Using Adobe Sign

Issue/Question

How do I use Adobe Sign?

Environment

  • Adobe Sign

Resolution

Please select a category below to view more information on that particular category. You may also download the attached Adobe Sign Visual Guide for additional information. 

You may log into Adobe Sign by following these steps:

  1. Go here and enter your WKU email address.
  2. Click the password field as if to enter your password. The page should automatically redirect you to a new login screen. 
  3. If asked, select the Company or School Account option.  
  4. Log in using your NetID and password
    Note: If you have logged in using myWKU this will be automatically done for you. 

 

  1. Go here and enter your WKU email address.
  2. Click the password field as if to enter your password. The page should automatically redirect you to a new login screen. 
  3. If asked, select the Company or School Account option.  
  4. Log in using your NetID and password
    Note: If you have logged in using myWKU this will be automatically done for you. 
  5. Once logged in, you will have the options to select Home, Send, Manage, and Reports in the top left corner. You will also see In Progress, Waiting For You, and Events & Alerts displayed in the middle. 
  6. To begin creating a new document for signatures, click Request Signatures and follow the prompts to create the document. 
    1. Complete in Order: You can select to have the signatures completed in a certain order if this option is checked. Please enter the addresses in the order in which they need to be signed. 
    2. Add Me: This option will automatically add you to the list of those needing to sign the document. 
    3. Add Recipient Group: You may create a group and enter the addresses of the people that need to sign the document if several people may need to sign the document at one time. 
    4. Message: This is the email message that will accompany your document.
      1. The Agreement Name is the subject of the message
      2. The text box below the Agreement Name box is the body of the message
        Note:  This box will automatically populate if left blank containing the name of your document. 
    5. Password Protect: You may choose a password that signers will need in order to view and sign the document. This password will need to be communicated to the signers of the document. 
      Note:
       WKU ITS cannot reset or clear the password if this option is selected. 
    6. Set Reminder: This option will notify the signers and remind them to sign the document based on the time period you select until they have signed the document.
  7. To add a file for signatures, you can either drag the file from your computer to the Files box, or you can click Add Files at the top right of the add files box to browse for the file and select it. 
  8. Check the Preview & Add Signature Fields box to allow you to add signatures, initials, and more onto the document you have uploaded. You may place multiples of these fields if needed.
  9. Click Next
  10. On the right, you can change recipients based on what signature(s) you may need. This can be customized for each person needing to sign. 
    1. To add a field, drag the needed field from the menu on the right and drop it on the document where you wish for it to be placed. Each recipient can have as many fields as you need. 
    2. You may select the option to Save to document library if this is a document that you will be using on a recurring basis so as not to have to upload it each time. 
    3. If needed, you may also click Reset Fields to start over with the document, clearing it of all fields. 
  11. Once you have inserted the needed fields and have finished the document, click Send or Sign, then Send if you also need to sign the document. Your document will be sent to your recipients to sign and return to you. 

The Manage section allows you to see the following documents / agreements in that status or category: 

  1. In Progress
  2. Waiting for You
  3. Completed
  4. Canceled
  5. Expired
  6. Draft
  7. Templates
  8. Web Forms
  9. Mega Sign

The Reports allows you to create a specific report that you need to view, or see Your Activity for This Month

  1. To create a report, click Create a New Report
  2. Select the option that you are looking for in regards to date, document, document name, Mega Sign, performance goals, Graph Agreements, etc... 
  3. Click Run Report to see the report. 

The My Profile section will show you information about your own profile and allow you to make some edit options. You may use this menu to sign out of Adobe SIgn, or view a Quick Start Guide. 
Note: You cannot change your password as this is tied to your NetID

Details

Article ID: 3573
Created
Tue 5/5/20 8:49 AM
Modified
Wed 9/1/21 12:29 PM