Learn more about signing contracts using Adobe Acrobat Sign
In addition to unlimited use of Dropbox Sign (previously called HelloSign) as a default e-signing provider included in your plan, Precisely offers several signing integrations.
Precisely + Adobe Acrobat Sign integration is a great choice for Precisely users who already use Adobe Acrobat Sign in their workflow and would like to continue using it when sending contracts for signing in Precisely.
In order to be able to set up Adobe Acrobat Sign in the customer’s organization, it is necessary to have an existing Adobe Acrobat Sign account that supports APIs.
With Adobe Acrobat Sign as a signing provider, users are able to choose the placement of the signature, as well as add the signature to the footer of every page of a document.
Documents created in Precisely's template editor get an invisible table with the signees' information automatically appended at the end of the document.
Fields included in the default table include signature, name, date, title, company, and email. Since entering the title and company is not mandatory when requesting a signature in the Precisely platform, the fields will not be included if not specified.
If you want to choose the placing of the table, rather than getting it appended to the end, you have to insert a paragraph at the root of the document saying [ADOBESIGN_TABLE] and nothing else (e.g. no spaces allowed). Also, the paragraph can not be inside a list, table, conditional block, etc.
Custom signing fields
If you want to add your own signing fields manually, you should use [ADOBESIGN_NO_TABLE] to exclude the auto-generated fields.
For more instructions on how to add manual fields, click here.
Example of signing fields available in Adobe Acrobat Sign
Signing every page of a document
If you would like to add initials on each page, you can do so by writing [ADOBESIGN_FOOTER] at the end of the document.
The AdobeSign shortcode will be removed in signing and replaced by initials on every page.
Please note that this doesn’t work for any appendixes, but only the pages in the main document.
Signing external documents with Adobe via Precisely
External documents uploaded to Precisely also get an invisible table with the signees' information automatically appended at the end of the document.
However, external documents only get the signature and the email field automatically added.
Also, it is not possible to choose the position of the table using [ADOBESIGN_TABLE] or set up initials on every page by using [ADOBESIGN_FOOTER]. Instead, own signing fields need to be added manually before uploading the PDF file into Precisely. For more instructions on how to add manual fields, click here.
P.S: Did you know that you're able to convert uploaded .docx files into Precisely documents directly in Draft & Sign? By doing that, you're able to use smart signature placing just like with other Precisely documents created from templates.
Delegating signatures to another signee
If the original signee is unable to sign, they can delegate their signature to someone else.
Important! Please note if this is the case, the signing status in the Precisely platform next to the original signee will be failed. This is due to the fact we can't show signees' personal information in the Precisely platform unless it has been entered on purpose.
However, the document and the project will be marked as signed/completed, and you'll be able to see the signed version. In the audit trail at the end of the signed document, you'll also be able to see that the signature has been delegated.
With Adobe Acrobat sign,
- you can send files (main document + appendices) up to 10 MB
- you can send files (main document + appendices) of up to 500 pages
- you can include up to 25 signees
- your signees must sign in order
Curious about signing integrations? Make sure to contact us to learn more!