AdobeSign Login and Send a Document

Login

Step 2:

Enter your email address

Adobe Sign Sign In Screen arrow pointing to email address

Step 3:

Click the Continue button

Adobe Sign Sign In Screen, arrow pointing to Continue button

Step 4:

Click on the Company or School Account option

Adobe Sign Sign In Screen, arrow pointing to Company or School Account selection

Step 5:

The Microsoft Sign window will open

Enter your email address 

Microsoft Sign In, arrow pointing to email address

Step 6:

Click the Next button

Microsoft Sign In, arrow pointing to Next button

Step 7:

The CSUF Faculty/Staff Authentication page will open

Enter your password

CSUF Faculty / Staff Authentication page, arrow pointing to password field

Step 8:

Click the Sign In button

CSUF Faculty / Staff Authentication page, arrow pointing to Sign In button

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

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

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

Step 12:

Select your sign in preference

Microsoft Stay Sign in option, arrow pointing to No and Yes button

The page will refresh to your Adobe Sign home page

Send a Document

Step 4:

Click the Send Tab

AdobeSign dashboard with Send tab highlighted

OR, if you are on the New Experience, click the Request Signatures button

The screen will refresh to the Send Page

Step 5:

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 6 (Optional)

To add yourself as a signer, click on the Add Me link

Step 7 (Optional):

To remove a signer, click on the X icon that coordinates to their email address

Leave the default authentication setting of Email for all signers

Step 8 (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

Upload Document

Step 9:

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

Step 10:

When you upload a file it will auto-populate the Agreement Name (Subject)

Document name pointing to Message Agreement Name

(optional) To edit the name, click in the Agreement Name field.

Box highlighting Agreement Name

Options

Step 11 (Optional):

To set a deadline, click on the Completion Deadline checkbox

Circle highlighting Completion Deadline option

Specify the number of days the recipient has to complete the form

Completion Deadline days field

After you specify the days, the expiration date will show below

Agreement expiration date highlighted

The form will not be available for signature after the expiration date

Step 12: (Optional)

To set a reminder, click the Set Reminder checkbox

Circle highlighting Set Reminder checkbox

Click the drop-down menu to select the appropriate frequency

Circle highlighting drop-down caret
Highlight of frequency options

There is also an option to send a reminder anytime after the document is sent

Preview / Add fields

Step 13:

Click on the Preview &  Add Signature Fields checkbox

Arrow poitning to Preview & Add Signature Fields checkbox

Step 14:

The Send button will update to a Next button

Click on the Next button


Next button

The page will refresh to show your document

Step 15:

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

Step 16:

Click on the Signature Fields caret 

Drag and drop Signature into place on the form

Highlight of Signature field option
Arrow pointing to Signature field box

Step 17 (Optional)

Add any other fields as you prefer

Example shown: text fields

Highlighting Text Input field option
Arrow pointing to Item field text box

Sending

Step 18:

Click the Send button 

Arrow pointing to Send button

The screen will refresh to show a confirmation

Training & Support

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: helpdesk@fullerton.edu
  • Subject: Adobe Sign

Please include Adobe Sign in the subject line.