Request Signatures with Acrobat Sign & Adobe Acrobat (Pro)

Request Signatures with Acrobat Sign & Adobe Acrobat (Pro)

Note: These steps are only available for staff who are licensed for the paid Adobe Acrobat (Pro).


Adobe Acrobat (Pro) Signature Process:
1Open Adobe Acrobat (Pro) , click the Menu in the top left-hand corner and then select Request e-signatures.


      

2. Click on Select a File, from here navigate and select the form you want to send.


3. On the page displayed are a few options, please see caption for each option. Once completed press Next.


4. Now you will need to add signature boxes and all other required boxes to the document.

Please set Advanced editing to on so that you can see the available fields:  --> 

From the right-hand side of the window, there are multiple options you can add to the document. Please add all required fields to the document. (Note: You can specify different fields for different users. Click on the down arrow next to Recipient, and you can select which form fields they are required to fill out.) When completed, click on Send.


5. Once the document has been sent, you can track the status by clicking on the E-Sign option then Manage All Agreements (Shown in Step 1). From here you will see a blue button with Open Adobe Sign, click on it. You will be redirected to a website as shown below where you can track the status of the request. Once all signatures have been gathered, you will receive an email stating the document has been signed and filled. Go into the Completed section shown below, and you can download the PDF.



Acrobat Sign online signature Process:
You can also access Acrobat Sign at this website from Nexus-owned computers:

There is a short video course available here:


Estimated time to complete:
~13 minutes (T1+)

Sources:


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