Sending a Document via Adobe Sign

Question

How do I send a document through Adobe Sign?

Answer

When you have finished preparing your document, follow the steps below to send it out for signatures.

  1. Select Send to send the document to the recipients. 
    1. You may also select Save to Document Library* to save to your Document Library.
    2. Enter a Name for your document.
    3. Select Save and Send.
  2. When sending is complete, you will be redirected to a success confirmation webpage and you will also receive a confirmation email from Adobe Sign <echosign@echosign.com> with additional information and a PDF attachment of the document.
  3. The recipient(s) will receive an email with your signature request from Sender Name <echosign@echosign.com>
  4. The recipient can follow the link in the email to review and sign the document.

*The Save to Document Library option is only available to specific user groups. 

For additional assistance, please contact Information Technology Services at 419-372-0999 or through chat.

Details

Article ID: 105516
Created
Thu 4/16/20 10:07 AM
Modified
Mon 2/27/23 1:49 PM

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Instructions for preparing a document in Adobe Sign.