Signers are notified via email and instructed to open the agreement by clicking the Review and sign button.
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
- Adding users
- Create function-focused users
- 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
- In Product Messaging and Guidance
- Accessible PDFs
- New authoring experience
- Healthcare customer
- Account Setup
- Add logo
- Customize company Hostname/URL
- Add company name
- Post agreement URL redirect
- 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
- 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
- Digital Signatures
- 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
- Require recipient name when sending
- Lock name values for known users
- Allowed recipient roles
- Allow e-Witnesses
- Recipient groups
- 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
- 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
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
- Authoring fields into documents
- In-app authoring environment
- Create forms with text tags
- Create forms using Acrobat (AcroForms)
- Fields
- 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
Support and Troubleshooting
Digital signatures applied via the “Download and Sign with Acrobat” option must use Adobe Acrobat or Adobe Acrobat Reader XI v11.0.7 or later.
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Once the agreement is open, the signer can read the document and fill in the necessary fields. All required fields must be completed before the signer can advance to the signature process.
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Clicking into the field opens an overlay asking the signer to select one of two paths:
- Cloud Signature
- Download and Sign With Acrobat
Select Download and Sign With Acrobat, and then Next.
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An overlay is triggered, describing the process.
- Select OK.
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When all required fields have been filled out, the Continue to Sign button appears at the bottom of the window.
- Select Continue to Sign.
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Download and open the PDF in Acrobat or Adobe Acrobat Reader
The Download Document page loads.
- Select Download Document. Acrobat (or Reader, depending on your installed application) opens the PDF.
Note:If you do not have Acrobat or Adobe Reader, you'll need to download and install one of them to apply your digital signature. At the bottom of the page is a link (Need to install Acrobat Reader ?) to install Adobe Reader, a free-to-use PDF viewer.
- Select Download Document. Acrobat (or Reader, depending on your installed application) opens the PDF.
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A download page opens so you can direct where you wish to save the agreement PDF.
Save and then Open the PDF.
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Review the PDF to locate the digital signature fields.
A yellow tab indicates where to place the signature.
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Create a new Digital ID
Clicking into the signature area opens a dialog box showing any certificates available.
If valid Digital IDs are already present:
- Select one to use for your signature.
- Select Continue.
- Skip down to Apply the signature.
If no certificate can be found, only the button to Configure New Digital ID is available.
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You are presented with the configuration panel after clicking the button to create a new Digital ID. Here you find three options:
- Use a Signature Creation Device—This is used when a physical device is connected to your local system.
- Use a Digital ID from a file — Used to import an existing Digital ID from a networked file.
- Create a new Digital ID—This is used when you do not have an existing Digital ID that you can access.
Select Create a new Digital ID and then Continue.
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The panel changes to ask where you want to store the Digital ID:
- Save to File - This option stores the Digital ID on your local system, and makes the Digital ID available for Adobe-based signatures.
- Save to Windows Certified Store - Saving the Digital ID to the Windows Certified Store saves the Digital ID in a way that makes it available to applications other than Adobe Reader / Acrobat.
Select Save to File, and then Continue.
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The panel refreshes to show the details of the Digital ID.
Make sure that all fields are correctly filled in, and select Continue.
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The next panel asks you to provide a password for the Digital ID.
You must enter this password whenever you attempt to apply your digital signature.
Once you have entered your password, select Save to complete the creation of your Digital ID.
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You are then returned to the first panel showing all your digital IDs.
Select the Digital ID to use, and select the Continue button.
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Apply the signature
After selecting Continue, the panel refreshes to show the visual representation of your signature object.
You can use it as-is, or you can further customize the look of the object.
To customize it, select the Edit button at the top right of the panel, which loads the Customize panel.
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At the top of the Customize panel, notice that the same signature options exist as in the App. You can replace the default font with a drawn signature or an image.
Make any edits you like, then select Save to save the new format.
This returns you to the previous screen, asking for your Digital ID password.
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Type the password for the chosen Digital ID into the field that says Enter the Digital ID PIN or Password and select Sign.
The Digital ID panel disappears, and the PDF updates to show a new blue banner at the top, indicating that the signature is valid. Additionally, a small pop-up window appears, confirming the successful digital signature.
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Select OK and close the PDF, the signature process for this recipient is complete!
Below is an example of a normal e-signature field on the left, and a digital signature on the right
Best practices
Acrobat provides a self-signed certificate, which may not provide the identification benefits of a cloud-based signature. If your organization intends to use the Acrobat digital signature option, you may want to consider pairing that with a premium authentication method to bolster confidence in the recipient's identity.