Adobe Sign - Forms - F4.1.7 Receiving Report and Authorization to Pay

The F4.1.7 Receiving Form is available for use on Adobe Sign. These instructions are for using the Workflow.

Starting the Workflow

  1. Use this direct link then skip to Step 6: https://lamarpa.na2.documents.adobe.com/account/customComposeJs?workflowid=CBJCHBCAABAA_Ql-5vycjrVGOAbK_MBUywQKKxfu47_L
  2. If accessing from within Adobe Sign, click the Start from library button. (See Figure 1.)
    Fig. 1: Adobe Sign Home Page
    A screen capture of the Adobe Sign home page.
  3. Select Workflows on the left navigation. (See Figure 2.)
    Fig. 2: Adobe Sign Template and Workflow Library
    A screen capture of the Library showing available templates and workflows.
  4. Under Account Workflows, select Finance - Receiving Report F4.1.7.
  5. Click the Start button.
  6. The workflow kickoff screen will display and the instructions for the form will be displayed under the title. Click on more to see the full instructions. (See Figures 3.)
    Fig. 3: Assign Signatories
    A screen capture of the workflow kickoff screen used to identify who needs to sign the document
  7. The sender of the form fills out all the required information and then sends it to the Receiving Department Signatory.
  8. Receiving Department Signatory: Enter the email address of the individual in the receiving department that will acknowledge receipt. If you are the sender of the form and will also sign in this capacity, enter your email address here.
  9. Authorization to Pay Signatory: Enter the email address of the individual that is authorized to approve payment of the invoice.
  10. Finance Processing Signatory: This information is pre-filled with the email addresses of the primary and backup individuals responsible for this step of the process.
  11. If you want the signed copy to go to your department's administrative assistant or another recipient, add their email address in the CC field.If you are that person, you will already get a copy and the system will not permit you to enter yourself again.
  12. No other action is necessary, although you may choose to set a reminder under Options or add additional information to the Document Name, which will be used to create the Subject of the email notification.
  13. Click the Send button.
  14. You will be taken to the form.

Filling Out the Form

  1. Fill out the form as usual.
  2. The form accepts supporting documentation.
    • You are required to attach the invoice. Click on Attach Invoice, locate the document, and select it for attachment.
    • If there are more items on the invoices than will fit on this form, download the Receiving Report F 4-1-7 Additional Sheets document attached to this article. It is a Word document and the pages are automatically numbered beginning as page 2. If you use this sheet, enter the total number of pages as displayed in the header of the document on the Receiving Report on the top left corner. This document may be attached to the form as a Word document and Adobe Sign will convert it.
  3. When you are done, click on the signature field labeled Click here to sign.
  4. Select your signature and click the Apply button. NOTE: If you have not created a unique, custom signature you can still draw, select an image, or use mobile; however, it will not save in your profile.  View instructions on configuring your signature.
  5. If you have completed all required fields, you will be prompted to sign the document at the bottom of the screen. When ready, click the Click to Sign button. NOTE: Some people have reported that the Click to Sign button is not always fully visible when the browser window is maximized. If this happens to you, you can click the restore down icon Restore Down Icon in the upper right corner of your browser window. You should then be able to see the button. Please notify IT Services if you experience this problem.
  6. After signing a confirmation screen will display.
  7. The Departmental Receiving Signatory will receive an email from Adobe Sign informing them that their approval is requested on the document.

Other Signatories

  1. The Receiving Department Signatory will receive a notification email requesting their signature. It will come from Adobe Acrobat Sign on behalf of Employee Name. When completed, the Authorization to Pay Signatory will receive a notification email requesting their approval. When completed, the Finance Processing Signatories will receive a notification email requesting signature.
  2. Accessing the document
    1. Accessing the document via the email link
      1. Click on the Review and sign or Review and approve link in the email.
      2. When prompted, enter your email address and click Continue.
      3. If prompted, select Work or School account.
      4. Log in with your LSCPA credentials
    2. Accessing the document directly in Adobe Sign
      1. Access Adobe Sign through MyLSCPA  or...
      2. Using a web browser, navigate to https://lamarpa.na2.documents.adobe.com/account/homeJS
      3. Enter your email address and click Continue.
      4. If prompted, select Work or School account.
      5. Log in with your LSCPA credentials
  3. When you have completed your review of the document, click on the Start button and then fill out any required fields before signing.
  4. Click on the signature field labeled Click here to sign
  5. Select your signature and click the Apply button. View instructions on configuring your signature.
  6. If you have completed all required fields, you will be prompted to sign or approve the document at the bottom of the screen. When ready, click the Click to Sign or Click to Approve button. NOTE: Some people have reported that the Click to Sign button is not always fully visible when the browser window is maximized. If this happens to you, you can click the restore down icon Restore Down Icon in the upper right corner of your browser window. You should then be able to see the button. Please notify IT Services if you experience this problem.
  7. You will be taken to a completion screen. You may close your browser to click on Manage to see your Adobe Sign agreements.

 

 

 

Details

Article ID: 17591
Created
Thu 12/7/23 9:44 AM
Modified
Tue 3/5/24 11:24 AM