FORM BASICS | ADOBE SIGN
In this session, we will focus basic Adobe Sign functionality for senders. Senders are the individuals who initiate sending documents for signatures or create documents for sending to recipients for signatures. Thes session will cover the most common tasks performed by senders. Additionally, we cover basic task for form fillers and signers, such as signing a document electronically.
Overall Aim: To teach you how to send and create fillable forms for signatures using Adobe Sign
Session Length: 90 -120 minutes
Intended Audience: Staff, Faculty, or Student Worker
Format: Direct Instruction, Guided Practice, and Independent Practice
Session Objectives
At the end of the session, the participants will be able to:
- Articulate function and purpose of Adobe Sign
- Distinguish between forms created with Adobe Acrobat Professional and Adobe Sign
- Identify the form design best practices
- Navigate the Adobe Sign environment
- Complete a non-fillable form
- Request signatures
- Use auto-detection to add form fields
- Fill and complete a document for signature
- Send documents for signature from library
- Set completion deadline and set reminder
- Approve and deny documents
- Send a shared document for signature
- Delegate documents to someone else
- Identify key elements of the document audit report
Session Materials
- Session Presentation (pdf)
- Adobe Sign Signer Basics QRG (pdf)
- Adobe Sign Sender Basics QRG (pdf)
- Independent Practice (pdf)
- (video) Access Passcode: k7#Sf1Je
Session Practice Files