Electronic Signature Tutorial | Sign PDFs Online With Abobe Sign (Adobe Acrobat Tutorial)

adobe sign is a leading e-signature software that allows you to simply and securely collect signatures online essentially as the world goes digital and remote work becomes the new norm it's important to shift in-person activities like signing documents to an online activity and this is where tools like adobe sign will become a necessity hey guys stuart here welcome along to this channel today i'm excited to share how to use adobe sign to simply capture electronic signatures online okay so before we launch into this video consider subscribing if you haven't done so already or if you're new to this channel and that way you'll stay updated with actionable videos and tutorials designed to equip you with the skills knowledge and tools to help your small business thrive online and with that quick note out the way let's go ahead and dive into this electronic signature tutorial [Music] okay so here we are on the adobe sign landing page now to arrive here all you need to do is head over to adobe dot com forward slash sign and that's going to take you here now depending on what country you're in the interface might look slightly different then just simply navigate over to start free trial then simply navigate down the page and choose the plan that works for you and for the purpose of today's tutorial what we're going to do is focus on e-signature capabilities we're going to get started with the acrobat pro dc with e-sign now you also have the option to get started with acrobat pro dc with advanced e-sign which allows you to collect payments and other features so if you're wanting to collect e-signatures and collect payments then this is the option for you however in this tutorial we're just going to get started with this version of adobe sign so navigate over to free trial and what you want to do here is sign up for a seven day free trial now if you cancel before the end of your seven days you will get a full refund so take your time to sign up and we'll meet you inside the adobe acrobat pro dc and here we are inside adobe acrobat now before we dive into how you can make the most of electronic signatures within adobe acrobat what we want to do is first navigate throughout adobe acrobat so you understand all the different features and elements so if we navigate up to home next to home you can see documents if we click on documents this takes us to all our documents that we have uploaded to adobe acrobat next to documents we have signed this is where we can go ahead and request signatures so send a document to others for signing we can create a template so a reusable document that you can send to others for signing this is great if you have a document template that you often send to clients and when you create a template this speeds up time rather than creating a new document for signing every time then we have fill and sign complete a form and add your signature and add a signature sign a document yourself now if we click on sign that's going to take us to those four options and we're going to talk briefly about each of these shortly then next to sign we have convert this is where you can convert documents for example you can convert pdf to word pdf2ppt pdf2xl pdf2jpeg and others over here so if you want to convert different documents into different formats you can go ahead and do that here then next to convert we have edit and this is basically where you can edit your pdf documents for example you can edit text and images add comments and add text and then you have other editing options here so basically adobe acrobat is an all-in-one place that you can not only just sign online documents with e-signatures but you can also convert and edit documents then next to edit we have share this is where you can share your files and you can also secure pdfs online then we have all tools which we're not going to talk too much about in this tutorial because the focus is on electronic signatures now what we want to do before we dive into these four e-signature options is we want to upload a document so navigate over to documents and for the purpose of this tutorial we're just going to upload one document that we're going to reuse in each of the different elements that we're going to walk you through so navigate up to upload a file then simply locate and upload the documents that you want to send to your clients to sign online or the documents that you want to sign or edit then simply come down and click open your documents will take a moment to load and you can simply find all your documents within your documents then what we want to do is navigate over to sign and then come down and first what we want to do is show you how to request signatures from your clients simply navigate over here and click then come down and add the email recipients of the individuals that need to sign this document and you can also come down and add additional emails if this document needs multiple signatures from multiple individuals you can also choose to complete an order or complete in any order you can also navigate over here and add yourself next to email we can click here and down here we have email selected this basically means that the recipients will receive this document the link to this document in their email now you can also choose to add a password for an extra layer of security then simply navigate over to message and add the agreement name then once you've added your agreement or document name then come down and customize the description or you can leave it as it is then under files what we want to do is add a file by simply clicking add files and here we can choose files from our computer we can also navigate over to templates and select a template that we've made or we can come down and we can select document cloud remember we've already uploaded a document to adobe acrobat so what we're going to do is select consulting agreement and then come down and click attach and then you also have the option to add a password and set a reminder now once you've added all this information navigate over to next now on your document all you need to do is locate the area that you need your recipient to sign so if i scroll down to the bottom you can see client over here first name last name and title now let's say i wanted the client to sign here all i do is click and then i can drag this box larger if i like and then i can select set signature field and this is where the recipient needs to