Send documents for signature-Adobe Document Cloud

Adobe Employee ,
Dec 23, 2020

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Get the documents signed by others using the Request Signature tool, which relies on cloud services provided by Adobe Sign.

 

Steps to send documents for signature

A. Sign in to Adobe Document Cloud Home at https://documentcloud.adobe.com with your Adobe ID and password, or with your social (Facebook or Google) account.

 

B. In the top navigation bar, click Sign Request Signatures.

 

Picture1.png

 

 

C.  In the Request Signatures landing page, do the following:

  1. In the Recipients field, add recipient email addresses.
    (Optional) Click Add Me, if you want to be included as a signer of the document.
  2. Change the default text in the Message area as appropriate.
    (Optional) If you want to add more people just for information, use the Show CC button to add their email addresses to the CC list.
  3. (Optional) Select Password Protect if you require recipients to enter a password to open and view the signed PDF file.
  4. (Optional) Select Set Reminder to set the frequency of reminders to be sent until the agreement is completed.
  5. Click Add Files and then browse and select the document.

 

Picture2.png

 

 

D. Click Next.

The document is now ready for adding fields that you want the signers to fill in or sign.

Note: If you have added multiple documents, the documents are converted into PDFs and combined into a single file. The combined file is opened for you to add appropriate fields.

 

E- The Specify Where to Fill & Sign page is displayed. If you are sending a flat-form, you see the simplified mode, else advanced mode is displayed.

 

F. When you've placed all desired fields in the document, click Send. A confirmation message is shown, and then a preview of the sent agreement is displayed. From the right pane of the agreement preview, you can do the following:

  • View Status of the agreement.
  • Set Reminder for yourself or the recipient.
  • Cancel the agreement.
  • Download the PDF agreement.
  • Download Audit Report.
  • Hide Agreement.
  • Share agreement to let others view and access the agreement alongwith its status from their Adobe Sign account.
  • Add Notes.
  • Download Individual Files, if you have added multiple files in the agreement.
  • To view the timestamp of each Activity, expand the list by clicking the arrow key.

 

 

Picture3.png

 

Note: A copy of the sent agreement is also stored in your Adobe Document Cloud account. The Recent section at the bottom area of the Home page lists all the agreements you’ve sent recently. Alternatively, to see the list of all your agreements, click Documents in the top-menu bar, and then click All Agreements.

To discover a host of other great features – Go straight to: 

Where are my files?  

Manage and work with your files stored in Adobe Document Cloud:

Is your work restricted to specific system? & More like this:

New Send for Signature experience in Adobe Document Cloud

Send documents for signature

 

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Send documents for signature-Adobe Document Cloud

Adobe Employee ,
Dec 23, 2020

Copy link to clipboard

Copied

Get the documents signed by others using the Request Signature tool, which relies on cloud services provided by Adobe Sign.

 

Steps to send documents for signature

A. Sign in to Adobe Document Cloud Home at https://documentcloud.adobe.com with your Adobe ID and password, or with your social (Facebook or Google) account.

 

B. In the top navigation bar, click Sign Request Signatures.

 

Picture1.png

 

 

C.  In the Request Signatures landing page, do the following:

  1. In the Recipients field, add recipient email addresses.
    (Optional) Click Add Me, if you want to be included as a signer of the document.
  2. Change the default text in the Message area as appropriate.
    (Optional) If you want to add more people just for information, use the Show CC button to add their email addresses to the CC list.
  3. (Optional) Select Password Protect if you require recipients to enter a password to open and view the signed PDF file.
  4. (Optional) Select Set Reminder to set the frequency of reminders to be sent until the agreement is completed.
  5. Click Add Files and then browse and select the document.

 

Picture2.png

 

 

D. Click Next.

The document is now ready for adding fields that you want the signers to fill in or sign.

Note: If you have added multiple documents, the documents are converted into PDFs and combined into a single file. The combined file is opened for you to add appropriate fields.

 

E- The Specify Where to Fill & Sign page is displayed. If you are sending a flat-form, you see the simplified mode, else advanced mode is displayed.

 

F. When you've placed all desired fields in the document, click Send. A confirmation message is shown, and then a preview of the sent agreement is displayed. From the right pane of the agreement preview, you can do the following:

  • View Status of the agreement.
  • Set Reminder for yourself or the recipient.
  • Cancel the agreement.
  • Download the PDF agreement.
  • Download Audit Report.
  • Hide Agreement.
  • Share agreement to let others view and access the agreement alongwith its status from their Adobe Sign account.
  • Add Notes.
  • Download Individual Files, if you have added multiple files in the agreement.
  • To view the timestamp of each Activity, expand the list by clicking the arrow key.

 

 

Picture3.png

 

Note: A copy of the sent agreement is also stored in your Adobe Document Cloud account. The Recent section at the bottom area of the Home page lists all the agreements you’ve sent recently. Alternatively, to see the list of all your agreements, click Documents in the top-menu bar, and then click All Agreements.

To discover a host of other great features – Go straight to: 

Where are my files?  

Manage and work with your files stored in Adobe Document Cloud:

Is your work restricted to specific system? & More like this:

New Send for Signature experience in Adobe Document Cloud

Send documents for signature

 

TOPICS
Send for signature

Views

122

Likes

Translate

Translate

Report

Report
Dec 23, 2020 0
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