How to Send a Multi-Signer PDF Form by Email
Question details
The user wants to know how to route a PDF form to multiple recipients for sequential signing via email, ensuring specific fields are locked after each person signs.
- Product
- Device & OS
- not provided
- Scenario
- Sending a document that requires signatures from multiple parties in a specific, sequential order.
- Observed behavior
- The goal is to ensure each signer only fills their designated fields and that those fields are automatically locked once signed to prevent tampering by subsequent recipients.
Ensure you have the correct email addresses for all required signers and determine the exact sequence in which they need to sign the document.
Use Adobe Acrobat Sign for Sequential Signatures
Adobe Acrobat Sign allows you to create a signature workflow, assign specific form fields to different recipients, and route the document automatically.
By setting up a sequential signature workflow, the e-signature platform handles the routing automatically. When you assign fields to specific recipients, the system ensures that a signer can only interact with their designated areas, locking those fields once the signature is applied.
Open Adobe Acrobat and select the 'Request e-signatures' tool from the Tools menu or the right-hand pane.
Enter the email addresses of the recipients in the exact order you want them to receive and sign the document. Ensure the 'Complete in Order' toggle is enabled.
Click 'Specify Where to Sign' to open the document preparation screen.
Drag and drop signature and form fields onto the document. Double-click each field to open its properties, and assign it to the specific recipient from the dropdown menu.
Click 'Send'. The system will email the first recipient. Once they sign, their fields will be locked, and the document will automatically be routed to the next person in the sequence.
Manage and Sign PDFs Easily with WPS Office
WPS Office provides powerful PDF tools that allow you to fill forms, add e-signatures, and share documents securely with multiple parties without complex setups.
- 1. Open the PDF: Launch WPS Office and open the PDF document that requires signing.
- 2. Navigate to Fill & Sign: Click on the 'PDF' tab and select the 'Fill & Sign' or 'PDF Signature' tool from the top toolbar.
- 3. Add Signature Fields: Prepare your document by adding necessary text boxes and signature fields where required.
- 4. Share the Document: Use the built-in sharing options to send the document to your recipients via email for them to review and sign.
Frequently Asked Questions
Can I change the signing order after sending the PDF?
In most e-signature platforms, once the document is sent and the workflow has started, you cannot modify the signing sequence. You will typically need to cancel the current transaction and send a new request.
How do I ensure a signer doesn't alter another person's signature?
By assigning specific fields to specific recipients in your e-signature software, the system automatically locks a recipient's fields once they complete their portion, preventing subsequent signers from making alterations.
Do the recipients need special software to sign the PDF form?
No. When using standard e-signature workflows, recipients receive a secure email link that allows them to view, fill, and sign the document directly in their web browser without needing to install any specialized software.
