◆ Acrobat · sign

Reliable Approval Workflow

We've had three projects delayed because approvals arrived late. Recommend a repeatable approvals process (timelines, …

1ready prompt
1real task
1role

When to use it

real situations

AI prompts

1 way to ask · copy any one
DBecome — “help me grow”We've had three projects delayed because approvals arrived late. Recommend a repeatable…+
We've had three projects delayed because approvals arrived late. Recommend a repeatable approvals process (timelines, who signs first, escalation steps) that fits our stakeholders and reduces last-minute stalls, identify one policy or tool change to enforce it, and a simple metric I can track to prove it's working before the next construction season.
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-signatureAn e-signature is a digital way to sign documents online, just like signing with a pen.
recipientA recipient is a person who gets the document and needs to sign or acknowledge it.
sequential signingWhen people sign a document one after another, in a specific order.

The real tasks

the one, listed here
I want a reliable approval workflow so project starts don't hinge on ad-hoc chasing.

Who does this

1 role
Urban Planner

FAQ

about this task
  • Ask your email administrator to 'allowlist' adobesign@adobesign.com.
  • Make sure your sender profile name is not blank, as this can also cause emails to be rejected.

Adding authentication, like an email or SMS code, makes your e-signature requests more secure. This is especially important for high-value agreements because it helps confirm that the correct person is signing the document, adding an extra layer of trust and legal proof.

When you send documents for e-signature, you can choose the signing order. For specific orders, like hierarchical approvals, select 'SEQUENTIAL' routing. This makes sure each person signs only after the previous person has completed their part.

Signing Order TypeHow it WorksBest Use Case
SequentialSigners complete their part one after another, in a set order.For approvals where one person must sign before the next, like a manager then a director.
ParallelAll signers can sign at the same time, without waiting for others.When the order does not matter, and you need signatures quickly from multiple people.

It is very important to confirm that every attached document has a signature field before you send it. This is the most common reason why people say 'it didn't work' when sending for signatures. If a document needs a signature but has no field, the recipient cannot sign it, and the process will fail.

Sources

where this comes from
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