AdobeSign Login and Send a Document
Step 1:
Go to Adobe Sign Login
Step 2:
Enter your email address
Step 3:
Click the Continue button
Step 4:
Click on theCompany or School Account option
Step 5:
The Microsoft Sign window will open
Enter your email address
Step 6:
Click the Next button
Step 7:
The CSUF Faculty/Staff Authentication page will open
Enter your password
Step 8:
Click the Sign In button
Step 9:
You will be prompted to authenticate with Duo.
Step 10:
If prompted to verify with Duo EAM, click Continue.
Note that you may be prompted to authenticate with Duo again after clicking Continue.
Step 11: (Optional)
Click on the Don't show this again checkbox, if you do not want to be presented with this option again
Step 12:
Select your sign in preference
The page will refresh to your Adobe Sign home page
Step 1:
Click the Send Tab
OR, if you are on the New Experience, click the Request Signatures button
The screen will refresh to the Send Page
Step 2:
Enter in the recipient(s) email address(es) and press enter
You will have the option of entering additional recipients after you have entered at least one signer.
Step 3 (Optional)
To add yourself as a signer, click on the Add Me link
Step 4 (Optional):
To remove a signer, click on the X icon that coordinates to their email address
Leave the default authentication setting of None for all signers.
As a basic form of authentication, Recipients will receive an email containing a link to the document.
Step 5 (Optional)
You can leave a message for an individual recipient by clicking on the Add a Private Message icon
Type in your message and click the Save button
Upload Document
Step 6:
Upload a file to send for signature
There are two ways to upload a document:
A. Clicking on the Add Files link or
B. Dragging the file into the Drag & Drop Files Here box
Step 7:
When you upload a file it will auto-populate the Agreement Name (Subject)
(optional) To edit the name, click in the Agreement Name field.
Options
Step 8 (Optional):
To set a deadline, click on the Completion Deadlinecheckbox
Specify the number of days the recipient has to complete the form
After you specify the days, the expiration date will show below
The form will not be available for signature after the expiration date
Step 9: (Optional)
To set a reminder, click the Set Reminder checkbox
Click the drop-down menu to select the appropriate frequency
There is also an option to send a reminder anytime after the document is sent
Preview / Add fields
Step 10:
Click on the Preview & Add Signature Fields checkbox
Step 11:
The Send button will update to aNextbutton
Click on the Next button
The page will refresh to show your document
Step 12:
In the right-hand side of the screen there is a panel of field options
Click on a caret to expand view of options
Step 13:
Click on the Signature Fields caret
Drag and drop Signature into place on the form
Step 14 (Optional)
Add any other fields as you prefer
Example shown: text fields
Sending
Step 15:
Click the Send button
The screen will refresh to show a confirmation
Step 1:
Click the Send Tab
OR click the Request Signatures button
The screen will refresh to the Send Page
If you prefer the Classic Experience interface for Adobe Acrobat Sign, click the Switch to classic experience link. Refer to the Send a Document (Classic Experience) section of this guide.
Upload Document
Step 2:
There are two ways to upload a document:
A. Drag the file into the Drag & drop your files here box OR
B. Click the Choose files button.
Step 3:
When the file is uploaded, the page will refresh to the Agreement details screen.
Step 4:
On the Agreement Details page, you can
- Add more files to the agreement by dragging the file into the box or select Choose more files
- Change the Agreement name. The Agreement name is auto-populated based on the file's name.
- Update the message to the recipients.
Step 5:
Click the pencil icon to adjust the agreement settings.
Step 6:
On the Edit agreement settings window, you can make changes to the agreement deadline, reminder, password requirement and other options as needed
A. Click the calendar icon to change the expiration date and time.
The system automatically applies the further expiration date allowed (180 days) for the agreement.
After this date, the agreement will expire and can no longer be completed.
B. Click the caret to select an email reminder option to be sent to recipient. The reminder option can also be set after the agreement has been sent.
C. Add a password as an optional authentication for recipient(s). The recipient(s) will need to enter the password to access the agreement.
If the password option is utilized, you must provide the password to the recipient(s) outside of Adobe Acrobat Sign to allow them to access the agreement
D. Click Continue to confirm the changes to the agreement settings.
Add recipients to the Agreement
Step 7:
In the Add recipients section, you can add the agreement recipient(s) and change the recipient settings for each individuals.
- Specify if the recipients must sign the agreement in the order listed, or in any order.
- Select the recipient's role in this agreement. Click the caret to view all available options and select the appropriate role.
- Enter the recipient's email. IMPORTANT: Check the email address for accuracy.
- Optional: Click the trashcan icon to remove the recipient from the agreement workflow.
Step 8 (Optional):
Additionally, you can change the settings for each recipient by clicking the pencil icon next to Recipient settings.
On the Edit recipient settings window:
- Multi-factor authentication: Recommendation to leave this option as "None". The default authentication for Adobe Acrobat Sign document is through email.
- Private message: Include a concise message that will only be shown to this recipient.
- Click Continue to confirm any changes made to the recipient settings.
Step 9 (Optional):
To include additional recipient(s) to this agreement workflow, click Add.
Select the type of recipient from the drop-down menu.
- Myself: Add yourself to the workflow
- Individual: Add another recipient to the workflow
- Group: Add a group of recipients to the workflow.
- You can add individuals to the group and have the options to require all of them or one of them to complete the agreement at their step.
- CC: Add recipient(s) who will receive a copy of the completed agreement. Note: These recipient(s) are not part of the agreement workflow.
Training
Training includes: basics such as sending and managing a document for eSignature. Additional topics include dashboard navigation, template use, Adobe Sign requirements and recommended use.
Send your training request to the Titan Training Hub ([email protected]) with the subject: AdobeSign Training
Support
For questions or assistance, please contact:
- Email: [email protected]
- Subject: Adobe Sign
Please include Adobe Sign in the subject line.