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Create fields in PowerPoint templates that then are recognised by Adobe Sign when PDFs are produced

New Here ,
Oct 28, 2019

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We've recently discovered Adobe Sign - so we can now send the documents using that for the clients to sign electronically.

 

One thing I was wondering is whether the client name, position, date and signature boxes, which they would complete using Adobe Sign, can be embedded into the PowerPoint template somehow - so that when the PowerPoint template is edited for each proposal and then saved and converted to PDF - the resulting document would already have the relevant form fields in there for Adobe Sign to pick up - to save the users having to add those fields manually onto the PDF within Adobe Sign.

 

I gather within Adobe's Workflow Automation you could kind of do some of this - but as far as I can tell it wouldn't work if the document wasn't a template saved within the Doc Library - in our case the PowerPoint has already been edited with various project-specific slides etc - so it would no longer be a template once converted to PDF and getting signature.

 

Hope that's at least remotely clear!?

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Adobe Sign forms, Workflow designer

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Create fields in PowerPoint templates that then are recognised by Adobe Sign when PDFs are produced

New Here ,
Oct 28, 2019

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We've recently discovered Adobe Sign - so we can now send the documents using that for the clients to sign electronically.

 

One thing I was wondering is whether the client name, position, date and signature boxes, which they would complete using Adobe Sign, can be embedded into the PowerPoint template somehow - so that when the PowerPoint template is edited for each proposal and then saved and converted to PDF - the resulting document would already have the relevant form fields in there for Adobe Sign to pick up - to save the users having to add those fields manually onto the PDF within Adobe Sign.

 

I gather within Adobe's Workflow Automation you could kind of do some of this - but as far as I can tell it wouldn't work if the document wasn't a template saved within the Doc Library - in our case the PowerPoint has already been edited with various project-specific slides etc - so it would no longer be a template once converted to PDF and getting signature.

 

Hope that's at least remotely clear!?

Topics

Adobe Sign forms, Workflow designer

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37

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Community Beginner ,
Nov 12, 2019

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I think what you're asking for is text-tags.  It's regular text in a special format you add to the document which instructs Sign to insert a field at that position in the document, e.g.:

Required signature block:​
{{*sig_es_:signer1:signatureblock}}​

See https://helpx.adobe.com/sign/using/text-tag.html.

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