What's New
Get Started
- Quick start guide for administrators
- Quick start guide for users
- For Developers
- Video tutorial library
- FAQ
Administer
- Admin Console Overview
- User Management
- Add, edit, and review active users
- Create function-focused users
- Review users who haven't completed verification
- Check for users with provisioning errors
- Change Name/Email Address
- Edit a user's group membership
- Edit a user's group membership through the group interface
- Promote a user to an admin role
- User Identity Types and SSO
- Switch User Identity
- Authenticate Users with MS Azure
- Authenticate Users with Google Federation
- Product Profiles
- Login Experience
- Account/Group Settings
- Settings Overview
- Global Settings
- Account tier and ID
- New Recipient Experience
- Self Signing Workflows
- Send in Bulk
- Web Forms
- Custom Send Workflows
- Power Automate Workflows
- Library Documents
- Collect form data with agreements
- Limited Document Visibility
- Attach a PDF copy of the signed agreement
- Include a link in the email
- Include an image in the email
- Files attached to email will be named as
- Attach audit reports to documents
- Merge multiple documents into one
- Download individual documents
- Upload a signed document
- Delegation for users in my account
- Allow external recipients to delegate
- Authority to sign
- Authority to send
- Power to add Electronic Seals
- Set a default time zone
- Set a default date format
- Users in Multiple Groups (UMG)
- Group Administrator Permissions
- Replace recipient
- Audit Report
- Transaction Footer
- In Product Messaging and Guidance
- Accessible PDFs
- New authoring experience
- Healthcare customer
- Account Setup / Branding Settings
- Signature Preferences
- Well formatted signatures
- Allow recipients to sign by
- Signers can change their name
- Allow recipients to use their saved signature
- Custom Terms of Use and Consumer Disclosure
- Navigate recipients through form fields
- Restart agreement workflow
- Decline to sign
- Allow Stamps workflows
- Require signers to provide their Title or Company
- Allow signers to print and place a written signature
- Show messages when e-signing
- Require signers to use a mobile device to create their signature
- Request IP address from signers
- Exclude company name and title from participation stamps
- Apply Adaptive Signature Draw scaling
- Digital Signatures
- Overview
- Download and sign with Acrobat /content/help/en/sign/config/admin-managed-sharing.
- Sign with Cloud Signatures
- Include metadata for Identity Providers
- Restricted Cloud Signatures Providers
- Electronic Seals
- Digital Identity
- Report Settings
- New report experience
- Classic report settings
- Security Settings
- Single Sign-on settings
- Remember-me settings
- Login password policy
- Login password strength
- Web session duration
- PDF encryption type
- API
- User and group info access
- Allowed IP Ranges
- Account Sharing
- Account sharing permissions
- Agreement sharing controls
- Signer identity verification
- Agreement signing password
- Document password strength
- Block signers by Geolocation
- Phone Authentication
- Knowledge-Based Authentication (KBA)
- Allow page extraction
- Document link expiration
- Upload a client certificate for webhooks/callbacks
- Timestamp
- Send Settings
- Show Send page after login
- Agreement creation experiences
- Require recipient name when sending
- Lock name values for known users
- Allowed recipient roles
- Allow e-Witnesses
- Recipient groups
- CCs
- Required fields
- Attaching documents
- Field flattening
- Modify Agreements
- Agreement name
- Languages
- Private messages
- Allowed signature types
- Reminders
- Signed document password protection
- Send Agreement Notification through
- Signer identification options
- Content Protection
- Enable Notarize transactions
- Document Expiration
- Preview, position signatures, and add fields
- Signing order
- Liquid mode
- Custom workflow controls
- Upload options for the e-sign page
- Post-sign confirmation URL redirect
- Restrict access to shared agreements
- Show Send page after login
- Message Templates
- Bio-Pharma Settings
- Workflow Integration
- Notarization Settings
- Payments Integration
- Signer Messaging
- SAML Settings
- SAML Configuration
- Install Microsoft Active Directory Federation Service
- Install Okta
- Install OneLogin
- Install Oracle Identity Federation
- SAML Configuration
- Data Governance
- Time Stamp Settings
- External Archive
- Account Languages
- Email Settings
- Migrating from echosign.com to adobesign.com
- Configure Options for Recipients
- Guidance for regulatory requirements
- Accessibility
- HIPAA
- GDPR
- 21 CFR part 11 and EudraLex Annex 11
- Healthcare customers
- IVES support
- "Vaulting" agreements
- EU/UK considerations
- Download Agreements in Bulk
