Electronic Signature Request Made Easy

How to electronic signature request

good morning good afternoon or maybe even good evening depending on where you are my name is Timothy Jones I am IT help desk staff and one of the IT trainers here on campus at SUNY Buffalo State College in Buffalo New York and today we're covering electronic signatures for Adobe Acrobat DC which uses Adobe sign to send and track digital approvals something we've gotten quite a few requests for on campus is how to send out forms for electronic approval to get electronic signatures and almost more importantly how to track those signatures after they've already been sent out and thankfully there's actually a tool built right into Adobe Acrobat and it's available externally in something called Adobe sign through the Adobe Creative Cloud accounts we have a staff and faculty so I'm just going to real quick point out so we let's say for this example we're going to start with a word document so this test document we need to send it out to one person or to more than one person to have them signing it off on it and basically give their OK for the approval process something you'll notice pretty early on is that you can't use Microsoft Word documents natively for this process they need to exist as a PDF file so for example if we open up Adobe Acrobat here and I go to file create PDF from file this won't work directly so if I click this and on the desktop even if I choose all files so I can just do it this way if it lets me choose it it still won't work we'll get this error message here so that seems like a stumbling block but it's really easy to get around so I'm just gonna dismiss that and minimize Acrobat but let's open up that test document in Microsoft Word and as long as you're on the current version of word which all of us should have you'll just be able to go over to file and choose either save as Adobe PDF or if you don't see this option here you can also go down to print actually choose Adobe PDF as the printer this is a way to spit out a digital file right on the computer it's not sending anything to a physical printer anywhere you can choose print it'll ask us where we want to save it we're just going to leave that filename as test document and save it right to our desktop I live there with our other file I'm now going to close word firming that we've created that file have our PDF version of the file we'd like to have signed but one more time let's just open that up in Acrobat and you'll notice on the right-hand side under your toolbars and if you need to you can use this search bar to pull it up and there are two of these that we can actually choose...