Re: Adobe Acrobat Pro Dc Signature
Dalmacio Reese
Adobe Acrobat Sign is the approved e-signature solution at Cal State East Bay (CSUEB). It allows faculty and staff to easily send, sign, track, and manage signature processes using a browser or mobile device.
Explanation: Adobe Sign allows account sharing, however, it is "view only" and you will not be able to act directly on behalf of the user whose account you are viewing. This is helpful when you are managing a transition or separation from a staff member in your area.
Step 4: You will see a split window with "My Account Shared" and "Shared with Me". To share your account, choose "My Account Shared With". To request to view someone else's account, click the "Shared with Me" window.
To view the shared account, refresh your browser tab, Go to the profile icon again, and select "Switch Account". Remember it is a "View only" account - no signatures or approvals can be made through the shared account.
Solution: You may check the Adobe Document Cloud System Status to see if there is a mass outage. If not, you can try a different web browser. You can also check your WiFi connection. If the issue persists, open a Service Desk ticket and include a screenshot of the issue.
Issue: Receive "Agreement Already Modified - The agreement is already modified, Please reload the page to perform any changes on this agreement" message when attempting to use a workflow.
Solution: First, go to www.adobe.com and login with your university email address. Go to your Profile and ensure your name and email address are correct. If the issue persists, submit a Service Desk ticket as the solution may vary. Include a screenshot to help us troubleshoot.
Explanation: This message usually appears when the Department Name has too many characters (too long). The reason is that the Dept Name ends up being part of the file name. If the file name exceeds 80 characters, it errors out. The file name is made up of the last name, netID, EMPLID, form name and department name.
Solution: Shorten the Department Name (use acronyms) to avoid the error message. If the issue persists, open a Service Desk ticket and include a screenshot of the issue.
Solution: Delete all characters in the field and copy/paste the email address or type it in again, ensuring you do not press the spacebar key so that there are no blank spaces in the field.
Solution: When signing into Adobe, please select "Continue with Google" and login with your @csueastbay.edu email account. If the issue persists, open a Service Desk ticket and include a screenshot of the issue.
Issue: Adobe Sign displays a "You are currently signed in as [email 1]. This agreeement was sent to [email 2] for signature. Do you want to view this agreement as [email 1]?" message when asked to sign documents in your account.
Explanation: This is a technical error that occurs when you are authenticated into two different email accounts that you manage and Adobe Sign doesn't know which one you want to use to act on the agreement.
Solution: Go to the Manage menu > Templates > Find the template that is associated with your workflow and click "Edit Template". Adobe Sign offers a variety of participants (Prefill, Signer, Anyone, Participant 1, etc.). A common source of confusion is that the "Prefill" participant is the same as Participant 1.
Issue 1: I created a workflow and need to update the routing. However, I am unable to "edit" the Workflow. If you are able to update the workflow, go to the instructions in Issue 2, below.
Explanation 1: Adobe Sign restricts Workflow editing when the Workflow has been shared with "Any user in my organization". If the Workflow is shared only with your Group, go to Solution 2, below.
Solution 1: Submit a Service Desk ticket with the exact title of the Workflow you want to make changes to, and the changes you'd like to make. Be very specific as to which field you want to update and the exact text or email address. Alternatively, the Account Admin can un-share the Workflow with all users after which you will be able to update the approval routing and make other changes. Let the Account Admin know when the changes are complete and they can publish the Workflow to all users again.
Solution 2: Go to Workflows > Custom Workflows > Search for the Workflow Name > Open the Workflow > scroll down to the CC field OR to "Recipients" section OR wherever you need to make the change > Make your edits > Select "Update" and close the workflow.
Issue: I created a workflow and when I attach the template I get an error message: "This document template has inconsistent access scope for this workflow. Please click edit scope to adjust the document scope to an appropriate level."
Solution: Save your Workflow without attaching the template. Go to the Manage menu and find the template. Click Edit template to update the sharing settings. If you are sharing to a Group, update permissions to "Any user in my group." If you would like to share with all, update permissions to "Any user in my organization". After saving the changes, go back to the workfow and attempt to attach the template once more. To share the workflow to all, submit a service desk ticket.
Go to to sign in to Adobe Sign. View the Adobe Acrobat Sign Log In guide for step by step instructions about logging in. You can also log in to the myNorthridge Portal and select the Sign My Documents link from the Technology pagelet.
Note: If you are a sender who is simultaneously accessing a demo and production Adobe Sign account, you must use a separate browsers to log in. You can also use a private browser for logging in. If you experience issues signing in to Adobe Sign, clear the browser cache and try again.
An access request form is only needed if you need to be a Group Administrator or need to be added to a specific group. Be sure to provide your name, employee ID, email address, extension, effective date and department name to your business owner. 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.
For business owners, view the instructions to initiate the Adobe Access Request form to learn how to initiate the request form.
Adobe Acrobat Sign accounts are used to send forms for signature reflecting what account the form is from. When a department/business process account needs a separate account within their department or for a specific business process, an account can be requested. 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. 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. A generic email account is added to the business process account and access is granted to users.
To request a group account, please log in to Adobe Acrobat Sign. Access the workflow titled: Adobe Sign Department or Business Account Request. The workflow will guide you through filling out the request.
For any questions, please email adob...@csun.edu.
A supervisor can use the Adobe Acrobat Sign Removal Request form to request the removal of an employee from their Adobe Sign group. Access the form through the Use a Workflow dropdown menu.
Department, college or division forms that are typically printed and signed should go through Adobe Acrobat Sign. Paper-based forms that are typically sent by mail, email or campus mail that require a wet signature should transition to Adobe Acrobat Sign.
*Note: Forms or documents containing Confidential Level 1 data should not be sent through Adobe Acrobat Sign.
Workflows can tailor the signing process to fit your specific needs. Administrators can design, manage and share workflows with senders. Using workflows, an admin can set up specific signers that always remain on an agreement and also those signers that may change from time to time. Workflows can be shared from group to group.
Electronic and digital signatures provide two ways to sign a PDF document outside of Adobe Acrobat Sign. The following guide provides instructions to use either method of signing. Using an Electronic or Digital Signature to sign a PDF
View our three part Adopting Acrobat Adobe Sign (formerly known as: Adobe Sign) training series. Start with the Introduction, Template Creation and finish with Workflow Designer. if you have questions email adob...@csun.edu.
Creating accessible PDFs is a critical step in making documents ready to use with assistive technology. PDF modifications such as set up, logical reading order, title, bookmarks, color contrast, images, forms, tables, lists and headings are all basic requirements for creating accessible PDFs. For additional support, contact the Universal Design Center.
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