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Hierarchy - Different Roles in signature process

New Here ,
Jul 02, 2021 Jul 02, 2021

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I hope you can help me. 

We are facing the following scenario:

X wants to send a file to be signed by Y.

X doesn't know who Y is nor their email adress. But X knows Z, who does know who Y is.

We would need X to set the file, so Z can send it to Y to sign it. Once signed, X should receive back the copy of the signed file.

 

Is it possible to do so using Adobe Sign?

More details in the attached image

TOPICS
Adobe Sign forms , Configure accounts , Manage documents , Send documents , Workflow designer

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New Here ,
Jul 02, 2021 Jul 02, 2021

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I'm not really an expert, I'm just a user. But what information in included in the template?

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Adobe Employee ,
Jul 02, 2021 Jul 02, 2021

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Hi Hector,

 

Thank you for reaching out.

 

As per your description above, you need to send a document to a person who will forward it to the signer.

Yes, it can be achieved via Adobe Sign. X can send the document to Z and assign him the delegator role. Then Z can delegate that agreement to Y. Once the document is signed, X will receive the signed copy.

 

Let us know if you have any questions.

 

Thanks,

Meenakshi

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New Here ,
Jul 07, 2021 Jul 07, 2021

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Thank you very much for your response Meenakshi.

 

Adding below more questions/details:

 

-Could X set the document so many Zs can use it to be sent to many Y who should sign it.

Is it possible to create kind of a library of the document that any Z can then send to Y to get signed? 

 

If so and even if not, could you please share with me the details (or a link) on how could it be done? 

 

Thank you very much for your help

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