

To do so, from the bottom of the add-in panel, select the gear icon next to Adobe Document Cloud. You can change the settings of the add-in as per your requirements. To assign different roles, select More Options. Note that all recipients are considered Signers when configured in the add-in.Recipients are not imported from the email in Read mode. The order in which the recipients are entered determines the signature order of the agreement. The add-in shows contacts from your 365 account that match the string you have typed in, helping to find the right recipient. To add recipients, select Recipients and enter a name or email address in the field.It is the standard sending process for an agreement where the sender is not the sole signer.The add-in panel shows a success message that you have signed the document, with the following three options: View Signed PDF, Save a Copy, and Adobe Acrobat Sign Menu.After processing for a moment, it opens a Reply email with the signed copy of the document already attached.In the Fill and Sign window that opens, you can type text on the form, select checkboxes, apply signature, and apply initials.To launch the Fill and Sign window once all the files are attached, select Continue.The documents are presented to the signer in the order they are listed in the add-in panel. To add more files to the agreement, from next to the Document heading, select + Add Files. Adding agreements works just like the web application.The attachment on the email (if any) is automatically attached to the agreement definition being built in the add-in panel on the right side of the window.If you get a request to “Fill this out, sign it and send it back to me”, you must use this option.

It is used when you, and only you, need to fill in a document and apply a signature.
