Difference between revisions of "AdobeSign"

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(How to Create and Send a Document)
(How to Replace a Recipient After a Document is Sent)
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== How to Use Fill & Sign ==
 
== How to Use Fill & Sign ==
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The purpose of this article is to show users how to upload a document or form to sign. The end result will be a PDF document that can be used to send to other users.
  
1.  
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1. Click the "Fill and sign a document" icon at the bottom of the page
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[[File:Adobe Sign Fill and Sign.jpg|thumbnail|none]]
  
 
2. You will be taken to this page to create your document
 
2. You will be taken to this page to create your document
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10. To access the document, it can be downloaded or printed from this page. Another alternative is to go to your "Manage Tab"  
 
10. To access the document, it can be downloaded or printed from this page. Another alternative is to go to your "Manage Tab"  
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Revision as of 16:56, 4 August 2020

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”

Adobe Sign in.png

2. Input your CSUN email address

Input email address.png

3. After you input your CSUN email address, click on the password field

Click on Password.png

4. You will be taken to another screen that will ask you to select an account. Select “Company or School Account”

Select company or school account.png

5. You will be taken to the CSUN login page. Input your CSUN Credentials to login to Adobe Sign

Input csun credentials.png

6. You are now logged in to Adobe Sign.

Adobe Sign Home.jpg

-JX

How to Create and Send a Document

1. Click "Send" at the top of the page

Adobe Sign Home Send Tab.jpg

2. You will be taken to this page to begin creating your document

Compose Document.png

3. Input the recipient you want to send the document to. NOTE: You can’t send a document to yourself to sign

Add Recipient.png

4. Name the document. The document should be “ASI-[Department Name]-[Name of document]”

Name the document.png

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

Add file and check preview.png

6. Once the document is processed, you will be redirected to this page to preview and add Signature Fields

Preview adobe sign.png

7. To add a signature field, click “Signature” and drag it into the document

Add Signature field.png

8. The document should look like this with the Signature Field

Signature and Send.png

9. Click on the Signature Field to double check that the field is assigned to the correct individual

Double check signature.png

10. Click “Send” to send the document. NOTE: Once the document is sent, it can’t be changed

Send document.png

11. You will be redirected to this page to indicate that the document has been successfully created and sent

Document sent.png

- JX

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.

Sign Home Manage Tab.jpg

3. In the “In Progress” section, look for the document that needs to be changed and click on the document

Click on doc.jpg

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

Hover recipient.jpg

5. A small window will appear next to the recipient's name. Click on “Replace Recipient”

Click replace recipient.jpg

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

Replace recipient 2.jpg

7. Once you click "Replace," the recipient will be changed

Confirm new recipient.jpg

-JX