aftia course

Introduction to Adobe Sign

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

‍

Audience

Anyone

Prerequisites

None

Next available course

May 31, 2022 9:00 AM

Course Topics

Introduction to Adobe Sign

Introduction
Overview of Sign Capabilities
Introduction to Adobe Sign Dashboard
Demonstration

Section 1: Account Setup

Introduction to Adobe 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