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Reviewing Documents After Signing and Sending Back for Modifications

Explorer ,
Jul 20, 2023 Jul 20, 2023

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Our flow looks something similar to this:

 

  • Employee fills out a packet (60 pages, a lot of redundant information (name, SSN, zip code, etc.) and signs
  • Client signs
  • Support Broker reviews form for erros

 

If there are errors on the form, le's say the employee mistypes their zip code (populated throughout the packet incorrectly) or enters a wrong phone number (fat-fingers the wrong number on their cell phone while filling out the form), the Support Broker needs to either correct the error or send the form back to the employee to correct the error.

 

Is this functionality possible with Acrobat Sign?

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Advisor ,
Jul 21, 2023 Jul 21, 2023

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Once a document is signed NO changes can be made.

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Explorer ,
Jul 21, 2023 Jul 21, 2023

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DocuSing has "collaborative fields" where the final signer can make changes to the Document, initial it, and send it back out to the signer to initial the changes. Does that sort of flow exist with Adobe Sign?

 

Obviously, if I have a contract that needs to be signed, I get it... once signed, that's that. But if there are form fields that need to be filled out, there's almost always a chance for errors. That has to be addressed somewhere, right?

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Advisor ,
Jul 21, 2023 Jul 21, 2023

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No, Sign does not have collaborative fields. 

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Explorer ,
Jul 22, 2023 Jul 22, 2023

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That wasn't the question... but fine. Feel free to elaborate a bit and answer the question without some relevant dialogue.

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Advisor ,
Jul 24, 2023 Jul 24, 2023

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In Acrobat Sign once a filed has been completed, either with text or a signature, it cannot be modified.  This said, it cannot be sent back for review. The field is locked. 

Here you can see how and when a sent document can be modified.  And it is only available for Acrobat Sign for Enterpise.  Modify an agreements documents in-flight (adobe.com)

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Explorer ,
Jul 24, 2023 Jul 24, 2023

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I've read up an Modifying agreements and that doesn't quite fit what I need. I do agree that this doesn't seem like something that can be done.

 

With that said, how does Adobe handle errors in these Documents? Let's just say a simple Tax Form like the I9. It's a base form in Adobe Sign, available to me as a template.

 

If I type in my wrong Social Security Number and submit the form... what happens when it is discovered that the information is wrong? It's a Tax Form, I MUST have my correct SSN.

 

There must be some way to handle this? Back in the day, we called it WhiteOut. We were able to correct these errors by whiting out the errors, letting it dry (a few seconds), and writing in the correct response.

 

What is the WhiteOut equivilant in Electronic Signing?

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Advisor ,
Jul 24, 2023 Jul 24, 2023

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Sadly, the only way is to resend the form for signature and verify the information before sending. 

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Adobe Employee ,
Jul 31, 2023 Jul 31, 2023

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Hi CBDaniels,

 

Thank you for reaching out.

 

The workflow you are looking for might not be available via Acrobat Sign. As mentioned by the mariahweyne, Once the document is signed, it is not possible to make changes to it. However, we will check with the team once if it is possible. 

 

Thanks,

Meenakshi

 

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