Dawn...you have saved my WHOLE life! 🙌 I spent hours making errors yesterday trying to create a new process. Thank you sooooo much for creating this video!!!
Dawn, I love all your tutorials, thank you! Quick question, on our form, we need the signers to upload certain docs from their computer to give to us. When signers click "UPLOAD HERE" there should be a box that shows FILE from Desktop etc. How to create that on the form please? I have not seen anyone give this tutorial in youtube :--(((
@MsBiz888 I found a site with instructions, but it does involve coding. ☹ Why doesn't Adobe give us this option from the actions?!!! community.adobe.com/t5/acrobat-discussions/add-an-quot-attach-file-quot-button-to-a-pdf-form/m-p/8812980#M36357 If that doesn't work, could you possibly use a Google Form or Microsoft Form that would allow an easy upload? I understand you need a signature on the pdf, but point your button to the form that accepts the file. From the Properties of your button, you could set an Action to link to a URL for your Form that accepts the upload.
@kristenodom138, No. Signers are not required to sign up or purchase any Adobe product to sign agreements. They can sign agreements using a web browser, mobile device, or Acrobat / Acrobat Reader desktop application. See more here: helpx.adobe.com/acrobat/using/send-for-signature.html#:~:text=Note%3A,Acrobat%20%2F%20Acrobat%20Reader%20desktop%20application.
For the request signature part, is it possible that I do not set up a targeted person or email? In other words, I would like to have anyone who has the form be able to sign?
I have one that has calculations in fields based on each signature's inputs. However, I cannot get it to perform any calculations once it is in Adobe Sign. Do you have an example of that to follow? It does not work.
@Stephen Shockley, that sounds like one that I'd need to dig into a bit. Book a discovery call so I can see what's happening. calendly.com/dawnmonroetraining/discovery
@botr run, when you add the signer email address, you can add multiple email addresses. See this article and it shows how you can switch signers and indicate where each sign the document. helpx.adobe.com/acrobat/using/send-for-signature.html
Hi Dawn, I am attempting to build a form for a client of mine for him to distribute to his customers. It is a car rental form with fillable spots such as vehicle info, drivers license and ID info, also a request in multiple spots for signatures and initials. How do I go about exporting this fillable PDF for my client to distribute so he can be the one in charge of who he needs to return the form filled out? All I am seeing through my web searches is how to put a form out there for myself but this is not the case, for my client needs to be the one in charge of the form information collection I am designing. Would delegating the form after I’ve emailed it to myself be the way to go? Thanks
Hi Seth, A couple of thoughts. You could add a Submit button on the pdf form and mailto: client email address when "mouse down" triggers. You could upload it to a website page. I have a few pdfs connected to buttons on my website. When you click the button it downloads the pdf. (That also gives me a link I can use for sharing.) **Have you considered setting up a Google Form to collect this data? They are pretty handy and work well. Easy to see a summary of responses and individual responses. You would create a form, and share it with your client who would save it to client google drive. Simple to share link and collection would go right back to the client.
@@DawnMonroeTraining beautiful! I will attempt to do a few of these methods! I have the form completely finished in Adobe Acrobat DC and just needed to know how to really make it my client’s to send out and receive back filled in. Thank you, Dawn!
@@DawnMonroeTraining yes! I have the entire form working, it just that I personally won’t be sending them to his customers so it is a matter of making sure he has control over who is to sign and fill out the form (it is for a rental car business with driver and license info) they have to initial to some terms at the end and sign for whoever is going to be a driver. The signature spot is the only thing. Do you think the mailto prompt would give him control/designation of who has to sign?
Dawn...you have saved my WHOLE life! 🙌 I spent hours making errors yesterday trying to create a new process. Thank you sooooo much for creating this video!!!
THANK YOU!!! I was having so much trouble doing a request for signature. This is really helpful!
