Select the plus icon to add another recipient record.
Select the Group option.
What's New
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Administer
- Admin Console Overview
- User Management
- Adding users
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- 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
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- Add logo
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- Well formatted signatures
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- Signers can change their name
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- Custom Terms of Use and Consumer Disclosure
- Navigate recipients through form fields
- Decline to sign
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- Require signers to provide their Title or Company
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- Request IP address from signers
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- New report experience
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- Agreement signing password
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- Phone Authentication
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- Allow page extraction
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- Upload a client certificate for webhooks/callbacks
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- Show Send page after login
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- Lock name values for known users
- Allowed recipient roles
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- Recipient groups
- Required fields
- Attaching documents
- Field flattening
- Modify Agreements
- Agreement name
- Languages
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- Send Agreement Notification through
- Signer identification options
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- SAML Settings
- SAML Configuration
- Install Microsoft Active Directory Federation Service
- Install Okta
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- Install Oracle Identity Federation
- SAML Configuration
- Data Governance
- Time Stamp Settings
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- 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
This article pertains to the new Request Signature environment only.
The classic Send page configurations are still available for users who haven't migrated to the new environment.
Sequential signing workflow
A Sequential signature flow requires that each of the recipients receive notification of the agreement following the order they are entered into the Add recipients section. Only one recipient at a time has access to interact with the agreement.
To define a sequential signature flow, enable the Recipients must sign in order option in the Add recipients section when configuring the agreement.
When a Sequential flow is defined, the leftmost side of the recipient record displays an index number identifying the order in which the recipients will receive the agreement notification.
- Adjust the recipient order by using the arrows above or below the index number.
- Select the plus icon under the recipient list and select Individual to add an additional recipient.
- Select Myself to add the agreement sender as the next recipient,
- To remove a recipient, select the delete (garbage can) icon on the rightmost end of the record.
All parties can have personalized roles, authentication, and private messages.
Parallel signing workflow
A Parallel signature notifies all recipients in the Add recipients section at the same time. All recipients must complete their interaction with the agreement before it is completed.
If multiple recipients interact with the agreement at the same time, the first to complete their action will complete their signature successfully. Other recipients interacting with the agreement are notified that the agreement has been updated, and must refresh their session to show the updated version of the agreement.
To define a parallel signature flow, uncheck the Recipients must sign in order option in the Add recipients section when configuring the agreement.
When a Parallel flow is defined, the index numbers are removed, as all recipients gain access to the agreement at the same time, and can sign in any order.
- Select the plus icon under the recipient list and select Individual to add an additional recipient.
- Select Myself to add the agreement sender as the next recipient,
- To remove a recipient, select the delete (garbage can) icon on the rightmost end of the record.
All parties can have personalized roles, authentication, and private messages.
Field assignment using Text Tags is predicated on the index number.
Parallel signature flows don't display the recipient index number, but it's still there and usable for the purpose of field assignment (Signer3 is the third recipient in the recipient list despite the index number being hidden.)
Hybrid workflow
A “Hybrid” workflow is a variant of the sequential signature flow where a recipient record is defined as a "group," and that group contains one or more "recipients" who all gain access to the agreement at the same time (like a parallel signature flow).
- A hybrid workflow can include one or more "group" recipients.
- All of the recipients defined in the “group" must complete their interaction before the signature flow progresses to the next recipient record (if there is one).
The example below shows four recipient records in a sequential signature flow:
- The first two are individual recipients.
- The third is a parallel group with three members. All members are notified at once, and they must complete their interaction before proceeding to the fourth individual recipient.
- The fourth is an individual recipient.
Electronic Seals are not supported in a Hybrid signature workflow.
To configure the parallel group:
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Provide a Group name.
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Enable the All members must complete toggle.
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Select the Add members button.
A new panel opens to collect the member information for the parallel group.
- Enter an email address and authentication method.
- The Role and Private message settings are applied at the group level, not the individual level. All group members have the same role and private message.
- Select the plus icon to add another member to the group and the garbage can icon to delete a member.
- Enter an email address and authentication method.
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Select Done when all members have been added.
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Add additional recipient records to the agreement as needed.
Recipient Groups
A Recipient Group is a type of "group" recipient record that contains one or more member participants. All participants are notified of the agreement simultaneously and have equal access to the same fields.
However, only one member is allowed to complete the interaction on behalf of the group. Once one member completes the group interaction, the requirement for the group is complete, and the next recipient record is engaged. Any subsequent group members who attempt to interact with the agreement are notified that their participation is completed.
All members of the Recipient Group will receive the final PDF copy of the signed agreement even if they did not specifically participate.
The example below shows four recipient records in a sequential signature flow:
- The first two records are individual recipients.
- The third recipient record is a recipient group with four members. All members are notified at once. Once any member of the recipient group completes their interaction, the group's requirement is satisfied.
- The fourth is an individual recipient.
There are two types of recipient groups:
- Ad hoc recipient groups are manually entered by the sender and are only used for the agreement in which they are defined. Ad hoc recipient groups:
- Must be enabled by an administrator before they are available to the user.
- Allow the sender to define as many recipients in the group as needed.
- Allow the sender to name the group.
- It cannot be saved for reuse.
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Select the plus icon to add another recipient record.
Select the Group option. -
Provide a Group name.
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Ensure the All members must complete toggle switch is disabled.
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Select the Add members button.
A new panel opens to collect the member information for the group.
- Enter an email address and authentication method.
- The Role and Private message settings are applied at the group level, not the individual level. All group members have the same role and private message.
- Select the plus icon to add another member to the group and the garbage can icon to delete a member.
- Enter an email address and authentication method.
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Select Done when all members have been added.
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Add additional recipient records to the agreement as needed.
- Reusable recipient groups can be created by users and saved as personal groups or shared with their group or account. Reusable recipient groups:
- Are enabled for all users under their Address book in the user profile.
- Must be defined before they can be used.
- Must have an appropriate scope for the user to access them.
- Can not be edited in terms of name or email values through the Request Signature interface.
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Select the plus icon to add another recipient record.
Select the Group option. -
Type the name of the group you want to add into the Group name field.
As you type, a list of groups that match the text entered is displayed. you can select a group from this list at any time.
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Ensure the All members must complete toggle switch is disabled.
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Add additional recipient records to the agreement as needed.