Acrobat Sign workspace basics

Take a quick video tour of the Acrobat Sign workspace to get up and running.

In this video, we’ll do a quick tour of the Acrobat Sign workspace, starting on the Home screen. To start, I’m going to walk through all the elements of the Home screen. At the top, you have a quick peek into all the documents that are in progress. Clicking on this will take you directly to the Manage tab with In Progress documents automatically selected. Now the Waiting for You link also goes to the Manage tab for your signature listed. These are handy shortcuts here. And the bell is a link to an alert associated with your account. On the Alerts tab here, you can toggle between Events and Alerts. Events are actions that have occurred, like when someone has signed something, and it’s a quick way to see the progress on a particular document. Now Alerts are actions that have not happened yet, like when a document has not been signed or even viewed. And anywhere where you see a wrench, you can click on it, and it will take you directly to the settings for that notification. Now in the middle of the Home screen, there are two actions you’ll probably be using the most. Request Signature, which is exactly the same as selecting the Send tab in the upper left corner. And Start from Library. At the bottom of the screen, you have quick access to Fill and Sign a Document, which is handy when you’re signing a document someone sent you. Publish a Webform allows you to embed a signable document in your website. Send in bulk allows you to collect signatures from hundreds of signers at once. Create a Reusable Template gives you and your team speed and consistency in your signed transactions. All the fields will be in the exact same place, and other senders won’t need to add them each time they send a document out for signature. Manage and Track Agreements is exactly the same as selecting the Manage tab in the upper left corner. And the last tool, Enhance Your Account, takes you to the Settings and Profile section of your account, which we’ll do right now. You can also click on the link from the drop down under your name. Completing your profile is the first thing you should do as a new user in Adobe Sign. Just select Edit Profile to enter any information that you need. You can also change your password here. Now walking down the column on the left, the next setting you want to set are the My Notifications. These are the same events and notifications that we saw on the home screen. Instead of just seeing notifications on the home screen, you can also receive an email message for events that have happened, like when someone has viewed or signed a document. Below this are alerts that you can set for events that have not yet happened. Perhaps you want to be notified when a document has not been signed after 24 hours. Now moving down the left column, the next section we’ll discuss is the My Signatures section. This is where you can customize your personal signature. Clicking on Create allows you to draw using your mouse, which is pretty tricky, so I’m going to go ahead and clear it. Or you can use an image, or you can send a text to your mobile device to capture your signature. I’m going to go ahead and select an image, and you can see that there are a lot of different file formats here that you can upload. I’ll select my signature image and apply it. You can also do this with initials, draw, image, or mobile again. I’m going to go ahead and select my image here and apply it. By setting your signature profile, signing a document is quicker because everything is preset. So there you have your quick tour of the Acrobat Sign workspace to help get you up and running. Remember to set your profile and notifications to help get the most out of your Acrobat Sign investment.
This video is part of the course Getting Started with Acrobat Sign that is available for free on Experience League!