Sending a document for e-signature with eSign services

Learn how to use the Adobe Document Cloud eSign services to upload a document, add form fields, and send it for e-signature.

By Adobe – April 21, 2015

 



In this tutorial, learn how to use the Adobe Document Cloud with eSign services (formerly EchoSign) to upload a document, add form fields, and send it for e-signature. Sign up for a free 30-day eSign services trial.

Quick Steps

  1. From your home page, click either the Send tab in the main navigation bar or Get a Document Signed in the left pane under Get a Signature.
  2. Enter the email address of the person you want to sign the document. You can enter more than one email.
  3. If you need to sign the document before you send it out, check the I Need to Sign box.
  4. Give your document a name (this will also appear in the subject line of the email).
  5. You can also include a message that will appear in the email.
  6. Click Upload, navigate to the document and click Open.
  7. Click the checkbox Preview, position signatures or add form fields. This allows you to add the signature field to the document. Click Next.
  8. You are now in the drag and drop authoring environment where you can add the fields you want your signer to complete. In the right pane, drag and drop the Signature Fields, Signer Info Fields and Date Fields you want the document to contain. When finished, click Send.
  9. The signer receives an email asking them to sign the document. Once they have signed, you receive a notification under Recent Events on your home page that the form was successfully e-signed.

Was this tutorial helpful?

Please Log in to provide feedback on this tutorial.

Rate this tutorial

Please Log in to rate this tutorial.

Rating:

Did you know?

  • You can ask a question and get an answer from one of our experts.
  • You can search our database of over 800 tutorials by product and/or topic.
  • You can leave a comment below for the author of this tutorial.

Products covered:

Adobe Document Cloud

Related topics:

Sign and Send PDFs

Top Searches:

Sign and send documents, get electronic signatures from others, fill and sign any form

2 comments

Lori Kassuba

11, 2015-10-09 09, 2015

Hi thomas,

You can use the Replace signer command in the Manage page as detailed here:
https://acrobatusers.com/tutorials/managing-and-tracking-documents

Thanks,
Lori

thomas

4, 2015-10-02 02, 2015

Is it possible to change the person the sign document is being sent too?

Lori Kassuba

1, 2015-07-17 17, 2015

Hi Jamie Lopez,

You can also send documents via the browser at cloud.acrobat.com under the Send for Signature tab.

Thanks,
Lori

Jamie Lopez

11, 2015-07-13 13, 2015

What if the person sending you the document has an older version of Acrobat?

Leave a reply:

Have an urgent question? Post your question to our Ask an Expert forum for a faster response.

Fields marked with * are required.