sign i can also click add a text field or i can navigate over to these three dots and click here and i can set as signer's name field i can set as signature date field and then i can also set as signer's email field and as a checklist i can also delete the field if i like however all i need for this document is a signature now if i navigate up to first name what i can do is click here and this is where the client needs to add their first name i could also navigate over to field types and click set as signer's name field and that's going to add full name in there i can also navigate over to last name and i can select text and i can also do the same over here and select text and now the recipient of this email can add their first name they can sign here they can add their last name and add their title over here now you can also navigate over to advanced editing off and you can turn that on and if we scroll back down to the bottom of this document you have more options over here for example under signature fields we can add signature initials signature block or stamp under sign it info fields we can click here and we have title company name email date for example rather than just using this as a text i can delete this field and then navigate over to title and drag this element over here we also have data fields and you have options over here and then transaction fields so this is more advanced if you want a more dynamic document for your recipient to be able to edit then when you're happy with your document navigate down to send now you can also save this as a template so what i'm going to do is click save as template and then click send and as you can see consulting agreement was successfully sent for signature so i'm going to quickly show you what this looks like from the recipient's end and within your recipient's email they'll receive an email like this where they can review and sign i'm going to go ahead and click review and sign then as a recipient what i would do is read through this or i can come down and click next and that's going to take me to the form fields that i need to fill out so for example with this signature what i can do is click here and i can choose to type my signature in i can draw the signature i can upload an image or i can create my signature on mobile device simply come down add your phone number and then click send so what i'm going to do is click draw signature and i'm going to simply add my signature in here you also want to come down and add your name then click apply and down here you can see that my email signature has been added and i have my name and then the date of the signature you can see that my name has automatically been generated in the first name box based on the form field that i added i can navigate over here and add my last name and then enter title and up here you can see that all the required form fields have been completed now as the recipient what i would do is come down and click to sign and just like that the consulting agreement has been signed by all parties in this case there was just one individual that needed to add their signature and fill out the information required the recipient can go ahead and download a copy if they like now what i'm going to do is actually log back into adobe sign adobe acrobat and break down a few more features before we finish up now back in our adobe acrobat dashboard under home you can see that in progress is zero and waiting for you is zero so you have no documents to sign and in progress these are the documents you've sent to your recipients to sign and down here under recent you can see that this agreement consulting agreement has already been signed and it's as simple as that to add signatures now if we navigate back up to sign and click here we can come down and fill and sign so complete a form and add your signature now if i click here and navigate over to documents and select our consulting agreement and then come down and click continue and this is where we can upload documents and then add our signature or other information so for example if i scroll down what i could do is navigate over here and type in my information so i'm going to add my first name then i have some formatting options up here i can navigate over to last name and add my last name and then title and then leave that as it is now other options include if i click here and click these three dots i can add an x i can add a tick i can add this dot if i like i can add a circle and in each of these you can format the way that you like and i can also draw or sign my signature if i like so the options are endless now if i close out of this and navigate over to sign we also have the option to sign a document yourself and then create a template now these are very straightforward we've showed you the process of actually adding form fields and signing pdf documents adding form fields making edits and also adding your email signature you can do the same over here by signing a document yourself and then you can create your own template for example with the consultancy agreement document that we've used in today's tutorial we could turn that into a template by simply adding first name last name and title and then saving that as a template like we showed you when we requested a signature we selected add as template however i can go ahead and just simply upload documents and do the same through this feature and just like that guys you can use adobe acrobat adobe sign to edit online documents request e-signatures and customize any online document the way that you like i hope this gave you a brief overview of how to make the most of adobe acrobat adobe sign and there we have it guys for this adobe sign tutorial for beginners now if you have any questions about this electronic signature tutorial make sure to pop them down below and with that said thank you so much for watching this video all the way through to the end if you got value make sure you leave a like and subscribe to this channel and that way i'll see you next time take care guys [Music] you

Channel: Stewart Gauld

Views: 45,983

Keywords: adobe acrobat, digital signature, electronic signature, Electronic Signature tutorial, how to use Electronic Signature, adobe sign, adobe sign tutorial, how to use adobe sign, how to use adobe acrobat, sign signature on iphone, how to sign electronic signature, how to sign a pdf document, how to edit a pdf, stewart gauld

Id: W8z4CL6suhs

Length: 14min 29sec (869 seconds)

Published: Fri Oct 15 2021