Adobe Sign E-signature Overview
- Alex Sanchez
- bromley2-high
Adobe Sign e-signature software is an optional, paid service at PSU that provides the ability to easily send, sign, track, and manage signature processes. Documents can be tracked and managed efficiently, which can help ensure a quick turnaround on required signatures.
A department or unit must first enroll in the Adobe Sign service before anyone in that unit can use the service as a Sender. Visit Enroll in and Manage Adobe Sign for PSU Departments for more information on enrolling a department.
Table of Contents
Process Overview
Create the Form
In this step, the sender creates a form by converting existing forms to digital format. The sender may begin with an existing form in Word or PDF format, or by scanning a paper form and processing it in Adobe Acrobat. Forms may be designed once and stored in a template library, or the fields may be placed on an ad-hoc form when sending for signature.
Send for Signature
In this step, the sender selects a document from a template in Document Cloud (Adobe's service), or a file on disk, or in Google Drive. As part of the sending process, the sender determines who needs to sign the document, in what order the signatures are needed, and the placement of any fill-in fields on the form if it wasn't created as a template. For more information and training videos, reference Send Forms with Adobe Sign.
Sign the Document
The signer(s) of the document receive an email telling them that a document is waiting for their signature, and providing a link to the document.
The web form will lead them through the process of filling in the fields on the form, and then signing the document. The electronic signature that is recorded in the file is the guarantee that the document is signed, and that no unauthorized person has altered the document.
The signer of the document does not need a license, and can be anyone inside or outside of PSU.
Manage the Signed Documents
Adobe Sign keeps track of all documents that you have sent out for signature. You can track the documents that have not yet been signed, send follow-up emails, cancel documents that have not yet been signed, and verify signatures in documents that have been signed.