Description
In this course, participants learn the advanced functions of the Adobe Sign platform. Participants will leave with proficiency in setting up an Adobe document for signatures, delegation techniques, creating a report, and creating custom workflows.
Details
Length
5 hours
PDU
5
Delivery Method
In Person | Live Virtual
Materials
- Access to the Solarity LMS including the recording for the training
- Other resources as provided by the trainer
Objectives
- Send a document in bulk;
- Modify a transaction in flight;
- Cancel a transaction;
- Add form fields to documents;
- Delegate someone else to sign;
- Sign a document using a digital signature;
- Collect a payment;
- Signing with a stamp;
- Create a web form;
- Create a report;
- Learn about global settings;
- Set up shared events and alerts;
- Use external archiving; and
- Create custom signing workflows.