload the pdf to a secure portal. The client can sign into the portal, open the pdf and fill in the needed inforrmation just fine.

The client needs to sign the form. Without the client having to print the pdf, sign, scan, and upload to the portal, what is the best way to get the client's signature on the form? I know how to send the form via email to get the results I want, but since the information is personal, I don't trust email. It needs to be a pdf I can save and upload to our portal,  not send vial email.

Any help appreciated!!

This topic has been closed for replies.
Correct answer try67

These are two separate issues. Signing can be done using a Digital Signature field, for example, or if you use Adobe Sign.

Sending the form back to you not via email can also be done via Adobe Sign, I believe, or it can be done by submitting the form to a web-service, which then saves it to the server. Doing so will require developing the scripts for it, and deploying them in a secure way on an https server, preferably.

1 reply

try67
Community Expert
try67Community ExpertCorrect answer
Community Expert
August 19, 2022

These are two separate issues. Signing can be done using a Digital Signature field, for example, or if you use Adobe Sign.

Sending the form back to you not via email can also be done via Adobe Sign, I believe, or it can be done by submitting the form to a web-service, which then saves it to the server. Doing so will require developing the scripts for it, and deploying them in a secure way on an https server, preferably.

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