Adobe Sign - Are there any guides and tutorials?

These tutorials will walk you through some of the most commonly used features of Adobe Sign.

E-Signatures at the University of Illinois How do I sign an electronic document?  Adobe Sign Tutorials Tips for USCs and Group Admins Adobe Sign Troubleshooting


General training

Adobe 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. 

LinkedIn Learning: Manage Adobe Sign documents (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.


Tutorials for group administrators 

Getting your group set up

Detailed walkthrough of adding users and granting sending permissions. (For Group Admins)

** Please note that your group must be created by the Account Services team and individual Group Admins cannot create groups. They can only add users to their existing group and edit permission levels.

Tutorials for users

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.

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 sent out so long as some actions have not been taken by recipients.

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.

Setting up your external archive 

How to connect AdobeSign so it automatically sends copies of the fully executed documents to Box.

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 that someone else to sign in their place


Advanced Features

Sending a document in bulk with MegaSign

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.

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.

 


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