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  1. Log into the Sandbox

    1. You need to enter your geneseo.edu email address and press the tab key to move to the password field (do not enter a password).

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    2. You will see the login screen redirect to the "Select an account" screen.  Select "Company of School Account"

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  2. In the upper right corner click on the drop down for your name, and select "My Profile"

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  3. You will be looking for "Production Sync" down the left side navigation menu:

  4. Click on Templates under Production Sync.

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  5. You will get a popup to log into your normal Adobe Sign account.

    1. Enter your email address and follow the login process similar to when you logged into the sandbox (do not enter a password - wait and it will log you in).

    2. If you get a POPUP Blocked error, refresh the page after turning off the blocker.


  6. After signing in to you account, you will need to Allow Access on the permissions screen.

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  7. You will see a two section screen, showing Local files (in the sandbox) and remote files (in Production)

  8. To move a file from Production into the Sandbox, click on it and you will get a "Copy" button next to the item.

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  • Import or create the template you wish to share

  • While editing the template, on the right side is the Template Properties section:

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  • For "Who Can Use", selecting any user in the group 'SUNY Roundtable Sandbox' or the 'Any user in my organization' will allow the item to be seen by the entire Sandbox SUNY wide.

  • Likewise, in your "Manage Templates" list you can see any templates shared by other Sandbox users.