This guide will show how to sign documents using Adobe Sign for Letters and Documents.

Contents

• Introduction
• Using a template for electronic signature with Adobe Sign
• Document Process
• Document Storage

Introduction

Letters can be generated from HR and then sent for workflow signature using Adobe Sign. The signed documents are then stored in and can be accessed from the employee documents.

Using a template for electronic signature with Adobe Sign

• The document template is created in the same manner as any normal HR letter template or can be a template that exists already
• As part of the process of letter generation to an individual or to a group of individuals the following screen will be presented:

• Sender Signature not Required – The user that is sending the letter does not need to sign
• Sender Signs First – The user will be the first recipient to receive the letter to sign
• Sender Signs Last – The user will be the last recipient to receive the letter to sign once the recipient has signed and their managers have approved as required
• Sequential – The letter follows the workflow in order, sending to the next recipient only once the current recipient has completed their action
• Parallel – The letter is sent to all recipients at the same time and does not regard any order of recipients and/or approvers

• Electronic Signature – The letter is to be signed digitally
• Written Signature – The letter is to be signed by hand

• Sender Approval – Approval is required from the user who sent the letter
• Manager Approval – The letter will go to the employee and then to the manager
• No Approval – No approval is required

Document Process

• The letter will be uploaded to Adobe Sign to be processed and distributed to the selected recipients’ email addresses
• Only the user sending the letters will require an email address valid for the Adobe Sign account
• Depending on the email settings that have been configured in Adobe Sign, the user will be notified when an interaction has taken place on the letter workflow
• Letters and their progress can be monitored and tracked by logging into Adobe Sign

Document Storage

• A copy of the document, once created and sent for signature, will be put into the employee Personal Documents and stored in the document category as determined by the letter template in the Letter Store
• This document will be replaced with the signed version once the process is complete

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