Adobe Sign Send with Attachments/Supporting Documents Options?
I posted this under the Adobe Sign forum but have not received any replies from Adobe in weeks, so trying here as well.
Hello, I have searched around looking for an answer to this issue and have in fact tried a few options on my own but am finding I need an official answer from Adobe.
We have been trying to migrate to using Sign in our now-remote environement and it has been helpful in many ways....except when it comes to contracts. When a contract is being reviewed, there are often many supporting documents that are required...Excel files, other PDFs, Word documents, jpegs, and so on.
I have tried text tags with prefill options and I have tried the 'add files' option when setting up for signature, but all that does is convert the files to PDFs and add them to the contract document to be signed. I find it hard to believe that Adobe would offer up Sign, a system with workflow for signatures for major contracts, but not offer something within that system for handling supporting documents. It has been very 'wonky' to have to create hundreds of new folders, send separate emails, etc, and then tell people that the actual signing piece will be done in Sign.
So I am asking if there is an option for handling supporting documents WITHIN Sign itself...folders, attachments, etc? First step would be being able to send files with Attachments. We already know that Adobe does this...but Sign converts the document to a Sign document and removes the attachments. So we are looking for another way to send in Sign with the attachments.
Text tags also have limits, so doing that option does not work for things like Excel files. We have seen posts mentioning this ability in the Enterprise versions, but then others say it is not the case there either. We do have a business account.
Next step would be true workflow, which would allow for supporting documents, not just the signature workflow.
Hoping someone can give us a 'hopeful' definitive answer.
