Forms that need to be sent to many recipients and would benefit from having data autofilled from an Excel spreadsheet, but have a simple workflow of to the recipient and back to the form owner.Forms that need to be available to the campus community ad-hoc, and have a standard workflow that depends upon the employee or department initiating the form.Forms that need to be available to the campus community via a link and just need to be completed and returned to the form owner, with no additional workflow.(Any method of sending, with a Delegator Recipient Role) Forms that must be reviewed by someone before determining who is the appropriate recipient based upon what is entered on the form.Any form that is used over and over (Create an Adobe Acrobat Sign template).Any campus to vendor paperwork that can be signed electronically.If this happens, click on the fields you do not need and delete. Any campus paperwork that can be signed electronically, by any number of recipients. At the screen stating: Select a file or scan a document to begin Adobe should already.Access the workflow titled: Adobe Sign Department or Business Account Request. The workflow will guide you through filling out the request.įor any questions, please email do I remove sender access for my employee? To request a group account, please log in to Adobe Acrobat Sign. Adobe Acrobat Sign allows for several different methods of how you would like your signature to appear when it is applied to a document. The form requires user information (the individual requesting the account), the name of the desired account, the user(s) for the account and if necessary, the Box integration URL. A generic email account is added to the business process account and access is granted to users. An example of a business process account is an account created for ongoing process that includes agreements, templates, workflows and a Box repository for the completed agreements, if needed. For example, the main Information Technology department account needs a separate Human Resources related group to process HR related IT forms, agreements, and workflows so an Information Technology - HR* account is created. When a department/business process account needs a separate account within their department or for a specific business process, an account can be requested. Requesting a Department or Business Process AccountĪdobe Acrobat Sign accounts are used to send forms for signature reflecting what account the form is from. Also indicate that you are requesting to become a Group Administrator (which gives you workflow access) or need to be put in a specific Adobe Acrobat Sign group.įor business owners, view the instructions to initiate the Adobe Access Request form to learn how to initiate the request form. Be sure to provide your name, employee ID, email address, extension, effective date and department name to your business owner. All CSUN faculty and staff are signers and senders in Adobe Acrobat Sign.Īn access request form is only needed if you need to be a Group Administrator or need to be added to a specific group.
0 Comments
Leave a Reply. |
Details
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |