Getting Signatures¶

Get signatures (quick steps)¶

Adobe Sign is a feature rich app that offers many workflow and configuration options. Therefore, many of the features and steps are optional. If you are happy with the default settings for message, language, signer’s role, and on, sign as follows:

1. Log in to Adobe Sign.
2. Tap Send for Signature.
3. Tap Documents.
4. Tap any document location. Sign in if required.
5. Tap a document.
6. Tap Recipients and add one or more email addresses. Tap the contacts icon to browse your contacts list.
7. Tap anywhere outside of the Recipients panel (e.g. Message, Options, etc.).
8. Tap Send.

Send a document for signing¶

The Send for Signature feature allows you to:

• Send any number of documents to any number of recipients.
• Specify a signing order.
• Specify a signer’s role and verification method.
• Password protect documents.
• Add and edit form fields.

To get a document signed:

1. Log in to Adobe Sign.
2. Tap Send for Signature.

3. Tap Documents.
4. Tap any document location.
5. Tap a document.
6. Tap Recipients.
7. Enter one or more email addresses, or tap to select someone from your contacts list.

8. Slide the Complete in Order toggle off if you do not want to require signing in the same order as the listed recipient order.
9. If you want to set the signer’s role or authentication mechanism, tap the signer icon.

10. Specify the signer’s role as signer or approver.

11. If you need to change the default ID verification method, select one of the following:
    • Email Only: If the signer gets the document in an email, the signer’s identity is assumed.
    • Password: Enter a password.
    • Phone: Enter the signer’s phone number.
    • KBA (Knowledge Based Authentication).

12. Tap Done.

13. If you need to customize the email message, tap Message, and edit the document name or message.

14. If you need to change the document options, tap Options:

    • Slide the password toggle Require to View Files to password protect a signed document. Enter the password twice.
    • Change the language by tapping the Language drop down list and selecting a new language.
    • Slide the Preview and Add Signature Fields toggle to review signature fields before sending.

15. Phones only: Tap Done.
16. Tap Send.
17. If you chose to add or edit any fields, you can change the document as needed when it reloads.
18. Tap Send again.

Working with pending documents¶

The Waiting for Others feature allows you to see a list of documents that you have sent to others to sign.

View a list of sent documents¶

1. Tap Waiting for Others.
2. Search for a file or select one based on the document’s title, date, or sender.

From here you can:

• For any document, swipe left from the right side of the screen to show the action menu. This menu lets you view the file’s history, send reminders, and initiate host signing.

• Tap any document to open it and:

  • View the document’s details
  • View the document’s history
  • Get the document signed by someone in person.
  • Cancel the agreement
  • Replace the current signer
  • Send a signing reminder

Cancel an agreement¶

1. Tap Waiting for Others.
2. Open a file.
3. Tap
4. Tap Cancel Agreement.
5. If you want to notify the signers, Notify other parties by email.
6. Enter an optional message.
7. Tap Cancel Agreement.

Replace current signer¶

1. Tap Waiting for Others.
2. Open a file.
3. Tap
4. Tap Replace Current Signer.
5. Enter the new signer’s email address.
6. Enter an optional message.
7. Tap Replace Current Signer.

Send a reminder¶

To remind a document recipient there’s a document ready to sign, send them a message:

1. Follow the steps above.
2. Tap
3. Tap Send Reminder.
4. Enter an optional reminder message.
5. Tap Send Reminder.

Get a signature in person (waiting agreement)¶

You can get a signature in person for a document that you have already sent as follows:

1. Tap Waiting for Others.
2. Search for a file or select one based on the document’s title, date, or sender.
3. Tap the document.
4. Tap Host Signing.
5. Tap OK.
6. Pass the device to someone for signing.
7. Have the signer confirm their identity by tapping I am somesigner@signersemail.
8. Complete the signing workflow.
9. Tap Done.
10. If the Record your Current Location dialog appears, choose whether to allow Adobe Sign to add the signing location information to the document’s history.
11. Tap Finish Signing.

Get a signature in person (new agreement)¶

To get a new document signed in person, do the following:

1. Tap Get Signature in Person.
2. Tap Documents.
3. Tap any document location.
4. Tap a document.
5. Tap Recipients and add the signer’s email address.
6. Tap anywhere outside of the Recipients panel (e.g. Message, Options, etc.).
7. Tap Sign.
8. Tap OK.
9. Pass the device to someone for signing.
10. Have the signer confirm their identity by tapping I am somesigner@signersemail.
11. Complete the signing workflow.
12. Tap Done.
13. If the Record your Current Location dialog appears, choose whether to allow Adobe Sign to add the signing location information to the document’s history.
14. Tap Finish Signing.

Editing a document list¶

Both the Send for Signature and Get Signature in Person panels allow you to create lists of documents. You can add, remove, and reorder files in the list:

1. Add your first document.

2. Tap Add Documents at the bottom of the screen to add more documents.

3. When you have two or more documents in the list, tap Edit to change the list:

   • To delete a file, tap the remove icon > Remove.
   • To reorder the document list, long press the list icon (3 horizontal lines), and drag the file to a new location in the list.