Adobe Sign Resources
Adobe Sign is an electronic form and signature application. It allows you to send electronic documents to recipients for signature. Additionally, you can take existing documents, make them fillable, and prepare them for electronic signatures.
To learn how you can use Adobe Sign to convert documents to fillable forms, send documents for signatures, or both, use the curated list below of how-to job aids or attend a training session.
| Quick Link | Audience | Description |
|---|---|---|
| Adobe Sign (SSO Login) | Anyone | Adobe Sign login page via Single Sign-on |
| Adobe Sign Tutorials (videos) | Anyone | Tutorial videos curated by Adobe Sign |
| Adobe Sign Distribution Methods & Roles | Anyone | Describes the Adobe Sign functions and participant roles |
| Job Aid | Audience | Description |
|---|---|---|
| Signing into Adobe Sign | Anyone | Covers signing into Adobe Sign |
| Sending an adhoc document for signature only | Anyone | Covers accessing Adobe Sign and sending a document for signature only |
| Approving and Denying Documents | Anyone | Covers signing, approving, and denying documents |
| Completing and Signing Fillable Forms | Anyone | Covers completing and signing a document with form fields |
| Complete and Sign a Non-fillable Form | Anyone | Covers completing and signing a document without form fields |
| Delegating Documents | Anyone | Covers delegating a document to someone else |
| Combining Files with Adobe Acrobat | Anyone | Covers combining multiple PDFS or documents into a single PDF. |
| Quick Reference Guide | Audience | Description |
|---|---|---|
| Signer Basics QRG | Form fillers, signers | Covers signing, delegating, and denying documents |
| Sender Basics QRG | Senders, form developers | Covers sending adhoc documents and creating fillable forms |
| Sender Advanced QRG | Senders, form developers | Covers web forms, Mega Sign, reusable templates, tracking documents including reininders, expiration dates, modify and cancel in-transit documents |
| Form Fields QRG | Senders, form developers | Covers different form field types, including selection fields, calculated fields, and masked fields |
| Reports QRG | Senders, form developers | Covers creating, editing, and scheduling reports |
| Video | Audience | Description |
|---|---|---|
| Send documents for signature | Form fillers, signers | Covers sending documents for signature |
| Set up routing for signing order | Form fillers, signers | Covers participation / signing order |
| Delegate someone else to sign a document | Form fillers, signers | Covers delegating a document to someone else |
| Manage and track agreements sent for signature | Anyone | Covers how to manage and track documents out for signature |
| Fill and sign a document yourself | Anyone | Covers filling and signing a document |
| Create a shared document template | Senders, form developers | Covers sharing reusable templates |
| Edit or delete a template | Senders, form developers | Covers editing and deleting reusable templates |
| Electronically sign a document | Anyone | Covers signing a document electronically |
| Add an approver | Senders | Covers adding signers / approvers to a document |
| Send a document in bulk with Mega Sign | Senders | Covers importing participants and sending with Mega Sign |
| Modify a transaction in flight | Senders | Covers modifying documents in-transit |
| Cancel a transaction | Senders | Covers canceling a document out for signature |
| Add form fields to documents | Senders, form developers | Covers creating a fillable document by adding form fields |
| Create a web form | Senders, form developers | Covers creating fillable documents for adding to a web page |
For questions, suggestions, or updates, please contact Tammara Sherman at 661-654-6919 or tsherman@csub.edu.