Steps to Send a Document for Signing in Adobe Sign

Steps to Send a Document for Signing

Create and Save the document in Word
Open Adobe Sign
Select Send
Recipients: Enter Email of each Signer/Approver in correct order to complete
Message: Add a Title and a message
Files: Drag the Word document(s) to the Add Files field
Options: Add a Password and/or Set Reminder if desired
Check box next to: Preview & Add Signature Fields (if unchecked)
Click Next

If form fields are detected an icon will show in top left corner; select or create your own.

Signers:

Select the First Signer under Recipients in the top left navigation
1. Drag the appropriate fields from the headings into the document
  1. Signature Fields
  2. Signer Info Fields
    1. Data Fields
2. Drag the appropriate fields from the headings into the document
  1. Signature Fields
    1. Signer Info Fields

Continue these steps for each signer. Field colours will correspond with each recipient. When a recipient is selected, the other fields will be greyed out.

Click Send

Adobe Sign opens to new page with the details of the signature process.

After Document is Sent

Sender will receive an email and attachment of the document
First Signer will receive an email with the Sender’s message and link to open document (which is now a PDF)
Signer will open the document where a yellow indication will show where to fill in fields and add signature.
Signer selects Click to Sign
1. Signer will receive an email of completion
Second Signer will receive an email indicating first signer has signed the document and a link to sign the document
1. Signer will follow steps 3 and 4 and receives an email when complete
All parties will receive an email and attachment of the final signed PDF when all recipients have completed the signature process.

Note: All parties will receive a final PDF copy by email.

Manage Documents / Agreements

Return to Adobe Sign
Select Manage
Select appropriate heading in left navigation
1. Select a document in the list to open right navigation
2. Choose options to download, remind, etc.
  1. Save in Alfresco
3. Choose Activity to view the documents steps from sending to completion
4. Download Reports
5. Share with other users
6. Hide completed documents if desired