◆ Acrobat · sign

Last-Minute Approval Bottlenecks

Across the last 12 campaigns, approvals fell behind schedule in 9 of them and forced two ad pauses. Show the pattern i…

1ready prompt
1real task
1role

When to use it

real situations

AI prompts

1 way to ask · copy any one
DBecome — “help me grow”Across the last 12 campaigns, approvals fell behind schedule in 9 of them and forced two ad…+
Across the last 12 campaigns, approvals fell behind schedule in 9 of them and forced two ad pauses. Show the pattern in who stalls (procurement, sponsor legal, or my team) and recommend one change to my process that will cut late approvals by half for future buys and events.
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.
Sequential signingSigners complete the document one after another in a specific order.ExampleThe employee signs the performance review first, then their manager, and finally HR.

The real tasks

the one, listed here
Where approvals routinely snag at the last minute

Who does this

1 role
Campaign Manager

FAQ

about this task
  • Double-check the recipient's email address for typos before sending.
  • Confirm that your organization's email system allows emails from adobesign@adobesign.com, so they don't go to spam.
  • Add SMS authentication for important agreements to ensure the right person opens it.
Signing Order TypeHow it WorksWhen to Use It
SequentialSigners receive the document one by one in a set order.For approvals where one person must sign before the next, like a manager then a director.
ParallelAll signers receive the document at the same time.When the order of signatures does not matter, and you want to get all signatures quickly.

E-signature requests can fail for a few reasons. A common issue is a typo in the recipient's email address. Another reason is if an attached document needs a signature but you forgot to add a signature field to it. Also, sometimes the email from Adobe Sign might get caught by the recipient's spam filter, so it's good to check that.

Yes, you can automate sending documents for e-signature if you have many to send often. Adobe Acrobat offers an API called the Acrobat Sign API. This allows your systems to automatically create and send agreements. You would define the agreement details and the files, and the API handles the sending, which is great for large-scale operations.

Adding authentication to an e-signature request is important for security and to make sure the right person signs the document. For high-value agreements, using authentication like an email or SMS code means that only the intended signer can access and sign the document. This adds an extra layer of trust and legal proof to your e-signatures.

Sources

where this comes from
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