How to use Adobe Fill & Sign feature to Request Signatures

Overview

If you have an Adobe Creative Cloud license then you have access to use a limited number of "Request Signatures" using the Adobe Fill & Sign feature.  Users can always use Fill & Sign using the manual method but this article discusses the Adobe Sign SYSTEM that Adobe provides.

Adobe Request Signature is a system that guides the recipient on signing the file and meets security requirements to ensure the person who signed the document is indeed the intended person.  Adobe Fill & Sign uses Adobe Reader and requires some knowledge, outside of Adobe's applications, to complete a signature and doesn't ensure that the person who signed the document is the intended person

Adobe Fill & Sign - Request Signature

Requirements: In order to use this technology you need to either purchase transactions for Adobe Sign (please open a ticket in Team Dynamix to discuss) or have an Adobe Creative Cloud License.  Purchasing Transactions can be pricey, for example 1800 Transactions cost about $6000.  Lower numbers of Transaction mean the cost per Transaction will increase but the overall cost will go down.

  • Open Adobe Reader on your Computer
  • Login to Adobe Reader in the top right hand corner with your Adobe Account.  This must be a college username.  If you need assistance please open a ticket in Team Dynamix.
    • This is were Adobe will determine if you have access to this feature.  This document with assume this access is available.
  • Once Logged in you will see this Blue Circle Icon.

  • Open the PDF that you want to get signed (You don't have to do that as this stage but it's best practice)
  • There is 2 ways to start Fill & Sign
    • In the top menu Click Sign â†’ Fill & Sign
    • In the 2nd lower Menu click Tools, then in the lower pane click Fill & Sign

  • You will now see that you have 2 options available to you, which are Powered by Adobe Sign

  • Click Request signatures
  • If you didn't pick a file in the previous step click Select Files to open the PDF you want to sign

  • Notice the Subject is the same as the name of the PDF document you are sending for signature.  Update the subject as needed.
  • Type in the email address(es) that you want to send for signature in the Signers field.  Note: you can also add and Add CC field. 

More Options (Contains)

Click the More Options Link with provide these options, not the bold items below which are only availabe in this screen.

  • Email Addresses
  • Subject
  • Message
  • Files to be signed (Ability to add more files)
  • Password Protection
  • Set Reminder
  • Preview & Add signature fields

Specify Where to Sign

NOTE: This options is the same as clicking Preview & Add signature fields under the More Options link (above)

Here are all the available Signature options

Signature Fields
  • Signature
  • Initials
  • Signature Block
  • Stamp
Signer Info Fields
  • Title
  • Company
  • Name
  • Email
  • Data
Data Fields
  • Text Input
  • Drop Down
  • Check Box
  • Radio Button
Transaction Fields
  • Participation Stamp
  • Transaction Number

NOTE: You can also click the check box to Save as a template, if this is a PDF that will be reused.

Send Button
  • After clicking the send button the file is generated and sent to the recipients.
  • Click Close in the top right corner to close.

RECIPIENT

  • The recipient will now receive an email to sign the document with all information created in previous steps.

  • Once they click Review and Sign they will be able to Sign the document.  Each method are equally legal signatures and is only for the preference of the recipient
    • Type
    • Draw
    • Image
    • Mobile

  • The Recipient will have to fill in all fields that have been added

  • Once all the field have been completed they will simple need to click Click to Sign button
  • They will then receive this message, in their web browser, to tell them it has been complete successfully and can also download their own copy

SENDER

  • The sender of the Adobe Sign document will also receive an email with these documents attached
    • Signed document
    • Final Audio Report showing history of signing event, which includes all pertenante legal information
      • IP addresses
      • Email addresses
      • History
      • Transaction ID
  • Once opened in Adobe Reader you will see a blue banner at the top of screen signifying that the PDF has been Certified by Adobe Sign

and on the right side of the banner you will see a Signature Panel Button  Click this to open up more information

  • You can also click the link found in the email, that you received, to access the saved file in Adobe Cloud

Still have questions? Request more information.
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