Getting Started with Adobe Sign
Before using Adobe Sign for the first time and following the steps listed below, users will need to request an Adobe Sign License. Please use this link to do so:https://go.umd.edu/licenserequest
Log into Adobe Sign through Adobe Acrobat Document Cloud
- Use a browser to navigate to esign.umd.edu.
- Click Continue with Adobe and enter your umd.edu email address.
- After being redirected to CAS and authenticating, you will be at Adobe Document Cloud.
- Click the link that says Go to Adobe Sign in the box labeled Request Signatures.
- You are now on the Send page.
Request signatures on a document
- After logging in, select Home on the top toolbar.
- Click the blue Request Signatures button near the middle of the screen OR click Send in the top navigation bar.
- Under Recipients enter the recipient’s email address, if you need to CC someone, click Show CC and enter their email address.
- Click the Sign icon to change the role of the recipient.
- See FAQ section for more information on the definitions of roles in Adobe Sign.
- Modify the Message field if there are special instructions you would like to give to the recipients.
- Add an Agreement Name under the Message section.
- Click Add Files then browse and select the document you would like to send.
- This document can be a pdf, Word document, or other file type because Adobe will convert it into a pdf when you send it with Sign.
- Select Preview and Add Signature fields.
- Select a participant from the right pane then drag signature and participant information fields into the form. These fields will be assigned to the selected participant.
- NOTE: These field boxes have a colored triangle in the corner that matches with the colored square next to each participant in the participant pane on the right of the screen. This will help easily verify which participant is assigned to which field.
- Once you've placed the desired fields, click Send.
Complete an agreement from your email
- Open the email from Adobe Sign requesting your signature and click the blue button.
- Complete the agreement, fill out all necessary fields and signatures/ approvals then click the blue button at the bottom of the screen.
Fill and sign a document
- Log into Adobe Sign and navigate to the home page using the top toolbar. Click the Fill and sign a document box toward the bottom of the screen.
- Click Add Files and choose a document Adobe Document Cloud or browse for and upload a file from your device. Click Next.
- Form fields are detected automatically. Hover your mouse over a field to display a field. Click the box and type your answer in the text field.
- If no fields are detected, click the Add Text icon in the toolbar above the document to place text fields in the document.
- Click the Sign icon in the toolbar. You can choose between using a full signature or initials.
- If you already added your signature or initials, select it from the Sign options. Then, click the place in the PDF where you want to add your signature.
- If you are signing for the first time, you see the signature panel. After entering your signature, select Apply. Then, click the place in the document where you would like to add your signature.
- Type: Type your name in the field. There is a small selection of signature styles to choose from. Click Change Styles to view a different style.
- Draw: Draw your signature in the field
- Image: Browse and select an image of your signature
- Mobile: Enter your mobile phone number to use the device to draw or capture your signature.
- In the Fill & Sign toolbar, click Apply.
- Click the blue Done button.
- You can use the confirmation screen that appears next to download or send your files by clicking Send a Copy or Download a Copy.
Manage your agreements in Adobe Sign
- After logging in, click Manage in the top navigation bar.
- In Progress agreements will appear on the main page.
- Here you can check where agreements are in the flow of recipients.
- To initiate a reminder, hover your mouse over an agreement, click Remind and enter the appropriate information.
- Use the left hand toolbar to navigate between agreements with different statuses.
- To download a completed agreement as a PDF, click Completed.
- Hover your mouse over the agreement and click Download PDF.
- To check on agreements that may need your attention, click Waiting for You.
Frequently asked questions
What are the recipient roles in Adobe Sign?
- Signer: required to apply at least one signature to an Agreement.
- Approver: All approvers need to do is enter their name before sending the transaction to the signers. This is helpful when someone needs to okay a document.
For more information on when to use e-signatures vs. e-approvals, see Electronic Signature vs. Electronic Approval.
- Acceptor: Best used the recipient needs to acknowledge an acceptance of the Agreement without formally approving the content.
- Certified Recipient: This recipient will be asked to either delegate, decline or acknowledge the agreement. Delegating transfers the role to the nominated delegatee, declining will terminate the Agreement, and acknowledging the Agreement continues the signature cycle.
- Form Filler: Recipients that need to fill form fields with contents but not necessarily sign (though it is possible) before the agreement is sent to other recipients.
- Delegator: A user that needs to make the final judgment on who the correct next person is that should sign or approve the document in a workflow.
Do I have to pay for Adobe Sign?
No, the service is currently provided free of charge from the Division of IT .
How do I test an agreement before sending it to others?
Adobe won’t let you send agreements to yourself via email but there is a way to get around this so you can test agreements yourself.
- Add a plus sign then a number or word before the @ symbol.
- Example: If your email address is firstname.lastname@example.org, change it to email@example.com or firstname.lastname@example.org.
- By changing the number or word after the +, you can fill the recipient role as many times as needed.