Sal which Adobe software or service are you attempting to complete this action in?
Either X or XI.
Here's the use case scenario:
A Contract (PDF) is automatically produced by the Order/CRM system. A technician is currently sent to the customer's location with a hard-copy version of the contract to be signed before rendering services. The signed contract is returned and scanned back into the Order/CRM system when the technician returns to the home office.
Ideally, the contract (PDF) would be available remotely from the Order/CRM system through a browser on a mobile device like a tablet or smart phone. The technican would ask the customer to sign the document and have the signed document printed locally in the technician's vehicle or send the signed document as an email attachment.
In either case, the signed PDF is saved in the Order/CRM system without the need to scan hard copies of the signed contract.
The key item is to capture the handwritten signature using the mobile device.
Moving this discussion to the Acrobat Creating, Editing, and Exporting PDFs sub-forum.
Sal if you are not referencing Acrobat X or XI please post back and I can attempt to move the discussion to a forum which might be able to assist you.
Yes please move the discussion to a more helpful forum. We do plan to use Acrobat X or XI as part of the integrated solution.
Sal this would be the correct forum then if you are using Acrobat X or XI.
Are the customers using Acrobat or Reader? A hand written signature requires the pencil tool that I do not think is available in Reader. Also, the pencil tool is a bit strange. If you are not careful as you use it (like when dotting "i" and crossing "t") you end up moving what has been written to date. The erase feature of the typical pen does not work as expected either. So it is not an easy annotation tool to use and never has been (why a lot of teachers use PDF Annotator to grade).
More typically, the signature would be done with the signature tool that provides a digital signature. In a legal sense, I think you would find the digital signature the better option (I am a lawyer to get a legal opinion of the digital signature versus a drawn signature in a PDF). The signature tool will work with Reader, but I am not sure what is required for a customer to create a digital signature.
Good to know - the current "pencil tool" is the same tool that was for "free draw" back in the days of Acrobat 5. As a "pencil" or "pen" for either block write or cursive write it is, effectively, useless.
Now, it you want to draw (some what like with an etch-a-sketch) it is dandy.
Are you saying that it is possible? I am aware of that it may or may not be legal and that a digital signature may be preferable.
I am open to that option as well.
The use case scenario is that a technician arrives on site to perform a service. The customer's signature, digital or handwritten, needs to be captured and tied to the contract using a tablet or mobile device. I understand that third-party vendors like EchoSign and their available APIs may be a way to perform this task.
Thank you for your responses. They have been helpful.
Can you provide more information on what tablet/mobile device will be used? It makes a difference since what is available is somewhat OS dependent. Also, the PDF won't normally be opened within the browser window, except maybe for Windows devices. Rather, it will open in a PDF viewer (Reader, PDF Expert, built-in viewer, etc.)
The pencil tool that CtDave mentioned is possible, but it is not very useful for text. I don't know any other way to write on the PDF and so you might find it unacceptable. The issue of the browser window versus the actual Reader or Acrobat may also be an issue. Digital signatures are ideal, but for your application it is probably a bit hard to use since they have to be created for effective use and you may have customers who would not want to do that.
It might be useful to just open a PDF and see what you can do with the pencil tool and the signature tool to see if you feel it will be an issue. Trying it yourself may save you a lot of time asking the question in different ways here. Once you think you are looking at what you want, then some folks here might be able to help you further.
I will follow your suggestion.
Let us know what seems to work for you (assuming something does do the job). The information will be useful for the future.