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Adobe sign, can i autopopulate, mass send and have multiple signers?

New Here ,
Jul 11, 2023 Jul 11, 2023

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Hey everyone. My team is working with a client that needs many agreements signed, and I want to use Adobe Sign. There are a couple of things we need from adobe sign, and we need them simultaneously: 

  1. The ability to send a document to be signed by multiple signers in a particular order
  2. The ability to auto populate fields in a PDF with signee information (like agreement number and organization name... etc.)
  3. The ability to send out multiple forms to be signed at once

 

Adobe Sign offers each of these features, but it looks like you can't use them all at once. You must choose which ones you want to use. I've been searching adobe support forums and I can't find an answer, and when I try to set it up myself, i still can't get a clear answer. I was wondering if someone knows how to accomplish all three of these features in one send.

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Adobe Sign forms , How to sign , Manage documents , Send documents

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Advisor ,
Jul 11, 2023 Jul 11, 2023

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Depending on what Acrobat Sign product you have it can be done.  Check out the comparison chart I have attached. Which product, if any do you currently have?

 

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New Here ,
Jul 11, 2023 Jul 11, 2023

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Ah this is interesting, thank you! I'm a little confused though, because when i go to this link, adobe uses different names "Business Solutions" becomes "for teams", and it shows a different list of features. 
I currently have the teams subscription through my organization, and it does to offer these three functionalities, but not at the same time. 

For example, if i send out documents for signature in bulk, i lose the option to route documents for signatures through multiple recipients in a particular order. 

Is that a feature i have to pay for enterprise access to get?



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Advisor ,
Jul 11, 2023 Jul 11, 2023

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So it seems you have Acrobat Pro for Teams.  With Acrobat you can send out for signature in a particular order and send multiple documents to be signed.  But with Sign Business or Sign Enterprise you have different participant roles and a prefiller is one role that Acrobat does snot have.  

With Acrobat you need to populate the form before sending it out for signature.

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