Adobe Sign - Guides and Tutorials

This document provides a list of guides and tutorials that will walk you through some of the most commonly used features of Adobe Sign.

Please Note

Before implementing electronic signatures, you must ensure you are in compliance with the OBFS Section 19.4.1 Electronic Signatures policy.

Adobe Sign Getting Started Guide: The purpose of this guide is to get you familiar with Adobe Sign and the functionality available to you as a user. This guide covers all the important processes in Adobe Sign and familiarizes you with the user interface.
Adobe Sign User's Guide: Learn how to configure Adobe Sign, add users, build templates, customize the sending and recipient experiences, and more.
Manage Adobe Sign Documents (LinkedIn Learning) (login may be required): Follow along and learn how to organize files in the Document Cloud, share files with other users, obtain signatures quickly and easily, and more.
Adobe Sign Tutorials (Adobe Experience League): Offers a comprehensive collection of videos covering a wide range of Adobe Sign topics, from getting started to mastering advanced tasks.

Signing with a Stamp: For departments that might need to sign with a delegated signature.
Manual Delegation of Signature: For signers who need to delegate someone else to sign in their place.

Sending an Agreement to a Single Signer: Sending a document for signature is the basic workflow used in Adobe Sign.
Sending an Agreement to Multiple Signers: Sending an agreement to multiple recipients is almost the same process as sending to one, although you need to define each recipient’s role and place fields specifically for each recipient.
Sending a Document in Bulk with Send in Bulk: Sends the same document to many people at once with bulk send CSV file. This is useful for user agreements that need to be updated annually and similar contracts that are the same for everyone signing.
GigaSign - Gather a High Volume of Documents: GigaSign allows you to send, collect, and track documents for signature to thousands of people at the same time. It is designed for high-volume communications with your employees and customers–supporting up to 2,500 recipients with each bulk send.
Copying (CC) an Email Address on a Document (Agreement): Adding an email address to the CC field when sending a document (transaction) so they receive the document but are not required to sign it.

Managing and Tracking Agreements Sent for Signatures: How to manage and track your Adobe Sign agreements once they’ve been sent out for signature.
Modifying a Transaction In-Flight: In some cases, an agreement can be edited after it has already been sent out as long as some actions have not been taken by recipients.
Canceling a Document (Agreement): Canceling an in-flight document (agreement) moving it to the Canceled section on the Manage tab.
Creating Reminders After the Document (Agreement) is Sent: A step-by-step guide on how to create signing reminders after the document (agreement) is already in-flight (sent).

Creating a Re-Usable Template: How to create a template for agreements that are frequently used so all signature fields and data fields are saved.
Creating a Webform: A Webform is a form that you can share or embed on your website for self-service that the end-user can access and fill at any time that will then be sent to you for approval or completion. This could be for on-demand services or for service requests
Creating Custom Workflows: Create and manage workflow templates with easy-to-follow send experiences for your users so process steps can be followed consistently every time. Senders using a workflow template are guided through the send process with custom instructions and fields, making the send process easier to use and less prone to errors.
Setting Up a Workflow in Adobe Sign: A step-by-step guide on how to set up a workflow in Adobe Sign.
Deleting a Template: How to delete a template in Adobe Sign when it is no longer needed.
Transferring Ownership of a Template or Webform to a New Owner: How to transfer a template or webform to a new owner.
Adobe Sign Text Tag Guide: Text tags in Adobe Sign are special codes you add to a document to indicate where signers need to fill in information, sign, or initial.

Setting up Your External Archive: How to connect Adobe Sign so it automatically sends copies of the fully executed documents to Box.

Keywords:

AITS, e-signatures, electronic signature, digital signature, e-sign, guides, tutorials, help

Doc ID:

99967

Owned by:

AITS Business Process Automation in University of Illinois System

Created:

2020-04-02

Updated:

2025-02-03

Sites:

University of Illinois System