These tutorials will walk you through some of the most commonly used features of Adobe Sign.
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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.
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 been sent out as long as some actions have not been taken by recipients.
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.
For departments that might need to sign with a delegated signature.
Manual delegation of signature
For signers who need to delegate someone else to sign in their place.
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.
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.
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.
Gigasign: gather a high volume of documents
Gigasign allows you to send, collect, and track documents for signature to thousands of people at the same time. It is designed for high-volume communications with your employees and customers–supporting up to 2,500 recipients with each bulk send.
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