Some key functionalities Adobe Sign:
Sign is a SAAS service, all its functionality can be transparent to the user, however Sign has its own portal with all the features available to the user. No additional software installation is necessary.
Welcome screen with the incorporation of some of the most frequent tasks with Adobe Sign. The visualization of the processes will depend on the configuration of the administrator
The signature process as a sender is initiated through the Adobe Sign portal. After logging in with an Adobe ID, you access the shipping and management console.
The signing process can also be initiated from tools such as Sharepoint, Office 365, Salesforce, Sap and other document management platforms, more information below in this document.
Starting sending to recipients:
You start the process by entering the signer email address, you can choose to add it manually or through a list of CSV addresses. You can establish the order of the signers, create groups of receivers, send personalized messages or establish double validation through different platforms (SMS, OTP, social, or password).
Route to recipients in a specific order or randomly
You can Assign roles such as the signatory, the approver, the person responsible for acceptance, the person in charge of filling in a form, the certified recipient, the person responsible for delegation, and of course the signer.
- Route documents in just the right order.
- Route to recipients in a specific order.
- Invite multiple participants with a single request.
- Enable anyone from a group to sign or respond.
- Set up reminders and notifications.
Create reusable templates for your teams.
The visual Workflow Designer in Adobe Sign makes it drag-and-drop easy to create reuseable workflow templates that help users avoid common mistakes and ensure consistent, error-free results. It’s simple to specify:
- Documents to be included in an agreement
- Characteristics of the participants
- Form fields to be prefilled by the sender
- Agreement expiration or password options
- Instructions for users
Experience it yourself, Adobe Sign online simulator tour.