Using Adobe Sign to capture legally binding electronic signatures

Sign up for a free 14 day trial of Adobe Sign here: acrobat.adobe.com/uk/en/sign/...
Intro 00:00
Sending the document 0:39
Adding signature Fields 6:02
Opening the email 7:09
Signing the document 8:05
'Signed and Filed' email 10:26
Audit Report 11:54
Outro 12:58

[@ammarakram8512]

I do a lot of professional IT educational videos for companies. Your video editing, voice and everything is so professional. So impressed

[@SteveWalkerWeb]

Wow, thank you! Really appreciate the feedback :)

[@scientifico6333]

quite underrated video, thanks

[@andresrodriguez3117]

fantastic video, thank you very much very useful, simple and effective have a great week!

[@SteveWalkerWeb]

Thanks, you too! Glad it helped.

[@Fanusvdm]

Hi Steve. Is there a video available on obtaining multiple signatures, such as a lease agreement, where the lessor and lessee as well as agent need to sign the document, as well as initial each page?

[@vwilkins1]

Excellent job

[@SteveWalkerWeb]

Thank you very much!

[@13June2005]

Hi Steve, is it possible to review the email , and preview the attached documents before they are sent to check that all is correct before it is emailed?

[@chelseabrown3964]

hey, when sending the file through email. i can’t get it to pull up from a mobile phone that will let the customer sign. do they have to have a certain app or something downloaded?

[@13June2005]

Hi Steve, is it possible to attach multiple separate documents, which require a separate signature and dating on each document, in one email? I do not want the documents to be merged into one document, as they must remain separate.

[@11rimae]

What is the difference between Adobe Sign and the tools available in Adobe Acrobat Reader? I would just like to weigh on them. Adobe Acrobat Reader (Pro version) also has features password protection and request signatures.

[@homesculptor]

So, I need to sign it too, and not sure if there is a quick example of how I can sign it before sending, or do I send it to myself?

[@bhuweshSingh]

Hi, I bought Adobe DC individual and Business. But I cannot able to see the features of Approver, Acceptor, Certified Recipient, form filler and Delegator in my subscription. Can you please help to get that. Thanks!

[@geraldineaustin8281]

Hi Steve is there a video available for working with merge fields with Adobe sign in salesforce?

[@gurpreetubbu5712]

This was great thank you!

[@krishnansrinivasan830]

Nice & Thanks :)

[@malamutemo]

Hi Steve, could you show how to set up AdobeSign for signing with a qualified electronic signature (QES), provided from a certified trust provider? Thx

[@hza1203]

Hey, Thanks for this info. Was really hoping you would compare the prices as I'm having trouble finding it online. I'll keep diggin'.

[@ronnyalvarado8116]

Just stumbled upon this video. Great video presentation on Adobe Sign. Are there any videos regarding how one might integrate Adobe Sign with an existing application? I'll be looking for one now, but figured I'd ask here just in case. Thanks!

[@SteveWalkerWeb]

Hi Ronny, there aren't any videos on this subject. Normally if you are purchasing Adobe Sign for Enterprise you would engage with someone in my team who will talk you through the process with calls/screensharing. Here are some resources that can help: API methods page: secure.eu1.echosign.com/public/docs/restapi/v6 Adobe Sign API Documentation: www.adobe.io/apis/documentcloud/sign.html Adobe Sign Develop Account Signup: acrobat.adobe.com/uk/en/sign/developer-form.html A Developer account is exactly the same as full Adobe Sign for Enterprise, except the documents are watermarked. Hope this helps!

[@jeffburkholder2148]

Steve, Question: our small company of 4 employees, though with 3 outside independent Reps (Reps will scale much larger amount in time). 2 of my employee team will create forms and contracts which the Reps will need access to those forms and to have signatures by venues to go back into our SharePoint. Two questions: a) do we need full Adobe Sign Enterprise or can we get the Business license of 5 pack, or does every Rep need to have an Adobe sign license and MS email account under our domain? B) can our Reps, outside our MS Azure ecosystem be able to access the contracts in the SharePoint to send to venues for their contract signing? Adobe's website and licensing is so confusing. I can't justify $22.19/month for what may become 500 to 1000 Reps for our company in 5 years. Just to have digital signatures to one template document. That could be upwards of $22,000/mnth to just be able to have a document signed by maybe 20 to 30 of those Reps.

[@mvancura8963]

@Steve, what is the level of trust associated with each type of authentications (password, phone, social network login, adobe sign, gov ID) within the European eIDAS framework? Are there existing rulings of EU courts demonstrating that the Adobe Sign signature is admissible as proof in case one of the signatories contests it?

