Send & Review Documents via Adobe Sign

Send a Template

Adobe Sign can be used in either 'Classic' or 'New' experience. Which one you choose to use is personal preference.

'Send a Document' screenshots are from the new experience and 'Send a Template' screenshots are from the classic experience

Login to  Adobe Sign	https://adobeechosigninternal.na3.adobesign.com/account/homeJS
Step 1	From the Adobe Sign home screen, click on Send or Request e-signatures. Either option will take you to the 'Get documents signed' screen
Step 2	Check that your office name is in the 'Send from' dropdown field Click on Choose files to select the file that you'd like to send out for an e-signature
Step 3	Select Add Files > click on Templates > Select the Template from either your office folder or a generic template from the Account Templates folder > click on Attach
Step 4	Multiple documents can be sent in the same transaction. If you would like to send more than one document, click on 'Choose more files' Add the message that you'd like to include for your recipient in the Message field
Step 5	Click on 'Add recipients' to enter those you want to receive and sign the document
Step 6	Check that the box is ticked next to 'Preview & add signature fields', click on Next.
Step 7	Check that all fields which are required to be populated by the recipient have been entered and, if applicable any fields which are to be populated by the sender, have been assigned. Click on Send
Step 8	If you, as the sender are required to 'Prefill' information in the document, after clicking on Send, the document will then open up for the sender to click on 'Start' to enter information into those fields. Once these fields have completed, click on 'Click to Send' and the document will be sent to the recipient/s for review and a signature. Note: The sender will be required to 'prefill' information in the Client Agreement including the payment terms i.e. prefill '7 days from invoice date' and in some cases the temp to perm arrangement
Step 9	Whilst the document is 'In Progress', there are a few actions that can be performed including to send a reminder to the recipient etc. To access these actions, click on 'open' next to the document name and you will see the list of 'Actions' on the right hand side. Below the list of Actions, you can click on the Recipient to enter add an alternate recipient.

Send a Document

Login to  Adobe Sign	https://adobeechosigninternal.na3.adobesign.com/account/homeJS
Step 1	From the Adobe Sign home screen, click on Send or Request e-signatures. Either option will take you to the 'Get documents signed' screen
Step 2	Check that your office name is in the 'Send from' dropdown field Click on 'Choose files' to select the file that you'd like to send out for an e-signature
Step 3	Select My computer > Add a file from your device > click on the file that you'd like to send out > click on Confirm
Step 4	Multiple documents can be sent in the same transaction. If you would like to send more than one document, click on 'Choose more files' Add the message that you'd like to include for your recipient in the Message field
Step 5	Click on Add recipients to enter those you are wanting to receive and sign the document
Step 6	Enter the email address/es of the recipient/s. You are able to assign roles to the recipient/s which include: * Signer * Approver * Form Filler * Acceptor * Delegator Depending on the role selected, the recipient may be instructed to enter further information i.e. where the recipient is a 'Delegator', the recipient will be required to enter the email address for the person that is required to sign the document. Select the order you'd like the recipients to sign in however if there is no specific order, deselect the checkbox next to 'Recipients must sign in order'
Step 7	Select 'Preview & add fields' to add signature boxes and position any other fields which require populating by the recipient
Step 8	Position the fields to be populated and the signature fields in the document by clicking and dragging the fields into the document. If you click on the field that you have added to the document, you'll see a number of options including the ability to make it a 'Required field'
Step 9	Once all fields have been positioned on the document, Click on Send
Step 10	Whilst the document is 'In Progress', there are a few actions that can be performed including to send a reminder to the recipient etc. To access these actions, click on 'open' next to the document name and you will see the list of 'Actions' on the right hand side. Below the list of Actions, you can click on the Recipient to enter add an alternate recipient.

Review

Login to  Adobe Sign	https://adobeechosigninternal.na3.adobesign.com/account/homeJS
Step 1	From the Adobe Sign home screen, click on Manage. This will show how many agreements you have in each STATUS including: In progress Waiting for you Completed Cancelled Expired Draft Templates Web forms Bulk sends
Step 2	Click on Completed to view the list of Completed documents which can be filtered by modified date
Step 3	Options to Open, Download PDF or add Notes will appear when you are on the row for each agreement
Step 4	If 'Open' is selected, further options will become available to you under 'Actions' including: Create a Template Download a PDF Download Audit Report Download Form Field Data Hide Agreement You will also see a dropdown for recipient information and a summary of Activity Select which action in order to review the agreement and view information relating to the completed agreement

Next Steps

Step 1

Once the document has been signed, depending on the nature of the document, the usual process will apply i.e. signed Client Agreements forward to accounts@workext.com.au for client activation and the document is attached to document management in the client record in FastTrack360, Confidentiality Agreement for Franchisee Internal Employees is attached and send with the Onboarding Request. Refer to the Operations Manual for further information or if you are still unsure, email helpdesk@workext.com.au for support. Help is also available within Adobe Sign. Whilst logged in, click on the question mark in the top right of the screen or for a guide on getting started, go to: https://helpx.adobe.com/au/sign/using/get-started-guide.html