How to Create Signer-Specific Text Fields in a PDF Form
Question details
The user needs to set up a PDF form so that different text fields are assigned to specific signers, allowing them to fill out their respective parts in a designated order.
- Product
- Adobe Acrobat Sign
- Device & OS
- not provided
- Scenario
- Preparing a multi-signer PDF form where each participant has designated text fields to complete.
- Observed behavior
- The PDF needs configuration to restrict who can fill which field and establish a sequence where Signer 1 completes their part before it routes to Signer 2.
Ensure you have all recipient email addresses ready and clearly define the required signing sequence before configuring the form fields.
Use Adobe Acrobat Sign to Assign Fields to Specific Signers
Utilize the authoring tools in Adobe Sign to designate which recipient is responsible for which form field and establish the routing order.
To ensure each participant only fills out their designated sections, you must use a dedicated e-signature routing tool like Adobe Acrobat Sign. Standard PDF editors typically allow anyone to fill any field, but assigning fields locks them to specific email addresses during the signing workflow.
Log in to Adobe Acrobat Sign or use the 'Request e-signatures' tool in Acrobat. Start a new workflow to send your document.
Enter the email addresses for Signer 1 and Signer 2. Ensure the 'Complete in Order' toggle is turned on so the document routes sequentially.
Upload the PDF form you wish to send. Check the box labeled 'Preview & Add Signature Fields' at the bottom of the setup screen, then click 'Next'.
In the authoring environment, look at the right-hand pane. Select 'Signer 1' from the 'Recipients' drop-down list. Drag and drop the required text fields and signature blocks onto the form for the first signer.
Switch the 'Recipients' drop-down to 'Signer 2'. Drag and drop the remaining text fields and signature blocks they need to complete. The fields will be color-coded to differentiate between signers.
Review the field assignments to ensure accuracy, then click 'Send'. Signer 1 will receive the document first, and upon completion, it will automatically route to Signer 2.
Manage and Sign PDF Forms Easily with WPS Office
WPS Office provides robust PDF editing features, allowing you to create fillable forms, add electronic signatures, and manage documents seamlessly without the high cost of specialized software.
- 1. Open the PDF in WPS Office: Launch WPS Office and open your PDF document using the built-in WPS PDF tool.
- 2. Access Form Tools: Navigate to the 'Form' tab on the top ribbon to add interactive text fields, checkboxes, or drop-down menus to your document.
- 3. Use Fill & Sign: Go to the 'Fill & Sign' tab to quickly add your own signature, insert text, or prepare the document for sharing.
- 4. Save and Share: Save the prepared PDF form and share it directly via email for others to review and complete.
Frequently Asked Questions
Can I assign a specific signing order for multiple recipients?
Yes, most advanced e-signature platforms allow you to set a routing order. You can specify that Signer 1 must complete their assigned fields before the document is automatically emailed to Signer 2.
Why can't the second signer edit the fields assigned to the first signer?
When fields are assigned to a specific recipient, they are locked for all other participants. This ensures data integrity and prevents one signer from altering another signer's input during the workflow.
Can I make certain text fields mandatory for a specific signer?
Yes, when assigning a text field to a participant in the authoring environment, you can check the 'Required' property. This ensures the recipient cannot submit the form without filling out that specific field.
Is it possible to add a CC recipient who only views the completed form?
Absolutely. You can add a participant and assign them the role of 'CC' or 'Viewer'. They will not be assigned any fillable fields but will receive a copy of the final, signed document once all active signers have finished.
