How to create a document to be signed
Open the following website on your web browser: https://microsoftintegration.na1.echosign.com/public/login.
Log in to Adobe Sign by entering your email address and clicking the single-sign-on (SSO) link.
Click Request e-signatures after logging in.
After clicking the link above, a new screen appears. Enter the email addresses, passwords (if needed), and any messages in the desired signature retrieval order.
Be cautious of the icons next to the email addresses, as different approval methods require signatures, while others offer options.
Signer requires signatures from the signature field. Initials are not accepted.
Approver allows the option of signature and initial approval in the signature field.
Enter any email addresses in the order that they need to sign.
In the Message box, enter the subject (title of document) and any message that needs to go to signers regarding the document. A generic message is generated in the message field (Please review and complete this document,) but it can be changed to anything you want.
Navigate to Files and select Add Files. Search for the document that you need and add it or drag and drop the file into the box. If you kept the message box generic, this changes to information about the added document.
Optional: You can Password Protect the document, Set Reminder, and change the language if needed.
IMPORTANT: Check the Preview & Add Signature Fields box before selecting Send:
The Send option changes to Next; select this button.
The next screen will bring up your PDF and initiate additional steps in the review process.
Make sure the first signer is selected. You will see this box to the right of the screen:
The drop-downs underneath the Signer/Recipient provide the following details:
- Signature Fields - Signature, Initials, Signature Block, and Stamp.
- Signer Info Fields - Title, Company, Name, Email, and Date.
- Data Fields - Text Input, Drop Down, Check Box, Radio Button, and Image.
- More Fields - File Attachment and Hyperlink.
All field options signify what the Signer should complete.
When choosing a field option, hold the left mouse button down, drag the field to its desired location on the PDF, and release. The box can now be resized as desired.
If the wrong box was selected, right click on the mouse and select Edit. A new box will come up with options to select and change. Fields can be assigned the Make Required feature if they have no red asterisk indicator.
In the Edit box, the following can be changed:
- Who the field is Assigned To
- Field Type
- Whether or not the field is Required
- Tools (Copy the field)
- Delete Field.
Once you have verified fields and Signers are positioned and indicated correctly, click the Send button.
After sending out the forms, you will receive an email for each step in the process, including each time a Signer completes it. Once everyone has signed, they will receive a finalized copy of the PDF by email.