In today`s fast-paced world, businesses need to be able to efficiently and quickly secure agreements with their clients, partners, and vendors. A popular solution for this is Adobe Sign, a tool that allows users to create and sign documents electronically. In this article, we will explore the steps to create an agreement using Adobe Sign.
Step 1: Log in to Adobe Sign
To use Adobe Sign, you need to have an account. Log in to your Adobe Sign account and go to the dashboard.
Step 2: Start a new Agreement
Click on the „New Agreement“ button to start a new document. You`ll be asked to choose the type of document you want to create. You can either upload an existing document or create a new one using one of Adobe`s templates.
Step 3: Choose Recipients
Once you have selected the type of document you want to create, you need to choose the recipients. You can add one or more recipients, and for each recipient, you can select the type of role they will have in the agreement. You can choose from signer, approver, or form-filler.
Step 4: Add Document Fields
Next, you`ll need to add fields to the document. Fields are where the recipients will enter their information. You can add fields for signatures, initials, checkboxes, and more. Adobe Sign makes it easy to add fields by dragging and dropping them onto the document.
Step 5: Set Up Routing
Routing is the order in which the different roles in the agreement will sign or approve the document. You can set up the routing by using the drag-and-drop interface. This is where you will specify who signs first, who approves next, and so on.
Step 6: Customize Agreement Settings
Customize the agreement settings by setting the expiration date, setting reminders, and adding security options.
Step 7: Send the Agreement
You`re now ready to send the agreement. Click „Send“ to send the agreement to the recipients. The recipients will receive an email with a link to the document. They can then sign or approve the document electronically.
Creating an agreement using Adobe Sign is a quick and easy process. By following these seven steps, you can create an agreement in just a few minutes. Adobe Sign is a powerful tool that can save businesses a lot of time and money. With Adobe Sign, you can create agreements with ease, helping to streamline your business operations.