Great explanation on radial buttons
Dawn, I love all your tutorials, thank you! Quick question, on our form, we need the signers to upload certain docs from their computer to give to us. When signers click "UPLOAD HERE" there should be a box that shows FILE from Desktop etc. How to create that on the form please? I have not seen anyone give this tutorial in youtube :--(((
@MsBiz888 I found a site with instructions, but it does involve coding. ☹ Why doesn't Adobe give us this option from the actions?!!!
community.adobe.com/t5/acrobat-discussions/add-an-quot-attach-file-quot-button-to-a-pdf-form/m-p/8812980#M36357
If that doesn't work, could you possibly use a Google Form or Microsoft Form that would allow an easy upload? I understand you need a signature on the pdf, but point your button to the form that accepts the file.
From the Properties of your button, you could set an Action to link to a URL for your Form that accepts the upload.
Thank you for helping me solve a considerable problem!
very good explanation , thank you
Very good explanation and instructions, thank you!
Do the recipients need to have adobe to be able to complete and sign the form?
@kristenodom138, No. Signers are not required to sign up or purchase any Adobe product to sign agreements. They can sign agreements using a web browser, mobile device, or Acrobat / Acrobat Reader desktop application. See more here: helpx.adobe.com/acrobat/using/send-for-signature.html#:~:text=Note%3A,Acrobat%20%2F%20Acrobat%20Reader%20desktop%20application.
For the request signature part, is it possible that I do not set up a targeted person or email? In other words, I would like to have anyone who has the form be able to sign?
@user-nf3wq6ob1p Anyone can open the pdf form in Adobe Acrobat and use their own signature to sign the pdf.
I have one that has calculations in fields based on each signature's inputs. However, I cannot get it to perform any calculations once it is in Adobe Sign. Do you have an example of that to follow? It does not work.
@Stephen Shockley, that sounds like one that I'd need to dig into a bit. Book a discovery call so I can see what's happening. calendly.com/dawnmonroetraining/discovery
how to route the form so that more than one person can sign the document as the signature page requires more than one signature
@botr run, when you add the signer email address, you can add multiple email addresses. See this article and it shows how you can switch signers and indicate where each sign the document. helpx.adobe.com/acrobat/using/send-for-signature.html
Hi Dawn, I am attempting to build a form for a client of mine for him to distribute to his customers. It is a car rental form with fillable spots such as vehicle info, drivers license and ID info, also a request in multiple spots for signatures and initials. How do I go about exporting this fillable PDF for my client to distribute so he can be the one in charge of who he needs to return the form filled out? All I am seeing through my web searches is how to put a form out there for myself but this is not the case, for my client needs to be the one in charge of the form information collection I am designing. Would delegating the form after I’ve emailed it to myself be the way to go? Thanks
Hi Seth, A couple of thoughts.
You could add a Submit button on the pdf form and mailto: client email address when "mouse down" triggers.
You could upload it to a website page. I have a few pdfs connected to buttons on my website. When you click the button it downloads the pdf. (That also gives me a link I can use for sharing.)
**Have you considered setting up a Google Form to collect this data? They are pretty handy and work well. Easy to see a summary of responses and individual responses. You would create a form, and share it with your client who would save it to client google drive. Simple to share link and collection would go right back to the client.
Never mind on the Google Form - you need signatures!
@@DawnMonroeTraining beautiful! I will attempt to do a few of these methods! I have the form completely finished in Adobe Acrobat DC and just needed to know how to really make it my client’s to send out and receive back filled in. Thank you, Dawn!
@@DawnMonroeTraining yes! I have the entire form working, it just that I personally won’t be sending them to his customers so it is a matter of making sure he has control over who is to sign and fill out the form (it is for a rental car business with driver and license info) they have to initial to some terms at the end and sign for whoever is going to be a driver. The signature spot is the only thing. Do you think the mailto prompt would give him control/designation of who has to sign?
@@DawnMonroeTraining I’ve spent a few days on this and am new to creating singable forms
Which version did you used?
@Orchid Orchid I am using the subscription that continuously updates of Adobe Acrobat Pro DC.