Preparing a Form in Adobe Sign

Steps to Preparing and Sending a Form

Take the following steps or watch the video below to start a form (called an "agreement") in Adobe Sign:

To send an existing Adobe Sign form: 

1. Login to Adobe Sign
2. From your home page in Adobe Sign, click the "Start From Library" button.
3. In the left-hand column, click "Workflows" and select a form workflow to start. 
4. Enter the email addresses of the form signer/recipients in the "Recipients" section. The workflow will route to the recipients in the order specified in the workflow. 
5. Customize the "Message" text if desired. The message text will be sent via email to each recipient. 
6. You have the option to "Set Reminder" if you want the recipients to be reminded to complete the form. If desired, check the "Set Reminder" and choose the reminder interval from the dropdown. 
7. Click the "Send" button to send the form.
   • The recipients of the form will receive an email notification. 
   • If you are the person who will initially be filling out the form (the Sender), you will immediately have the chance to start filling out the form once you’ve clicked “Send.” 
   • Follow the process below for “Signing a Form in Adobe Sign” to complete the necessary fields.

Accessing a form in Adobe Sign through a direct link on the CSUCI website?

View the specific instructions on how to prepare and send a form from a link.

Need more help with preparing or sending a form?

Submit a service request for help with Adobe Sign