Signing all the same document, where their names appear in a table

Report · Feb 06, 2023

Hi all,

I have a .docx template where the name of the participants is populated in a table and they each receive a PDF and need to sign in the Signature column. Do I need to put some conditions in the .docx file when I generate the tags for Adobe Sign (Adobe Document Generation) to only show the signature field if the name of the participant is the same of the one that receives the email? I have no field name set (don't know how, is just a simple doc file).

Currently, the columns "Nr" and "Name" from my table are automatically well populated, I use Power Automate, the document is generated and uploaded in Adobe but, the column for Signature is not working as I need to, and I don't know what to try next. Each of the participants receives a PDF with the request to sign in ALL the cells, for all the participants.

Any suggestions, please?

Thank you!

Report · Feb 07, 2023

Hi Claudia282749058y4y,

Thank you for reaching out.

Could you please confirm the Adobe Acrobat plan you are using?

How have you created the form? As you add the text tags for signature fields, are you sending a single document for signature to multiple people or sending an individual document to each recipient?

Please share more information about how you have added the text tags for each row.

In the meantime, also refer to the following help document: https://helpx.adobe.com/sign/using/text-tag.html.

Check if you get any help.

Thanks,

Meenakshi

Report · Feb 07, 2023

Hi MeenakshiNegi,

Thank you so much for responding me!

In my plan I have: DC Standard, Enterprise PDF Services Developer, PDF Services, Acrobat Sign and the rest I think maybe is not of interest. I am tagging a .docx file using Document Generation. This file is read further by my flow in Power Automate, then I use the action Generate document from Word template to send my json data to the template in order to populate it with my data. I save a copy of this generated document as a pdf file (last screenshot, ListPartDocGenerated.pdf), then I use aother actions from Power Automate Microsoft to upload the file to Adobe account then send for signature to each of them). Now I was trying to make the identifier signer1 to change dynamically when the table is populated, "signer" plus nr 1, nr2... (signer1, in the first row, signer2 in the second row and so on). Let me know if you need more details!

Thank you so much!

Claudia Kiss

Report · Feb 07, 2023

Hi again,

Please advice on how to make the role, signer1, to change dynamically (signer1, signer2, ..., signer9 etc.) and please confirm that if this is possible, and the cells for signature will be prepared before file is sent to each of them, the participants will be able to sign just in one place. I hope I'm clear!

Thank you!

Report · Mar 20, 2023

Hi Claudia282749058y4y,

Sorry about the delay in response.

It seems that you are using the Adobe Sign Enterprise plan. If you have a question related to integration, the experts can best answer it. I suggest you, please get in touch with our Adobe Sign Enterprise support team to get the correct information about this. You may contact them using the steps indicated in the following help document: https://helpx.adobe.com/sign/using/adobesign-support-resources.html.

Thanks,

Meenakshi