/* future image */ ====== Adobe Sign ====== Adobe Sign is a document and form creation tool that allows for e-signatures and workflows. [[https://cph.to/adobesign|Access Adobe Sign]] /* ===== Qualtrics @ Temple University ===== There are several instances of Qualtrics at the University. The College of Public Health's instance of Qualtrics is accessible here: https://cphapps.temple.edu/qualtrics The CPH instance of Qualtrics is approved to store data that may be considered sensitive. ===== Usage & Support ===== All College of Public Health faculty, staff and students may access REDCap. If you are not able to log in, please email [[cphhelp@temple.edu|cphhelp@temple.edu]] and provide a screenshot of your screen. If you require technical assistance with usage of the product, you may either contact us or [[https://www.qualtrics.com/support-center|Qualtrics Support]] directly. ===== Resources ===== * [[https://basecamp.qualtrics.org | Qualtrics Basecamp]] (Training) * [[https://www.qualtrics.com/support | Qualtrics XM Support]] (Knowledgebase and documentation) */ ===== Terminology ===== * Library - any templates or workflows that exist in your group(s) * Group - a collection of users with a shared library * Template - a reusable document or set of fields * Workflow - a predefined document, and signing order for users * Web Form - a public form that can be started by non-Adobe Sign users * Note: web forms cannot be edited after being published, a new web form has to be created. This is why best practice is to always create your documents as a [[it:apps:adobesign#best_practices|reusable template]]. ===== FAQ ===== ==== How do I create a template? ==== - From the [[https://cph.to/adobesign|Adobe Sign homepage]], click **Create a Reusable Template** - Then select the following options: - **Template Type:** "Both" - **Who can use this template:** "Any user in my group", and then select your group ==== How do I create a web form? ==== - From the [[https://cph.to/adobesign|Adobe Sign homepage]], click **Publish a web form** - Change "Send from" to your group. - Under **Files**, select **Add Files**, under **Library**, select **Templates** and select the template you would like to use. ==== How do I edit a web form or a template after creation? ==== * Go to the **Manage** tab, and you should see **Templates** and **Web Forms** listed on the left sidebar. * Web forms cannot be modified much - you can only replace counter-signers, and CCs. * Only the fields on a Template can be modified. If the actual document needs to be replaced, a new template needs to be created. See [[#best_practices|Best Practices]] for versioning suggestions. ==== How do I create or edit a workflow? ==== - Go to the **Groups** tab - Select **Workflows** on the left - To create a new workflow, you will see a circled plus icon on the right side, select that. - To edit a workflow, select one of the existing workflows in the table. ===== Best Practices ===== - For any shared webform or workflow, create a template. - Always create any template, web form, or workflow within a group or shared with a group. - When versioning templates (ie, replacing a document), include the current date as a unique identifier. The recommendation is the following format: - **Document Name (vYYYYMMDD)** - so for example, **Affirmative Action Thing (v20221017)**. - If multiple revisions are made of the same template on the same day, use non-numeric characters to further differentiate: **Affirmative Action Thing (v20221017a)**, **Affirmative Action Thing (v20221017b)**, etc. - When versioning web forms, you can keep the name identical as the previous revision, since signers see the web form name, but be sure to Hide the previous revision of the form once you publish the new one. ===== Resources ===== Adobe Sign documentation: - [[https://helpx.adobe.com/sign/user-guide.html|Adobe Sign user guide]] - [[https://helpx.adobe.com/sign/using/sign-config-web-forms.html|Web Form overview]] - [[https://helpx.adobe.com/sign/using/create-forms.html|Form Authoring]] - [[https://helpx.adobe.com/sign/using/workflow-designer-signature-workflow.html|Workflow Designer]]