Signing a document via Adobe Acrobat Sign
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This signing tool has been available since version 3.0 of the system.
Prerequisite
- Signature configuration associated in the document category.
- User on the document security list with the "Sign" control allowed.
- Adobe Acrobat Sign account.
- Access to the Document (DC010) menu.
Introduction
Electronic signatures are different from digital signatures, as they require integration between external platforms and SoftExpert Document.
The initial procedure, however, is basically the same as the digital signature.
To sign the electronic files of a document, it must have an electronic signature configuration associated with its category.
See below the steps for signing a document via Adobe Acrobat Sign:
Signing a document via Adobe Acrobat Sign
1. Access the Document (DC010) menu.
2. Locate and place the mouse cursor over the document.
3. Expand the More button and click on Sign electronic file. If the document has multiple electronic files, it will be necessary to confirm the selection of the files you want to sign.
4. On the screen that will be opened, fill out the following fields:
| Document language | Choose the language of the document. |
| Defining the sending order | Check this option to define an order to sign the file. This way, Adobe Acrobat Sign will notify the signer in numerical order until all of them have signed. |
| Signature | Enter the signer's name and e-mail. Select the Add new signer option, at the bottom of the screen, to add a new signer. |
5. Click on Next step.
6. Enter the subject and the deadline for signing.
7. At the bottom of the screen, click on the Send button so that the document is sent to Adobe Acrobat Sign and the signers are notified of the need to sign the document.
- After signing the document, click on the green icon in the DS column to view the data of the signature in the electronic file on the list of records on the main screen.
- Through the DS column, it is also possible to view the signature status of the electronic file. Hover the mouse pointer over the icon to identify what it represents.
- To sign several files at once, select the desired documents, expand the Mass actions button, and select the Sign electronic file option.
Conclusion
The electronic signature of the document via Adobe Acrobat Sign has been completed. Thus, it is possible to ensure greater integrity and authenticity in your documents.