◆ Acrobat · sign

Send Authorization Form

Request customer signature from [customer=Tony Mills] on the exchange authorization form so his return can be processe…

2ready prompts
1real task
1role

When to use it

real situations

AI prompts

2 ways to ask · copy any one
AExecute — “help me do it”Request customer signature from [customer=Tony Mills] on the exchange authorization form so his…+
Request customer signature from [customer=Tony Mills] on the exchange authorization form so his return can be processed — send the authorization for signature and set a three‑day deadline to avoid shipping delays.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Before I send the exchange authorization to [customer=Tony Mills], make it easy to sign —…+
Before I send the exchange authorization to [customer=Tony Mills], make it easy to sign — surface the two fields he must complete up front, explain why signature is required and what happens after he signs, and set a three‑day deadline with a note about next steps if unsigned.
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 PDF document in Adobe Acrobat.

  2. 2

    Click All Tools in the left pane.

  3. 3

    Select Request e-signatures from the tools list.

  4. 4

    In the Request signatures window, add the email addresses of the people who need to sign.

  5. 5

    Click Specify where to sign (or similar) to place signature fields as needed.

  6. 6

    Click Send to send the document for signature.

  7. 7

    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

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
Request a customer's signature on an exchange authorization so the return can be processed without delay.

Who does this

1 role
Customer Service Representative

FAQ

about this task
  • Double-check the recipient's email address for typos before sending.
  • Confirm with the recipient that they received the email in their inbox or spam folder.
  • Ask your IT department to 'allowlist' adobesign@adobesign.com to prevent emails from being blocked.
Signing OrderDescriptionWhen to Use
SequentialSigners receive the document one after another, in a set order.For approvals where one person must sign before the next, like a chain of command.
ParallelAll signers receive the document at the same time and can sign in any order.When the order of signatures does not matter, and you want to get all signatures quickly.

Adding authentication, like an email or SMS code, makes sure only the correct person can sign the Authorization Form. This is very important for valuable or sensitive agreements because it adds an extra layer of security and confirms the signer's identity. It helps prevent fraud and ensures the signature is legally binding.

  • Go back and check if you dragged a signature field onto every document for that signer.
  • Make sure the signature field is clearly visible and not hidden.
  • Send the document again after adding or fixing the missing fields.

The Acrobat Sign API is a way for computer programs to automatically send and manage documents for e-signatures. Instead of manually clicking buttons, your own software can use the API to define who needs to sign an Authorization Form, attach the file, and send it out. This is useful for businesses that send many forms and want to integrate e-signing directly into their existing systems, saving time and reducing manual work.

Sources

where this comes from
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