How to create an EchoSign-aware form

Learn how to create forms for electronic signature or create e-signature forms using Acrobat XI and Adobe EchoSign.

By September 20, 2012

 

In this infographic, learn how to create forms for electronic signature or create e-signature forms that can be used in the Adobe EchoSign online service for electronic signatures. Adobe EchoSign is an online electronic signature solution that allows you to instantly send, eSign, track and file documents securely.

How to create an EchoSign-aware form
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How to create an EchoSign-aware form

Donna BakerSeptember 20, 2012

  1. Open the Forms panel in the Tools pane and click Convert to EchoSign Form.
  2. Click Next in the first message explaining the process. After conversion to EchoSign format, click OK in the next dialog box.
  3. Choose tasks in the EchoSign Forms pane, which replaces the basic Form Editing pane.
  4. Pick tools from the EchoSign Form tools toolbar.
  5. EchoSign names the fields automatically. Click Who needs to sign this field? and select an option, such as the sender or a specific signer.

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Products covered:

Acrobat XIEchoSign

Related topics:

Forms, e-signatures

Top Searches:

Create fillable forms, Electronic signatures

11 comments

Lori Kassuba

1 month ago

Hi Patricia,

Yes, EchoSign meets HIPPA requirements. You can find more information here: https://www.echosign.adobe.com/content/dam/echosign/docs/pdfs/Geoffrey_Moore_WP_FNL.pdf

Thanks,
Lori

Patricia

1 month ago

My question relates to confidentiality if clients electronically sign consents.

Lori Kassuba

1 month ago

Hi Anja,

Let us know if this informational article gives you the information you’re looking for:
http://helpx.adobe.com/echosign/kb/adjusting-language-settings.html

Thanks,
Lori

Lori Kassuba

1 month ago

Hi Sung Pak,

All you need is a browser to sign document using EchoSign. Acrobat t and Reader just make it more convenient. Here is a tutorial on how to sign documents in a browser:
https://acrobatusers.com/tutorials/how-to-send-a-document-for-signature-using-echosign

Thanks,
Lori

Sung Pak

1 month ago

I want to learn echo sign but I do have old Acrobat only
Could help please.
Thanks

Anja

1 month ago

Can I get this in Dutch/the netherlands

Lori Kassuba

1 month ago

Hi Gordon Garrett,

You can do something like this using a program like Word and then save the file in Word to PDF using the PDFMaker Add-on found in Acrobat XI. The PDFMaker Add-on can preserve inter/intra document links but you’ll need to make sure it’s setup properly to post to the web.

Thanks,
Lori

Lori Kassuba

1 month ago

Hi Steve,

Are you sure you’re running Acrobat XI and not version X. Version X did not have this particular feature.

Thanks,
Lori

Ann

1 month ago

I have Adobe Acrobat XI and when I open Tools/Forms I dont see Echosign.  Please tell me how to make it appear.  Thanks.

Gordon Garrett

1 month ago

I have a website I have just created. I have a book I want to connect to it that I had put in 4 pieces because it was 41 MB. What I am considering is to put it all on PDF but I would like to preserve the hyperlinks in the document. Is this possible
Gordon

Steve

1 month ago

I have Adobe Acrobat XI Pro
When I open Tools/Forms I don’t have the option for Echosign.

donna baker

12, 2013-01-28 28, 2013

Hi Daniel -

That’s an interesting problem, and I’m not sure why it is occurring. When I read your post, the content of your fields came to mind as a possible issue. Try an experiment with a really simple form containing a handful of text fields. Open the properties for each field, and pick a specified format on the Format tab. Sometimes identifying the field by its contents will do the trick.

You might want to check out the EchoSign help files as well, located on this support page:

https://www.echosign.adobe.com/en/support.html

donna.

donna baker

12, 2013-01-28 28, 2013

Hi Chris -

Saving backups automatically is a great feature. You can save them elsewhere, of course, but it’s nice to have them available and listed right in the EchoSign window.

donna.

donna baker

12, 2013-01-28 28, 2013

Hi Michelle -

EchoSign is a great feature, and it does save a lot of time. You have to be aware of how it works, but it’s easy to figure out and incorporate it into your workflow.

donna.

Daniel

3, 2013-01-17 17, 2013

This is a great feature.  Unfortunately the convert to echosign is not accepting any of my existing fields for conversion, even simple text fields.

I’m designing a document in InDesign, I open it in acrobat, start editing a form and it recognizes all of my fields mostly as text fields as it should (I have about 80 in the document).  I convert to echosign and it dumps all of the fields except a single signature field.  :(

Chris Ibrahim

4, 2012-12-18 18, 2012

I like how echosign will file your documents by itself and save a backup.

Michelle Martin

4, 2012-12-07 07, 2012

I definitely need to learn more about EchoSign.  It looks like it could really be a great time-saver.

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