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Automatically creating fillable forms - without Acrobat

Community Beginner ,
Feb 26, 2024 Feb 26, 2024

Good morning.

I am wanting to generate documents that will be sent off to clients for signing and then returned signed - using Adobe Sign.  Automated creation of the document is easy (a document tool that generates PDF), and then using Adobe's APIs, the documents are sent off.  

What I have not been able to quite grasp is the step where Adobe Sign recognises any/these designated fields (white-on-white etc.) on the document without manual intervention or use of Acrobat itself.  

Is somebody able to point me in the right direction (webpage, tutorial etc.) please as to how I can tell Adobe Sign to utilise that document as a form - fields and signatures etc?

Many thanks in advance.

Greg

TOPICS
Adobe Sign forms , Product information , Send documents
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correct answers 1 Correct answer

Guide , Feb 29, 2024 Feb 29, 2024

The only Sign product you can integrate thru APIs is Sign for Enterprise.

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Guide ,
Feb 28, 2024 Feb 28, 2024

You need to manually input where the signature goes in the document that will be processed by Sign.  You can create a template and then resuse it as needed.

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Community Beginner ,
Feb 28, 2024 Feb 28, 2024

Hi there, and thankyou for responding. 🙂

 

So there is a place for signing in the PDF, that bit is OK, but are you saying that I still have to manually manipulate the document in Acrobat to make it a template before being able to upload it before using it?  Is there no option to be able to generate the PDF on our server then upload it to Adobe Sign (through APIs)  and have it go directly to the client?

 

Cheers,

Greg

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Guide ,
Feb 29, 2024 Feb 29, 2024

The only Sign product you can integrate thru APIs is Sign for Enterprise.

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Community Beginner ,
Mar 03, 2024 Mar 03, 2024

Hi there @mariahweyne 

 

Thanks for this information - I will ensure the correct licensing is purchased.

Assuming I have Enterprise, how does the process work though, as above?  How does the newly created PDF then get signed electronically/automatically on the way up to Adobe Sign servers?

 

Thanks,

Greg

 

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Guide ,
Mar 04, 2024 Mar 04, 2024
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Community Beginner ,
Mar 04, 2024 Mar 04, 2024
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Thankyou @mariahweyne 

 

Plenty of inforamtion to go with here. Your help has been appreciated.

 

Cheers,

Greg

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