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Overview
Requesting signatures in an Adobe enterprise environment is typically done using Adobe Acrobat Sign, which is integrated with Adobe Acrobat Pro. The enterprise version offers additional features, like advanced authentication and administrative controls, but the general workflow for requesting a signature is similar to the standard versions.
Step by Step Guide
1. Open your document in Adobe Acrobat. You can start with a PDF, Microsoft Office document, or another supported file type.
2. Navigate to the "Request E-signatures" tool. You can access this in one of two ways:
- From the "All tools" menu: Go to All tools > Request e-signatures.
- From the "Sign" menu: From the top navigation bar, select Sign and then Request e-signatures.
3. Add recipients. In the dialog box that appears, enter the email addresses of the people who need to sign the document.
4. Set the signing order (optional). If you want recipients to sign in a specific sequence, enable the "Complete in Order" setting. The default is "Complete in Any Order." The numbers next to the email addresses reflect the signing order.
5. Configure advanced options (optional). Click More Options to access settings for enterprise-level features, including:
- Authentication type: Require recipients to verify their identity via password, phone, or knowledge-based authentication.
- Completion deadline: Set a specific date by which the document must be signed.
- Reminders: Schedule automatic reminders for pending signers.
- Password protection: Secure the final PDF document.
6. Prepare the document fields. After adding the recipients and setting options, click Next or Specify Where to Sign. Acrobat will open a field-authoring page where you can:
- Place fields: Drag and drop fields (e.g., Signature, Initials, Date, Text) onto the document.
- Assign fields to recipients: For each field, specify which recipient is responsible for filling it out. The fields are often color-coded to simplify this process.
- Add "Mega Sign" recipients (for bulk requests): If you need to send the same document to a large group of people (like for an employee handbook), the "Send in bulk" or "Mega Sign" feature is available for enterprise users.
7. Send the request. Once you have placed all the necessary fields, click Send. The system will send an email notification to the recipient(s) with a link to the document. They do not need to have an Adobe license to sign.
Additional Information
Need additional information or assistance? Call the IT Help Desk at 979-830-4357 (HELP) or contact the IT Help Desk Chat Line.