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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.

BASIC FUNCTIONS

Job Aids
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

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WORKFLOWS

Workflows
Job Aid Audience Description
Launching a workflow Form owner Covers sending a document for signature using a workflow

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VIDEOS

Videos
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

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For questions, suggestions, or updates, please contact Tammara Sherman at 661-654-6919 or tsherman@csub.edu.