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Request E-signatures

  1. Acrobat User Guide
  2. Introduction to Acrobat
    1. Access Acrobat from desktop, mobile, web
    2. Introducing the new Acrobat experience
    3. What's new in Acrobat
    4. Keyboard shortcuts
    5. System Requirements
  3. Workspace
    1. Workspace basics
    2. Opening and viewing PDFs
      1. Opening PDFs
      2. Navigating PDF pages
      3. Viewing PDF preferences
      4. Adjusting PDF views
      5. Enable thumbnail preview of PDFs
      6. Display PDF in browser
    3. Working with online storage accounts
      1. Access files from Box
      2. Access files from Dropbox
      3. Access files from OneDrive
      4. Access files from SharePoint
      5. Access files from Google Drive
    4. Acrobat and macOS
    5. Acrobat notifications
    6. Grids, guides, and measurements in PDFs
    7. Asian, Cyrillic, and right-to-left text in PDFs
  4. Creating PDFs
    1. Overview of PDF creation
    2. Create PDFs with Acrobat
    3. Create PDFs with PDFMaker
    4. Using the Adobe PDF printer
    5. Converting web pages to PDF
    6. Creating PDFs with Acrobat Distiller
    7. Adobe PDF conversion settings
    8. PDF fonts
  5. Editing PDFs
    1. Edit text in PDFs
    2. Edit images or objects in a PDF
    3. Rotate, move, delete, and renumber PDF pages
    4. Edit scanned PDFs
    5. Enhance document photos captured using a mobile camera
    6. Optimizing PDFs
    7. PDF properties and metadata
    8. Links and attachments in PDFs
    9. PDF layers
    10. Page thumbnails and bookmarks in PDFs
    11. PDFs converted to web pages
    12. Setting up PDFs for a presentation
    13. PDF articles
    14. Geospatial PDFs
    15. Applying actions and scripts to PDFs
    16. Change the default font for adding text
    17. Delete pages from a PDF
  6. Scan and OCR
    1. Scan documents to PDF
    2. Enhance document photos
    3. Troubleshoot scanner issues when scanning using Acrobat
  7. Forms
    1. PDF forms basics
    2. Create a form from scratch in Acrobat
    3. Create and distribute PDF forms
    4. Fill in PDF forms
    5. PDF form field properties
    6. Fill and sign PDF forms
    7. Setting action buttons in PDF forms
    8. Publishing interactive PDF web forms
    9. PDF form field basics
    10. PDF barcode form fields
    11. Collect and manage PDF form data
    12. About forms tracker
    13. PDF forms help
    14. Send PDF forms to recipients using email or an internal server
  8. Combining files
    1. Combine or merge files into single PDF
    2. Rotate, move, delete, and renumber PDF pages
    3. Add headers, footers, and Bates numbering to PDFs
    4. Crop PDF pages
    5. Add watermarks to PDFs
    6. Add backgrounds to PDFs
    7. Working with component files in a PDF Portfolio
    8. Publish and share PDF Portfolios
    9. Overview of PDF Portfolios
    10. Create and customize PDF Portfolios
  9. Sharing, reviews, and commenting
    1. Share and track PDFs online
    2. Mark up text with edits
    3. Preparing for a PDF review
    4. Starting a PDF review
    5. Hosting shared reviews on SharePoint or Office 365 sites
    6. Participating in a PDF review
    7. Add comments to PDFs
    8. Adding a stamp to a PDF
    9. Approval workflows
    10. Managing comments | view, reply, print
    11. Importing and exporting comments
    12. Tracking and managing PDF reviews
  10. Saving and exporting PDFs
    1. Saving PDFs
    2. Convert PDF to Word
    3. Convert PDF to PPTX
    4. Convert PDF to XLSX or XML
    5. Convert PDF to JPG
    6. Convert PDF to PNG
    7. Convert or export PDFs to other file formats
    8. File format options for PDF export
    9. Reusing PDF content
  11. Security
    1. Enhanced security setting for PDFs
    2. Securing PDFs with passwords
    3. Manage Digital IDs
    4. Securing PDFs with certificates
    5. Opening secured PDFs
    6. Removing sensitive content from PDFs
    7. Setting up security policies for PDFs
    8. Choosing a security method for PDFs
    9. Security warnings when a PDF opens
    10. Securing PDFs with Adobe Experience Manager
    11. Protected View feature for PDFs
    12. Overview of security in Acrobat and PDFs
    13. JavaScripts in PDFs as a security risk
    14. Attachments as security risks
    15. Allow or block links in PDFs
  12. Electronic signatures
    1. Sign PDF documents
    2. Capture your signature on mobile and use it everywhere
    3. Send documents for e-signatures
    4. Create a web form
    5. Request e-signatures in bulk
    6. Collect online payments
    7. Brand your account
    8. About certificate signatures
    9. Certificate-based signatures
    10. Validating digital signatures
    11. Adobe Approved Trust List
    12. Manage trusted identities
  13. Printing
    1. Basic PDF printing tasks
    2. Print Booklets and PDF Portfolios
    3. Advanced PDF print settings
    4. Print to PDF
    5. Printing color PDFs (Acrobat Pro)
    6. Printing PDFs in custom sizes
  14. Accessibility, tags, and reflow
    1. Create and verify PDF accessibility
    2. Accessibility features in PDFs
    3. Reading Order tool for PDFs
    4. Reading PDFs with reflow and accessibility features
    5. Edit document structure with the Content and Tags panels
    6. Creating accessible PDFs
    7. Cloud-based auto-tagging
  15. Searching and indexing
    1. Creating PDF indexes
    2. Searching PDFs
  16. Multimedia and 3D models
    1. Add audio, video, and interactive objects to PDFs
    2. Adding 3D models to PDFs (Acrobat Pro)
    3. Displaying 3D models in PDFs
    4. Interacting with 3D models
    5. Measuring 3D objects in PDFs
    6. Setting 3D views in PDFs
    7. Enable 3D content in PDF
    8. Adding multimedia to PDFs
    9. Commenting on 3D designs in PDFs
    10. Playing video, audio, and multimedia formats in PDFs
    11. Add comments to videos
  17. Print production tools (Acrobat Pro)
    1. Print production tools overview
    2. Printer marks and hairlines
    3. Previewing output
    4. Transparency flattening
    5. Color conversion and ink management
    6. Trapping color
  18. Preflight (Acrobat Pro)
    1. PDF/X-, PDF/A-, and PDF/E-compliant files
    2. Preflight profiles
    3. Advanced preflight inspections
    4. Preflight reports
    5. Viewing preflight results, objects, and resources
    6. Output intents in PDFs
    7. Correcting problem areas with the Preflight tool
    8. Automating document analysis with droplets or preflight actions
    9. Analyzing documents with the Preflight tool
    10. Additional checks in the Preflight tool
    11. Preflight libraries
    12. Preflight variables
  19. Color management
    1. Keeping colors consistent
    2. Color settings
    3. Color-managing documents
    4. Working with color profiles
    5. Understanding color management

