How to send a document for signature
Last updated
Last updated
To create a document based on an Acrobat Sign template, and then send it to a client for signature:
Navigate to Clients > Services > E-Signature > Templates.
To make sure that the latest template updates are uploaded from Acrobat Sign to the B2CORE Back Office, click Refresh Data in the upper-right corner of the page.
Select a document template, and then click (the Send document button) located in the template row.
In the Create Agreement window that is displayed, fill in the following fields:
In the Recipient 1 Email field, specify the email address of a client to whom a document will be sent for signature.
If two client signatures are required, specify the email address of another client in the Recipient 2 Email field.
To be able to view and sign the document, the specified clients must be signed up to Acrobat Sign.
From the Reminder drop-down list, select a periodicity for sending reminders to the specified clients.
Click Save to create the document.
After the document is created in Acrobat Sign, an email containing a link to this document is sent to a Back Office user for approval. By default, it is the user who is currently signed in to the Back Office and has sent a document for signature.
After the document is approved in Acrobat Sign by the Back Office user, emails containing a link to the document are sent to the specified client email addresses. The clients are then expected to sign in to their Acrobat Sign profiles and sign the document.
The signed document is automatically saved to a dedicated folder. To browse this folder, switch to the Files tab on the details page of the client who signed the document.
If two clients are specified as document recipients, the signed document is stored only in the folder of the client that is specified as Recipient 1.
