We repeatedly scramble to get [policy] acknowledgments each quarter and end up chasing people manually. Propose a sust…
Open your PDF document in Adobe Acrobat.
Click All Tools in the left pane.
Select Request e-signatures from the tools list.
In the Request signatures window, add the email addresses of the people who need to sign.
Click Specify where to sign (or similar) to place signature fields as needed.
Click Send to send the document for signature.
Monitor the status of your document in the Home or Manage tab.
Best practiceRecipients do not need an Adobe account to sign; they can sign via the email link in any browser.
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| Routing Type | When to Use | How it Works |
|---|---|---|
| SEQUENTIAL | For approvals where one person must sign before the next. | Signer A signs, then Signer B gets the document, then Signer C. |
| PARALLEL | When the order of signing does not matter. | All signers get the document at the same time and can sign in any order. |
It's very important because if a document is sent without a signature field, the signer cannot complete their part. This is the most common reason why people report that the e-signature process 'didn't work'. Always double-check each document before sending.