- Claim your domain
- Report Abuse links
- System Requirements and Limitations
Send, Sign, and Manage Agreements
- Recipient Options
- Cancel an email reminder
- Options on the e-signing page
- Overview of the e-sign page
- Open to read the agreement without fields
- Decline to sign an agreement
- Delegate signing authority
- Restart the agreement
- Download a PDF of the agreement
- View the agreement history
- View the agreement messages
- Convert from an electronic to a written signature
- Convert from a written to an electronic signature
- Navigate the form fields
- Clear the data from the form fields
- E-sign page magnification and navigation
- Change the language used in the agreement tools and information
- Review the Legal Notices
- Adjust Acrobat Sign Cookie Preferences
- Send Agreements
- Send (Compose) page
- Overview of landmarks and features
- Group selector
- Adding files and templates
- Agreement name
- Global Message
- Completion Deadline
- Reminders
- Password protect the PDF
- Signature type
- Locale for the recipient
- Recipient signature order/flow
- Recipient roles
- Recipient authentication
- Private message for the recipient
- Recipient agreement access
- CC'd parties
- Identity check
- Send an agreement only to yourself
- Send an agreement to others
- Written Signatures
- Recipient signing order
- Send in Bulk
- Send (Compose) page
- Authoring fields into documents
- In-app authoring environment
- Create forms with text tags
- Create forms using Acrobat (AcroForms)
- Fields
- Field types
- Common field types
- E-signature fields
- Initials field
- Recipient name field
- Recipient email field
- Date of signing field
- Text field
- Date field
- Number field
- Checkbox
- Checkbox group
- Radio button
- Drop-down menu
- Link overlay
- Payment field
- Attachments
- Participation stamp
- Transaction number
- Image
- Company
- Title
- Stamp
- Field content appearance
- Field validations
- Masked fields values
- Setting show/hide conditions
- Calculated fields
- Field types
- Authoring FAQ
- Sign Agreements
- Manage Agreements
- Manage page overview
- Delegate agreements
- Replace Recipients
- Limit Document Visibility
- Cancel an Agreement
- Create new reminders
- Review reminders
- Cancel a reminder
- Access Power Automate flows
- More Actions...
- How search works
- View an agreement
- Create a template from an agreement
- Hide/Unhide agreements from view
- Upload a signed agreement
- Modify a sent agreement's files and fields
- Edit a recipient's authentication method
- Add or modify an expiration date
- Add a Note to the agreement
- Share an individual agreement
- Unshare an agreement
- Download an individual agreement
- Download the individual files of an agreement
- Download the Audit Report of an agreement
- Download the field content of an agreement
- Audit Report
- Reporting and Data exports
- Overview
- Grant users access to reporting
- Report charts
- Data Exports
- Rename a report/export
- Duplicate a report/export
- Schedule a report/export
- Delete a report/export
- Check Transaction Usage
Advanced Agreement Capabilities and Workflows
- Webforms
- Reusable Templates (Library templates)
- Transfer ownership of web forms and library templates
- Power Automate Workflows
- Overview of the Power Automate integration and included entitlements
- Enable the Power Automate integration
- In-Context Actions on the Manage page
- Track Power Automate usage
- Create a new flow (Examples)
- Triggers used for flows
- Importing flows from outside Acrobat Sign
- Manage flows
- Edit flows
- Share flows
- Disable or Enable flows
- Delete flows
- Useful Templates
- Administrator only
- Agreement archival
- Webform agreement archival
- Save completed web form documents to SharePoint Library
- Save completed web form documents to OneDrive for Business
- Save completed documents to Google Drive
- Save completed web form documents to Box
- Agreement data extraction
- Agreement notifications
- Send custom email notifications with your agreement contents and signed agreement
- Get your Adobe Acrobat Sign notifications in a Teams Channel
- Get your Adobe Acrobat Sign notifications in Slack
- Get your Adobe Acrobat Sign notifications in Webex
- Agreement generation
- Generate document from Power App form and Word template, send for signature
- Generate agreement from Word template in OneDrive, and get signature
- Generate agreement for selected Excel row, send for review and signature
- Custom Send workflows
- Share users and agreements
Integrate with other products
- Acrobat Sign integrations overview
- Acrobat Sign for Salesforce
- Acrobat Sign for Microsoft
- Other Integrations
- Partner managed integrations
- How to obtain an integration key
Acrobat Sign Developer
- REST APIs
- Webhooks
- Sandbox
Support and Troubleshooting
.
