If you are using the CC function, click Show CC link, then enter the email address(es) you would like to automatically be included in the agreement completion emails.Ĥ. Drag and drop files that you want to use as the base for your web form into the Files section, or click Add Files, and navigate to the document.Ĭonfigure the Options with Password Protect and Recipient's Language. KBA is only valid in the United States.Ĭlicking the Add Participant link adds an additional participant to the web form. Knowledge-based Authentication (KBA) - KBA can be enabled as an authentication method if your account is configured to allow unlimited KBA transactions. Password - The password option requires that the recipient enter a password before they can view the document. None - This options uses only the email verification after the web form is submitted, if configured to do so. Signer - Signers must apply a signature in addition to any other fields that are required.Īpprover - Approvers can fill fields, but are not required to apply a signature.Īcceptor - Acceptors, like Approvers, can fill field content but are not obligated to provide a signature.įorm Filler - Form Fillers can only fill fields, and may not have a signature field applied to them. One the web form is created, the name field is locked. You can only edit the name of the wb form while it is in the Draft status. If you add a file without entering the web form name, the web form will adopt the name of the file. You cannot delegate to a delegator role.ĭid you find it helpful? If yes, share your experience with us: Join the conversation here.1. From the Adobe Acrobat Sign Home page, click Publish a web form.Ģ. Enter the Web Form Name. This second-level menu allows you to choose what role the delegated party should be. Once the delegator role is selected, you will notice that a second icon/menu is available. Rather this role is used when a human checkpoint/routing option is needed in a workflow that has to initiate Agreements without knowing the full recipient list beforehand. This role does not replace the ad hoc option for a signer/approver to delegate their participation. So, you can add a recipient who will delegate the document to the next person. This option is used when you do not know the correct person who should sign the agreement. All field types can be assigned to a Form Filler, including signature fields if desired.ĭelegator : The option is only available with an enterprise plan. Form Fillers can be designated within a signature cycle but are not required to apply a signature of any kind. The option is used when you just need the recipient to fill in the data and no signature required. Acknowledging the Agreement continues the signature cycle.įorm Filler : The options available with Small business, business, and an enterprise plan.Declining will terminate the Agreement.Delegating will transfer the Certified Recipient role to the nominated delegate.During their "signature" process, they will be asked to either delegate, decline, or acknowledge the agreement. ![]() In this, the recipient can have no form fields assigned to them. The Acceptor role is appropriate when the Recipient needs to acknowledge and acceptance of the Agreement without formally approving the content.Ĭertified Recipient : This option is only available with an enterprise plan. If the form fields are added in the agreement, they will be available for the acceptor. They will simply review the agreement and need to accept that. In this, the recipient does not need to add any signature. If there are any fields assigned and marked required for the approvers, they will need to fill them.Īcceptor: This role is only available with the enterprise plan. They can just review the document and then add their name before sending the transaction to the signers. The approver does not need to add any signature on the document. If the system does not find a signature field for the signer, it automatically generates a signature block at the end of the document.Īpprover : The option is available only with small business, business, and an enterprise plan. Each signer on a transaction needs to have at least one required signature field assigned to them. Signer : This is available for all service plans and is set as a default recipient role. The various recipient’s roles can be enabled depending upon the service plans you have for Adobe Sign.įind below the complete description of the recipient’s roles that are available in Adobe Sign: In Adobe Sign, there are various other recipient roles provided when sending the document/ agreement to the recipients. ![]() It is not necessary that you always need to send the document for signature, there are various other roles for the recipients. The recipient’s roles that are available when sending the document via Adobe Sign
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