Adobe Sign - How do I send documents for signature?
Aimed at Adobe Sign senders, this article links to documentation explaining how to send documents for signature.
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This guide covers all the important processes in Adobe Sign and familiarizes you with the user interface. The Adobe Sign Help system provides more in-depth information where needed.
Quick overview of the pages in the Adobe Sign interface: Home, Send, Manage, and Reports.
Sending documents and collecting signatures and approvals is what Adobe Sign is all about! Every customer has different requirements regarding who needs to interact with the document and in what order, so there are a number of workflow features available in the Send page interface about which you should be aware.
Experiencing the signing process is helpful in understanding the end result of the configurations done by the sender.
Managing your agreements is an important part of working with Adobe Sign. Use the Manage page to track, process, and customize agreements. Whether it’s canceling an agreement or replacing the signer, these processes allow you to influence the transaction’s progress in the system.
The report feature lets you check on how your account is using Adobe Sign. Build your own reports and gain complete visibility into your document signing process, while seeing how individual groups or users are doing.
The Authoring environment provides the form building functionality for Adobe Sign. Beyond placing signature fields, you can include fields that auto-populate content, like the date or the signers signature values (when known), or text fields that validate content and/or run complex calculations. Other common field types such as dropdown boxes, radio buttons and check boxes are also available.
A library template is a reusable object. Adobe Sign supports two types of library templates: document templates and form field templates.
There are a number of workflows you can use to send documents for signatures, collect signatures, and send a signed document including the following:
- Sending using "Fill & Sign"
- Sending using Mega Sign
- Using web forms to collect signatures
The following sections discuss each of these processes in more detail.
Signing is one of the main functions of Adobe Sign. Anyone can sign via an email link on any web browser on their computer or using their mobile device. If you have an Adobe Sign account, you can also sign using the “Adobe Sign manager” iOS or Android native app. You can also initiate signing from the Manage page. Signing is also built into the “Fill & Sign” process. Adobe Sign supports the latest web browsers on smartphones and tablets that run the iOS or Android operating systems.
Still have questions?
Explore the extensive Adobe Sign tutorial library page.
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