Using Adobe Sign

Tags adobe-sign

🎓 TSTC Knowledge Base

Using Adobe Sign – With and Without Templates

🟥 Overview

Adobe Sign allows you to send documents for electronic signature quickly and securely. You can use a saved template for commonly used forms or upload a new document when needed.

🟨 Option 1: Using Adobe Sign with a Template

1. Log In

2. Select a Template

  • From the Home or Library tab, click “Start from Library.”

           🖼️ ​​​​

  • Choose the desired template and hit start (e.g., “Student Waiver Form” or “HR Request”).
    🖼️ 

3. Add Recipients

           🖼️ 

  • Enter the recipient’s email addresses.

  • Assign roles (Signer, Approver, or CC).

4. Review and Send

  • Review the document and any pre-filled fields.

  • Click Send for Signature.
    🖼️

✅ Your template is sent instantly for electronic signing.

🟩 Option 2: Using Adobe Sign without a Template

1. Start a New Agreement

  • From the Home screen, select “Request e-signatures.”
    🖼️ 

2. Upload Your Document

  • Click Add Files and upload a PDF, Word, or other document.

3. Add Recipients and Roles

  • Enter recipient emails and select signer roles as needed.

4. Add Fields (Optional)

  • Use the drag-and-drop tools to add signature, date, or text fields.

5. Send for Signature

  • Click Send to deliver the document for signing.
    🖼️

✅ Your document is sent for signature — no template required!

🟦 Tips

  • 💾 Templates save time and maintain consistency across departments.

  • 🖋️ Without templates, you can send one-off documents quickly.

  • 📁 Track all sent items under the Manage tab in Adobe Sign.

🟧 Need Help?

For additional support, contact the TSTC Help Desk at: 1-800-592-8784 or visit the Adobe Sign support page: https://helpx.adobe.com/sign.html

Print Article