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This 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 (for students) and the workflow/webform will be automatically available in MyPortal Adobe Sign app (student, employee, faculty, HR only).
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Use Acrobat Pro Prepare Form tool. Click on More on the panel at the right and select "Convert to Adobe Sign Form". Then more input field tools including Signature Block will appear in the toolbar near the top.
Adobe Sign Form Field
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Type Toolbar
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.
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Each field needs to have a proper value entered for Name, Tooltip, Field Type, Participant Role, Read Only or Required fields:
Email field for sender in a form for Workflow should be marked required and readonly, field type set to EMail.
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Date field that needs to be entered should be set to "_es_:role:isdate:format(date, "mm/dd/yy"):tooltip("Format mm/dd/yy")". Specify date formats if space is limited.
All fields except fields reserved for office use in a Webform should be marked signer as participant role. Office use fields should be marked as signer 2.
Fields in a Workflow that are entered by workflow starter(sender) should be marked prefill as participant role except for signature block, date and email. These 3 should be marked as sender.
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There should be no fields with duplicate names.
For attachment field, drag a text field on the form and use "Rename Field" tag the field name this way: attachmentName_es_:role:attachment