Adobe - How to Request a Signature using Adobe Sign Online, Adobe Acrobat Standard, or Adobe Acrobat Pro

Intended for:

Users who need to request signatures in a PDF document using Adobe Sign Online, Adobe Acrobat Standard, or Adobe Acrobat Pro with or without access to Adobe Sign

Scenario/Use case:

This article details how to:

• Request a signature using Adobe Sign Online
• Request a signature in Adobe Acrobat Standard or Pro without Adobe Sign
• Request a signature in Adobe Acrobat Standard or Pro with Adobe Sign
• Add Signature Tool if it is missing

Instructions:

NOTE:  Acrobat Standard or Pro is NOT required if you have access to Adobe Sign

How to Request a Signature using Adobe Sign Online:

1. Login to the Adobe Sign Document Cloud website below using your username@fnal.gov email, then selecting Company or School Account, and finally using your SERVICES ID and Password.

    a. https://na2.documents.adobe.com/account/homeJS

2. You can then click on Request Signatures and follow the instructions on their site.

NOTE: You can add multiple emails for multiple signatures on the same document and it will send in the order they are added.  It will only move onto the next signature after the person before signed the document.

How to request a signature in Adobe Acrobat Standard or Pro DC WITHOUT Adobe Sign:

1. Open the PDF document you want to add the signature field to.
2. Click Tools in the top menu bar.
3. In the Forms & Signatures section, click Prepare Form. You may be asked to select a file or scan a document to begin.
4. To add a digital signature field to your PDF document, click the icon that looks like a pen signing a document. It is located at the top of your document.
5. When you move your mouse back over the document, a blue signature field will appear. A yellow box will ask you to create a Field Name. You can label this with the name of the signature (e.g., “Fermilab Required Signature”). This is helpful in case you need to add more than one digital signature to your document.
6. You can also indicate if this digital signature is a required field by checking the box Required field.
7. Once you have named the signature field, click over to the side and it will drop your digital signature box into your document. You can now move it to the appropriate location within the document.
8. It is also helpful to set a border and background color for the signature field. To do this, right click on the signature field and select Properties... Select the Appearance tab, then select a border color and a fill color first before selecting line thickness and line style.
9. Save your document.
10. You can now email the PDF document to the person who needs to physically or digitally sign the document.

How to request a signature in Adobe Acrobat Standard or Pro DC WITH Adobe Sign:

To request a signature or sign a document using Adobe Sign, you must first request and activate Adobe Sign before using it in Acrobat Standard or Pro DC (Note: Adobe Sign does not work in Adobe Acrobat Reader).

How to activate Adobe Sign:

1. Locate the email from Adobe with the subject of “You now have access to Adobe Sign-Enterprise TRNS”. Note that the subject may change in the future.
2. Click on “Get Started” within the email.
3. If prompted for login, use username@fnal.gov and click Continue.
4. Select Company or School Account.
5. Log in with your SERVICES account username and password.
This will complete the activation of Adobe Sign.


How to request a signature using Adobe Sign:
1. Open the PDF document in Acrobat Standard or Pro.
2. Click Request Signatures on the right tool bar.
3. Enter the email of the signee.
4. Click Specify Where to Sign.
5. Mark the location where the signature(s) are required.
6. Click Send.
7. The signee will receive an email with instructions about where to locate the document in the cloud and sign.
8. Once the document is signed, the requestor will receive an email with information about where to locate the signed document in the cloud.

How to add Signature Tool if it is missing:

1. When you open Acrobat DC, click the Tools menu at the top.
2. Scroll down until you see the Customize section and click Create Custom Tool.
3. Expand Prepare Forms in the list displayed.
4. Select Digital Signature (second from the bottom).
5. Add it to a custom list or add it to show in the Toolbar.
6. Click Save and name your custom tool.
You can now access the "Digital Signature" tool.