Acrobat Sign Skill Builder

Last update: 2023-10-19
  • Created for:
  • Beginner
    Intermediate
    User

Acrobat Sign Skill Builders are 30-minute sessions designed to put your e-signatures to work—without adding any extra work to your day. Each month a new topic is highlighted.

Monthly sessions

Manage Agreements: Get Real-Time Visibility into Agreement Status
Date: November 9, 2023
Come learn about the ins and outs of agreement management tools and best practices so you can know the status of your agreements at any time. This session will cover:

  • What actions you can take on documents from the manage tab
  • How to process and use data from web forms and bulk sends
  • How to search & filter to find the documents you need

Work with e-signatures in your Microsoft apps
Date: October 19, 2023
Expand the way you use your Microsoft apps like Word, Outlook, and Sharepoint by adding Adobe Acrobat Sign to your existing workflows. This session will teach you how to start streamlining document processes in common Microsoft apps so you don’t need to context switch just to get a signature or check a status.

Advanced Tips for Sending Documents for Signature
Date: September 21, 2023
Join us as we take a deeper dive into all the options available when sending agreements for signature. In this session you’ll learn about:

  • Sending to multiple recipients
  • Available recipient roles (signer, form filler, delegator, and others)
  • Adding a CC field
  • Password protection, and more

Document Builder for Acrobat Sign in Salesforce
Date: August, 17, 2023
Give your sales team an edge with pre-populated proposals, contracts, invoices, and more in seconds by automating everyday tasks like preparing data-driven docs right in Salesforce. Document Builder allows you to dynamically generate a document using Salesforce data prior to sending for signature, making a once cumbersome process more simplistic and streamlined. We’ll walk through the step-by-step process which will be sure to help save you time and effort.

Workflow Automations Powered by Microsoft Power Automate
Date: July 20, 2023
Harness all the automation capabilities with Microsoft’s low-code/no-code solution, Power Automate, directly in Adobe Acrobat Sign. Come hear how non-developers have the power and flexibility to create next generation workflows. In this session, you’ll learn how to:

  • Set up the workflow integration to get started
  • Jumpstart your workflow creation with pre-made templates
  • Leverage a vast ecosystem of connectors to integrate Acrobat Sign into your packaged and custom applications
  • Increase productivity and extend the capabilities of Acrobat Sign

Advanced Reporting for Adobe Acrobat Sign
Date: June 22, 2023
Learn about the analytics and reports available in Acrobat Sign - and see how you can view data to help deliver the insights you need to drive your business forward.

Creating & Using Workflows – from Beginning to End
Date: May 18, 2023
Calling all Acrobat Sign administrators and end users/individual contributors. This session will cover both the creation of and use of workflows.

  • As an Acrobat Sign group or account admin, learn how you can define pre-set workflows to automatically route documents for signature to the correct parties – then grant access to your entire Acrobat Sign group.
  • And as an end user, learn how to use these workflows to ensure documents are signed right the first time — and every time.

Advanced Training on Authoring Environment
Date: April 20, 2023
Take a deeper dive into the options available in the Acrobat Sign Authoring Environment. Topics covered include:

  • Overview of preparing your Acrobat Sign document templates using Acrobat, text tagging and the Acrobat Sign Authoring Environment.
  • Deep dive into the Authoring Environment, covering cloning vs. copying fields, adding specialty fields, assigning fields, and setting up conditional and calculation fields.
  • How to send your templates for signature, comparing the document template vs. form field template.

Post a Fillable, Signable Web Form
Date: March 16, 2023
Learn how to create a web form allowing anyone to complete and sign — without you needing to initiate the transaction or even know the email address of the signer. You’ll also see how to prepare a document template that can be used for individual signature transactions, as well as for posting to a unique URL for broad sharing.

Collect Many Signatures in One Click
Date: February 16, 2023
Learn how the Send in Bulk feature in Acrobat Sign can save you time. If you need to need multiple individuals to sign unique copies of an enterprise-wide policy update, an NDA or any other document, Send in Bulk allows you to prepare the file once, send to multiple signers with one click and easily track responses.

Prepare Your Agreements for e-signature
Date: January 19, 2023
Learn about three easy ways to set up your documents for e-signature. Whether they’re PDFs, Microsoft 365 files, or even a simple image file, this session will give you the tools you need to get that document signed. We’ll cover three methods:

  • Adobe Acrobat Sign’s simple drag-and-drop authoring environment
  • Set up a PDF form in Adobe Acrobat
  • Use text tags for speedy document authoring

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