Overview
This is a guide document provides instructions on how to turn a fillable PDF form into an Adobe Sign PDF form. Users will deliver a fillable Adobe Sign PDF to ETS. ETS will create a corresponding workflow or webform and the workflow/webform will be automatically available in MyPortal Adobe Sign app (student or , employee, faculty, HR only).
An Adobe Sign PDF form needs to meet the following requirements:
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After converting to the Adobe Sign Form, the following input field tools appear in the toolbar: Text Field, Check Box, Radio Button, Dropdown, Signature Field, Signature Block Field, Initial Field, Title Field, Company Field, Name Field, Email Field and Date Field. Choose what you need on the form.
Signature Fields
All signature fields need to have enough space (width and height) allocated on the form. An Adobe Sign signature block will be placed Place a Signature Block on each signature field. The signature block A Signature Block contains Signature, Name, Date and Email Address. The later 3 are populated by the system.
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Email field for sender in a form for Workflow should be marked required and readonly, field type set to EMail.
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Fields in a Workflow that are entered by non-workflow started the rest of recipients should be marked as signer2, signer3, and etc based on the order they will receive the form.
Radio buttons and check boxes automatically generated from Prepare Form may have the wrong participant role and are which appear read only . Right in the property window. To change, right click on the input field and choose Rename field. In the yellow property window, edit the name so that it ends with "_es_:signer{a number}role". Use this to specify the participant role.
There should be no fields with duplicate names.
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