[@SteveWalkerWeb]

Hi, as a representative of Adobe, we're not allowed to give legal advice, I'm afraid. So it's going to be tough to answer your questions. All we're told to do is ask you to refer to our Global Guide to Electronic Signature Law: acrobat.adobe.com/content/dam/doc-cloud/en/pdfs/document-cloud-global-guide-electronic-signature-law-ue.pdf In this document you can find the relevant country and it will explain how Adobe Sign complies with the regulation in that country.

[@maqeel07]

Hi Steve, How can you change the branding on the top left hand corner where the Adobe Logo is? Do you have a tutorial on that?

[@SteveWalkerWeb]

Hi Muhammad, this can be done by an admin by visiting Account > Account Settings > Account Setup and you can change the company name, hostname and upload a logo.

[@briankelly5212]

Hey Steve, great video. Do you know if there is a way to sign the document myself and then send it to another person for their signature as well? Cheers

[@SteveWalkerWeb]

Hi Brian, you can just type in your email address as recipient number 1, and then you can sign first. There is an "Add me" option in the top right corner of the Send screen to quickly add in your email address, to make it easier. It's important to note, Adobe Sign agreements cannot only be sent to yourself (someone else has to sign either before or after). If you want to sign something just yourself, then you need to choose "Fill & Sign" on the home screen of Adobe Sign.

[@xDJVervex]

This was my exact question, and Steve answered it perfectly. Thank you to both of you!!!!

[@oritchanukov206]

Hey, great presentation! Thanks ! I am trying to follow your steps with the Adobe portal and trial version I subscribed, but I do not see everything you show there. For example, the authentication options for sending an email are only email and password , there is no driver license or anything else. The Options panel does not have a Completion date - only password protect and set reminder . Why is that ? Will it become available on paid version or are there some settings I should turn ON? I read other questions here and see you recommended to go to Account > Account Settings > Send Settings > Identity Authentication Methods , but I do not seem to have a Send Settings under the Account Settings. I tried also to search for it in a search box , and got nothing. Where do I find those settings ?

[@SteveWalkerWeb]

Hi Orit, thanks for your feedback! Some of these features you mention require Adobe Sign for Enterprise. It may be that you are using a Sign Small Business trial, where you will not have these features. Which email address are you using for your trial? Let me know and I can look up your account.

[@ChrisHayesPhoto]

What is the difference between the version you are using and the version I get with the Adobe for Teams account? I don't see options for things like government ID and SMS, etc. Also, I can't assign roles. The picture of the (fountain) pen is there, but there are no other options. Adobe really has left a chasm of missing information around this product and how to use it properly. Your video is fantastic - I just wish I could understand why the version you are showing is different than the one I have at my disposal.

[@SteveWalkerWeb]

Hi Chris, a new account doesn't have certain things turned on by default. You'll need to go to Account > Account Settings > Send Settings > Identity Authentication Methods to turn on the authentication options. As for the Roles, these can be enabled from Account > Account Settings > Send Settings > Allowed Recipient Roles. If you do not see these options, you may need to upgrade to Adobe Sign for Enterprise. Hope this helps!

[@11rimae]

Can the signatures be copied? In Adobe Reader, Fill and Sign feature, the signatures can be copied. I'm just wondering if it's different for adobe sign.

[@mmoarchives2542]

what's with brits and using very bright white backdrops

[@vicky.medrano]

So, when you save a template, are the drag and drop fields saved with it? or you have to add fields manually every time you want to use that template? Because some very upset customer said you have to do it manually every time. Please clarify.

[@SteveWalkerWeb]

Hi Vicky, when you add a reusable template to Adobe Sign, you get the option to choose what type of template it is; either a reusable document (without fields), a reusable form field layer (just the fields on their own) or both. See the grey box on the right side of the template creation screen. Hope this helps! Screenshot: imgur.com/a/dO9Pnuw

[@chromebul]

Hi Steve what if we need multiple people to sign the same document? For instance a contract that the recipient needs to sign and then once they have signed needs a counter signature from another person within the company.

[@SteveWalkerWeb]

Hi, you need to add multiple recipients when on the "Send" screen, add in all the email addresses of people who need to sign (Adobe Sign supports up to 25). When we added signature boxes (6:02) you can use the "Recipients" dropdown box in the top right of the Preview screen to assign boxes to your different signers. This will allow you to change who will be signing where. Hope this helps!

[@ghchum5087]

hi! steve im using adobe reader dc with the adobe sign features, after i key in the approval email address and send to him. He didnt receive the email and the copy cc my self also not received by my self. Any SMTP services i need to configure?

