Within this guide, you will find the recommended first steps for getting your Adobe Sign user account configured and ready to send transactions. Your specific user may have fewer options based on service level or admin configuration.
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.
The profile page shows the specific values that Adobe Sign will use when personalizing any of your transactions. Of particular interest are:
If you need to adjust any of the content, click the Edit Profile button, make the required changes, and then Save your edits.
The Group Names property indicates which groups in Adobe Sign your user belongs to. All users have at least one value listed. Accounts that have Users in Multiple Groups (UMG) enabled have the opportunity to see multiple groups listed.
Adobe Sign allows for three signature styles, depending on your personal or business requirements:
Create your unique signature by navigating to Personal Preferences > My Signature
Click the Create button to open the signature panel and select the method to create your signature:
Click Apply when you have created an adequate signature.
For power users who really want to stay in touch with their transactions, you can use agreement milestones to trigger an email to your inbox, or an alert that can be delivered in a report.
To configure your event/alert notifications, navigate to Personal Preferences > My Notifications
Notifications are split into two categories. The interfaces are the same:
Some quick definitions:
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:
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.
The business and enterprise service levels allow users to create a personal footer, like a signature file in e-mail.
If the option is enabled by your account admin, you can set it by navigating to: Personal Preferences > My Email Footer
This footer is placed near the bottom of your transaction e-mails, but above any account level footers:
There are two default language options to set: