WORK ANYWHERE WITH ADOBE DOCUMENT CLOUD | Set up a workow in Adobe Sign
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WORK ANYWHERE WITH ADOBE DOCUMENT CLOUD
Set up a workow in Adobe Sign
Oen you have forms with multiple signatures and need routing logic, or even
calculations. Let’s see how to use Adobe Sign’s Workow Designer tool to help
streamline the process.
Requirements:
1. An Adobe Sign account
Please note: If you do not have an account already, please contact your Adobe team or IT administrator.
2.A PDF form to post
This example will show the process using HomeCare
Requisition Form, which you can find attached to this
document for your own use.
is guide covers:
PART 1
Create a document template with form fields, ready to send. Star
t >
PART 2
Set up a new workflow to route the agreement in pre-determined steps, then
put that workflow to use. Start >
PART 3
Track the progress of the workflow. Start >
Note: If your Adobe Sign account doesn’t show you the option to create a workflow, check
with your account administrator to verify that the feature has been enabled in Global
Settings.
WORK ANYWHERE WITH ADOBE DOCUMENT CLOUD | Set up a workow in Adobe Sign
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PART 
Create a library template
To set up a workow in Adobe Sign, you’ll need an existing library template to work
from. In this rst step, we’ll set up a template that you can access from your library at
any time, whether using it in a workow or just sending it out for signature.
1. In your web browser, navigate to https://documentcloud.adobe.com.
2. Sign in using your username and password credentials.
3. From the top menu bar, hover over Sign, then select Request Signatures. is will take you
to Adobe Sign.
4. From the Home screen, click on Create a reusable template.
WORK ANYWHERE WITH ADOBE DOCUMENT CLOUD | Set up a workow in Adobe Sign
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5. Set the Template Name to the desired name for the form.
Ex. HomeCare Requisition.
6. Drag and drop the form you want to use for your web form (in this example, HomeCare
Requisition Form.pdf ) from your File Explorer (Windows) or Finder (Mac) into the Files section.
7. In the options under Who can use this template, select Any user in my organization or Any
user in my group to make this form available for others to access.
8. Click on Preview & Add Form Fields to prepare the form le.
WORK ANYWHERE WITH ADOBE DOCUMENT CLOUD | Set up a workow in Adobe Sign
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9. e drag and drop authoring environment allows you to add llable form elds to your le.
Simply drag elds from the right rail onto your document in the desired spaces.
Or, let Adobe Sign suggest form elds for you: Adobe Sensei’s AI technology can detect form
eld candidates based on analyzing the content, aributes, and relative placement of aributes
on the form. In the authoring environment, look in the upper le to nd the blue alert that says
“Form elds were detected in this document. On each page, click this buon to place them.”
10. When the form setup is complete, click Save in the lower right.
WORK ANYWHERE WITH ADOBE DOCUMENT CLOUD | Set up a workow in Adobe Sign
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PART 
Create & use your workow
Now that you have created your reusable library template, you need to create a
workow to dene the routing of the document.
1. In the main Adobe Sign navigation bar, click on Account.
2. This will open your account preferences. From the left sidebar, click on Workflows.
3. This screen is where you will define your new workflow or access existing workflows.
Click on the icon to create a new workflow.
4. In the Workflow Name field, give your new workflow a unique name.
Ex. HomeCare Requisition
5. The Instructions for Sender let you specify what instructions you would like to be displayed to
the signer when they are completing the sending step. Enter any information you need to be
displayed when someone is using this workflow.
Similar to determining who can access your template (Step 1), you can define who can access
this workflow based on your agency’s groups. For more info about working with groups,
click here.
6. Now you will congure the agreement that will be used in this workow. In the le sidebar,
click on Agreement Info.
WORK ANYWHERE WITH ADOBE DOCUMENT CLOUD | Set up a workow in Adobe Sign
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7. Next to Agreement Name, click on the pencil icon to edit the name of the agreement that will
be sent out during this workflow.
Ex. Requisition name
8. In the Message field, you can specify the default message that will be sent in the emails to each
of the recipients.
9. If someone in your agency needs to be copied on the agreement, add their email address in the
CC field. You can use the Minimum and Maximum boxes to set the number of CC emails
required, or check the box marked Editable to allow the sender to edit the email address(es) in
the CC field each time the workflow is used.
10. When you have nished conguring the agreement, you will be ready to dene the routing
order for this workow. In other words, who needs to take what action, and when? In the le
sidebar, click Recipients.
11. Any workow starts with one required participant: the signer. We’ll start by conguring this
individual’s information, then add additional signers and steps. In the workow diagram, select
the Signer icon.
WORK ANYWHERE WITH ADOBE DOCUMENT CLOUD | Set up a workow in Adobe Sign
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12. Click the pencil icon next to Signer to change the name of this participant to something specic
to this agreement and workflow.
Ex. Certifying official
13. If the rst signer is the person initiating the workow, select the box labeled is is the sender.
Congure any other options for this individual: determine this recipient’s role, select whether
this participant is required, and choose any extra identity verication needed. If you have an
email address that you would like to have pre-dened for a given signer, enter it in the Email
eld. e email address you specify will be populated automatically in the workow.
14. When you’re done making changes, click OK.
15. Now you can add the next participant to the workow — the person who will receive the
document aer the rst signer has completed his or her step. Click on the Plus sign
under
your rst signer to add another recipient.
16. You can now go through the same process as you did for the rst signer: click the Signer you
want to edit, then change the details as needed. It’s recommended that you change the name
of the second recipient (ex. Requisitioner).
17. Click on the Plus sign to add another recipient aer the second recipient.
18. Click Signer to edit the third signer.
19. Click the pencil icon to change the name of the third recipient.
Ex. Approving official.
2
0. In the left sidebar, click on Documents.
WORK ANYWHERE WITH ADOBE DOCUMENT CLOUD | Set up a workow in Adobe Sign
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21. In the Document Title eld, enter your form name.
22. Click on the Add File buon.
23. From the list, select the template you created in a previous step.
24. Check the box marked Required.
25. In the top right corner, click the blue buon marked Activate.
26. Click OK.
Now you’re ready to use your workow to request signatures. Here are the steps for
beginning a new request using the workow you just created.
1. If you are not already logged in, log into your Adobe Sign account.
2. In the Home screen, click on Start from library.
WORK ANYWHERE WITH ADOBE DOCUMENT CLOUD | Set up a workow in Adobe Sign
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3. In the lehand menu, select Workows.
4. Select your Workow from the list.
5. Click Start.
6. Specify the email addresses where needed for each recipient.
7. Set agreement name and message if those have not already been entered.
8. Click Send.
WORK ANYWHERE WITH ADOBE DOCUMENT CLOUD | Set up a workow in Adobe Sign
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PART 
Track the request
While the agreement is out for signature, you can track its current status.
1. Log into Adobe Sign.
2. Click on Manage in the navigation bar.
3. In the sidebar, select In Progress.
4. Select your agreement workow from the list.
5. In the right sidebar, click Activity to view the document’s history and current status.