Creating/Managing Adobe Sign Documents

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Question

How do I create and management my documents in Adobe Sign?

Answer

Expand the panels in this article to learn more about creating and managing Adobe Sign documents.

Preparing a Document for Signature in Adobe Sign

To prepare a document for signature in Adobe Sign:

Log in to Adobe Sign.
Select Request e-Signatures.
- This option allows the user to process a document already saved to their device. Supported file formats include:
  - Adobe PDF (.pdf)
  - Microsoft Word (.doc and .docx)
  - Microsoft Excel (.xls and .xlsx)
  - Microsoft PowerPoint (.ppt and .pptx)
  - Text (.txt)
  - Rich Text (.rtf)
  - Graphics (.tif, .jpg, .jpeg, .gif, .bmp, and .png)
  - Web (.htm or .html)
In the recipient field, enter the email address(es) of the individuals who need to sign the document.
- Enter these in the order in which they need to sign.
- Once entered, you can drag the recipients to re-order, or change the order by editing the number to the left of the email address.
Enter a title in the Agreement Name field.
Add instructions to your recipients in the description text field.
Upload your document to the Files section by dragging and dropping the PDF document, or by selecting the Add Files link. If choosing the Add Files option, follow these additional steps:
1. Select the Choose Files from My Computer button.
2. Navigate to the file on your device and select Open.
The file is now in the Files section.
- Remove the file by selecting the X to the right of the file name.
- Add additional files by repeating Step 6.
To set a Completion Deadline, check the box next to Completion Deadline and enter the number of days you would like the document to be available for signing.
To set a reminder(s), check the box next to Set Reminder and select your reminder frequency
Select Next.
Under Recipients in the right menu, you will see the list of recipients you entered. Select the expand arrow to view all recipients.
If the document is a fillable PDF, follow these steps to assign recipients:
1. Right-click on the field you would like to assign a recipient and select Edit.
2. In the Assigned To field, select yourself or the recipient who needs to complete the field.
To create Signature Fields, select one of the recipients who needs to sign the document.
Expand the Signature Fields section in the right menu by selecting the expand arrow.
Select the appropriate Signature Field type and drag it to the area needing to be signed.
- Note that the triangle in the upper right corner of the field now shows the same color as the square next to the recipient/signer's name in the right menu.
Repeat this action for all required Signature Fields.
Drag and drop additional fields as necessary.
When ready, select Send to send the document to the recipients.
- Select Save to Document Library* to save a template to your Document Library.
  1. Enter a Name for your document.
  2. Select Save and Send.

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

Adobe Sign Document Management

Login to Adobe Sign.
Select Manage from the top navigation.
Left navigation menu displays the status of all of your agreements:
- In Progress - Documents currently in progress.
- Waiting for You - Documents that need your attention/signature.
- Completed - Documents that are completed.
- Canceled - Documents that have been canceled.
- Expired - Documents that expired before they could be completed.
- Draft - Documents in draft mode/waiting to be sent.
Select any status to view and manage those documents.
Search for agreements by entering text into the search field.

In Progress

When viewing documents in progress, hover over the document name and select Open to open the document and review it or select Remind to remind recipients to complete their tasks.

Set the Reminder Frequency.
Select who you would like to remind.
Add an optional message.
Select Create to send/schedule the reminder(s)

Waiting For You

When viewing documents waiting for you, hover over the document name and select Open to open the document and review it, or select Sign to sign it now.

Completed

When viewing completed documents, hover over the document name and select Open to open the document and review it, or select Download PDF to download a copy to save to your device or print.

Deleting Documents

It is important to note that once created, Senders (users with the ability to create documents) cannot delete finished documents and agreements; only drafts can be deleted. It is possible for ITS to delete documents on request if necessary, but only once the document has been canceled, declined by all necessary parties, or has expired.

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

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Article ID: 158478

Created

Thu 4/18/24 11:11 AM

Modified