Setting up a document for signing using Adobe Sign uses one of two options:

  • Click to Sign 
  • Setup Secure Sign


Click to Sign
This option is used to enable the client to  click and accept the document without the need to enter a signature image throughout the document. This method of signature is very secure and just requires the client to confirm that they accept the entire document.


Once the document has been uploaded to the portal, Go to Tasks and select Adobe Sign (note the options presented here will vary depending on the firm settings).


Once you have selected Adobe Sign, you will be presented with a screen to select the signatories for this document. This can be a single account signatory or multiple account signatories as well as signing by a firm representative. Select the appropriate people and then click Confirm. Note: do not click Secure Sign Options unless you require that option - see below.

A notification email will be sent to the account(s), with a link to the document asking them to sign. 


After the account(s) has signed the document, the firm representative will receive an email notification informing them that the document now requires their signature - the email will include the link to the document. 



SecureSign


This option is used when you want to assign the place(s) the account needs to digitally sign the document with an image throughout the document. 


Once the document has been uploaded to the portal, Go to Tasks and select Adobe Sign (note the options presented here will vary depending on the firm settings).



Once you have selected Adobe Sign, you will be presented with a screen to select the signatories for this document. This can be a single account signatory or multiple account signatories as well as signing by a firm representative. Select the appropriate people, tick Secure Sign Options and then click Next.


The document will then be opened to enable signatures to be added throughout the document. Click and drag to add a signature box or any other type of information required – you will need to do this for each signee you added in the previous step. On the right, you will see Recipients - select the appropriate recipients and add the signature fields. The main fields used are Signature (from the Signature Fields dropdown) and Date (from the Signer Info dropdown). For a full explanation of all the fields available in the Signing Fields, please see "Roles" and "Field types" in the authoring window.



Click on Send once you have finished placing all the fields for all signatories.


The signee’s will be notified with an email containing a link to the document to enable signing. Once all accounts have signed the document an email containing a link to the document will be emailed to the firm representative (if this was selected) to sign the document.


IMPORTANT NOTES:

  • The firm representative/s is only eligible to sign the document after the selected account(s) have completed signing the document.
  • If a firm representative has been nominated to sign and all accounts have already signed, the document task will remain as "AdobeSecureSign" until the firm representative signs.