Overview
This is a guide 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 and the workflow will be automatically available in MyPortal Adobe Sign app.
An Adobe Sign PDF form needs to meet the following requirements:
Convert to Adobe Sign Form
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 Tools in the 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.
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 on each signature field. The signature block contains Signature, Name, Date and Email Address. The later 3 are populated by the system.
Field Properties
Each field needs to have a proper value entered for Name, Tooltip, Field Type, Participant Role, Read Only or Required fields:
Form Requester
The form requester (the workflow starter) needs to sign which means that there must be a signature block on the form that is assigned to the participant role Sender.
Signature Blocks
Form requester will be the 1st signer (Participant Role = Sender), followed by Signer 2, Singer 3, Singer 4 and etc. The participant roles determine the order of the routing. If you set the field as required, it is mandatory to add a recipient. If you do not set required, recipient name is not needed still the workflow works.
