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ADOBE E-SIGN INSTRUCTIONS:
General Information:
Adobe E-sign is a program that allows a Travel Request Form or a Claim for Reimbursement of Mileage
Form to be initiated and completed and routed electronically for signature.
Before using this program, each Department will need to decide whether the Traveler or Department
Liaison will complete the Travel Request Form. The Travel Request Form will always be initiated by the
Department Liaison, however, each department can choose who will complete the form. There will be
various templates available to departments.
a. Claim for Reimbursement of Mileage (Template to use if Traveler will complete the form)
b.Liaison-Claim for Reimbursement of Mileage (Template to use of Liaison will complete on behalf of
traveler)
c.Travel Request Form (Template to use if the Traveler will complete the form)
d. Travel Request Form-4 signatures (Template to use if the Traveler will complete the form and the
form needs 4 signatures)
e.Travel Request Form-Liaison (Template to use if the Liaison will complete the form on behalf
of the traveler)
f. Travel Request Form –Liaison 4 signatures (Template to use if the Liaison will complete form on
behalf of the traveler and the form requires 4 signatures)
g.Pro Gro-Travel Request Form (Template to use for Professional Growth Travel)
h. Pro Gro-Travel Request Form-5 signature (Template to use for Professional Growth Travel
requiring 5 signatures)
The Department Liaison will have access to both templates, and may decide to utilize both based on the
Department’s travelers.
Both forms will require two fields to be completed by the Liaison (The FOAP and the hyperlink to the
conference website). As many travelers are not familiar with account information, we are requesting that
the Liaison complete the FOAP to limit errors. Any Hyperlinks have to be added prior to the Travel
Request Form being sent, therefore we are requesting the Liaison add that to the form.
The Business Office will create an Adobe E-Sign account for each Liaison. The Liaison is the only person
who needs access to this. Travelers and Approvers will not need to have access to Adobe E-Sign.
Information needed from Traveler:
To initiate a Travel Request Form in Adobe E-sign. Department Liaison’s will need to obtain at the
minimum, the following information from their travelers:
1) Travel destination and dates (need to know if travel is in state or out of state)
2) Hyperlink to conference information (if applicable and available)
3) Department budget information (FOAP or other information)