How to Configure Employee and Client Signature Roles in Adobe Sign
Question details
The user needs to configure a document so that an internal employee can complete and sign it before it is routed to an external client for their signature.
- Product
- Adobe Sign
- Device & OS
- not provided
- Scenario
- Setting up a sequential multi-party signature workflow involving an employee and a client.
- Observed behavior
- Assigning signature fields to the Prefill or Sender roles prevents the intended users from successfully entering their signatures.
Ensure you have sender privileges in your e-signature account and have the correct email addresses for both the employee and the client ready.
Assign Sequential Signer Roles for Multi-Party Signatures
Use sequential routing and assign both the employee and the client as 'Signers' instead of using the Prefill or Sender roles to ensure both parties can legally sign.
In Adobe Sign, 'Prefill' fields are exclusively completed by the sender before the agreement is officially sent out, and 'Sender' fields are filled by the person creating the transaction. Neither role is designed for actual signature inputs during the routing process. To collect signatures from an employee and then a client, both must be designated as 'Signers' in a specific order.
Create a new agreement and add the employee's email address as the first recipient (position 1), selecting 'Signer' as their role.
Add the client's email address as the second recipient (position 2), also selecting 'Signer' as their role. This ensures the document routes to the client only after the employee completes their part.
Check the box to 'Preview & Add Signature Fields' and proceed to the document authoring screen.
In the right-hand pane, select the employee's name from the 'Recipients' dropdown. Drag and drop their specific signature and data fields onto the document.
Change the recipient dropdown to the client's name. Place the client's signature fields in the appropriate locations, then click 'Send' to initiate the workflow.
Easily Sign and Send PDF Documents with WPS Office
If you need a straightforward and efficient way to fill out forms, add electronic signatures, and share documents without dealing with complex role configurations, WPS PDF offers a highly intuitive e-signature feature.
- 1. Open your PDF: Launch WPS Office and open the PDF document that requires signing.
- 2. Access the signature tool: Navigate to the 'Fill & Sign' or 'PDF Edit' tab on the top ribbon and click on the 'Sign' button.
- 3. Create your signature: Draw, type, or upload an image of your signature, then click on the document to place it in the designated field.
- 4. Save and share: Save the signed PDF document and easily email it to your clients directly from your computer.
Frequently Asked Questions
What is the difference between a Prefill field and a Sender field in Adobe Sign?
Prefill fields are used by the document creator to add static information to the document before it is routed to any participants. Sender fields are specifically assigned to the person initiating the agreement. Neither of these roles is intended for the actual signers to input legally binding signatures.
Why can't my employee sign the document if they are assigned the Sender role?
The Sender role restricts input to filling out specific data fields prior to routing. If an employee needs to apply a signature as part of the official workflow, they must be assigned the 'Signer' role in the recipient list so the system prompts them for a signature block.
How do I make sure the employee signs the document before the client sees it?
In the recipient setup screen, enable sequential routing (usually enabled by default). Place the employee's email address in position 1 and the client's email address in position 2. The system will automatically withhold the document from the client until the employee has completed their assigned fields.
Can I use WPS Office to sign PDF documents instead?
Yes, WPS Office includes a robust PDF editor that allows you to easily insert electronic signatures, fill out interactive forms, and save the document in a standard PDF format that can be seamlessly shared with colleagues and clients.
