Send the milestone sign-off [checklist] to the [trade leads] for signature and track returns so billing and payments p…
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.
desktop
none
| Signing Order | Description | When to Use |
|---|---|---|
| Sequential | Signers sign one after another in a specific order you set. | For approvals where one person must sign before the next, like a manager then a director. |
| Parallel | All signers can sign at the same time, in any order. | When the order of signatures does not matter, like multiple team members approving a design. |
Adding authentication, like an email or SMS code, makes your e-signature requests more secure. It helps confirm that only the correct person can open and sign the document. This is especially important for agreements that are very valuable or contain sensitive information, giving you more trust in the signature's validity.
If you send a document for e-signature without a signature field, the signer will not be able to sign it. This is the most common reason why people say 'it didn't work'. Always check that every attached document has all the necessary signature fields before you send it.
The Acrobat Sign API is a tool for developers to connect other software with Acrobat Sign. It allows you to automate the entire e-signature process from your own applications. For example, you can automatically send agreements, track their status, and manage signers without manually using the Acrobat desktop app. This is useful for businesses that need to send many documents or integrate signing into their existing systems.