AdobeSign

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Revision as of 18:25, 30 July 2020 by asit@csunas.org (Talk | contribs) (How to Create and Send a Document)

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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

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.

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