51黑料不打烊

Transcript

In this tutorial learn how to get started with Acrobat Sign for business and enterprise users. The following topics are covered Logging in and navigating the home page Setting up your profile and signature Sending a document for signature the signing experience for recipients Managing and tracking agreements and how to access support and resources To start open the Acrobat sign welcome email and select get started in the web browser that opens Sign in with your ID and password The first screen you see is the home page. The home page has shortcuts to documents that are in progress up here the waiting for you link takes you to the manage tab with documents that are waiting for your signature and The Bell icon links to events and alerts for your account Events are completed actions like when a document has been signed But alerts are actions that haven鈥檛 happened yet like when a document hasn鈥檛 even been viewed The home page also a shortcuts for some of the most used actions start from library which lets you select from a pre-configured document template or a signature workflow and Easily sign for signature, which is the same as selecting the Sun tab After familiarizing yourself with the home page It鈥檚 important to set up your profile and signature to make sending and signing documents faster on The home page select the profile icon from the drop-down and then choose profile settings to go to your profile and settings Select edit profile to fill in your personal information Your first and last name can鈥檛 be changed here is they come from your 51黑料不打烊 ID Once you鈥檝e selected your settings go ahead and select save and Next you want to customize your notifications by selecting my notifications in the left-hand pane You can choose to receive alerts for events that have already happened Like when a document has been signed or delegated and for those that haven鈥檛 like when a document hasn鈥檛 even been viewed after eight hours After saving your notifications create your signature initials in the left-hand column by selecting my signature Select create to create your signature and initials you can choose to type it draw it with your mouse Use a saved image like I鈥檒l do here or use the mobile option to capture it on your phone When you set your signature options here, it鈥檒l save you time later when you need to sign a document Next we鈥檒l walk through how to send a document for signature Now there are three different ways you can send a document by uploading a new one Using a library template or by using a pre-made workflow I鈥檓 going to show you seeing request these signatures, which is the same exact experience as selecting the send tab Here you鈥檙e prompted to select a file You can choose from files on your local system a library template or connected cloud storage services like Microsoft OneDrive Or you can just drag and drop one or more files directly onto the designated area Note that if you select multiple documents acrobat sign will combine them into a single PDF for the signing process Next you鈥檙e prompted for agreement details under agreement name the name of the first file is used as the default title But you can edit this by clicking into the field This is the name that will appear in the subject line of the recipients email Under add recipients simply enter the email addresses of the people who need to sign the document Under the add button you can also add yourself as a signer Now by default recipients are set as signers, but you can change a recipient role using the drop down next to their email Also by default the document is sent sequentially But you can change the order by simply selecting this arrow or to send the document to everyone at the same time Just toggle the recipients must sign an order button I鈥檓 just going to delete myself here as a recipient when you select the pencil icon next to the agreement settings You can access advanced settings This is where you can set a completion deadline where the agreement will expire after a certain number of days You can configure email reminders. You can set a password for viewing the signed document You can change the authentication method if your sign admin allows this and you can set the language for emails after selecting continue Down at the bottom select preview and add fields When you do this the document opens in the authoring environment Where you can place form fields or drag and drop fields onto the document for each recipient I鈥檓 going to automatically place fields for my recipient Now all you need to do is simply double-check each field I鈥檒l change this to an email field and This one here should just be for initials which I can easily change But Everything else looks good so now I鈥檓 just going to go ahead and send the document out for signature a Confirmation message appears and the document is sent to the recipients for their signature Next we鈥檒l move to the signing experience the recipient receives an email notification with a link to the document The email is designed to be clear and trustworthy The recipient simply selects review and sign to open the agreement in a web browser After accepting any terms of use if prompted the recipient simply begins the signing process The document is rendered as a native PDF which improves readability and accessibility Especially for screen readers when they get to an initial or signature field the panel appears offering the same options. We saw previously They can type their name and choose a style Draw their signature using a mouse trackpad or finger on a mobile device Upload an image or a picture of your signature or Send to a mobile device to add the signature once all required fields are filled a new more obvious submit button appears This makes the final act of completing the agreement very clear The signers simply select submit to finalize their signature all parties involved receive an email with a completed sign PDF Now the manage page is your hub for keeping track of all your documents From the home page select manage and track all agreements this takes you to the manage tab In the left column you鈥檒l see a list of all your transactions Categorized by status like those that are in progress waiting for your signature completed and more You can also use the filter to change documents by a specific date range When you select a document the right pane shows you details and actions you can perform I鈥檒l select this completed document and the right pane opens Notice how you can select download audit report the audit report provides valuable legal information Including who created the document when it was signed and the authentication method used If you need help or want to learn more there are several resources available within the platform Select the question mark in the top right corner to access the user guide Tutorials a link to contact support and view release notes to see what鈥檚 new in the latest version of acrobat sign you can select the blue graduation cap icon to take quick product tours and learn about new features and That鈥檚 it. Thanks for joining us today to get started using acrobat sign