Adobe Sign – Sending for Signature

In Family Law – the preference is to use MyCase to obtain signatures. First, it allows everyone to have access to the document in the event you are gone on the day the client signs it. Secondly, Adobe adds securities to the document that make it unable to be efiled as is (you have to print to PDF). MyCase does not do that, so it saves time and steps.

However, there are some situations where MyCase may not be working for the client. In those situations, we can use AdobeSign and the instructions are below and a video is at the bottom. Please note, depending on what version of Adobe you are using, it could look different.

1. Open the PDF in the desktop version of Adobe Acrobat (Acrobat Pro or Acrobat Standard).
2. In the top toolbar, click “Request E-signatures.”
   • If you don’t see it, go to:
     • All tools → Request E-signatures
     • or Tools → Request Signatures (older versions).
3. Enter the signer’s email address.
   • Add multiple recipients if needed.
   • Make sure the signing order is correct if there are several signers.
4. Click “Specify where to sign.”
5. Acrobat will open the document editor.
   • Drag and drop signature fields where the recipient should sign.
   • You can also add:
     • Date fields
     • Initials
     • Name/title fields
     • Checkboxes
6. Click “Review and send.”
7. Add an email subject/message if desired, then click “Send.”

The recipient receives an Adobe Sign email with a secure link to sign electronically. If you’d like more info on what the client sees, see: Adobe Sign (Client’s View) – K|H Law Wiki