1. Going Paperless with E-Signature Documents Powered by Adobe Sign

2. Kevin Tompkins Jerry Olson
Triage & Escalation Manager
Director of Implementation

3. Benefits of using Adobe Sign
Objectives
Benefits of using Adobe Sign
Configuring Adobe templates
Getting started

4. Agenda Overview Configure Integration What is Adobe Sign
Why use Adobe Sign
Configure
Create a new template
Mapping to Avionté Database
Conditional Fields & Validation
Integration
AviontéAERO
AviontéBOLD
How to get started

5. Overview

6. What is Adobe Sign? Paperless mobile onboarding solution
Replaces Avionté legacy eDocuments
Integrated with Avionté technology
Top Ideas Portal item prior to development

7. Why Adobe Sign? Eliminate paper and printer costs
Self-serve document template creation
Unlimited number of document templates
Cloud storage right in Avionté database
Maps data back to Avionté database

8. Create a New Template

9. Adobe Sign Process Overview
Send Onboarding Tasks using Avionté
Drag and Drop Template Fields
Upload Doc/PDF in Adobe
Log in to Adobe Sign
Create Doc/PDF

10. Avionté Standard Templates
Standard templates: Form I-9 (rev. 07/17/2017)
Form I-9 with preparer (rev. 07/17/2017)
Federal W4 (2019)
IL W4 (Rev. 08/17)
OH W4 (Rev. 05/07)
KY W4 (Rev. 2018)

11. Create a Template
Add

12. Manage Existing Templates
Edit
Delete
Preview

13. New Library Templates

14. Template Properties
How signers interact with the document

15. Template Properties Text input i.e. Name, address, etc.
Drop Down i.e. Pre-configured list of signed to choose from
Check Box i.e. Options to check one or more
Radio Button i.e. Option to choose only one selection
Image

16. Template Properties
Signature
Initials
Signature Block
Stamp

17. Template Properties

18. Template Properties Text input i.e. Name, address, etc.
Drop Down i.e. Pre-configured list of signed to choose from
Check Box i.e. Options to check one or more
Radio Button i.e. Option to choose only one selection
Image

19. Template Properties Text input i.e. Name, address, etc.
Drop Down i.e. Pre-configured list of signed to choose from
Check Box i.e. Options to check one or more
Radio Button i.e. Option to choose only one selection
Image

20. Template Properties Text input i.e. Name, address, etc.
Drop Down i.e. Pre-configured list of signed to choose from
Check Box i.e. Options to check one or more
Radio Button i.e. Option to choose only one selection
Image

21. Template Properties Text input i.e. Name, address, etc.
Drop Down i.e. Pre-configured list of signed to choose from
Check Box i.e. Options to check one or more
Radio Button i.e. Option to choose only one selection
Image

22. Template Properties

23. Template Properties

24. Template Properties
Participant 1 vs. Participant 2

25. Avionté Adobe Sign integration supports up to 10 participants!
Template Properties
Participant 1 vs. Participant 2
Avionté Adobe Sign integration supports up to 10 participants!

26. Template Properties – Data Fields w/ Participant 1

27. Template Properties – Data Fields w/ Participant 2

28. Template Properties – Signature Fields

29. Mapping to Avionté Database

30. Mapping to Avionté Database
Prepopulates from Avionté record only
Read
Inserts data entry back to Avionté record
Write
Combination of Read and Write
Edit
File attachment
Hyperlink

31. Mapping to Avionté Database

32. Mapping to Avionté Database
Other field mapping options, plus more!
Talent
Address
Phone
SSN/SIN
Employee ID
EEO
First/Last Name
Need to confirm with Dana what field mapping consistent between Connect and Classic. Assuming most of talent works… anything else to highlight?

33. Mapping to Avionté Database
Field mapping key in Avionté Support Center!
Search “Adobe”
support.avionte.com

34. Mapping to Avionté Database

35. Field Conditions, Validation, and Additional Properties

36. Conditions and Data Fields

37. Conditions and Data Fields
Make fields dependent on other fields

38. Validation and Data Fields

39. Validation and Data Fields
Ensure data is entered as needed

40. Additional Field Properties
Required vs. Read Only
Mask Data
Multi-line entry
Default Value
Tooltip

41. Integration with Avionté

42. Turn Adobe Templates ON/OFF Template User Permissions
Setup in Avionté
Turn Adobe Templates ON/OFF
Template User Permissions
Onboarding Packets
Task Notification
Turn Adobe Templates ON/OFF: Toggle which templates to pull from Adobe Sign
Template User Permissions: Who can send, finalize, view, delete documents
Onboarding Packets: Compile multiple documents into a single packet to send to talent
Task Nonfiction Essentially your greeting inviting talent to complete onboarding.

43. AviontéAERO
What else should we talk about here?

44. AviontéAERO
What else should we talk about here?

45. AviontéBOLD ?

46. AviontéBOLD ?

47. Getting Started Contact your Account Manager for setup
Choose Adobe Sign plan that fits your needs
Create new address for use with Adobe Sign
Start creating your document templates!

48. THANK YOU FOR YOUR FEEDBACK!
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THANK YOU FOR YOUR FEEDBACK!

49. Questions?