Sharepoint Users Guide

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The last icon to the far right of the Agreement Status page is the Delete icon. This action will delete the Agreement record in SharePoint, but does not cancel or delete the Agreement in Adobe Sign. This action should be used with caution as it cannot be reversed. Note: If the Agreement is completed Signed or Approved , the name of the Agreement will be link enabled, and will show the completed document when clicked. Depending on how your SharePoint Admin has configured the Adobe Sign package, signed documents will be pushed back into either:. The Manage Agreements icon opens a different and more enabled view of the Agreements related to your user.

Where the Agreement Status page shows a simple view of all Agreements with the option to update their status, the Manage Agreements view offers a deeper view into the Agreements, and additional options to modify the Agreement properties. The Manage page has a lot of embedded features to explore. For simplicity it can be broken up into four functional areas:.

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Along the top of the page we have four tools to help find specific agreements by filtering the lists below. The drop-down lists are dynamically populated from the loaded agreements in the lists. They are:. The text field on the far right allows you to search for any string that would be a recipient name, a company name, a recipient email, or the name of the document.

The main body of the page contains the lists of agreements that you are connected to.

Every agreement that involves you meaning the email address you log in to Adobe Sign with will be reflected somewhere on the list. The list is divided into collapsible sections indicating the status of the agreement. Starting from the top:. The headers along the top of the lists will sort the contents of each section by single clicking them. Clicking them again will reverse the sort order. When any agreement is selected from the lists, the metadata for that agreement is displayed in this small panel.

The included data is:. This is useful if you have sent the agreement to the wrong email, or the current signer is unavailable. This is useful for the odd occasion when someone prints the document, signs it, and then mails it back to you. The Agreement Tools panel will allow you to access a few controls to better manage or understand your agreements. Below is a quick reference for the most common tasks you may need to use, followed by a high-level survey of the manage page itself and the feature landmarks.

The Library Templates icon on the Adobe Sign ribbon will allow you to send a SharePoint document to the Adobe Sign Authoring environment where you can place form fields, and then save the field enabled form in your Adobe Sign library. Note: The original document in SharePoint will not be changed.

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Note: When creating a template through the Authoring environment, you can only build the document for up to two recipients. If you require more, then the document will have to be built with Acrobat or using Text Tags. Once the template is complete, click the Save button in the lower-right corner. Adobe Sign User Guide. Select an article: Select an article:. Applies to: Adobe Sign. The solution is developed as a farm solution for Microsoft SharePoint and provides: Ability to add the Adobe Sign Manage page as a SharePoint web part, which can be used by SharePoint users for tracking and updating Agreements Send any document from a SharePoint document library for signature Ability to send documents to a single recipient or sending to a batch of recipients using SharePoint lists and mapping data from SharePoint lists into documents when the documents get sent for signature Archival of all signed agreements within SharePoint.

For Users that are updating from a previous version. Accessing the Adobe Sign Features. Clicking the Adobe Sign tab exposes the ribbon with all of the available Adobe Sign features. The ribbon consists of five icons: Send for Signature Agreement Status Library Template Manage Agreements Settings Of these, the first four are the actions you might use on a regular basis for creating and sending agreements.

Define your Personal Settings. Providing a unique and meaningful agreement name will help your recipients identify your email more readily, and can improve your ability to search for the agreement if needed The Agreement Message is a plain text field where you can enter any instructions or comments that are warranted highlighted in green below. Custom Lists Document Templates. The default behavior is to allow the sender to select a document from within SharePoint.

Sending an Agreement. Starting the Agreement. Sending Agreements and getting signatures is what Adobe Sign is all about, and in the SharePoint environment there are three methods to begin that process: Sending from the Ribbon Sending via Right-click Sending from Lists All three of these options open the configuration page that allows you to define the Recipients, and the signature order if more than one signature is needed. Sending from the Ribbon.

Sending from the ribbon is the method to use if you need to attach multiple SharePoint documents: Select the document s to be sent by clicking the check to the left of the document name Click the tab in the ribbon at the top of the page All of the selected documents are attached automatically Click the Send for Signature icon. Send via Right-click. Sending by right click lets you quickly send any document in a list of documents, but only attaches that one file to the Agreement: Right Click the document you want to send for signature Select the ellipsis … to open the context menu Select Send for Signature from the menu.

Send from Lists. There are two important differences: No documents are automatically attached. Based on your personal settings , you have to either: Explicitly add a file from SharePoint Attach the files on the Agreement page The returned signed copy and possibly Audit Trail PDF will be attached to the list instead of being delivered to a new folder. Configure the Agreement. Once a new Agreement is open, you will see the configuration page which can be viewed in four task-specific sections: A.


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Recipients — The people signing or approving the Agreement B. Message Details — The name and global message for the Agreement C. Options — Optional features related to the Agreement D. Recipients Section. Create a group for the HR team, but only one person from HR actually signs. Each recipient is created with five elements:. Signature Step — Defines when in the process the recipient gains access to the Agreement when Completed in Order is enabled B. They will delegate the ability to sign or approve to another party C.

This should be a personal email address D. Hybrid Workflows. For example, in the above image we have a three-step signature cycle: Step 1 is fclarke gmail. Recipient Groups.


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For example, in the above image you can see a three-step signature cycle: Step 1 JohnDoe is a signer and will be notified that their signature is required as soon as the agreement is sent. Once any one of the identified recipients applies their approval, the agreement will progress to the third step Step 3 is an individual signer. Message Section. If your account is configured to use Message Templates, the link to access the templates is displayed at the top right of the message section.

Options Section. The Options section allows you to better control the document after it has been sent: Password Protect - Require recipients to enter a password to open and view the signed PDF file.

This password is defined by the sender and would be communicated out of band. Completion Deadline - Set the number of days after which the agreement expires and can no longer be completed. Completion Deadline is only visible if enabled by your admin Set Reminder - Set the frequency of reminders to be sent until the agreement is completed.

Only the current recipients will be notified Recipients' Language - Select the language to be used in emails sent to recipients and during the signing experience. Files Section. Tracking your Agreements. Agreement Status. The default listing order is by sending date, with the most recent at the top of the list:.

Searching Agreement Status by Document or List. Refreshing the Agreement Status. Deleting the Agreement Record. Signed Documents. All completed Agreements sent from the same library will have the completed PDFs returned to the same Signed Agreements folder Attached to the List item — If you sent an agreement from a list item, the attachments will be contained in the list. Managing Agreements. Manage page structure. For simplicity it can be broken up into four functional areas: A. In Office , you can create a site from the SharePoint start page.

If you're in SharePoint Server, you can create a team or a number of other types of sites.

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You can use the sites as a secure place to store, organize, share, and access information from any device. Get the SharePoint mobile app to stay connected from your mobile devices. Upload files to your SharePoint document library, so you can access them from anywhere. In SharePoint Online, click Upload on the command bar. If you use Microsoft Edge, you can upload either files or folders. In SharePoint Server , click New document and browse for a file. Depending on how SharePoint is configured, you may have to click Upload existing file first.