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Create E-signature Forms

This article applies to: Electronic Signature

Method 1: Use Compose Window During Send or Create Template

The most straightforward way to add form fields to a document is by using the Compose window when you send a document for signature. When you click Send for Signature within Adobe Sign, you will be offered a step where you can position fields on your form. See Adobe's Add Form Fields video for details.

One drawback of this method is that your only choice for saving your work is as a Template in Sign. If you're using another method, such as the Box workflow, you might want to prepare your forms ahead of time using the Adobe Acrobat method (below).

Method 2: Use Adobe Acrobat Pro DC

You may use Adobe Acrobat to convert existing forms created in Word, Excel, PDF, or a number of other document formats into a fillable form. See Adobe's How to Use Form Wizard video for a brief tutorial on creating forms. 

To use this method, you will need a copy of Adobe Acrobat DC.

Check with your desktop support group before installing software on Cornell-owned computers.

If you are licensed for Adobe Creative Cloud, Acrobat should already be bundled with that download.

If you do not have Creative Cloud or Adobe Acrobat DC, you can request an Adobe Acrobat DC license.

Be sure you get Acrobat DC Pro, as other versions of Acrobat do not have all of the form-preparation tools you will need.

Do not use Acrobat DC's "Fill and Sign" and "Send for Signature" buttons, as these do not work with our Adobe Sign license. Because of quirks in Adobe's licensing system, these buttons will always prompt you to upgrade your license to include Adobe Sign.

Instead, save the PDF to your local drive, or to a folder in Box, and then retrieve that form from within the Send workflow in Sign, or send it for signature directly from Box, as described in our Box Workflow article.

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