Adobe Sign Job Aids
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.
This information below contains a list of job aids aimed to assist you with Adobe Sign. The job aids are in alphabetical order by Adobe Sign function and activity.
For more information about Adobe Sign, please visit the Adobe Sign Resources page.
| 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 |
| Job Aid | Audience | Description |
|---|---|---|
| Launching a workflow | Form owner | Covers sending a document for signature using a workflow |
| 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.