ADV form 8d Adobe E-Sign Instructions:

Adobe e-sign is one way to obtain the necessary signatures required for the ADV Form 8d from all necessary parties. To access your forms and provide their signatures, signers only require email access.

Overview:

• Electronically fill out the entire ADV 8d form excluding only signatures and dates. • Send the document to all parties that you would like to electronically sign the document. • Track and follow up with all parties until the signed document is emailed back. • Print out the completed form, obtain any remaining signatures in person in necessary and turn in the form to

Graduate Studies.

Instructions:

• Go To:

https://gradstudies.byu.edu/file/adv-form-8d

• Click Download:

• Select Save File, and click Save:

• Open the file in whatever location you saved it under (likely your downloads folder) • Fill in all highlighted fields:

• After filling all fields, be sure to save the form with your changes to an easily accessible location (perhaps your desktop).

• Now open Adobe E-sign:

Note: If you already have an Adobe document cloud account, you may have the option to Fill & Sign from within the document. If so, just select get others to sign, and log into your Adobe account.

• If you do not have a previously created Adobe Document Cloud Account, you will need to open this link: https://acrobat.adobe.com/us/en/sign.html?promoid=C8K12SNQ&mv=other

• Select “Start a free trial”, and fill out the requested information. You may use this free of charge for up to 14 days.

Either method will eventually result in this screen, where you can either select Send or Get a Document Signed:

In the next screen you will attach the form, add recipients, and adjust settings:

• Enter the email addresses of all parties needed to sign electronically in the order that they must sign. This is up to you, but remember that the Graduate Coordinator/Department Chair, and then the College Dean/Associate Dean must be last to sign.

• Make sure that each is listed as a signer and not approver

• Select the “Add Me” box, drag yourself to the top of the list so you sign first:

• Change the Message title to “adv8d form for Your Name”

• Add what you like to the document message (this will appear in the email to the signer), but be sure to include “Tab or scroll to the line with your name and click on the associated “Sign here” box to sign the form.”

• Upload or drag and drop the completed adv8d form into the “Drag files here” box:

• Identity Verification will remain as “Email Delivery” • Send Options for a password will also remain blank, no password is necessary • Once all other fields are complete, select Next:

• The uploaded form will appear with the following task bar on the side.

• Now you must select each participant, one at a time, beginning with yourself, and assign placement for the

signatures and dates.

• With the appropriate participant selected, drag and drop the Signature box, from the Signature fields tab onto

the signature line next to the participant’s name on the document, then drag and drop the date box from the Signer Info Fields tab into the appropriate date field:

Note: If you happen to have one individual who needs to sign twice, you may add more than one signature and date box for them:

• When all signature and date boxes look correct, you select “Sign, then Send” to begin the signing process:

• Because you selected yourself to sign first, you will then be given the opportunity to sign the document (just tab

through the other selection boxes until you find the student signature box that you setup):

• When you have submitted your signature, the document will automatically be sent to the next signer on the list,

you may monitor the document status at any time through the “Manage” portion of the Adobe Document Cloud, and send reminders to other signers where necessary:

• The e-mail to your signers will look something like this:

• When all signatures are completed, Adobe will send you the completed form. All required signatures and dates will be filled out on one page:

• Then you can print out the completed form and turn it into the Graduate Studies office (105 FPH)