[@SteveWalkerWeb]

Hi. The emails in Adobe Sign are always sent by Adobe, there are no custom SMTP settings that can be set (unless you're making a custom API integration). The emails should just work. Have you tried sending a test to yourself? Have you managed to get any of the notification emails to arrive?

[@danaversache]

Hi Steve, please say why sometimes cover sheet do not added in bottom of document but sometimes added?

[@SteveWalkerWeb]

Hi there, I'm not quite sure I understand your question. Do you mean the Audit Report? If you are talking about the final audit report, there is a setting to either add it as the final page, or keep it separate. You can find this setting in Account > Account Settings > Global Settings > "Attach audit report to documents". Hope this helps!

[@mitchgrieb]

Also, does the export of the data only comes in a form of .pdf? Can the fields be exported to excel to create labels?

[@SteveWalkerWeb]

There is a setting in an Adobe Sign account to have the data that is entered at time of signing returned to you as a CSV file. You can receive a CSV every time a document is signed, or you can use reports to retrieve a batch of CSV data for multiple agreements.

[@mitchgrieb]

Hi Steve, I work for a University and thinking about purchasing AdobeSign so the artist can submit an application for exhibition along with a signature agreeing to the terms of the contract. Does AdobeSign allow the recipient to upload multiple images and documents to be used for publicizing the exhibition?

[@SteveWalkerWeb]

Hi Mitch, this sounds like a great use case for Adobe Sign! You could do this is as a standard "Send for signature" or you could use Adobe Sign Web Forms. (See my video demo here: kzbin.info/www/bejne/a5i0aZt6bJV7arM) In short, yes, a signer can upload images and documents at time of filling out a form, or signing a document. There is an inline image upload box and a file attachment box that you can add to your document/form. The inline image box will allow signers to add an image file (JPG, PNG, GIF etc) to your document/form and the photo will appear inline, in the place the form field was added. This is good for passport photos and other photos. The file attachment will allow most filetypes to be uploaded. The documents that are uploaded are then added to the end of the document stack. Theses documents will then form the final pages of your signed PDF you receive at the end of the process. This is useful for driving license scans or proof of address documents scans. Hope this helps!

[@mitchgrieb]

@@SteveWalkerWeb Do you have a video demo showing the signer uploading multiple images and documents? One artist can have up to 20 images and several documents. Can Adobe Sign accommodate this? I'm curious as to how I could export the list of images and the documents once the contract is signed and sent back to me.

[@philipc4010]

Hi Steve, is there an option where we can hide the blue timestamp and signer's name under the signature?

[@SteveWalkerWeb]

Hi Philip, this option is called "Use well-formatted signatures and initials" and it can be turned off from Account > Account Settings > Signature Preferences. Hope this helps!

[@lisabeans1694]

Is there something that triggers being able to have the digital signature option in the signature field section? Any document I try and send does not have the digital signature option to place on the document.

[@SteveWalkerWeb]

Hi Lisa, just to confirm, a Digital Signature field is a box requiring someone to sign with a certificate issued by a third party identity provider. If you don't see the option to add a "Digital Signature" field to your documents, it's because this feature has not been turned in your account. You can enable it from Account > Account Settings > Digital Signatures > check the boxes next to one of the digital signature options. Hope this helps!

[@milsiuol]

Hi, How and when did the chosen Digital Certificate get signed on the document as signer did not indicate to use any digital signature.

[@SteveWalkerWeb]

Hi there! Adobe Sign gives you 4 options to sign: Type, Draw, Image Upload and SMS. In my demo, I just typed the name. This is still legally valid - it does not matter the what the signature looks like. Hope this helps!

[@MaryRyanRealEstate]

I pay a monthly fee of $33 for all of Adobe DC programs (and more) I don't have all the Adobe sign functions that you display in your tutorial. There is no drop down arrow (next to the pen head) that allows me to identify the role of the signer and more. Thanks for the tutorial. Loved it.

[@SteveWalkerWeb]

Hi Mary, glad you liked it! Adobe Sign is a separate license fee. If you pay monthly for an Acrobat DC subscription, you get a more basic version of Adobe Sign. The version I am showing in my video is Adobe Sign Business & Enterprise, which will have all the features. If you check in your settings screen Account > Account Settings > Send Settings > "Allowed Recipient Roles" do you see the option to enable all of the roles I had in my video?

