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Adobe Sign Workflow Quick Guide · Adobe Sign Workflow Quick Guide 1.Initiate by selecting the...

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Adobe Sign Workflow Quick Guide 1. Initiate by selecting the appropriate document from the dropdown menu Note: Avoid using Internet Explorer. SA-Associated_Students_lnc(ASl)-On_Campus_Event_Fundmg_ Approval_2019-: Select Document Name SA-Associated_ Students_lnc(ASl)-On_Campus_Event_Fundmg_Approval_2019-202C Student Org Member Enter RecIpIent's Email Student Org President Enter RecIpIent's Email Student Org Faculty/Staff Advisor Enter RecIpIent's Email ASI Executive Vice President ASI Coordinator - Document SA-Associated_Students_lnc(ASl)-On_Campus_Event_Funding_Approval_2019-2020 Submit
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Page 1: Adobe Sign Workflow Quick Guide · Adobe Sign Workflow Quick Guide 1.Initiate by selecting the appropriate document from the dropdown menu Note: Avoid using Internet Explorer. ...

Adobe Sign Workflow Quick Guide

1. Initiate by selecting the appropriate document from the dropdown menuNote: Avoid using Internet Explorer.

SA-Associated_ Students _lnc(ASl)-On _Campus_ Event_Fundmg_ Approval_ 2019-: •

Select

Document Name

SA-Associated_ Students _lnc(ASl)-On _Campus_ Event_Fundmg_Approval_2019-202C

Student Org Member

Enter RecIpIent's Email

Student Org President

Enter RecIpIent's Email

Student Org Faculty/Staff Advisor

Enter RecIpIent's Email

ASI Executive Vice President

ASI Coordinator -

Document

SA-Associated_Students_lnc(ASl)-On_Campus_Event_Funding_Approval_2019-2020

Submit

Page 2: Adobe Sign Workflow Quick Guide · Adobe Sign Workflow Quick Guide 1.Initiate by selecting the appropriate document from the dropdown menu Note: Avoid using Internet Explorer. ...

2. Upon submission, an email is sent to the signers

• Email sender will vary depending on the document, but the email address will always be from [email protected]

• Click the link in the email to view and sign the document.• Please do not forward this email.

From: ESign Admin Service Account <[email protected]> Sent: Thursday, October 24, 2019 3:45 PM

To:

Subject: Please sign_ Test_Randy

------~~ California State University

SAN MAR_COS ESign Admin Service Account Has Sent You _Te t_ to Sign

Click here to rniew and · _Test

After you SlgD _Test b · email.

the agreement will be sent to Then, all parties will receive a final PDF copy

If you need to delegate tins document to an autbonz.ed party for signatme, please do aol fonrard this email Instead, elicit here to delegate.

Califorrua State Uruvemty San Marcos 333 S. T"'in Oaks Valley Rd San Marcos, CA 92096 To "'511rt tlw yc,u cOClllllUt rocOl\,ng om pl.out add t<li~tOOSip..tlll to yvur addrm boat or •If• hn.

Page 3: Adobe Sign Workflow Quick Guide · Adobe Sign Workflow Quick Guide 1.Initiate by selecting the appropriate document from the dropdown menu Note: Avoid using Internet Explorer. ...

3. How login and sign the Adobe Sign form

a) Click link in email or alternatively, login to your dashboard at www.as.csusm.edub) Enter your CSUSM email address and click anywhere in the gray space.

NOTE: Do not click the ‘Sign In’ button.

c) You will either be:i. Automatically logged into your Adobe Sign account via Single Sign On (i.e. SSO)

(if you are logged into your computer with your CSUSM credentials.)ii. Redirected to the CSUSM Authentication page where you will need to enter

your CSUSM credentials.

NOTE: If not redirected, click the “Sign in with an Enterprise ID” to take you toour campus credentials page.

Sign In to conttnue

Adobe Sign

~ Stay signed in Forgot password? ., Not a member yet? Get an Adobe ID

Want to use your company or school account?

Sign in with an Enterprise ID

Or

E Continue with Facebook

G Continue With Google

W nt to us your com ny or school Kcoont?

Sign n th an Ent pnse ID

Page 4: Adobe Sign Workflow Quick Guide · Adobe Sign Workflow Quick Guide 1.Initiate by selecting the appropriate document from the dropdown menu Note: Avoid using Internet Explorer. ...

4. Accessing forms to Sign

• Click link in email or• From dashboard, expand and click on the document you want to access under “Waiting For Me”

5. Fill out and Sign documenta) Click Box to sign document

b) Then click on ‘Click to Sign”

- lil ~~--~Uoa.- X

() a h!tps:.:~~..a'.d~:::s.adooe..oof!" ao:lJlrl rT'e ... El* II\ 0 Gil--~

Cdfbrnle ~ ~ SAN ""-"'COS

I Adobe~

Home Send Mal,og,e ~ Account

Hello, Diane What would you 1h to do?

Get. Signature

Got•Doa.mont5op...i Get~~-- wconds

s...dlraonl..lnry

ext

Yo..- Activity lor This Month

Oct to Stt h Smost r« ert docwnfflts wii6ng hM your signl:lae

* Click here to sign

I agree to the and of this document Gide to Sign

0

Diane

Page 5: Adobe Sign Workflow Quick Guide · Adobe Sign Workflow Quick Guide 1.Initiate by selecting the appropriate document from the dropdown menu Note: Avoid using Internet Explorer. ...

6. Upon completion, an email is sent to the sender and all the signers with theattached form and link to view

From: Adobe Sign <[email protected]> Sent: Monday, October 28, 2019 9:02 AM

California State University

SAN MARCOS Test between is Signed and Filed!

To

Attached IS a final copy of Test

Copies have been automaticall • sent to all parties to the agreement

You can view tiled mt in your Adobe Sign account.

\\'hy use Adobe Sign:

Exchange, Sign, and File Any Document. In Seconds! Set-up R.emmden. Instantly Share Copies with Othen. See All of Your Docmnen Anytune, Anywhere.

Califonua State University San Marcos 333 S. T"'in Oaks Valley Rd San Marcos, CA 92096 To eG.S1lff tlw rou coatmuo recm111g our mwJs. pl.e.ue add td tdosip.cna to your addr@!! boot ar safe bst


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