WORK ANYWHERE WITH ADOBE DOCUMENT CLOUD | Set up a workow in Adobe Sign
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12. Click the pencil icon next to Signer to change the name of this participant to something specic
to this agreement and workow.
Ex. Certifying Ocial
13. If the rst signer is the person initiating the workow, select the box labeled is is the sender.
Congure any other options for this individual: determine this recipient’s role, select whether
this participant is required, and choose any extra identity verication needed. If you have an
email address that you would like to have pre-dened for a given signer, enter it in the Email
eld. e email address you specify will be populated automatically in the workow.
14. When you’re done making changes, click OK.
15. Now you can add the next participant to the workow — the person who will receive the
document aer the rst signer has completed his or her step. Click on the Plus sign under
your rst signer to add another recipient.
16. You can now go through the same process as you did for the rst signer: click the Signer you
want to edit, then change the details as needed. It’s recommended that you change the name
of the second recipient (ex. Requisitioner).
17. Click on the Plus sign to add another recipient aer the second recipient.
18. Click Signer to edit the third signer.
19. Click the pencil icon to change the name of the third recipient.
Ex. Approving Ocial.
20. In the le sidebar, click on Documents.