AdobeSign Login and Send a Document
Step 1:
Go to Adobe Sign Login
Step 2:
Enter your email address
![Adobe Sign Sign In Screen arrow pointing to email address](https://media.screensteps.com/image_assets/assets/004/169/612/original/al_5c.jpg)
Step 3:
Click the Continue button
![Adobe Sign Sign In Screen, arrow pointing to Continue button](https://media.screensteps.com/image_assets/assets/004/169/619/original/al_5.5c.jpg)
Step 4:
Click on the Company or School Account option
![Adobe Sign Sign In Screen, arrow pointing to Company or School Account selection](https://media.screensteps.com/image_assets/assets/004/169/613/original/al_6c.jpg)
Step 5:
The Microsoft Sign window will open
Enter your email address
![Microsoft Sign In, arrow pointing to email address](https://media.screensteps.com/image_assets/assets/004/169/582/original/al_7.jpg)
Step 6:
Click the Next button
![Microsoft Sign In, arrow pointing to Next button](https://media.screensteps.com/image_assets/assets/004/169/583/original/al_8.jpg)
Step 7:
The CSUF Faculty/Staff Authentication page will open
Enter your password
![CSUF Faculty / Staff Authentication page, arrow pointing to password field](https://media.screensteps.com/image_assets/assets/004/169/615/original/al_9c.jpg)
Step 8:
Click the Sign In button
![CSUF Faculty / Staff Authentication page, arrow pointing to Sign In button](https://media.screensteps.com/image_assets/assets/004/169/616/original/al_10c.jpg)
Step 9: (Optional)
You can check the Remember me for 5 days checkbox to reduce the times you DUO authenticate
![CSUF Faculty / Staff Authentication page, arrow pointing to Duo Remember option](https://media.screensteps.com/image_assets/assets/004/169/629/original/al_17.jpg)
Step 10:
You will be presented with the DUO options to authenticate
Select your preferred option and follow the prompts
![CSUF Faculty / Staff Authentication page, arrow pointing to Duo options](https://media.screensteps.com/image_assets/assets/004/169/622/original/al_15c.jpg)
Step 11: (Optional)
Click on the Don't show this again checkbox, if you do not want to be presented with this option again
![Microsoft Stay Sign in option, arrow pointing to checkbox](https://media.screensteps.com/image_assets/assets/004/169/636/original/al_18.jpg)
Step 12:
Select your sign in preference
![Microsoft Stay Sign in option, arrow pointing to No and Yes button](https://media.screensteps.com/image_assets/assets/004/169/597/original/al_13.jpg)
The page will refresh to your Adobe Sign home page
Step 1:
Click the Send Tab
![AdobeSign dashboard with Send tab highlighted](https://media.screensteps.com/image_assets/assets/003/253/331/original/AS4.jpg)
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
![Private message to user pop-up window](https://media.screensteps.com/image_assets/assets/003/254/209/original/AS14.jpg)
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
![Files option: A) Add Files link, B) Drag & Drop Files Here link](https://media.screensteps.com/image_assets/assets/003/888/701/original/ars9.jpg)
Step 7:
When you upload a file it will auto-populate the Agreement Name (Subject)
![Document name pointing to Message Agreement Name](https://media.screensteps.com/image_assets/assets/003/254/367/original/AS20.jpg)
(optional) To edit the name, click in the Agreement Name field.
![Box highlighting Agreement Name](https://media.screensteps.com/image_assets/assets/003/254/368/original/AS17.jpg)
Options
Step 8 (Optional):
To set a deadline, click on the Completion Deadline checkbox
![Circle highlighting Completion Deadline option](https://media.screensteps.com/image_assets/assets/003/254/403/original/AS21.jpg)
Specify the number of days the recipient has to complete the form
![Completion Deadline days field](https://media.screensteps.com/image_assets/assets/003/254/404/original/AS22.jpg)
After you specify the days, the expiration date will show below
![Agreement expiration date highlighted](https://media.screensteps.com/image_assets/assets/003/254/405/original/AS23.jpg)
The form will not be available for signature after the expiration date
Step 9: (Optional)
To set a reminder, click the Set Reminder checkbox
![Circle highlighting Set Reminder checkbox](https://media.screensteps.com/image_assets/assets/003/888/702/original/asr12a.jpg)
Click the drop-down menu to select the appropriate frequency
![Circle highlighting drop-down caret](https://media.screensteps.com/image_assets/assets/003/888/703/original/asr12b.jpg)
![Highlight of frequency options](https://media.screensteps.com/image_assets/assets/003/888/704/original/ars12c.jpg)
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
![Arrow poitning to Preview & Add Signature Fields checkbox](https://media.screensteps.com/image_assets/assets/003/888/705/original/ars13.jpg)
Step 11:
The Send button will update to a Next button
Click on the Next button
![Next button](https://media.screensteps.com/image_assets/assets/003/254/501/original/AS26.jpg)
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
![Circle highlighting caret feature](https://media.screensteps.com/image_assets/assets/003/254/595/original/AS28.jpg)
Step 13:
Click on the Signature Fields caret
Drag and drop Signature into place on the form
![Highlight of Signature field option](https://media.screensteps.com/image_assets/assets/003/254/613/original/AS32.jpg)
![Arrow pointing to Signature field box](https://media.screensteps.com/image_assets/assets/003/254/614/original/AS30.jpg)
Step 14 (Optional)
Add any other fields as you prefer
Example shown: text fields
![Highlighting Text Input field option](https://media.screensteps.com/image_assets/assets/003/254/597/original/AS31.jpg)
![Arrow pointing to Item field text box](https://media.screensteps.com/image_assets/assets/003/254/596/original/AS29.jpg)
Training
If you have not attended an Adobe Sign training, please go to the Employee Training Center and register for an Adobe Sign training.
Registering for Adobe Sign 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.
Support
For questions or assistance, please contact:
- Email: [email protected]
- Subject: Adobe Sign
Please include Adobe Sign in the subject line.