Before you begin

We're rolling out a new, more intuitive product experience. If the screen shown here doesn’t match your product interface, select help for your current experience.

In the new experience, the tools appear on the left side of the screen.

Overview

You can get documents signed by others using the Fill and Sign tool, which relies on cloud services provided by Adobe Acrobat Sign. It lets signers quickly sign agreements from anywhere using a web browser or mobile device. Signers are not required to purchase any Adobe product to sign the agreements.

Supported file types for signing

Besides PDF, you can send Microsoft Office files, various image files, HTML files, and text files for signing. Supported file types are: DOC, DOCX, RTF, XLS, XLSX, PPT, PPTX, TXT, CSV, HTML, HTM, TIFF, TIF, BMP, GIF, JPG, JPEG, and PNG.

Request signatures

You must complete an agreement before sending it for e-signature. A signed agreement is certified by Adobe Acrobat Sign and any edits to the signed agreement lose the certification.

When you send an agreement for signature, the signers receive an email notification to sign the agreement. Once signed, both you and your signers receive the signed PDF by email. You can track the entire signing process in Acrobat or Acrobat Reader application.

  1. Open the PDF form in Acrobat or Acrobat Reader. From the global bar in the upper left, select All tools. Then select Request e-signatures

  2. In the dialog that appears, add the email address of one or more recipients you want to add as signers.

  3. (Optional) Modify the agreement name and message if desired.
    To access and specify advanced settings, select More Options in the Add recipients to e-sign this document dialog box. Once done select Next

  4. Select Specify where to sign.

    request-sign-3

  5. On the page that opens, select a recipient from the Recipients drop-down and then drag-n-drop the signature fields where required for that recipient. Similarly, add signature fields for each recipient.

    Add signature fields.

  6. Once done, select SendIt sends the agreement to the recipients and displays a confirmation message.

    Agreement sent confirmation message.

Advanced options in Request e-signatures

To access and specify advanced settings, select More Options in the Add recipients to e-sign this document dialog box.

Set advanced options for agreeement signing.

You can select More Options to access the advanced options, as listed below: 

  • By default, the Complete in Order setting is turned on. The numbers by the email addresses reflect the participation order. If you do not want to follow any particular order for signing, toggle the switch to Complete In Any Order.
    (Optional) Click Add Me, if you want to be included as a signer of the document.
  • Specify authentication type like Email, Password, Knowledge-Based Authentication, or Phone.
  • Password Protect the PDF file.
  • Set a Completion Deadline.
  • Set Reminder for the recipients to take action.
  • Specify the Recipient's Language in the email sent. (Available only with enterprise tier service.)
Note:

Add Files: If you add multiple documents, the documents are converted into PDFs and combined into a single file. The combined file is opened for you to add appropriate fields.

Signer's experience

A signer receives an email with a link to sign the agreement. Also, if the signer uses Acrobat or Acrobat Reader desktop application, the signer sees a notification that an agreement has been shared for signing. For more information, see Sign an agreement.

Note:

Signers are not required to sign up or purchase any Adobe product to sign agreements. They can sign agreements using a web browser, mobile device, or Acrobat / Acrobat Reader desktop application.

Track all agreements 

You can track agreements that are out for signature, signed, or waiting for your signature.

For individual and team users: Go to the Acrobat Home page, and then under Agreements, select All Agreements

For enterprise users: Go to the Acrobat Home page, and then under Agreements, select Adobe Acrobat Sign. This will open the Acrobat Sign Manage page in a new browser window. 

Agreement status

You can check your agreement status. From the Home view, under Agreements, select any of the following: 

In progress:  Shows agreements you've sent for signature but haven't yet been signed by the recipient.

Waiting for You: Shows agreements signed by others and awaiting your signature.

Completed: Shows agreements that have been signed by all parties and finalized.

Templates: Provides access to various templates for creating new agreements.

Canceled: Includes agreements you've canceled.

Expired: Displays agreements that have expired. Agreements expire if the signing deadline crosses. 

 Adobe

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