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The Adobe Sign e-signature service is offered as an opt-in, paid service to departments at PSU. Technology Coordinators and Group Administrators can enroll in and manage the Adobe Sign service for their departments.

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Table of Contents

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manage-roles
Roles that Manage Adobe Sign

Technology Coordinators

Technology Coordinators enroll departments in Adobe Sign so they can begin to use the service to send documents and forms. Technology Coordinators also provide local administration for Adobe Sign within a unit, and are responsible for assigning licenses as needed, and assigning users to groups.

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Info

In the future (not yet available), Group Administrators will have the ability to directly add users to their

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group—rather than requiring designated Technology Coordinators to submit

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the Adobe Sign Department Enrollment support form in the Technology Coordinators Desk (TCSD).

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Enroll a Department in the Adobe Sign Service

If you’re you are a Technology Coordinator, you can may submit a request Adobe Sign Department Enrollment support form to enroll your department into for the Adobe Sign service using the TC Service Desk in the PSU Help Center TCSD. Please review the following sections for the information you’ll need, and instructions for completing the form.

Prepare the Following Information

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titleStaff Information

  • Email address

  • First name

  • Last name

  • Group name(s)

    • Users can be assigned to multiple groups, such as if they hold positions in different department or teams, or work off of different grants. If users are assigned to multiple groups, they will be able to select which group to send from the "Send" menu Adobe Sign.

  • If the user is a group administrator (see section “Group Administrators”)

  • If the user has permission to send documents

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titleGroup Information

  • Group name

    • Group names must be in the format [Dept initials] [Descriptor] - [Index code] (e.g., OIT ICAT - PSUxxx or OIT Admin - PSUxxx)

  • Enable bulk sending

    • Should users in this group be able to use the bulk sending feature? This is similar to mail merge functionality in Microsoft Office, and will charge one transaction per row in the spreadsheet.

  • Enable webforms

    • Should users in the group be able to create and publish web forms? This allows for a form to be embedded on a website and kicked off by the customer instead of the sender. A transaction is charged for each web form submitted.

  • Sharing within group

    • Should users be able to view ("View") or modify ("Edit") transactions on behalf of other users in the group, or should they only see documents they have sent or signed ("None")?

  • Sharing between other groups in department

    • Should users be able to view ("View") or modify ("Edit") transactions on behalf of other users in other groups with the same department prefix, or should they only see documents they have sent or signed ("None")

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titleInstructions for Completing the Form

  1. Navigate to the Adobe Sign Department Enrollment form.

  2. Complete and attach the provided template and submit the form.

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Add or Remove Users, Groups, and Index Codes

If you’re a Technology Coordinator, you can also use the TC Service Desk in the PSU Help Center to:

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If a user is leaving a department but remaining with the University, once a “Remove User” request is submitted, the user will lose access to send documents and view other documents in the group (if applicable) but will still be able to log in and view past transactions sent or signed from their account. A user's transactions (sent to signed) travel with their account, rather than the group.

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Create Reports in Adobe Sign

Group administrators can use the Reports tool in Adobe Sign to create usage reports for their groups. This data can also be exported to a .csv format for additional analysis and review. For more information on how to use the Reports tool in Adobe Sign, visit Create and Run Reports (Adobe Help).

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Adobe Sign Pricing

Current pricing can be found in the Adobe Sign E-signatures Service Catalog Entry.

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If you need to create a transaction where you are the only form filler and signer, you can use the Fill and Sign tool in Adobe Sign. Transactions sent through this method are marked with a status of “Completed” but are not charged as a transaction. For more information on how to use this tool, visit Fill and Sign a Document Yourself (Adobe Help). 

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Additional Resources

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