Creating a form with workflow, multiple signers

[bcontento]

Our company has been using paper docs too long. I'd like to create electronic versions of the ones that make sense. One is our time off request. It entails a form with the employee's info, days and dates requested off, etc. as well as the employee's signature. That document is then review by their supervisor for approval and signature. It's then forwarded to HR for recording (date stamped and initials), then on to the "boss" for final approval signature and date.

I'm struggling to figure out the best way to do this in our environment. All of our staff have Acrobat Reader and a few of us have the full version Acrobat Pro DC. I've created the form, now I just need to know how to build the workflow.

- I need my staff to be able to fill out the form in Reader (or online) and add their signature (doesn't have to be a certified digital certificate or anything) then forward it to their supervisor for review (via email)

- that supervisor will then need to open the doc for review and need to be able to complete a couple of the form fields and add his signature. then, forward it along to HR

- HR completes their form fields and forwards to the boss

- boss signs and dates and returns the doc to HR and the original submitter

So is this something that can be done within the platform without requiring my end-users to have Acrobat Pro or advanced skillsets?

thanks all

[Josh_Corey · Accepted solution]

Hi;

I'm not sure if that is possible in Acrobat/Reader or not honestly but this would be a good place to start:

Approval workflows, Adobe Acrobat

Adobe Sign (which is subscription based) I think would accomplish what you are looking for: https://acrobat.adobe.com/us/en/sign/free-trial-global.html

Free trial, Adobe Sign (formerly EchoSign) | Adobe Document Cloud

Thanks,

Josh