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richardp37789661
richardp37789661
New Participant
December 27, 2018
Answered

Documents for initials only

  • December 27, 2018
  • 5 replies
  • 14800 views

I'm a real estate broker using Adobe Sign for transaction documents.

I like Adobe Sign but have one major beef. When we receive an offer to purchase, we have the option to accept, reject or counter. When we counter an offer, our clients only initial the offer. They do not sign with a signature anywhere.

Adobe Sign does not allow a document to only be initialed, requiring a full signature somewhere in the document., This is critical for me and other real estate brokers. We need to send out docs that require initials only.

Can't you fix this?

Thanks,

Rick Padden

    Correct answer Meenakshi Negi

    Hi Rick,

    Sorry for the delay in response.

    It seems that you are referring to an option where the receiver does not have to sign the document.

    There is an option where you can assign a role to the receiver.

    Please refer to this help document Adobe Sign Roles for Recipients to check the different roles that you can assign the receiver.

    I did check that you have Adobe Sign individual account.

    As you can check in the help document, the option to assign the roles available in Enterprise account.

    It will not work with your current Adobe Sign account.

    If you are referring to something else, please let us know.

    Regards,

    Meenakshi

    5 replies

    kristinck
    kristinck
    New Participant
    September 12, 2022

    SOLVED! Check the "Advanced Editing On" button at the top right corner, then click "signature fields", then DRAG the "initials" box to your document. 

    D
    defaultb1hxff24ozko
    Participating Frequently
    September 13, 2022

    ***NOT SOLVED *** - Please see the picture showing the real needs posted in this thread.  There still is no solution to this 4 year old thread.  Please Adobe, all we want is the ability to add a person whose 'only need' is to approve a document via "initials" only as per the area underlined in green.  We do NOT want the extra page that you auto amend to the bottom of any "Initials only required" document, e.g. the big red X area.  Go ahead and just stuff that extra unnecessary info in the Audit Report only so we do not have to waste time deleting a page that we did not create, nor want. 

     

     

    D
    defaultb1hxff24ozko
    Participating Frequently
    September 13, 2022

    Oh, and according to Cheri's post, Adobe actually does not have a solution in their Enterprise level either.

    B
    Bruce5CF6
    New Participant
    November 4, 2020

    This literally does not address the question in any way.  

      O
      Adobe Employee
      One each Scott
      Adobe Employee
      November 5, 2020

      Greetings!

      The Role of the recipient impacts which fields are required.  The Role also populates logging events relative to the role selected.

      A "Signer" of an agreement must sign. No way around it.  and the collateral logging refers to the recipient's actions using the term "sign" or "signer".  (eg: "Waiting to Sign"; Signed, etc)

       

      An "Approver" role does not require a signature.  The various terms used will refer to the recipient approving the agreement or waiting to be approved.

       

      If your organization can live with the terminology in the logging being something other than "signing" then using any role other than Signer will allow an agreement to be completed with just the initials.

       

      Hope this is helpful!

       

      -Scott

      D
      defaultavruloehgtnd
      New Participant
      January 28, 2021

      The challenge is that if you have an individual account, you cannot change/assign new roles. You must have an enterprise account, according to @Meenakshi Negi's comments above. The only work around (with an individual account) is to insert a blank cover page that can be signed and discarded.   

        D
        Dave.edu
        New Participant
        August 21, 2020

        Hello, I don't know if you got your problem solved but when you assign the document to a signer, place the field. On the right hand side of the document, switch on "Advanced editing on". When you flip that tab, go back to the signature field, right click, then you can change the signature field to initials. I have found to make this work, you need to make sure to have the tab switched off to place the field, and then switched on to edit the field.

         

        I hope this makes sense.

          J
          Jenna5CAD
          New Participant
          June 29, 2021

          Yes!  This worked for me today.  THANK YOU!  A simple switch for all of this.  LOL.

          tidewater
          tidewater
          New Participant
          April 22, 2020

          I am in real estate too and you needto have a future tenant intial certain clasues.

          the only option you have with fill and sign is signature date or check box. 

          If you hit the advanced option at the bottom there is the choice for intinals but I could not get that to work well 

          but it is there.

          We need the drop down for intitals when adding signatures to a document 

          Help  

          A
          ajit b
          New Participant
          August 3, 2020

          Hi,

          we are using rest api version 5 to create the agreement

          we are facing issue where initials are getting lost/removed/hidden . other tags like signature,fullname etc are there but only initial field is getting removed/lost/hide.

          signer are able to see there initials while time of signature but not able to see other signer intials, but other signer fullname ,signature is visible.

          Even after document is signed by all signer, all fields are visible only initials are missing for all signer.

          can anyone suggest  any solution for this?

          Meenakshi Negi
          Community Manager
          Meenakshi NegiCommunity ManagerCorrect answer
          Community Manager
          January 2, 2019

          Hi Rick,

          Sorry for the delay in response.

          It seems that you are referring to an option where the receiver does not have to sign the document.

          There is an option where you can assign a role to the receiver.

          Please refer to this help document Adobe Sign Roles for Recipients to check the different roles that you can assign the receiver.

          I did check that you have Adobe Sign individual account.

          As you can check in the help document, the option to assign the roles available in Enterprise account.

          It will not work with your current Adobe Sign account.

          If you are referring to something else, please let us know.

          Regards,

          Meenakshi

          K
          KerynnFNSB
          New Participant
          March 17, 2020

          I have this issue, too, and I don't think the staff response understands that in this case, the initials are serving the function of the signature. We use AdobeSign for internal routing/approvals, where the initials suffice. The document I routed today added an uneccesary and redundant signature field at the bottom of the document. 

            N
            nouar86
            New Participant
            April 22, 2020

            Hello, 

            Were you able to resolve this? I'm facing the same issue! 

            thanks 

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