◆ Acrobat · edit

Unsigned Engagement Risk

We have a backlog of unsigned engagement letters that stalls new work. Across the last 20 matters, identify why client…

1ready prompt
1real task
1role

When to use it

real situations

AI prompts

1 way to ask · copy any one
DBecome — “help me grow”We have a backlog of unsigned engagement letters that stalls new work. Across the last 20…+
We have a backlog of unsigned engagement letters that stalls new work. Across the last 20 matters, identify why clients delay—confusing terms, inconvenient signing methods, or lack of perceived urgency—and recommend one practical change to our signing process that would increase signed returns within 48 hours. Explain how to measure whether it works.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

How to do it

the tool · the steps · what to avoid
  1. 1

    Open the PDF you want to send for signature in Adobe Acrobat.

  2. 2

    Click on All Tools in the upper-left menu.

  3. 3

    Select Request e-signatures from the tools list.

  4. 4

    Add recipients and specify their email addresses as prompted.

  5. 5

    Click on More Options (or the gear/settings icon) in the send for signature panel.

  6. 6

    Locate the Set expiration date or Completion Deadline field.

  7. 7

    Enter the desired deadline date by which recipients must complete signing.

  8. 8

    Review all settings, then click Send to send the document for signature with the deadline enforced.

  9. 9

    Recipients will be notified of the deadline and must sign before the expiration date.

    NoteAfter the deadline passes, the agreement will expire and recipients will not be able to sign.

    Best practiceIf you need to extend or change the deadline after sending, you must do so from the Manage Agreements section before the deadline expires.

Acrobat desktop and web app

Glossary

words on this page
E-signatureA way to sign documents online instead of with a pen.ExampleYou type your name or draw your signature on an online agreement and submit it.
RecipientThe person who receives the document and needs to sign it.ExampleThe recipient opens the email to find the document waiting for their signature.
Sequential signingSigners complete the document one after another in a specific order.ExampleThe employee signs the performance review first, then their manager, and finally HR.

The real tasks

the one, listed here
Engagement letters left unsigned create practice risk and slow every intake.

Who does this

1 role
Legal Assistant

FAQ

about this task
  • Tell your recipients to add adobesign@adobesign.com to their safe sender list.
  • Your IT department can allowlist adobesign@adobesign.com for your whole company.
  • Make sure your sender profile name is not blank, as this can trigger spam filters.
Signing Order TypeDescriptionBest Use Case
SequentialSigners must sign in a specific order, one after the other.For approvals where hierarchy matters, like manager then director.
ParallelSigners can sign at the same time; the order does not matter.For group agreements where all signatures are needed, but timing is flexible.

Adding authentication, like an email or SMS code, makes your e-signature requests more secure. This is very important for high-value agreements or sensitive documents. It helps confirm that only the correct person can open and sign the document, protecting against fraud and ensuring legal compliance.

  • First, check the email address you entered for typos.
  • Ask the signer to check their spam or junk mail folder.
  • Confirm with your IT team that adobesign@adobesign.com is allowlisted and not blocked by your company's email system.
  • Ensure you added signature fields for all attached documents; missing fields can sometimes cause delivery issues.

The Acrobat Sign API is a set of tools that lets other computer programs send and manage e-signature requests automatically. This means you can integrate e-signing directly into your own business systems, like a CRM or HR software. It helps automate workflows, reduce manual steps, and process many agreements without human interaction. You define the agreement and file details, and the API handles the sending and tracking.

Sources

where this comes from
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