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Create E-signature Forms

This article applies to: Electronic Signature

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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 to documents 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

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 create PDFs from text and image files for a brief tutorial on creating forms. 

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

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, you can request an Adobe Acrobat Pro license.

Be sure you get Acrobat Pro, as other versions of Acrobat do not have all of the form-preparation tools you will need. (This was formerly called Acrobat DC or Acrobat DC Pro.)


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