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Creating Web Form to Accomodate Variable Signers

New Here ,
Sep 02, 2020 Sep 02, 2020

In Adobe Sign, is there a way to solve this issue:
I've created a web form where a paralegal will fill out all of the fields and then select an attorney from a drop-down list (with export values of their email addresses if that helps). I would like to make that selected attorney become the first signer of the form (as in, they become the next destination in the flow before heading to the static supervisor and admin) during the filling out without my intervention. But that attorney won't be known until the paralegal is filling out the form.
I've tried Conditions where the Signature box should only appear if "Jane Doe" is selected from the drop-down (and carries the "jane_doe@email.com" exported value). Multiple, overlapping Signature boxes with matching Conditions for all of the choices from the drop-down either don't work or I'm doing it wrong.

I've added all possible email addresses to Counter-Signers.

I can't seem to make it work.

Is there a better method or does Sign support variables that would solve what sounds like a common occurance? Thanks.

TOPICS
Adobe Sign forms , How to sign , Web forms
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Adobe Employee ,
Sep 02, 2020 Sep 02, 2020

Hi Andym,

 

Thank you for reaching out.

 

As per your description above, you are trying to customize the signing workflow on how the document moves depending on the selection made in the process.

Did you check the Workflows feature in Adobe Sign? If not, please refer to the information and tutorial provided in the following help links:

https://helpx.adobe.com/sign/using/workflow-designer-signature-workflow.html

https://helpx.adobe.com/sign/how-to/workflow-designer.html

Check if that helps.

 

We did check your account using the email address used to sign-in to the community. You are currently using the Adobe Sign team service. The Workflow feature is only available with the Adobe Sign Enterprise service plan. You may test the feature using the Enterprise trial service from here: https://acrobat.adobe.com/us/en/sign/pricing/plans.html

 

Hope the information helps.

Let us know if you have any questions.

 

Thanks,

Meenakshi

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New Here ,
Sep 02, 2020 Sep 02, 2020
Well, having Adobe Sign Teams explains why I couldn't find Workflow or Send Settings while researching this issue. Thank you for clearing up that mystery.

If I bought the Enterprise version as you suggest, can I do exactly what I'm attempting in a clean, elegant solution?

Thanks
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Adobe Employee ,
Sep 23, 2020 Sep 23, 2020
LATEST

Hey Andym,

 

Sorry for the delay in response.

 

To check if the feature will work for you as required, I would suggest to use the Enterprise trial service. You may register for the trial service from here: https://acrobat.adobe.com/us/en/sign/pricing/plans.html 

Please use a different email to register as you can use an email for more than one account. Ensure that the email was not used for any other Adobe Sign account. 

Then try to create one of the workflow as required. 

 

We will be here to help you and guide you in the right direction. 

 

Thanks,

Meenakshi

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