[@samainslie1015]

Hi, Can an Adobe Sign form be automated from a website link or does it have to be triggered through Adobe sign itself? Thanks

[@SteveWalkerWeb]

Hi Sam, Adobe Sign has an API that can trigger the sending of a document, documentation can be found on adobe.io. Best example I can give is this mock-up website I made adobeautomotive.com to illustrate how it would work.

[@olympicaccess6576]

@@SteveWalkerWeb I checked that example page just now and signed with a bogus account to go through the process. On saving what it had as the final pdf I found that it failed a number of accessibility criteria. Is it required to have the PDF locked down in certain ways when doing Adobe Sign? I'm working at a college in the US and wanting to advise others on campus how to use Adobe Sign with accessibility in mind. Thanks.

[@SteveWalkerWeb]

Hi there, if you are working with a screen reader, and need a readable version of a document you are about to sign, you can click Options (top left) > Read Agreement. This will take you to a version of the document with the text preserved for screen readers to consume.

[@pedroviana9002]

do you know how to configure a API from adobe sign??? have you recorded a video about it ? :) Regards !

[@SteveWalkerWeb]

Hi Pedro, I have not yet recorded a video on the Adobe Sign API. Here are some resources that can help: API methods page: secure.eu1.echosign.com/public/docs/restapi/v6 Adobe Sign API Documentation: www.adobe.io/apis/documentcloud/sign.html Adobe Sign Develop Account Signup: acrobat.adobe.com/uk/en/sign/developer-form.html A Developer account is exactly the same as full Adobe Sign for Enterprise, except the documents are watermarked. Hope this helps!

[@pedroviana9002]

@@SteveWalkerWeb thanks so much for.your help

[@Iamalialshaikh]

Hi @steve I signed up for a free 14 day trail, but I dont see authentication options for "Phone". and what does it actually mean by "Phone"?

[@SteveWalkerWeb]

Hi Ali, Phone authentication is where a recipient is sent a 6-digit, one-time PIN code to their mobile phone via SMS and they need to enter the code in order to sign their document. If you wanted to trial this, you must make sure you have a trial of Adobe Sign for Enterprise. This capability must be turned on in your account, you can check from Account > Account Settings > Send Settings > "Enable the following identity authentication methods for recipients". Please note, SMS authentication is a paid addition and you might need to get Adobe Sign Support to enable this for you for testing.

[@Iamalialshaikh]

Steve Walker Thank you Steve for the helpful information.

[@dhansiri]

Hello I am trying to send Annual Agreement to our 15 employees. How do I send them all at the same time ? Also since i's an agreement everyone will have their own copy to sign. Please advise how to send them same file individually.

[@SteveWalkerWeb]

Hi dhansiri, this can be accomplished using Adobe Sign's Mega Sign capability. If you have Adobe Sign for Enterprise you can choose "Send in Bulk with Mega Sign" from the home page. This will allow you to upload a CSV distribution list with your 15 employees in. Here is the documentation: helpx.adobe.com/uk/sign/using/mega-sign.html

[@Millermaniacal]

Can an Adobe Sign form be saved, closed, and resumed at a later date?

[@SteveWalkerWeb]

Adobe Sign will save your progress if someone has sent you an agreement via an email. You can click on your link in your email inbox and Adobe Sign will return you to exactly where you left off. I'm afraid, an Adobe Sign web form will not save progress and data not entered in the form will be lost if the page refreshes or is closed.

[@adriandiaz2818]

can you set up adobe sign so that signers do not get notified by email right after signing the document?

[@SteveWalkerWeb]

Hi Adrian, yes indeed, you can turn off the email notifications. You can do this from the "Account" screen.

[@vicky.medrano]

Thank God for your video, because Adobe official video is useless! Good job!

[@SteveWalkerWeb]

Glad it helped, Vicky!

[@christystokes3910]

Hi, what if you have multiple signers on say a roster and someone did not sign the document how does the document move forward to the next signer?

[@SteveWalkerWeb]

Hi there, if you are signing "In order" the document will not move on to the next person, unless they sign or you swap the recipient for someone else. (You can do this using the Manage tab). Adobe Sign will also support signing "In any order" which means that all of the people on your roster receive an email at the same time and anyone can sign at any time. The document won't complete until everyone has signed though. Hope this helps!

[@realsdsk]

Good starter tutorial. Thank you.

[@SteveWalkerWeb]

Thanks for the feedback! A good video as a follow-up would be to learn about Web Forms, see this video I made here: kzbin.info/www/bejne/a5i0aZt6bJV7arM

[@Gigabyteserviceofficial]

How to end the adobe contract

[@carolstorey-cdot7548]

Can an encrypted Adobe Sign document be "archived" in Acrobat DC Pro?

