Benchmarking provides an expanded method for tracking agreement progress and signing rates. Sending an agreement begins with the definition of the recipient and the order in which they will have access to the interaction with the document. 5. Enter your name in the top field of the Signature box In the Contract Name box, you can enter a string that identifies the contract. This string appears in the subject line of the recipient`s email (in yellow below) and also as a name value on the Manage page. Providing a clear and meaningful contract name helps your recipients identify your email more easily and can improve your ability to search for agreement if necessary. Once a field is in a document, you can change the recipient to whom the field is assigned by double-clicking the field to open the field menu, and then edit the recipient drop-down list. C. Performance indicator for required fields – This performance indicator indicates the number of required fields in the document that have not yet been completed. By clicking on this field, the signer navigates through the required (non-optional) fields he has Situations of identical problems in test systems normally justify a priority one notch lower than the corresponding priority in a production system.
Sending an agreement to multiple recipients is done in exactly the same steps, with two notable differences: after adding the new form fields to your agreement, you can save a copy to your library before sending the agreement for signature. Mega sign recipients can be added either by adding the email addresses to the “An:” box, or by uploading a separate value (. CSV) with the information provided by the recipient. That`s right. The CSV process allows you to fill in the data in advance for each signer, allowing you to customize the field information for each person. For example, you can sign the message in the field “Please…” » Emails sent to each signer. Save the form as a template as a new library temperature after the agreement has been submitted. The sender has the option to name the template as soon as the Send button is clicked The experience of the signing process is useful to understand the end result of the configurations executed by the sender.
The main part of the page is the list of your chords, filtered by the status of the chords in the left rail (Processing, waiting, completed, canceled, expired, and projected). Template filters are also available directly under the chord filters (templates, Web Forms and Mega Signs). Higher objects are not chords, but are used to produce large amounts of individual chords. Among these main objects are: ○ Refuse to sign – This action terminates the agreement input text filter at the top of the page can help find individual documents by searching for the email, the name of the agreement, the name of a recipient (if the system is known), the date, the notes, etc. By the end of this manual, you`ll be aware of all the default “Send” workflows in Adobe Sign to manage your agreements and create reports to keep an overview of what`s completed and what`s still to be done….