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.

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Audience

Anyone

Prerequisites

None

Next available course

Jul 27, 2021 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