Electronic Signatures and Agreement Workflows
Acrobat Sign workflows move an agreement from draft to executed with a verifiable record. Candidates must understand the anatomy of a workflow: participants and their roles (signer, approver, cc), the order of routing (parallel versus sequential), form fields placed on the document (signature, initials, date, text), and the audit trail that records each action with timestamps.
Know the lifecycle: author prepares and adds recipients and fields, sends, recipients act, and the completed agreement is distributed to all parties with a certificate of completion. Understand reminders, expiration, and delegation, and the difference between a signature request and a reusable template or web form for high-volume use.
Traps: questions that assume a cc recipient must sign (cc is informational); assuming parallel routing waits for each signer in turn (parallel sends to all at once; sequential enforces order); and confusing an electronic signature with a digital certificate signature - both are valid e-signatures in many contexts, but the certificate adds cryptographic identity verification. Another trap is field placement: a signature field must exist for the signer, or they cannot complete the step.
Rule of thumb: design routing to match the business rule. If legal must approve before the customer signs, use sequential order with legal first. Worked example: a vendor agreement needs the vendor to sign, then the internal approver, then a copy to finance. Configure three participants - vendor (sign), approver (approve, second), finance (cc) - in sequential order, and confirm the audit trail captures each step.