Adobe Sign

Overview

Sponsored Programs Accounting has implemented a new process for documents that require a Principal Investigator signature. Effort Reports, Subaward Invoices, and Final Grant Statements will now all be signed electronically using Adobe Sign.

Electronic signatures are used in place of a handwritten signature. Using Adobe Sign, only the document recipient has access to sign making this process secure and efficient. In addition, sensitive information is securely transmitted, we are compliant with federal guidelines, and are contributing to RIT's sustainability initiative.

How to Sign a Document Using Adobe Sign

  1. Receive Document via Email.
  2. Click “Click here to review and sign” to open document.
  3. Follow “Start” arrow to review, fill out required fields, and sign document.
  4. To sign document, choose “Type” or “Draw” to sign your signature in the signature box.
  5. Click “Apply” on the signature box.
  6. Document will populate with signature.
  7. If the document requires multiple signatures, click through each required field and the signature will auto-populate.
  8. Clicking the “Click to sign” button will send the signed document back to the sender.
  9. Congratulations! You have successfully signed the document. SPA will maintain a signed copy of the documents as required by the award agreement. You will also receive a confirmation email with a copy of the signed document.

How to Send a Document for Correction Using Adobe Sign

Upon reviewing your document from Sponsored Programs Accounting (SPA), should you be unable to sign for any reason, please first contact your SPA Rep. Then, follow the instructions below to “Decline” the document and send it back for correction.

  1. After reviewing the document, please select “Alternative Actions” in the top left corner.
  2. n the drop down select “I will not e‐sign”.
  3. A window will pop‐up, requesting a reason for declining. Please enter your reason for not signing the document (this cannot be left blank).
  4. Click "decline".
  5. You have successfully declined the document. A notification will be sent to the sender and corrections will be made.

Adobe Sign Implementation Memo

The following communication was sent to RIT employees regarding the implementation of Adobe Sign:

To: Principal Investigators and Research Administrators
From: Dawn Lamendola, Assistant Director, Sponsored Programs Accounting
Date: March 21, 2016
Subject: Implementation of Adobe Sign

Sponsored Programs Accounting has implemented a new process for documents that require Principal Investigator signatures!

No longer will you receive paper copies of Effort Reports, Sub-award Invoices, and Final Grant Statements to review and sign. It is now all electronic using Adobe Sign!

You will receive an email which will contain the document that requires signature. After reviewing the document, simply follow the signature arrows to electronically sign using your keyboard, mouse, or finger (on a touchscreen device). Adobe Sign can be accessed from a computer, tablet, or mobile device.

Electronic signatures are used in place of a handwritten signature. Using Adobe Sign, only the document recipient has access to sign making this process secure and efficient. In addition, sensitive information is securely transmitted, we are compliant with federal guidelines, and are contributing to RIT’s sustainability initiative.

Below is a link to the SPA Website which contains information that will be helpful when using Adobe Sign, including a tip sheet created by SPA to use when signing a document.

If you have any questions, please feel free to contact your SPA Rep.

Other Resources