Adobe Sign

Adobe Sign is a cloud-based e-signature service that lets you send, sign, track, and manage signature processes using a browser or mobile device. Moveware allows you to incorporate Adobe Sign into documents generated out of Moveware, which you can then send to the client, indicating where they need to sign.

Step 1: Create an Adobe Account

To utilize Adobe Sign a Company must first set up an account with Adobe. There are several different versions of Adobe Sign which can be selected that will allow for a variety of features to be utilized.

The URL for Adobe to have users select the appropriate account is: https://acrobat.adobe.com/ca/en/sign/pricing/plans.html?promoid=FVYPZ681&mv=other

Step 2: Insert Adobe Sign into Microsoft Word

To insert Adobe Sign into Microsoft Word Navigate to the Insert tab of the Quick Access Ribbon, select the Store option:

Once the Store icon has been selected, a new window with various ‘add-ins’ will appear. Adobe Sign will generally be fourth from the top of the list, but if it is not present a User can make use of the Search feature.

Select the “Add” button. A pop-up will appear, indicating that Adobe Sign is available. Select the “Got it” button to begin the login process.

Step 3: Log In to Adobe Sign

Upon selecting the “Got it” button, a log-in pane on the right hand side of Microsoft Word will appear with 2 options “Get Started” and “Get Free Trial”. Select “Get Started”

A pop-up window will appear asking the User to log into Adobe Sign with the Username and Password that they provided when creating their Adobe Account. Enter the appropriate log-in information and select: Sign In

Once signed in a User will need to designate that the Adobe Add-in has permission to make modifications to Microsoft Word documents.

Step 4: Insert Adobe Sign Text Tags

Adobe Sign Text tags are formatted in such a way as to allow the insertion of special fields such as: Check Boxes, Initials, Signature, Dates, and Forms. A listing of Adobe Sign Text tags can be found at: https://helpx.adobe.com/sign/help/adobesign_text_tag_guide.html. Please see below for a sample of several tags:

Step 5: Process an Adobe Sign document

Once the document has been setup with the appropriate Text tags, the next step is to designate the appropriate recipient and to add the desired document to the “Add File” section.

Once the File and Recipient have been chosen, select the “Continue” button. A preview for the document that will be E-mailed will be presented with the pre-set Text fields, along with the ability to add more that are not already in the document.

Once the “Send” button has been selected, the following screen will appear back in Microsoft word, along with the appropriate E-mail having been sent.

Step 6:  Send and Receive Adobe Sign E-mails

Be aware that regardless of what user is creating the Adobe Sign document, the E-mail account that will register as the Sender when creating Adobe Sign documents will be the one who has logged in to the Add-in – Adobe Sign. The received E-mail will appear as such with a link that a client can use to view the document.  

Upon selecting the Hyperlink to review and sign the Adobe document, your client’s Internet browser will display the document for signature. The document will have a yellow box with the word: Start – Indicating the first field that can be populated by the client. All fill-in fields will be surrounded by a beige box which will indicate that they have the ability to be populated in some shape or form (enter a date, sign here, etc.).

Once the client has filled out all applicable Adobe Sign fields they will be prompted at the bottom of the webpage to agree to the terms of service, at which point they can Click to Sign, and send an email to you with the signed document.