[@SteveWalkerWeb]

All signed documents are stored in of your Adobe Sign account and can be retrieved from the 'Manage' tab inside the Adobe Sign Web Portal. Also, it doesn't cost anything additional to store your documents in Adobe Sign, there is no size limit and you can store documents indefinitely. When you refer to Acrobat Pro DC, I'm not sure I understand your question around archiving. Acrobat Pro DC is the tool you can use to view your signed PDFs, where specifically do you want to store the archived documents?

[@carolstorey-cdot7548]

@@SteveWalkerWeb Thank you for your time in responding to my question. I am required to manipulate one particular type of legal pdf to an A1b type of archival document for ISO compliance and then save them in Project Wise by Bentley for long-term retrieval. My document approvers have been using Acrobat DC's certified digital signature. This has been locking up the document so it cannot be edited or archived as an pdf_A1b type of document. I need to know if and HOW I can download the Adobe Sign document with the certified digital signature and then convert it to an A -1b type. Or, do we need to stop using the certified Acrobat digital signature? I am thinking the "Certified Acrobat digital signature" is overkill when using Adobe Sign. Thank you for your help with this issue.

[@Masterofcreations]

How the f you pull the text menu to insert text? I had it in my previous trial than my internet went down and I cannot find it anymore.

[@SteveWalkerWeb]

Not sure I understand your question, which text menu are you referring to? Where are you trying to insert text?

[@tabishrules1]

A non-esign user has sent me a pdf to sign...how can i sign in adobe esign and send back to him after signing

[@SteveWalkerWeb]

Adobe Sign has a capability called 'Fill and sign'. On the home screen of Adobe Sign, click "Fill and sign a document" on the left hand side. This will allow you to add your signature to a document and then mail it back to them.

[@LukeFlegg]

Does the person signing get a copy signed both parties? Eg. Tenancy agreements Surely this is a common use case

[@SteveWalkerWeb]

Hi Luke, yes indeed the person signing will get a copy that is signed by all participants. So in the case of a tenancy agreement, both the tenant and landlord will receive copies of the agreement signed by both parties.

[@jasedreams2268]

what if the document needs to be signed by someone who is not a recipient of the email? can the document be forwarded on to be signed by someone else?

[@jasedreams2268]

just for more context say for example I send a doc to a kyc analyst who needs to get it signed by someone more senior, is there a way of doing this?

[@SteveWalkerWeb]

Hi Jase, yes indeed the signer can choose to delegate signing. When they have the document opened for signature they can press "Options" > "Delegate signing to another" in the top left corner of the page. Then they can enter in an email address and a message to that person. If you want to force a recipient to delegate (i.e. that person is not allowed to sign and it must be passed on to someone else) then on the Send screen you can assign the recipient the "Delegator" role. Just ensure that you have the Delegator role turned on in your account. You can do this from Account > Account Settings > Send Settings > "Allowed Recipient Roles". Hope this helps!

[@jasedreams2268]

@@SteveWalkerWeb good to know. thanks!

[@BigAlCapwn]

I didn't know Andrew Doyle worked for Adobe

[@summersoulmate]

What if there's multiple people that needs to sign?

[@SteveWalkerWeb]

Hi Seph, You can enter up to 25 email addresses on the Send screen within Adobe Sign. These people can sign in order, or in any order. You can see this at 00:48 in the video. Thanks, Steve

[@gordillolawfirm7430]

@@SteveWalkerWeb I have Acrobat DC, and it seems to have a limit of 10 signatures. If I need more, can I circulate the document to the first 10 and then the remaining signers after that? If not, what is the solution to the problem using only Acrobat DC and without subscribing to Adobe Sign? Thanks for the nice tutorial.

[@linettethomas4961]

I made a mistake and sent wrong signature. How do I erase it? I am the sender

[@SteveWalkerWeb]

Hi Linette, you can cancel an agreement from the 'Manage' tab in Adobe Sign. If you click on an agreement, and then click 'Cancel' on the right hand side. This will give you the option to either notify the recipient or not. Hope this helps!

[@snackbob100]

x2 speed this

[@SteveWalkerWeb]

Thanks for the feedback!

[@DumpsterFire2048]

OMG YOU'RE LIKE REALLY IN THE WEBPAGE!!! GET OUT MAN GET OUT!

[@SteveWalkerWeb]

Haha!

[@dylanmorgan2836]

There are many better (cheaper, easier, less frustrating) solutions out there for managing and signing documents. Pity - it used to be a great platform.

[@Selsmittenxo]

Which one?

[@Lotrioni]

I find adobe sign sucks. So finicky. DocuSign is intuitive