Pre- and post-contract form fields & signatures

[Jacob38168125uy5w]

TL;DR - I need clients to set goals in part of a form, then come back later and score progress on those goals in the same form. Signatures are required both times. Is this possible?

I have a form in which multiple clients (intern and employer) fill in and sign only some form fields at the beginning of a process, and then they fill out the rest of the fields and sign the form again at the end of that process, usually around 3 months later. These cannot be separate forms, because clients are identifying goals in a left-hand column on each page (call it "phase 1") and then evaluating those goals in a right-hand column on the same page (call it "phase 2.")

I would like to send the form out in "phase 1" and then resend the same form for phase 2, which should include the user-entered content from phase 1, so clients can enter evaluation scores on the goals entered the first time they filled out the form.

Lastly, as the program supervisor, I need to sign the form after all of the above is completed - I don't need to sign for phase 1, only for phase 2.

I hope I've explained this clearly - thanks for your help!

[Meenakshi Negi · Accepted solution]

Hi Jacob38168125uy5w,

Thank you for reaching out, and sorry about the delay in response.

To achieve this, you may use the custom send workflow feature in Acrobat Sign. For more information on Workflow, refer to the following help document: https://adobe.ly/4jVNfnc. Check if that helps.

Thanks,

Meenakshi