Adobe Sign: CAPEX Documents
Log into Adobe Sign using your work email address and password. Choose ‘Company or School Account’.
https://na3.documents.adobe.com/account/homeJS
Once logged in, click Send.
Under the Recipients section, add the email addresses of the approvers, in approval order.
Add an Agreement Name and a custom message.
Click ‘Add Files’ to add the CAPEX application. Select the ‘Preview & Add Signatures Fields’, then click ‘Next’. Note: The CAPEX application to be completed and saved as PDF before adding to Adobe Sign.
On the Preview & Add Signature Fields, add the signature fields and the date fields to the CAPEX document. Note: Recipients to be selected from the Recipient list on the right first, before adding the signature fields and the date fields to the document.
The signature fields and the date fields can be dragged and dropped from the right panel onto the CAPEX document. The date field is under the Signer Info Fields drop down.
After the required signature fields and the date fields have been added, click on Send to start the Adobe Sign process.
To manage documents that are out for signature, click on Manage. The status can be viewed by clicking on the document.
You will receive an email from Adobe Sign with the copy of the document that is out for signature.
Once the document has been signed and completed, you will receive an email with the signed document and audit report combined as an attachment.
To manage completed documents, log into Adobe Sign then click on Manage then Completed.
To download the completed document and audit report, click on the document then Download PDF and Download Audit Report.
