CAEN Knowledge Base
CAEN Knowledge Base

How do I add an electronic signature (eSignature) to a Course Approval Research Form (CARF) in Windows?

The recommended software to add an electronic signature to a finalized Course Approval Request Form (CARF) in Windows is Adobe Acrobat Reader DC.

To sign a CARF, begin by downloading the CARF Google Doc as a PDF. Go to File >> Download as >> PDF Document (.pdf). Unless prompted for a location, the file will be saved to wherever you have configured your web browser to save downloads by default:

Start Adobe Acrobat Reader DC, and open the CARF PDF document selecting File >> Open... in the toolbar, then navigating to where you downloaded it. Once the CARF PDF is open, choose Tools, then click the Fill & Sign button in the right pane:

Click the Sign button on the toolbar, and select Add Signature to add your signature:

To add text, such as your department or the signature date, drag and drop your personal saved information from the right hand pane onto a form field.

Alternatively, you can use Add Text  icon in the toolbar. Click the area in your document where you want to add the text, and start typing. Use the field toolbar to make necessary changes.

Click the  Sign icon in the toolbar, and then choose whether you want to add your signature or just initials:

If you have already added signatures or initials within Adobe Acrobat Reader DC, they will be displayed as options to choose from. If you are signing for the first time, you see the Signature or Initials panel. Below is an example of the Signature panel:

You can use this to type, draw, or import a signature image. Added signatures and initials are saved for future use.

Type:  Type your name in the field. You can choose from a small selection of signature styles; click Change Style to view a different style.

Draw:  Draw your signature in the field.

Image:  Browse and select an image of your signature.

Save Signature:  When this checkbox is selected, and you're signed into Adobe, the added signature is saved securely in Adobe Document Cloud for reuse.

Click Apply, and then scroll to and click at the place in the PDF where you want to place the signature or initial:

To move the placed signature or initial, click the field to highlight it and then use the arrow keys. To resize or delete the field, use the options in field toolbar. Click File -> Save as, giving the file a new name, e.g. to reflect the CARF document version, then click on your choice of file storage area:

If you prefer to use an image as your signature:

  • Sign your name in black ink on a clean, blank sheet of white paper. Sign in the middle of the paper so you don't photograph or scan the edges.
  • Photograph or scan your signature. If you are taking a picture of your signature, make sure that the page is lit and that no shadows fall across the signature.
  • Transfer the photo or scan to your computer. Adobe Acrobat Reader DC accepts JPG, JPEG, PNG, GIF, TIFF, TIF, and BMP files. You do not need to crop the image. The Adobe software will import just the signature if the photo or scan is fairly clean.

Once your document is signed, share it with anyone else who may need to sign, or with the contact in your department who is responsible for gathering signatures.