Introduction
What kind of forms can I create?
Adobe Sign supports a few different options including single documents, web forms, bulk send, reusable templates, and reusable workflows.
How do I create an Adobe Sign Web Form?
Adobe provides an excellent tutorial on their website for setting up web forms: https://experienceleague.adobe.com/en/docs/document-cloud-learn/sign-learning-hub/admin-set-up/getting-started-admin/webform
- Select "Create a web form"
- Fill out the Form and Signer Information
- Provide the Word document or PDF the web form will be based off.
- Allow the interface to add fields to the form, and adjust as needed.
- Publish the web form.
- Share the link to the form, or embed it in a web page
Things to watch out for
- Most attributes of a form, including its Group, Name, Counter Signers, Participant Role, and Authentication Factors cannot be changed after it is created, even if it is disabled.
What Information do I need to collect before I can create and publish a web form?
- Establish naming conventions e.g. [DEPT] - [Category] - [Form Name]
- Establish who should be CC'd in any notification emails
- Establish whether there should be Approver Roles in addition to Signer Roles