Going Paperless with E-Signature Documents Powered by Adobe Sign

Kevin Tompkins Jerry Olson Triage & Escalation Manager Director of Implementation

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

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

Overview

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

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

Create a New Template

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

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)

Create a Template Add

Manage Existing Templates Edit Delete Preview

New Library Templates

Template Properties How signers interact with the document

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

Template Properties Signature Initials Signature Block Stamp

Template Properties

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

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

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

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

Template Properties

Template Properties

Template Properties Participant 1 vs. Participant 2

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!

Template Properties – Data Fields w/ Participant 1

Template Properties – Data Fields w/ Participant 2

Template Properties – Signature Fields

Mapping to Avionté Database

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

Mapping to Avionté Database

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?

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

Mapping to Avionté Database

Field Conditions, Validation, and Additional Properties

Conditions and Data Fields

Conditions and Data Fields Make fields dependent on other fields

Validation and Data Fields

Validation and Data Fields Ensure data is entered as needed

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

Integration with Avionté

Turn Adobe Templates ON/OFF Template User Permissions Setup in Avionté Turn Adobe Templates ON/OFF Template User Permissions Onboarding Packets Task Notification Email 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 Email: Essentially your greeting email inviting talent to complete onboarding.

AviontéAERO What else should we talk about here?

AviontéAERO What else should we talk about here?

AviontéBOLD ?

AviontéBOLD ?

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

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Questions?