School Name

When you first log in to Adobe Sign, take a minute to review your personal user information. This information is used in several templates, so it’s important to ensure it is correct.

• Mouse over your name in the upper right corner to open the menu, and click My Profile

The profile page shows the specific values that Adobe Sign will use when personalizing any of your transactions. Of particular interest are:

• Your full name – Used in email communications and for your default typeset signature
• Your job title – Automatically populates if you ever have a Title field to fill in
• Your company name – Reflected in email communications, this should be the full legal company name
• Time Zone - Time/Date stamps will be cast in your time zone for better clarity when running reports.

If you need to adjust any of the content, click the Edit Profile button, make the required changes, and then Save your edits.

Adobe Sign allows for three signature styles, script-like font, biometric & signature image, for you to choose from.

• Script-like font: The default value and the favored style currently. A font is applied to your name to achieve the appearance of a handwritten signature.

If this option is your choice, no explicit configuration is required

Create your unique signature by navigating to Personal Preferences > My Signature. Select the Create button to open the signature panel and select the method to create your signature:

• Biometric: Draw your signature with a mouse, a stylus, or your finger!  Drawing your signature on a tablet with your finger gives the best overall result
  • The Mobile option allows you to cast the signature from the device you are currently on to a touch enabled phone
• Signature Image: If you have an actual image of your signature, you can upload that to the system, and Adobe Sign applies that image as your signature when you sign

Click Apply when you have created an adequate signature.

For those who want to monitor their transactions, set time milestones that can trigger an email to your inbox, or an alert that can be delivered in a report.

To get to your notifications page, navigate to Personal Preferences > My Notifications

Some quick definitions:

• Events: Actions that happen to a transaction (Sending, Viewing, Signing, and so on).
• Alerts: Expected actions that don’t happen within a specified time frame (not viewed in eight hours, viewed but not signed in three hours, and so on).

Both events and alerts can be configured to notify in two ways. You have the option to select neither, one, or both by checking the configuration options. These options are:

• E-mail: Selecting this option sends you an e-mail every time the event or alert takes place. Depending on your volume, this option can be “spammy,” so we recommend setting this option with your e-mail volume in mind.
• Event: Events are flagged to show on your Home tab (in the Events/Alerts section) and will be listed in any reports that you create on the Events/Alerts page.

Also notice that there are two tabs for these events/alerts.

• My Events/Alerts is the set of options for transactions where you are the sender.
• Shared Events/Alerts are the settings for any other user ID that has shared their account to you. To configure Shared Events/Alerts, navigate to Personal Preferences > Shared Events/Alerts.

Reporting can be configured at the bottom of the page to send you a summary of the events you have checked, and that report can be sent once a week, every work day, or every day of the week, as you like. 

• Setting up your account
• Sign a document that has been sent to you (Video) (1:55)
• Apply your signature to your own document (Video) (2:46)
• Send a document for signing (Video) (3:00)
• Add signatures and other from fields to a document (Video) (6:38)
• Delegate someone else to sign a document (Video) (3:38)
• Manage & Track agreements sent for signature (Video) (2:14)