![]() ![]() Templates can be saved for personal use, group use, or available to the entire account. Create a reusable template – Allows you to create a document or field template for repeated use.For example, the Annual Code of Conduct agreements. Each person gets their own discreet agreement requesting just their signature. Send in bulk – A workflow that allows you to send a document for individual signature to hundreds of people.For example, a membership application or a registration form on your website. Publish a web form – Web forms are documents/forms you can link to or embed into your website that allow customers to generate a signed document.For example, filling out tax forms or permission slips. Fill and sign a document – Used when you need to apply your signature to a document, and then send that signed document to another party.More things you can do– A list of other common actions.Start from library - This allows you to select a library template, or a workflow to start a new agreement.Request Signatures – A quick link to the Send page with the additional option to start the process by attaching a Library document or starting a Custom Workflow (if enabled for your account).Events and Alerts - Clicking the counter opens the Notifications page, opened to the events tab.Clicking the counter opens the Manage page filtered for the agreements that are waiting for you.Waiting for you - A counter that indicates all of the agreements that are currently waiting for your action.The In Progress counter does not include agreements that are Waiting for you.Clicking the counter opens the Manage page filtered for the agreements that are in progress.In Progress - A counter of the agreements you have created and that are still in progress.The Home page is a view composed of the following sections that give you a quick view and access to most of the Acrobat Sign features: The viewer cannot sign, cancel or delegate. Share My Account – If you need to share your account with another person, you can specify who can see your agreements here.A list of all viewed accounts will be enumerated. View Other Accounts – If you need to view the agreements on another user’s account, you can request that here.Signing Language – This setting defines the default language used for the email notifications and the recipient’s guided signing experience.My Language Preference – This setting allows you to define the language used for you within the.Language Preferences – There are two settings to consider under this heading:.My Signature – Upload an image of your signature and initials.Shared Notifications –If another user’s account is shared with you, you can customize which of their events and alerts you’d like to be informed of.Alerts are triggered when a time interval passes and something doesn’t happen). (Events are triggers when something happens. You can get a real-time email, or log the event and set up reporting on a daily or weekly cycle. My Notifications – Configure which types of events/alerts you want Acrobat Sign to notify you about, and how you want to be notified.Similar to an “Out of Office” forwarding process for Acrobat Sign agreements. Auto Delegation – Automatically delegate any Acrobat Sign agreements sent to you for signature to the named party.My Email Footer – Add a custom (plain text) footer to the bottom of your email templates when sending new agreements.Twitter Integration – Send a Tweet every time an agreement is completed!.Access Tokens – If you are a developer, this is where your API tokens are defined and listed.My Profile – Your personally identifying information.These options are specific to you as a user, and may be useful automation: After configuring your personal information, take a quick look through the other personal preferences you see listed on the left side of the screen. ![]()
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