Add users, edit their profiles, and review their current status.
Use the Users > All Users page to view and manage the people accessing Acrobat Sign. As an administrator, you can add users, update their profiles, and check their current access status—all in one place.
What you can do on the Users page
You have several options for managing your user list:
- Search for users by name, email address, or group
- Add users to your account
- Export the user list for reporting or backups
- Edit user profiles and update permissions
- Make bulk edits to multiple users at once
- Manage the auto-assignment rules that allow users to invite their coworkers.
- Review entitlement status to see who has access and in what state:
- Active users - All users that have and active entitlement and can send agreements freely.
- Pending users - Users that have been entitled and invited, but who have not yet accepted the invitation and activated their account.
- Users with errors – Users who have been added to the Acrobat Sign organization but cannot complete setup due to an issue that requires further action, such as license conflicts with existing accounts in other Adobe organizations.
Configuration
Availability:
- Acrobat Standard and Acrobat Pro: Not supported
- Acrobat Sign Solutions: Supported; VIP licensed Accounts managing users through the Adobe Admin Console only.
- Acrobat Sign for Government: Not Supported
Configuration scope:
- Acrobat Sign Solutions accounts are enabled by default, and may not disable or revert the experience to the classic page.
- Acrobat Standard and Acrobat Pro accounts don't have access to multiple user management within the Acrobat Siugn application.
- Acrobat Sign for Government accounts manage their user provisioning through the Okta system.
The modern Users page is currently available only to accounts with VIP licensing.
Accounts with ETLA licensing still use the classic user management experience. The modern version will be available to ETLA accounts in the future.
About user provisioning
User provisioning and entitlement are managed through the Admin Console. Any action that must be completed in the Admin Console will open the relevant Admin Console page in a new tab.
You can quickly access your account's Admin Console from the link at the top of the All Users page. This takes you to the Admin Console Overview for your organization.
Administrators can log in to the Adobe Admin Console to add users. Once logged in, navigate to the Acrobat Sign product page > Document Cloud > Acrobat Sign > Product Profile > Add User.
Understand the user views
Three buttons at the top of the Users page let you switch between different user views. Each view displays a different set of users and offers specific actions for administrators.
Active users
This view shows all active users, including those currently inactive or archived (but were once active).
From the Active users view, you can:
- Add users (can be done from any view)
- Manage auto provisioning rules
- Export the complete user list
- Edit user profiles and permissions
- Configure Reporting scope
- Make bulk edits to multiple users
Pending users
This view shows users who have yet to complete their account setup. The userIDs are created, but the accounts remain inactive until the user verifies their email.
From the Pending users view, you can:
- See which users haven't activated their accounts
- Open a reminder email template and send it to all pending users (BCC'd)
Users with errors
This view lists users who encountered a problem during the entitlement process. These errors prevent the system from completing the account setup.
From the Users with errors view, you can:
- Resolve licensing conflicts
- Review users with entitlement errors
- Download a report that includes all users with errors and their error details
Search for users by name, email, or group
Use the Search field to find users in the active list by name, email address, or group name. The search matches any part of the text—so searching for lio will return results like Calliope.
When searching by group name, the search only checks each user's primary group.
Adobe allows an organization that manages its users in the Adobe Admin Console to configure automatic entitlement for a user through some mechanism, such as a custom link or an invitation process by other users. The options allow for the user to be:
- automatically entitled and added to the product. Great if you have a site license and want to invite large teams.
