PDF forms noob.

[Jorge007]

I've been trying to create a fillable form (contract) which I need to distribute to all salesman. It must have two different signature and initial fields: One for the customer and the second to a predetermined signer (always the same).  The idea is for the salesman to be able to fill out the fields (acrobat free mobile app or adobe sign subscription app??? )and then send contract for signatures. One copy to the customer for signature and another copy to the pre determined second signer.

I've encountered several issues:

I've tried creating the form with required fields, also assigning fields to specific users (sender, signer, second signer) but when I send the document for signature, all fields appear blank.

The other issue is that when I fill out the fields and send contract for signature, it shows all the fields as "available" to signers, asking them to re-fill the form.

Also, Second copy is not sent to second predetermined signer unless specified on each "send for signature email".

Any suggestions? please use basic toddler's english... this is already killing me!

[Josh_Corey]

I cannot help with this in Acrobat but would recommend you consider trying Adobe Sign which is intended for signing workflows:

Free electronic signature trial | Adobe Sign (formerly EchoSign)

[Jorge007]

I also have adobe sign, please feel free to help!

[Josh_Corey · Accepted solution]

I can't really give a tutorial on using Adobe Sign to accomplish what you've listed - but we have a great set of tutorials.

Most of what you noted as far as I know is in the authoring workflow - if you go to the "Send" tab and after choosing the recipients and uploading your document, if you click "Preview and add Signature fields" you'll be able to set properties on the fields, assign specific signers to each signature field you add.  Since it is an experience controlled by Adobe Sign you should not have any issues with fields not showing up etc when the receivers are filling it out.

Adobe Sign tutorials | Learn how to use Adobe Sign

Thanks,

Josh