How to Notify a Leader After Multiple E-Signatures are Complete
Question details
The user wants to create an e-signature workflow where a department leader is notified to provide a final signature only after multiple department chairs have signed the document.
- Product
- Adobe Acrobat Sign
- Device & OS
- not provided
- Scenario
- Setting up a multi-party approval and e-signature workflow requiring a specific signing order.
- Observed behavior
- The user needs the document to route sequentially to the department leader automatically, ensuring the leader is only notified after all initial signers have completed their parts.
Ensure you have the correct names and email addresses of all the initial signers (department chairs) and the final approver (department leader) ready before setting up the document routing.
Set Up a Sequential Workflow in Adobe Acrobat Sign
Use the sequential signing feature to control the exact order in which recipients receive and sign the document.
Acrobat Sign allows you to dictate the routing order of a document. By organizing recipients into sequential steps, the system automatically holds notifications for subsequent signers until the previous step is completed.
Open Adobe Acrobat Sign and start a new agreement by clicking on 'Send for Signature'.
Enter the email addresses of the department chairs in the first routing step. If they can sign in any order, group their emails into a parallel signing block within step one.
Add the department leader's email address into the next routing step (e.g., step two) so they are placed sequentially after the chairs.
Upload your document, place the required signature fields, and assign each specific field to the corresponding recipient.
Click 'Send'. The system will automatically notify the department chairs first and will only notify the department leader after the preceding recipients have completed their signatures.
Effortlessly Manage PDF Signatures with WPS Office
WPS Office provides powerful PDF editing and e-signature capabilities, allowing you to easily sign documents, request signatures, and manage document workflows with full compatibility for standard PDF formats.
- 1. Open your PDF: Launch WPS Office and open the PDF document you need to sign or prepare for signature routing.
- 2. Access PDF Sign Tools: Navigate to the 'Protect' or 'PDF' tab on the ribbon and select the 'Sign' or 'Fill & Sign' feature.
- 3. Add and Request Signatures: Apply your own digital signature or utilize WPS's built-in sharing features to distribute the PDF to your required signers.
Frequently Asked Questions
Can initial signers complete the document in any order before it goes to the leader?
Yes, in most e-signature platforms, you can group the initial signers into a single step where they can sign in parallel. The sequential step for the department leader will only trigger after the entire initial group finishes.
Will the department leader see the signatures of the previous signers?
Absolutely. By the time the document is routed to the final approver, all preceding signatures and filled form fields are embedded in the document, allowing the leader to review everything before adding their final signature.
What happens if one of the initial signers declines to sign?
If any recipient declines or cancels the signing process, the workflow is typically halted immediately, and the document is not forwarded to the department leader. The original sender will receive an email notification of the decline.
Can I set automated reminders for the initial signers?
Yes, most professional e-signature tools allow you to configure daily or weekly automated reminders for recipients who haven't signed yet, ensuring the workflow progresses without manual follow-ups.