- queued for an administrator to approve or deny. Preferred if you have a limited number of licenses.
Export the user list
To download a list of all users:
- Select the three dots to the right of the Filter button to expand the options menu.
- Choose Export user list.
Your browser's file manager will notify you once the CSV file is downloaded. This file contains all users' profile information and status within the system.
The downloaded CSV file contains the user records including all the elements of the user profile (except the measurement increment):
Update users in bulk
You can update multiple users at once by uploading a CSV file. The same fields available for individual updates can be edited in bulk.
To update users:
- Download the sample CSV file and replace the example values with your user data.
- Select the three dots next to the Filter button to open the options menu.
- Choose Update users in bulk.
- Upload your completed CSV file.
- Select Save to apply your changes.
Download
The user properties that can be updated using the CSV are:
The e-mail address of the user you want to update is mandatory.
The email address is a unique identifier in the Acrobat Sign system, and it is this value that identifies the actual userID to update.
Defines the value of the user's First Name and Last Name in the user profile.
The first name value is concatenated with the last name value to form the full name which in turn dictates the signature value:
This value defines the Initials field on the user's profile.
It is recommended that you enter no more than four characters.
- Only four characters are allowed into an Initials field when signing.
- Up to 20 characters (alpha/numeric/special) can be entered into the field.
The Initials are automatically suggested when the user accesses an initials field as a recipient:
This value defines the Company field in the user's profile.
Up to 255 characters are allowed.
The value is automatically inserted into any Company field assigned to the user during a signing process:
Defines the Title value in the user profile.
Up to 255 characters are allowed.
The value is automatically inserted into any Title field assigned to the user during a signing process:
A phone number. Ideally for the user.
Between 7 and 255 characters can be inserted.
- The only special character allowed is the dash
- No alpha characters are permitted
This does not populate in any meaningful place other than the user's profile:
This determines the area code associated with the user for the purpose of suggesting return fax area codes.
Any three digits will work.
This does not populate in any meaningful place now that fax based signatures have been deprecated.
This value defines the timezone for the user.
The time zone dictates the time offset applied when the recipient is viewing the agreement activity on the manage page.
Below are the acceptable values for the Time Zone field.
Only enter the BOLD type from the below options. The GMT offset value is provided only for reference.
Valid options are:
US_SAMOA (GMT-11:00) | AMERICA_MONTEVIDEO_DST (GMT-02:00) | ASIA_CALCUTTA (GMT+05:30) |
PACIFIC_HONOLULU (GMT-10:00) | ATLANTIC_AZORES (GMT-01:00) | ASIA_KATMANDU (GMT+05:45) |
US_ALASKA (GMT-09:00) | ATLANTIC_CAPE_VERDE (GMT-01:00) | ASIA_DACCA (GMT+06:00) |
US_PACIFIC (GMT-08:00) | EUROPE_LONDON (GMT) | ASIA_RANGOON (GMT+06:30) |
US_ARIZONA (GMT-07:00) | GMT (GMT) | ASIA_JAKARTA (GMT+07:00) |
US_MOUNTAIN (GMT-07:00) | AFRICA_LAGOS (GMT+01:00) | ASIA_BRUNEI (GMT+08:00) |
AMERICA_MAZATLAN (GMT-07:00) | CET (GMT+01:00) | ASIA_SHANGHAI (GMT+08:00) |
US_CENTRAL (GMT-06:00) | EET (GMT+02:00) | AUSTRALIA_WEST (GMT+08:00) |
CANADA_SASKATCHEWAN (GMT-06:00) | ASIA_ISTANBUL (GMT+02:00) | ASIA_JAYAPURA (GMT+09:00) |
AMERICA_BELIZE (GMT-06:00) | CAT (GMT+02:00) | ASIA_SEOUL (GMT+09:00 |
US_EASTERN (GMT-05:00) | AFRICA_DJIBOUTI (GMT+03:00) | ASIA_TOKYO (GMT+09:00) |
AMERICA_BOGOTA (GMT-05:00) | EUROPE_MOSCOW (GMT+03:00) | ACT (GMT+09:30) |
AMERICA_CARACAS (GMT-04:30) | MIDEAST_RIYADH89 (GMT+03:07) | AET_QUEENSLAND (GMT+10:00) |
AMERICA_HALIFAX (GMT-04:00) | ASIA_TEHRAN (GMT+03:30) | AET (GMT+10:00) |
AMERICA_LA_PAZ (GMT-04:00) | ASIA_DUBAI (GMT+04:00) | PACIFIC_GUADALCANAL (GMT+11:00) |
AMERICA_MANAUS (GMT-04:00) | ASIA_YEREVAN (GMT+04:00) | PACIFIC_NORFOLK (GMT+11:30) |
AMERICA_SCORESBYSUND (GMT-03:00) | ASIA_KABUL (GMT+04:30) | PACIFIC_AUCKLAND (GMT+12:00) |
AMERICA_MONTEVIDEO (GMT-03:00) | ASIA_KARACHI (GMT+05:00) |
This defines the locale (language) used in the display of the user's environment when they authenticate to the Acrobat Sign service as well as any inbound email from the service.
