Difference between revisions of "AdobeSign"
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| + | == How to Create and Send a Document == | ||
| + | |||
| + | 1. Click "Send" at the top of the page | ||
| + | [[File:Adobe Sign Home Send Tab.jpg|thumbnail|none]] | ||
| + | |||
| + | 2. You will be taken to this page to begin creating your document | ||
| + | [[File:Compose Document.png|thumbnail|none]] | ||
| + | |||
| + | 3. Input the recipient you want to send the document to. NOTE: You can’t send a document to yourself to sign | ||
| + | [[File:Add Recipient.png|thumbnail|none]] | ||
| + | |||
| + | 4. Name the document. The document should be “ASI-[Department Name]-[Name of document]” | ||
| + | [[File:Name the document.png|thumbnail|none]] | ||
| + | |||
| + | 5. Add the file that needs to be signed. Make sure “Preview and Add Signature Fields” is checked off. This will allow you to add signature fields in the next section | ||
| + | [[File:Add file and check preview.png|thumbnail|none]] | ||
| + | |||
| + | 6. Once the document is processed, you will be redirected to this page to preview and add Signature Fields | ||
| + | [[File:Preview adobe sign.png|thumbnail|none]] | ||
| + | |||
| + | 7. To add a signature field, click “Signature” and drag it into the document | ||
| + | [[File:Add Signature field.png|thumbnail|none]] | ||
| + | |||
| + | 8. The document should look like this with the Signature Field | ||
| + | [[File:Signature and Send.png|thumbnail|none]] | ||
| + | |||
| + | 9. Click on the Signature Field to double check that the field is assigned to the correct individual | ||
| + | [[File:Double check signature.png|thumbnail|none]] | ||
| + | |||
| + | 10. Click “Send” to send the document. NOTE: Once the document is sent, it can’t be changed | ||
| + | [[File:Send document.png|thumbnail|none]] | ||
| + | |||
| + | 11. You will be redirected to this page to indicate that the document has been successfully created and sent | ||
| + | [[File:Document sent.png|thumbnail|none]] | ||
| + | |||
== How to Replace a Recipient After a Document is Sent == | == How to Replace a Recipient After a Document is Sent == | ||
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Revision as of 16:09, 4 August 2020
Contents
Introduction
The purpose of this article is to teach users how to use Adobe Sign.
How to Login to Adobe Sign
1. Go to https://acrobat.adobe.com/us/en/sign.html and click on “Sign In”
2. Input your CSUN email address
3. After you input your CSUN email address, click on the password field
4. You will be taken to another screen that will ask you to select an account. Select “Company or School Account”
5. You will be taken to the CSUN login page. Input your CSUN Credentials to login to Adobe Sign
6. You are now logged in to Adobe Sign.
-JX
How to Create and Send a Document
1. Click "Send" at the top of the page
2. You will be taken to this page to begin creating your document
3. Input the recipient you want to send the document to. NOTE: You can’t send a document to yourself to sign
4. Name the document. The document should be “ASI-[Department Name]-[Name of document]”
5. Add the file that needs to be signed. Make sure “Preview and Add Signature Fields” is checked off. This will allow you to add signature fields in the next section
6. Once the document is processed, you will be redirected to this page to preview and add Signature Fields
7. To add a signature field, click “Signature” and drag it into the document
8. The document should look like this with the Signature Field
9. Click on the Signature Field to double check that the field is assigned to the correct individual
10. Click “Send” to send the document. NOTE: Once the document is sent, it can’t be changed
11. You will be redirected to this page to indicate that the document has been successfully created and sent
How to Replace a Recipient After a Document is Sent
1. Login to Adobe Sign. Please refer to the instructions found here: http://www.csunas.org/it/AdobeSign#How_to_Login_to_Adobe_Sign
2. Click on the “Manage” tab.
3. In the “In Progress” section, look for the document that needs to be changed and click on the document
4. When you click on the document, a menu on the side will pop up. At the bottom, hover over the signer’s name and email address
5. A small window will appear next to the recipient's name. Click on “Replace Recipient”
6. Insert the email address of the new recipient and then click "Replace." NOTE: You cannot replace the recipient with someone who was a recipient of the document in the past
7. Once you click "Replace," the recipient will be changed
-JX
