QUICK HOW-TO GUIDES AND DOCUMENTATION —>  Adobe Sign Get Started Guide 

TUTORIALS

GETTING STARTED – How to log in and set up your account:

1. 1. 1. 1. 1. Login to Adobe Sign
            2. Setup your user account
            3. Set up your Profile
            4. Delegate Your Account

USING TEMPLATES and WORKFLOWS

1. 1. 1. 1. 1. Using a Shared Template from Dept. or School
            2. Send an Agreement for signaturen(template, form, document)
            3. Fill and Sign a form
            4. Using a Workflow

DOCUMENT MANAGEMENT

1. 1. 1. 1. 1. Manage and track documents sent for signature
            2. Fill and Sign
            3. Add an approver
            4. Replace a signer on a transaction
            5. Add a note to a transaction
            6. Viewing the agreement audit trail
            7. Share an agreement with another user
            8. Add form fields to documents
            9. Modify a transaction in-flight

Create a Reusable Template or Workflow

1. 1. 1. 1. 1. Start a Workflow
            2. Create a template
            3. Edit or delete a template
            4. Add an approver
            5. Send a MegaSign/Send in Bulk
            6. Where can I find more information on Adobe Sign features?

Use an existing Webform

1. 1. 1. 1. 1. How to use Adobe Sign Webforms

RICE UNIVERSITY WORKFLOWS

1. HR Employer Sponsored Permanent Initiation for Faculty and Staff

Accessibility for Templates and Workflows

Coming soon!

For more content-specific tutorials please contact Gihan Semine or schedule a one-on-one session here.