Getting Started with Adobe Sign
Note not all users have been allocated Adobe Sign Licenses
When you first log in to Adobe Sign, there are a few simple steps you should take to get your user account ready to use.
Create your account
You would have already received a notification indicating that an Adobe Sign license has been allocated to you by an Account Admin.
- Go to the following link https://secure.echosign.com/public/login to login.
- If you have not yet created your account using your Peermont email address (domain address) then you will need to start by creating your account and then authorizing using the email that is sent to you.
Signing Environment
Experiencing the signing process is helpful in understanding the end result of the configurations done by the sender.
The Signers Experience
1. An email is delivered to the recipient’s email box.
○ The subject line will start with: Signature requested on {The document name}
2. The agreement is opened by clicking the Review and sign button
3. The Agreement opens in a new browser window
Other options on the page include:
A. Options – This list includes the options the recipient has based on their role
○ Read Agreeement - Opens the agreement in a view only format
○ Delegate signing to another– The option allows the recipient to delegate their authority to another individual. For example – a colleague or a manager
○ Decline to sign – This action terminates the agreement
○ Print, sign and upload -Allows the signer to convert the workflow from an electronic signature to a physical signature. The signer then uploads the signed document.
○ Clear document data – These options will clear all field contents
○ View history - Opens the current audit report for view
○ Download PDF - Downloads the current version of the agreement in PDF format
B. Message – The speech bubble icon will pop-up the messages again
C. Required Field Counter – This counter shows the number of required fields on the document that still haven’t been filled. Clicking this field will navigate the signer through the required (not optional) fields available to them
D. Next Field Tab - This yellow arrow can help find the next fields if you are scrolling through a large document. This tab will cycle all fields, not just the required ones.
This document only has one signature field, and it is required (as noted by the red asterisk). For documents with multiple fillable fields, you can tab through them.
4. To apply a signature, double click the field to open the signature panel
5. Type your name into the top field of the signature panel
Finalizing your signature can be done in one of four ways:
○ Type set font (default) – Adobe Sign will apply a script-like font to the name you enter
○ Physically drawn – Using a mouse, stylus, or any other pointer device, physically draw your signature. Using your finger on a tablet provides an excellent result
○ Image – If you have a stamp image of your signature, you can upload it
○ Mobile - The Mobile option allows you to cast the signature panel from your desktop to a mobile device, permitting an easier device to physically draw your signature on.
6. Click Apply to place your signature in the signature field and return you to the document.
7. Once all of the required fields are completed, click the Click to sign button at the bottom of the window (you can’t miss it)
Send a document for signature from within Adobe Sign (single recipient)
Sending a document for signature is the basic workflow used in Adobe Sign. Sending a document for signature to only one recipient is the simplest way to use the system. Note that you can also request the signatures from directly within your current PDF viewer, however some of this functionality may not be available.
To send a document for signature:
- Navigate to the Home tab and click the Request Signatures button
Optionally, you can start the process by selecting a library template (or workflow) first by clicking the Start from library button.
This allows you to select from one of three options:
-
Recent - A listing of the 20 most recently used templates, listed with the most recently used at the top
-
Library Document - Lists all library templates available
-
Workflow - List all available workflows for the user
Once a file or workflow is selected, click Start and you will be moved to the Send page, with the template already attached (allowing you to skip step 4 below).
Define the recipient of the agreement.
Enter/define the following (from left to right):
- Add an Agreement Name and Message that will be included in the initial email to the recipient.
- Drag-and-drop, attach, or choose a library template to send.
- The templates available are limited by the group the agreement is sent from.
- Multiple documents can be attached and are delivered as one contiguous document for the recipient.
- Configure any options required:
-
Password Protect (the signed PDF) - This password is applied to any PDF copy of the agreement downloaded from Adobe Sign. The password prevents viewing the document until successfully entered
-
Completion Deadline - The deadline expires the transaction after the defined number of days
-
Set Reminder - Reminders can be configured for one of several iterations. Only the currently active recipient is sent reminders
-
Recipient's Language - Defines the language used in the email delivered to the recipient, as well as the on-screen instructions
- To add fields for your recipient to interact with, select Preview & Add Signature Fields
When everything is set, click Next.
- Drag fields from the tabs on the right of the screen and drop the fields on the document.
The Back button allows you to navigate back to the Send page if you need to change the email of the recipients or change the files attached to the agreement.
Note:
If you are building a common document for your use, you can check the Save as template option, saving the document with the fields as placed.
In future transactions, you can simply attach the document from your library, and skip the field placement!
- When you've placed all the fields on the document, click Send.
An email is sent to your recipient that includes a link to the document, enabling their action.
Once their action is complete, you will be notified by email.
Send an agreement to multiple recipients
Sending an agreement to multiple recipients is almost the same process as sending to one.
The primary differences are that you must:
- Define each recipient, in the order they are to take action on the agreement
- Place fields specifically for each recipient as necessary
Note:
Transactions that include multiple recipients can be configured to follow a sequential, parallel, or hybrid workflow.
- Navigate to the Home tab and click the Request Signatures button
- If available, configure the Send from selector to identify the Group you are sending the agreement from.
The page will refresh when a new group is selected, deleting any configurations on the page.
Note:
If there is no Send from selector, your account is not UMG enabled
- Define each recipient of the agreement.
Enter/define the following (from left to right):
To add yourself to the list of recipients, click the Add Me link in the upper right corner.
Adding the same email address multiple times is permissible.
Note:
If you need to delete a recipient row, click the X on the far right of the row
- Add an Agreement Name and Message that will be included in the initial email to the recipients
- Drag-and-drop, attach, or choose a library document to send.
- Multiple documents can be attached, and are delivered as one contiguous document for the recipient
- Configure any options required:
-
Password Protect (the signed PDF) - This password is applied to any PDF copy of the agreement downloaded from Adobe Sign. The password prevents viewing the document until successfully entered
-
Completion Deadline - The deadline expires the transaction after the defined number of days
-
Set Reminder - Reminders can be configured for one of several iterations. Only the currently active recipient is sent reminders
-
Recipient's Language - Defines the language used in the email delivered to the recipient, as well as the on-screen instructions
- To add fields for your recipient to interact with, select Preview & Add Signature Fields
When everything is set, click Next.
- Drag fields from the tabs on the right of the screen and drop the fields on the document.
- When you've placed all the fields on the document, click Send.
For video guides on how to complete this step as well as send documents out for signature see the following link