Utilizing a Pre-Existing Workflow in Adobe Sign

Step

Action

Screenshot

1

Login to Adobe Sign:

https://www.adobe.com/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

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.