Adobe Sign FAQs

• The best method for accessing the Adobe Sign application is to use the CSUMB Dashboard link.
• Read Knowledge Base article Signing into Adobe Sign

3.  Learn more about how to use Adobe Sign:

• Adobe Sign Resources (Training and information provided by CSU Bakersfield)
  • Adobe Sign Form Basics
  • Adobe Sign Advanced Forms
  • Adobe Sign Information Session

• Adobe Sign on-line training
  • Additional Adobe Sign Tutorials
  • Live User weekly trainings
  • Adobe Sign YouTube Videos

• Adobe Sign live training series recordings - CSU, Northridge (Start with the Introduction and finish with Template Creation)
  • Adopting Adobe Sign: Introduction (60 min)
  • Adopting Adobe Sign: Template Creation (90 min)

• Accessible PDF Preparation - Creating accessible PDFs is a critical step in making documents ready to use with assistive technology. PDF modifications such as set up, logical reading order, title, bookmarks, color contrast, images, forms, tables, lists and headings are all basic requirements for creating accessible PDFs. 
  • Creating Accessible PDFs
  • Creating Accessible Document Forms
  • PDF Conversion in Microsoft Word Cheatsheet (.pdf)
  • Adobe Sign Text Tag Guide

• Adobe Sign uses a specific echosign@echosign.com domain for their emails. This cannot be changed.

• CSUMB is going as paper-free as possible, but there is the ability to print the documents in Adobe Sign.

• All CSUMB faculty and staff are signers and senders in Adobe Sign.

• Department, college or division forms that are typically printed and signed should go through Adobe Sign. Paper-based forms that are typically sent by mail, email or campus mail that require a wet signature should transition to Adobe Sign.
• *NOTE: Forms or documents containing Confidential Level 1 data should not be sent through Adobe Sign. 

• Yes! Adobe Sign works from all major mobile devices and tablets.

• Yes. Digital signatures are a subset of the larger category called “electronic signatures.” Where typical electronic signatures can use a variety of methods for authenticating signers, digital signatures use certificates. Adobe Sign is an electronic signature tool that uses CSUMB authentication to verify identity.

• Users who have the sender role can sign and send a document(s) for one or more signatures.

• Workflows can tailor the signing process to fit your specific needs. Administrators can design, manage and share workflows with senders. Using workflows, an administrator can set up specific signers that always remain on an agreement and also those signers that may change from time to time. Workflows can be shared from group to group.

14. Can I use a generic email address as a recipient?

• Yes. Simply enter the generic email address for a given recipient. The "Authenication" option for this recipient will be "EMAIL" and not "Adobe Sign", which means some tracking info will not be available with this option.

15. Can I change any part of a signed document request after I hit Send?

• No. For tracking purposes, you would either need to have all recipients complete the signing or start all over again.

16. Can I start by sending the email to some people for signature and then finish in Adobe Sign?

• The best practice is to complete the entire process using Adobe Sign.

17. How to create a Web page direct link (deep link) to an Adobe Sign library document.

• Direct linking from a web page referenced Adobe Sign signature document can be performed using the following steps:
  • First, always link to the document's associated workflow and not it’s template.
  • Log into Adobe Sign and copy the URL from the Send page where you are brought to after you initiate the workflow from your library (not the URL from the Workflow Designer page tool in the Account settings area).
  • Finally, using a direct link (deep link) requires that you remove the “agreementId” portion of the URL. This is the highlighted portion in the example URL below.

Example: Full URL link

https://secure.na1.echosign.com/account/customComposeJs?agreementId=CBJCHBCAABAAs_Ehxa58_r1iO2CbHGluimzEwyoyt-q1&workflowid=CBJCHBCAABAAsXiEqTRPHsNmbzKdojTpNWiE9neoML-Z

Stripped back link - use this link for the web page direct document link:

https://secure.na1.echosign.com/account/customComposeJs?workflowid=CBJCHBCAABAAsXiEqTRPHsNmbzKdojTpNWiE9neoML-Z

• Remember if you plan to use Direct Linking then you will need to make sure that the workflow is shared for all groups or that the users you want accessing it are in the correct group that the workflow is being shared to!

18. How to save an Adobe PDF form using the Print to PDF function.

1. In the Adobe Acrobat DC application or web browser, open the desired Adobe PDF form.
2. Choose “File” > “Print”.
3. Choose “Microsoft Print to PDF” from the list of printers in the print dialog box.
4. Click "Print" to use the Microsoft PDF printer.
5. Click “OK” and enter a new file name for your PDF. Save to your desired location.

19. How do I download my documents from Adobe Sign? 

• Download instructions are available at his link: https://helpx.adobe.com/sign/kb/how-to-download-signed-documents---adobe-sign.html

20. Where can I find more Adobe Sign information? 

• More information can be found on the Adobe Sign Learn & Support site: https://helpx.adobe.com/support/sign.html