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Sending a Document for Signature with Adobe Sign

Updated this week

Need to get your document signed? Here’s how to use Adobe Sign from inside Avvoka—quickly and seamlessly.

Before You Start

Make sure:

  • The document is fully approved (Legal, Finance, HR—whoever needs to sign off).

  • You’re the assigned signatory for this document.

How to Send via Adobe Sign

1. Click “Accept and Sign”


You’ll find this in the top-right of the document screen. It confirms you’re ready to begin the signing process.

2. Click “OK”
This kicks off the Adobe Sign sequence.

3. Scroll down and hit “Adobe Sign”


You’ll be asked to enter signer details next.

Adding the Signers

  • Enter the counterparty’s email first.

  • Then add any internal signers.

  • Heads up: you can’t use your own email to test this flow.

Pop-up didn’t open?
You may need to allow pop-ups in your browser. Refresh and try again if needed.

Reviewing the Adobe Sign Window

Make sure:

  • All signers (and CCs) are listed.

  • The document title looks correct.

  • All necessary attachments are included.

Click “Preview & Add Fields”


This takes you to the Adobe Sign tagging screen.


Note: Don’t click “Send Now” just yet—signature fields still need to be added.

Adding Signature Fields

  • Drag in the signature and date blocks for each signer.

  • Match the field colour with the right signer (top-left panel shows who's who).

Click “Send”


And that’s it—your document is off for signature.

Follow-Up Tip

Let signers know to check their spam/junk folders if they haven’t received the email after a day or two.

What Happens Next?

  • In Avvoka, the document status will update to “Pending External Signature”.

  • Once fully signed, the status changes to “Completed”, and the signed document will appear in the Attachments tab.

Troubleshooting

  • No pop-up? Enable pop-ups in your browser and try again.

  • Adobe Sign stuck loading? Wait up to 60 seconds—if nothing happens, refresh the tab.

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