aftia course

Introduction to Acrobat Sign

In this one-day course, students will learn how to create, distribute and manage documents using the Acrobat Sign Dashboard. Emphasis will be on using document configuration settings to personalize documents.

Audience
Anyone
Prerequisites
None
Next available course
Sep 28, 2022 9:00 AM

Course Topics

Introduction to Acrobat Sign

  • Introduction
  • Overview of Sign Capabilities
  • Introduction to Acrobat Sign Dashboard
  • Demonstration

Section 1: Account Setup

  • Introduction to Acrobat Sign Dashboard
  • Configuring Dashboard
  • Adding Users and Groups
  • Signing Preferences

Section 2: Creating Documents

  • Creating Recipient Groups
  • Adding Documents
  • Archiving Documents
  • Using Fill and Sign

Section 3: Managing and Tracking Documents

  • Creating Templates
  • Adding Document Tags
  • Signature Blocks
  • Calculated Fields
  • Field Formatting
  • Configure event notifications
  • Reporting

Section 4: Using Workflows

  • Creating a Workflow
  • Activating Workflows
  • Creating Agreements
  • Workflow Recipients
  • Email Notifications
  • Adding and Sending Documents
  • Mapping Fields
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