◆ Acrobat · sign

Approval Bottleneck Relief

Across hundreds of routine renewals, my team spends hours getting signatures that add no legal value. Identify the pat…

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1real task
1role

When to use it

real situations

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DBecome — “help me grow”Across hundreds of routine renewals, my team spends hours getting signatures that add no legal…+
Across hundreds of routine renewals, my team spends hours getting signatures that add no legal value. Identify the pattern of approvals that could safely be delegated, and propose one repeatable delegation matrix and an approval checklist so we can configure bulk signing without increasing firm liability.
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 your document in Adobe Acrobat Pro.

  2. 2

    Select Tools from the top menu.

  3. 3

    Click Request E-signatures.

  4. 4

    In the E-Sign tool menu, select Request E-signatures again if prompted.

  5. 5

    Under Add Recipients, enter the email addresses of all signers in the order you want them to sign.

    CautionRecipients will be notified and able to sign only in the order listed.

  6. 6

    Ensure the Set signing order toggle is enabled (ON).

    NoteIf this toggle is off, all recipients can sign in any order (parallel signing).

  7. 7

    Click and drag recipients to rearrange their order if needed.

  8. 8

    Click Next to continue setting up fields and sending the document.

  9. 9

    Assign signature fields to each recipient as required.

  10. 10

    Click Send to start the signing process in the specified order.

  11. 11

    Best practiceIf you need multiple people to sign at the same step (e.g., a group), use 'recipient groups'—this allows any one member of the group to sign at their turn. (Adobe Sign user guide)

Acrobat Pro desktop 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.
WorkflowA series of steps followed to complete a task, often using different apps.ExampleThe workflow for approving an expense report involves submitting it, then manager review, then finance processing.

The real tasks

the one, listed here
I want to stop being the bottleneck for routine approvals

Who does this

1 role
Legal Advisor

FAQ

about this task
  • Ask your IT team to allowlist 'adobesign@adobesign.com' in your company's email system.
  • Check that you typed the recipient's email address correctly.
  • Make sure your sender profile name is not blank, as this can sometimes trigger spam filters.

Setting the signer routing order is important because it controls who signs the document and when. 'Sequential' routing makes sure people sign in a specific order, which is good for approvals that need to go up a chain of command. 'Parallel' routing lets everyone sign at the same time, which is faster when the order does not matter.

If a document is missing a signature field, the recipient might not be able to sign it correctly. This is a common reason why e-signature requests fail. Always check that every attached document has the right signature fields before you send it.

  • When setting up the signature request, choose to add authentication.
  • You can select to send an email code to the signer.
  • You can also choose to send an SMS code to the signer's phone.
  • This makes sure only the correct person can open and sign the document.
FeatureSequential SigningParallel Signing
OrderSigners receive the document one after another, in a specific order.All signers receive the document at the same time.
Use CaseGood for approvals where one person must sign before the next, like a manager then a director.Good when the order does not matter, and you want to get all signatures quickly.
SpeedCan be slower as it waits for each person to sign.Can be faster as multiple people can sign at once.

Sources

where this comes from
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