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Need help with customer agreement

New Here ,
Jan 10, 2017 Jan 10, 2017

I'm stuck and can't quite figure out the answer, so hoping the guru's here can easily guide me on solving this problem.  Here is the scenario:  I have a new customer agreement that I'd like to use as a template in the Adobe Sign system.  I'd like for all of the fillable fields to be entered by the new prospect/client. 

Fields that I want THEM (New Client) to fill out include:

  • Client Name
  • Position Title
  • Projected Base Salary
  • Radio Button to select between two agreement options
  • Signature Block

Fields that I will fill out include:

  • Signature Block

I have chosen all of the New Client's fields to be Participant 1.  Should I put them as Participant 2?  When I send these out, I always end up adding myself first then including their email second.  Is that the best way to tackle this?  Thanks!

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correct answers 1 Correct answer

Jan 13, 2017 Jan 13, 2017

Hi jeremym47773478

Please assign below fields to "Participant 1":

  • Client Name
  • Position Title
  • Projected Base Salary
  • Radio Button to select between two agreement options
  • Signature Block

And, the below field to "Participant 2" if you are the last signer on the document:

  • Signature Block

Now while sending the document in the Recipient field add Signers email address first followed by your email address.

Now once the Signers has filled & signed the document, you will receive the document for signature.

Regard

...
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Jan 13, 2017 Jan 13, 2017
LATEST

Hi jeremym47773478

Please assign below fields to "Participant 1":

  • Client Name
  • Position Title
  • Projected Base Salary
  • Radio Button to select between two agreement options
  • Signature Block

And, the below field to "Participant 2" if you are the last signer on the document:

  • Signature Block

Now while sending the document in the Recipient field add Signers email address first followed by your email address.

Now once the Signers has filled & signed the document, you will receive the document for signature.

Regards,

Aadesh

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Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more
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