When entering a locale value, only enter the locale string (e.g.: en_US for English - US)
Valid options are:
Basque: eu_ES | German: de_DE | Portuguese: pt_PT |
Catalan: ca_ES | Hungarian: hu_HU | Portuguese - Brazilian: pt_BR |
Chinese (Simplified): zh_CN | Icelandic: is_IS | Romanian: ro_RO |
Chinese (Traditional): zh_TW | Indonesian: in_ID | Russian: ru_RU |
Croatian: hr_HR | Italian: it_IT | Slovakian : sk_SK |
Czech: cs_CZ | Japanese: ja_JP | Slovenian: sl_SI |
Danish: da_DK | Korean: ko_KR | Spanish: es_ES |
Dutch: nl_NL | Malay: ms_MY | Swedish: sv_SE |
English - UK: en_GB | Norwegian: no_NO | Thai: th_TH |
English - US: en_US | Norwegian - Bokmål: nb_NO | Turkish: tr_TR |
Finnish: fi_FI | Norwegian - Nynorsk: nn_NO | Ukrainian: uk_UA |
French: fr_FR | Polish : pl_PL | Vietnamese: vi_VN |
- Defines if the user is allowed to sign agreements
- Two values are valid: True or False
- If set to False, the user will not be able to sign Acrobat Sign agreements
- They can still send agreements assuming 'Can send' is set to true
- If set to False, the user will not be able to sign Acrobat Sign agreements
- Users always sign based on their primary group settings
- Two values are valid: True or False
- Defines the status of the user
- Two values are valid: Active or Inactive
- Inactive users cannot use the service in any way, including signing
This field dictates the group(s) that the user is a member of and the authority (per group) the user has within each group:
Group-level admins do not have the authority to manipulate users with the Groups column.
- Only account-level admins have the authority to leverage cross-group properties/access via the Create/upload users in bulk feature.
When a group-level admin creates new users via bulk upload:
- Each user is created in the group from which the admin initiated the process
- The primary group for the user defaults to the group the user is created in
- Each user is permitted to sign, regardless as to the group-level settings for the default value
The Groups column contains one or more Group Definitions. Each Group Definition contains the name of one group, followed by one or more status values contained in square braces. eg: Group Name[Status]
- The Group Name is a literal match to an actual group name, including spaces. eg: Default Group.
- Multiple status values can be included in one Group Definition eg: Group Name[Status1 Status2].
- Status values are enclosed in square brackets.
- There is no space between the group name and the opening square bracket.
- Status values are delimited by a single space between the values.
- Status values are enclosed in square brackets.
- Multiple Group Definitions can be included, using a semicolon as the delimiter (no spaces).
- eg: Group Name[Status];Some Other Group[Status1 Status2 Status3];Last Group[StatusA StatusB].
- The available status values for a group definition are:
- Primary - Defines the group as the primary group for the user.
- Send - Allows the user to send agreements from the group.
- NoSend - Prevents the user from sending agreements from the group.
