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Approvals - Use Adobe sign Tutorial

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Description

Objectifs :

This video aims to guide users on how to effectively use Adobe Sign in conjunction with Microsoft, detailing the steps for creating approval requests and managing recipients.

Chapitres :

Introduction to Adobe Sign and Microsoft Integration
Adobe Sign seamlessly integrates with Microsoft applications, enhancing document management and approval processes. However, since Adobe Sign is not a native Microsoft application, users must create an account to access its features.
Navigating the Adobe Sign Interface
Once logged in, users will encounter an intuitive interface that displays options for both received and sent documents. This layout simplifies tracking document status and managing approvals.
Creating a New Approval Request
To initiate a new approval request, follow these steps: 1. Click on the designated area to create a new request. 2. Choose between Adobe Sign or DocuSign as your signing method. 3. Fill in the required information, including the name and any additional details. 4. Attach the document that requires a signature. 5. Specify the recipients by selecting either a signer or an approver. It's important to note that there is no limit to the number of recipients you can add; however, it is advisable to keep the group small for better management.
Managing Sent and Received Documents
After sending the approval request, users can easily find it in the list of received or sent documents. This feature allows for efficient tracking and follow-up on document statuses.

FAQ :

What is Adobe Sign?

Adobe Sign is an electronic signature service that allows users to send documents for signing, track their status, and manage signed documents securely.

Do I need an account to use Adobe Sign?

Yes, you need to have an Adobe Sign account to access its features and send documents for signing.

Can I use Adobe Sign with Microsoft applications?

Yes, Adobe Sign integrates well with Microsoft applications, allowing users to send documents for signing directly from Microsoft tools.

How do I create an approval request in Adobe Sign?

To create an approval request, log in to Adobe Sign, click on the option to make a new request, fill in the necessary details, attach the document, and specify the recipients.

Is there a limit to the number of recipients I can add?

There is no limit to the number of recipients you can add, but it is advisable to keep the group small for better management.

Quelques cas d'usages :

Contract Signing in Real Estate

Real estate agents can use Adobe Sign to send contracts to clients for electronic signatures, streamlining the process and reducing paperwork.

Approval of Marketing Materials

Marketing teams can send promotional materials to stakeholders for approval using Adobe Sign, ensuring quick feedback and reducing delays in campaigns.

HR Onboarding Process

Human Resources can utilize Adobe Sign to send employment contracts and onboarding documents to new hires, making the onboarding process more efficient.

Legal Document Management

Law firms can manage client agreements and legal documents through Adobe Sign, allowing for secure signing and tracking of document status.

Vendor Agreements

Businesses can send vendor agreements for approval and signature through Adobe Sign, simplifying the procurement process and ensuring compliance.

Glossaire :

Adobe Sign

A cloud-based electronic signature service that allows users to send, sign, track, and manage documents securely.

DocuSign

A widely used electronic signature platform that enables users to sign documents electronically and manage the signing process.

Recipient

An individual who receives a document for signing or approval through electronic signature platforms.

Signer

A type of recipient who is required to sign a document.

Approver

A type of recipient who reviews and approves a document without necessarily signing it.

Approval Request

A formal request sent to recipients to review and approve a document.

Available in Microsoft365

00:00:02

Welcome back. Adobe sign works

00:00:05

perfectly with Microsoft,

00:00:06

but as it is not an app

00:00:09

that was developed by them

00:00:11

you need to have an account so

00:00:13

you can go further into its use.

00:00:17

Once you are connected,

00:00:18

the interface will allow you to

00:00:21

see the options received and sent.

00:00:23

To make a new approval request.

00:00:25

You simply have to click here and

00:00:28

click on either Adobe sign or DocuSign.

00:00:32

Now it is up to you to complete

00:00:34

the information.

00:00:42

Once you have completed the name and

00:00:45

the additional details if needed,

00:00:47

you need to absolutely attach the

00:00:49

document that needs to be signed.

00:00:52

And then you need to complete the recipients.

00:00:55

You can either choose.

00:00:57

As I did here, a signer,

00:00:59

or an approver

00:01:02

There is no limit in the number of people

00:01:04

that you can add as a recipient or signer,

00:01:06

but I would advise you to keep

00:01:09

it in small groups.

00:01:10

Once you have sent it,

00:01:12

you will find it on the list of received

00:01:16

and or sent that we saw before.

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