Review complex survey data PDFs to identify methodological errors before updating maps: search the PDF set for inconsi…
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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The order of signers matters because it defines the workflow. If approvals must follow a chain of command, like a manager then a director, you use 'SEQUENTIAL' routing. If multiple people can approve at any time, like different team leads, you use 'PARALLEL' routing. Choosing the correct order ensures the approval process flows smoothly and correctly according to your organization's rules.
If you forget to add a signature field to an attached document, the recipient will not be able to sign that specific document. This is a common reason why people report that 'it didn't work'. Always review all attached documents and confirm that every single one has the necessary signature fields placed on it before you send the request.
| Feature | Requesting e-signatures | Sending PDF by email |
|---|---|---|
| Tracking | You can track who signed and when. | No automatic tracking of signatures. |
| Legality | Provides a legal audit trail for signatures. | No built-in legal proof of signature. |
| Security | Can add authentication steps (e.g., SMS). | Relies on email security only. |
| Workflow | Guides signers through specific fields. | Recipient must print, sign, scan, and return. |
You should allowlist adobesign@adobesign.com to prevent e-signature requests from going to spam. If this email address is blocked, your recipients might not get the documents you send for their signature or approval, which can cause delays and confusion.