Send a document for electronic signature

Transcription

1 Step-by-Step Guide Send a document for electronic signature Signing documents via used to entail sending, printing, signing, scanning, and resending files - sometimes more than once. Multiple signatures only complicated matters. Now, with Adobe EchoSign, you can send, sign, track, and store documents securely in just three easy steps. Send and collect student field trip or lab waivers. Request a signed university admissions letter. Create and manage adminstrative contracts. You send the document to whomever you want, each recipient signs it (by typing or by using a mouse or stylus), and the document is filed automatically. All parties receive a PDF copy of the signed document and all documents are stored in your account for future access. In this tutorial, you ll learn how to set up a new EchoSign account, prepare and send a document for signatures, and review the signed document. Figure 1 Using EchoSign to send and sign documents electronically

2 Creating your EchoSign account To use the EchoSign service, you need to set up an account. To create your EchoSign account: 1. Open a web browser and navigate to 2. On the EchoSign home page, click Start A Free Account. You are taken to a form used to create the new account (Figure 2) 3. Fill out the form. All fields are required. 4. Select the checkbox confirming you agree to the EchoSign terms of use and privacy policy, then click Create My Account. EchoSign sends a confirmation to the address you provided. 5. Check your , open the confirmation message, and click Activate Your Account (Figure 3). When you do, you are logged in automatically and taken directly to the Home tab of your EchoSign account (Figure 4). Figure 2 Sign up for your EchoSign account This is a dashboard for creating and managing documents and electronic signatures. You can return to this page at any time by navigating to clicking Sign In, and choosing the Home tab. Figure 3 New EchoSign account confirmation Figure 4 EchoSign account Home tab 2

3 Once you ve set up your EchoSign account, you can log in and send documents for electronic signature. Your documents are sent to recipients by . To get a document signed: 1. If you re not already logged into your account, go to click Sign In, and enter your address and password to log in. To send a document for electronic signature, you need to be on the Send tab. 2. Click the Send tab. You use the Send tab to enter recipient addresses, add a subject for the message, write your message, and select a document to be signed (Figure 5). Figure 5 EchoSign account Send tab 3. Use the To field to add the address of your recipient(s) who must sign the document. 4. Enter a subject and type the body text of the message. Figure 6 Signature and Password options 5. Click Upload. 6. Locate the document to be signed, select it, and click Open. 7. Make sure esignature is selected (Figure 6). You have the options of adding your own signature and inserting fields used by your recipients to the sign the document and provide additional information, such as their phone number, date signed, and so on. You can also require a password to sign or view the document. 8. Select Preview, Position Signatures Or Add Form Fields. Make sure the document is NOT password protected (Figure 6). Figure 7 Adding fields to the document 9. Click Send. A copy of the document opens with a collection of fields shown above the document (Figure 7). You can drag the fields and position them anywhere in the document. 3

4 10. Scroll the document to the location where you want to add a field, such as the Signature field. 11. Drag the field and position it where you want it to appear in the document (Figure 8). 12. When you re finished adding fields, click the green Send button (Figure 9). A message confirms when the document is sent (Figure 10). Your recipient(s) receive an requesting their signature (Figure 11). Figure 8 Placing a signature field Figure 9 Send button Figure 10 Send confirmation message Figure 11 Recipient requesting signature 4

5 When a recipients opens the document, they simply follow the prompts to sign and return the document electronically (Figure 12). All parties are notified by when the document has been signed. The includes a signed copy of the document. 13. Log back into your EchoSign account and click the Manage tab. The Manage tab displays a list of the documents you have sent for electronic signature and those you have signed electronically (Figure 13). They are sorted by those you need to sign, those waiting for someone else to sign, and those which have been fully signed. Figure 12 Signing a document electronically 14. When you finish sending or signing documents, click Sign Out to exit EchoSign. Figure 13 EchoSign account Manage tab For more information Find teaching materials for using Adobe software in your classroom on the Adobe Education Exchange: Adobe Systems Incorporated 345 Park Avenue San Jose, CA USA Adobe and the Adobe logoare either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other countries. All other trademarks are the property of their respective owners Adobe Systems Incorporated. All rights reserved. 5