◆ Acrobat · sign

Automate Signature Processes

I need a repeatable flow that emails every signed lease to accounting and saves a copy to the Contracts folder within …

3ready prompts
2real tasks

When to use it

real situations

AI prompts

3 ways to ask · copy any one
AExecute — “help me do it”I need a repeatable flow that emails every signed lease to accounting and saves a copy to the…+
I need a repeatable flow that emails every signed lease to accounting and saves a copy to the Contracts folder within OneDrive immediately after signature. Build the flow so it triggers on signature completion and includes the signed PDF and signer metadata.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Operations will flag missed deliveries if the flow doesn’t include metadata. Create a flow that…+
Operations will flag missed deliveries if the flow doesn’t include metadata. Create a flow that triggers on signature completion, emails the signed PDF plus signer name and signature date to accounting, saves the document to the Contracts folder with a filename that includes tenant name and date, and retries on transient failures.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
CDecide — “help me choose”We get signed contracts by email and I keep losing track of versions. I need a decision on an…+
We get signed contracts by email and I keep losing track of versions. I need a decision on an automated flow: should it simply email the PDF to accounting and save it, or also update our CRM and notify the account owner? Explain the pros and cons of adding CRM updates and Slack notifications, what risks each adds (duplicate writes, latency), and recommend a minimal flow that prevents lost files while keeping the process auditable.
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 Adobe Acrobat Pro and select Tools from the main toolbar.

  2. 2

    Scroll to and select Action Wizard to open the automation panel.

  3. 3

    Click New Action to begin creating a custom workflow.

  4. 4

    In the Choose Tools to Add panel, add Prepare Form to your action by clicking the plus (+) icon.

    Best practiceIf your documents have consistent fields, use a template form to standardize field placement across batches.

  5. 5

    Optionally, add Recognize Text (OCR) if your documents are scanned images to enable form field detection.

    NoteOCR is required for Acrobat to detect form fields in image-based PDFs.

  6. 6

    Add document properties settings to ensure metadata is standardized for e-signature workflows.

    RecommendationConsistent metadata helps with document tracking in e-signature platforms.

  7. 7

    Add Save or Save As to specify the output location and file naming convention for processed documents.

  8. 8

    Click Save to name and save your custom action.

  9. 9

    From the Action Wizard panel, select your new action and click Start.

  10. 10

    In the file selection dialog, select all documents you want to prepare for e-signature and confirm.

    CautionReview the batch for documents that may require manual field adjustment after automation.

  11. 11

    Allow the action to run on all selected documents, preparing and standardizing each for e-signature workflows.

You can save time by running this action on entire folders of documents to prepare them all at once for e-signature.

This runs in the Acrobat app - there is no separate API for this task.

Glossary

words on this page
Action WizardA tool in Adobe Acrobat that lets you set up steps for Acrobat to do automatically.ExampleYou use the Action Wizard to automatically add watermarks and security to all your outgoing PDFs.
Digital IDA secure electronic identity used to sign documents or unlock protected files.ExampleYou use your digital ID to securely sign into the company's online portal.
Batch processDoing the same task on many files at the same time, instead of one by one.ExampleBatch process lets you watermark 20 photos with your company logo simultaneously.

The real tasks

all 2, listed here
Create a new power automate flow in the acrobat sign
I want to automate post-signature routing but don’t know which steps to include.

FAQ

about this task
  1. Open Action Wizard in Acrobat.
  2. Create a new action and add the signature step.
  3. Choose your files or folder.
  4. Set your digital ID if needed.
  5. Run the action and check the results.

Action Wizard is a feature in Adobe Acrobat that helps you do the same steps to many PDF files at once. It is useful for signatures because you can set up your signing steps one time and apply them to many documents, saving time and reducing mistakes.

  • Set your digital ID in Acrobat before you start.
  • This lets Acrobat enter passwords for protected files.
  • Check that your digital ID has the right permissions.

Action Wizard can slow down or even stop when you process too many files because the computer runs out of memory or resources. Adobe suggests keeping each batch to about 100-200 files, since very large batches (over 3,600-4,500 files) can cause Acrobat to freeze or crash. Doing smaller groups helps the process finish safely.

Action WizardCommand-line Tool
Uses Acrobat's menus and clicksUses typed commands in a terminal
No plugin needed for basic useNeeds extra plugin for Acrobat
Good for users who like a visual wayGood for advanced users or scripts

Sources

where this comes from
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