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Using Adobe Sign to E-Sign an Adaptive Form? Here’s the Best Way to Do It | AEM Community Blog Seeding

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31-01-2021

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Using Adobe Sign to E-Sign an Adaptive Form? Here’s the Best Way to Do It by Adobe Tech Blog - Khushwant Sehgal

Abstract

A signature on a form or a document is an authorization or a proof of identity and intent. Most forms require signatures before those are considered complete or submitted for further processing.

You can use Adaptive Forms (Adobe’s version of enterprise class web forms) to build a paperless form filling experience and Adobe Sign to helps people sign the filled forms and documents from the convenience of their home, saving people time, money, and energy spent on physically visiting an office to fill and sign a form.
When you use Adobe Sign with Adaptive Forms, incorporate the following best practices to provide a great user experience to your customers

Use Case
You have a form that requires signatures of the first party before it is shared with other signing parties. For example, a property purchase agreement.
Normally, govt or FSI forms require signatures of the applicant before it is submitted for further processing. For example, a driver’s license application form, child support application form.

Best Practice
Let the applicant sign the form immediately before submitting it. We call such an experience, in-browser signing experience. Applicants don’t have to leave/submit the form and wait for the agreement PDF to appear in their mailbox to sign it.
Also, configure the form to pick email of a signer from the user profile.

Benefits
In-browser signing experience provides a faster signing experience and saves time for the signer. How? When you create an adaptive form with Adobe Sign fields and do not use the in-browser singing experience, the signer waits for a PDF version of the form to appear on his email box for signing. The person has to open the email box, find the email containing the PDF, open the PDF, and then sign it. If you create an in-browser signing experience, the user does not have to wait for the email and the form can be signed while a person fills it. So, for the forms which require the signature of a single user and signer and the person filling the form are the same, create an in-form signing experience.

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Using Adobe Sign to E-Sign an Adaptive Form? Here’s the Best Way to Do It

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