- Admin - Defines the user as a group-level admin for the group.
- Remove - Removes the user from the group.
- If a user is removed from all groups, the user will reside in the Default group.
- If a user is removed from all groups, the user will reside in the Default group.
In the above example:
- JohnDoe@emaildomain.com is configured with two Group Definitions:
- The Default Group is his primary group, he is a group-level admin, and he is allowed to send agreements
- The Engineering group defines him as a group-level admin, and he can send agreements
- The Default Group is his primary group, he is a group-level admin, and he is allowed to send agreements
- FredDoe@emaildomain.com is also configured with two Group Definitions:
- The Procurement group defines him as a group-level admin but disables his ability to send agreements
- Fred is also being removed from the Sales group
Edit user details
You can update a user's details within Acrobat Sign, but these changes apply only to the Acrobat Sign service. Updates made here won't affect the user's access to other Adobe products or services.
To edit user details:
- Select a user from the list to expose the available action icons.
- Choose the pencil icon to open the user's profile.
From the profile, you can:
- Update the user's personal information, including:
- Default initials
- Company name
- Title
- Time zone
- Preferred measurement unit (inches or centimeters)
Note: You can't edit the user's first or last name. These values are managed through the Admin Console.
- Enable or disable the user's ability to:
- Sign agreements
- Send agreements
- Create agreements with electronic seals
- Create workflows using Power Automate
- Set the user's Auto Delegation value to reroute signature requests. This is helpful when a user changes roles and agreements must be reassigned.
- Edit the user's group assignments and group-level admin permissions (available only for accounts with Users in Multiple Groups enabled).
You can only assign group-level admin permissions from the user profile in the Acrobat Sign application.
Pending users
The Pending users view shows users who haven't activated their userID using the email link or who haven't logged in to the service yet. From Adobe's perspective, the user account exists, but the user isn't engaging the service.
Administrators should review this list to decide whether the user still needs access to Acrobat Sign:
- If not, remove the user's entitlement in the Admin Console.
- If yes, consider sending a reminder to prompt them to activate their account.
Send a reminder to the pending invites
- Check the box next to each user you want to remind
- Select the Send reminder button.
Each user will receive an email with a link to either activate their entitlement or log in to the system.
Once the users access the service, the userID is converted to Active, and the user is moved to the Active users list.
Users with errors
This page displays two tabs, each with a list of users who have had entitlement started but have encountered an error in generating the userID. The tabs are:
- License conflict - Users who have an existing license in another Adobe organization, and the attempt to add them has created a licensing conflict.
- Other errors - The root cause of any issue listed on this page requires Adobe Support intervention.
License conflicts happen when an existing licensed user is added from a different organization using the same user information.
If the customer administrator is a System Admin (in the Admin Console) for both organizations, then they can resolve these licensing conflicts by selecting the Resolve Issue button and linking the orgs. No other action should be required as the System Admin for both orgs has the authority to make this linkage.
When resolving the issue, you will be prompted to verify that you consent to link the orgs.
If the admin is not a System Administrator in the Adobe Admin Console for the source organization, an error message explaining why the linkage failed is displayed, and the email of the source organization's admin is provided.
If the admin is not a System Administrator for the target organization, the Resolve issue button is locked, and a message to contact the system admin is displayed:
The "Other errors" are typically internal and cannot be resolved from the customer side of the application. In this case, a support case should be opened with Adobe support.
To provide the required elements of the user IDs that are having problems, select the Download errors button. You will be prompted to save a .csv file that contains the information for all users listed. This includes the user's:
- Status
- Resolution
- Date Assigned
Attach this file to the support case when you submit it.
Contact Support
The left menu list includes an embedded Contact Support button at the very bottom. Selecting it opens a new browser tab on the Support > Support summary page in the Admin Console.
To create a support case:
- Select Create case.
- In the case details, include a copy of the downloadable error report, and any additional context that might help (for example, if the user exists in another organization)
Support will locate the user—usually by their email address—and work to fix the issue. In some cases, they may contact your organization's admin to complete the process. All communication happens through the support case so that everything is tracked.