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Add signature fields & send

  1. Log in.
  2. Select Go to Adobe Sign under Request Signatures.
    Note: If you are using Adobe Acrobat, select Fill & Sign > Request Signatures.
  3. Drag and drop a file(s) or choose Add Files.
  4. Change the message title and description as needed.
  5. Enter email recipients.
    Note: If you are using Adobe Acrobat to request signatures, you will need to select More Options.
  6. Optionally choose Complete in any order.
    Note: If left off, recipients must sign in the order in which they are  added to the email recipients section.
  7. Optionally set a password, reminders, or reminder intervals.
  8. Select Preview & add signature fields.
  9. Select Next.
  10. Select Recipients to choose the signer.
  11. Drag and drop signature, date, etc.  fields for each recipient onto the  document.
    Notes: Some documents and fields may be automatically detected. Click the button next to the message to add the fields. Signature fields are required fields for all recipients.
  12. Select Send.

Important Note: Documents or business processes that require more than basic signature needs must be reviewed by General Council before creating a workflow.

Tips & Best Practices:

  • Keep an original unsigned copy of the file.
  • Once a document is signed, it becomes a  sealed PDF.
  • Choose Go to Adobe Sign and select Manage to track progress.

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