Send standardized engagement letters to the [count=24] new clients in the CSV list and capture their signatures in one…
Open your PDF document in Adobe Acrobat.
Select E-Sign from the left pane.
Click Request e-signatures.
Select Recipients field.
Enter the first recipient’s email address.
Select the plus (+) icon next to the recipient field.
Choose Add recipient.
Enter the next recipient’s email address.
Repeat steps 6–8 for each additional recipient.
Optionally, select Add yourself if you need to sign the document.
Optionally, select Add CC to include someone who will receive a copy but not sign.
Click Next to proceed to assigning fields and sending.
| Routing Type | How it Works | When to Use |
|---|---|---|
| Sequential | Signers get the document one after another in a set order. | For approvals where one person must sign before the next. |
| Parallel | All signers get the document at the same time. | When the order of signatures does not matter. |
Adding extra authentication, like an SMS code or email code, helps make sure only the correct person can sign. This is very important for agreements that are very valuable or contain sensitive information. It adds a layer of security to protect your documents.
The Acrobat Sign API is a way for computer programs to talk to Adobe Acrobat Sign. It lets you automate tasks like sending documents for e-signatures directly from your own systems. This means you can integrate e-signature workflows into other applications, saving time and making processes more efficient without manual steps. You define the agreement and file details, and the API manages the signing process.