Create forms for echosign – Adobe Acrobat XI User Manual
Page 266
259
Forms
Last updated 1/14/2015
Create forms for EchoSign
You can convert an existing form into an EchoSign form or easily drag-and-drop EchoSign fields onto a PDF. You can
send the form out to be filled in and signed using the EchoSign service. Not all fields convert to EchoSign fields, such
as List Box, Dropdown, or Button fields. You can add additional EchoSign fields from the toolbar.
1
Open the PDF you want to convert to an EchoSign form.
2
Choose Tools > Forms > Edit.
3
If asked whether you want Acrobat to detect form fields for you, click Yes.
4
When alerted that you are entering the Form Editing Mode, click OK.
5
In the Forms pane that opens, choose Tasks > Convert To EchoSign Form.
6
When alerted that Acrobat removes form fields that EchoSign doesn't support, click Next, and then in the
subsequent alert, click OK.
7
To add a field to the form, select its icon in the taskbar. Position the pointer where you want to place the field, and
click to insert it.
8
Name the field and designate who is to fill it in or sign it. To set its properties, such as the border color, fill, font, and
typeface size, double-click the field.
9
When the form is complete, click Close Form Editing on the taskbar.
10
To upload the form to EchoSign, choose Sign > Get Others To Sign > Send For Signatures.
11
When the message “The document has been uploaded to Adobe EchoSign” appears, click Proceed To Adobe
EchoSign To Continue. When the EchoSign website opens, follow the onscreen instructions.