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John2320891385cz
New Participant
July 12, 2023
Question

Creating a fillable form that requests e-signatures that does not require being sent to a signee.

  • July 12, 2023
  • 2 replies
  • 4791 views

I know how to create a fillable form from an existing document.   I know how to request e-signatures and send for signing.  Can I create a form that has e-Signature fields to be signed by anyone who opens the saved PDF and then it gets sent to another party for e-Signature?

For example, an employee expense form that is filled out by an undetermined party but signs it and sends it to the approval department.  Can I create the form, save it for anyone open and fill out, they must fill in the signature field and then send it to the financial department for their signature?

I don't want to have to require the financial department to send out the form for signature to anyone requesting the form.  I want the form to be available for anyone that needs it and then initiate the signature process.  Thanks!

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    2 replies

    try67
    try67
    Community Expert
    July 12, 2023

    Don't convert the file to an Adobe Sign form. Revert it back to being a normal PDF form (via Tools - Prepare Form - More) and then simply add a Signature field to it.

    J
    John2320891385czAuthor
    New Participant
    July 13, 2023

    Do you mean more like this?   So a person could fill this out with Acrobat Reader or DC and drag in a signature image, then email it to someone with an Adobe Acrobat license seat who could then start the request "Electronic Signature" process?  Is that the best way of doing it?  Thanks!

    try67
    try67
    Community Expert
    July 13, 2023

    No, I mean more like this... Using actual signature fields.

     

     

    Eric Dumas
    Eric Dumas
    Community Expert
    July 12, 2023

    What I usually do in this type of scenario is to create the pdf, save it in a central location (network or SharePoint) and make sure the file is read-only. Every user can access the file, open it. But because it is read-only, users cannot save it but can only make a save as. 

    In the case of SharePoint, a workflow will take any new file and send it to the correct department (another site/library with notifications to let administrators know they have a new file to deal with).

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