Setting up Adobe Sign
- You will receive an email from Adobe Sign prompting you to set your password and login to Adobe Sign
- Click on the “Click Here” hyperlink and follow the steps to set your password and login to Adobe Sign.
- After you have set your password click here to access the login page.
Using Adobe Sign
- After filling out the Finance Request Form in Excel, login to your adobe sign account.
- Access the new Finance Request Form (001. Administration – 04. Finance – Financial – Financial – Finance Forms – Finance Request Form). Fill out the form and rename it with a name that best describes it. (ex: Mileage Reimbursement, Family Reimbursement, Credit Card Reimbursement)
- After logging in you should see this page:
- Click on “Request Signatures”
- You will then see the following page:
- Enter the email address of the person who needs to sign the document in the field labeled “Enter recipient email” (this would typically be your supervisor’s email address).
- Add financerequests@lifelinechild.org as a recipient. Then click the drop down arrow directly to the left of the email address and select “Approver”.
- Make sure your supervisor are marked as “Signer” and financerequests@lifelinechild.org is marked as an “Approver”.
- Drag and drop your completed Finance Request Form into the box entitled “Drag & Drop Files Here”.
- Agreement name will auto fill with the name of the excel file that you upload.
- If needed, you can also add scans of accompanying receipts to the Finance Request Form by dragging and dropping to the same box as the original request form. An example would be a meal or gas reimbursement.
- Click on the box directly to the left of “Preview & Add Signature Fields” and click “Next”. You will then see your
- Finance Request Form.
- Under the “Signature Fields” drop down on the right side of the form, select “Signature” and drag and drop that box on the line to the right of “Approval #1 (Supervisor):”. If you need additional signatures, do the same steps for the second approval line.
- Click on “Signer Info Fields” and click and drag the “Date” field next to the “Date Approved” line on the request form. Your request form should look like the following:
- Click “Send”.
- You should see the following page and you should receive an email confirmation that your request was sent:
- If you are not directed to this page or do not get an email confirmation your request was not sent.
- You will receive email updates as your request form is signed and approved by the appropriate parties.