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New Participant
June 3, 2022
Question

Multiple signature workflow. Sign tool and Digital ID work differently.

  • June 3, 2022
  • 1 reply
  • 495 views

I need some assistance.

 

I am creating an application for leave form that requires a two step signature. The form has two sections. Employees section and admin sections. The employee fills the form first then submits to admin for approval.

Example:

The employees fill out the fields then signs and submits the form. When the form is submitted. the employees fields must become read only and the admin office section fields must remain open.

Once the admin office has approved the details the form must be signed and submitted to management.

 

The problem comes in when the employee signs the form. The form currently behaves differently depending on how the form is signed. If the form is signed with a digital ID then it works perfectly and makes the form read only for the employee section as desired. But, if the form is signed with the sign tool (fountain pen icon), then the entire form becomes read only when submitted.

I need the admin section entry fields to remain fillable when signed by both digital id and signature i.e I only need certain fields to become read only.

I have tried the field settings but like I have mentioned above, it only works as desired when signing with a digital ID.

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1 reply

Amal.
Community Manager
Community Manager
June 3, 2022

Hi there

 

Hope you are doing well and sorry for the trouble.

 

Please go through the help page https://helpx.adobe.com/acrobat/using/send-for-signature.html and see if that works for you.

 

Regards

Amal

NewB2AdAuthor
New Participant
June 4, 2022

Hi Amal , Thank you for the suggestion, but it does not help. I dont want to send for signature. The form must start with one person then be sent to the other. The form needs two signatures. on different parts of the form. 

Amal.
Community Manager
Community Manager
June 9, 2022

Hi there

 

Sorry, as I was not able to explain you well. Please follow the steps  below and see if that helps:

 

  1. Open the PDF form
  2. Go to Tools > Request signature
  3. Enter the email of the first signer and then the email of the second signer in the recipient box (In the order you want the signatures)
  4. Specify where to sign and click send.

    The document will go to the first signer once he signs it will move to the next one. Once all the recipients will sign the document, all of them will get the final signed document.

 

 

Hope it will help

 

Regards

Amal