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Recipient signing order - signature cycle

 

Adobe Acrobat Sign Guide

What's New

  1. Pre-Release Notes
  2. Release Notes
  3. Important Notifications

Get Started

  1. Quick start guide for administrators
  2. Quick start guide for users
  3. For Developers
  4. Video tutorial library
  5. FAQ

Administer

  1. Admin Console Overview
  2. User Management
    1. Adding users
      1. Add a User
      2. Add Users in Bulk
      3. Add Users from your Directory
      4. Add Users from MS Azure Active Directory
    2. Create function-focused users
      1. Technical accounts - API driven
      2. Service accounts - Manually driven
    3. Check for users with provisioning errors
    4. Change Name/Email Address
    5. Edit a user's group membership
    6. Edit a user's group membership through the group interface
    7. Promote a user to an admin role
    8. User Identity Types and SSO
    9. Switch User Identity
    10. Authenticate Users with MS Azure
    11. Authenticate Users with Google Federation
    12. Product Profiles
    13. Login Experience 
  3. Account/Group Settings
    1. Settings Overview
    2. Global Settings
      1. Account tier and ID
      2. New Recipient Experience
      3. Self Signing Workflows
      4. Send in Bulk
      5. Web Forms
      6. Custom Send Workflows
      7. Power Automate Workflows
      8. Library Documents
      9. Collect form data with agreements
      10. Limited Document Visibility
      11. Attach a PDF copy of the signed agreement 
      12. Include a link in the email
      13. Include an image in the email
      14. Files attached to email will be named as
      15. Attach audit reports to documents
      16. Merge multiple documents into one
      17. Download individual documents
      18. Upload a signed document
      19. Delegation for users in my account
      20. Allow external recipients to delegate
      21. Authority to sign
      22. Authority to send
      23. Power to add Electronic Seals
      24. Set a default time zone
      25. Set a default date format
      26. Users in Multiple Groups (UMG)
        1. Upgrade to use UMG
      27. Group Administrator Permissions
      28. Replace recipient
      29. Audit Report
        1. Overview
        2. Allow unauthenticated access on the transaction verification page
        3. Include reminders
        4. Include view events
        5. Include agreement page/attachment count
      30. In Product Messaging and Guidance
      31. Accessible PDFs
      32. New authoring experience
      33. Healthcare customer
    3. Account Setup
      1. Add logo
      2. Customize company Hostname/URL    
      3. Add company name
      4. Post agreement URL redirect
    4. Signature Preferences
      1. Well formatted signatures
      2. Allow recipients to sign by
      3. Signers can change their name
      4. Allow recipients to use their saved signature
      5. Custom Terms of Use and Consumer Disclosure
      6. Navigate recipients through form fields
      7. Decline to sign
      8. Allow Stamps workflows
      9. Require signers to provide their Title or Company
      10. Allow signers to print and place a written signature
      11. Show messages when e-signing
      12. Require signers to use a mobile device to create their signature
      13. Request IP address from signers
      14. Exclude company name and title from participation stamps
    5. Digital Signatures
      1. Overview
      2. Download and sign with Acrobat
      3. Sign with Cloud Signatures
      4. Include metadata for Identity Providers
      5. Restricted Cloud Signatures Providers
    6. Electronic Seals
    7. Digital Identity
      1. Digital Identity Gateway
      2. Identity Check policy
    8. Report Settings
      1. New report experience
      2. Classic report settings
    9. Security Settings
      1. Single Sign-on settings
      2. Remember-me settings
      3. Login password policy
      4. Login password strength
      5. Web session duration
      6. PDF encryption type
      7. API
      8. User and group info access
      9. Allowed IP Ranges
      10. Account Sharing
      11. Account sharing permissions
      12. Agreement sharing controls
      13. Signer identity verification
      14. Agreement signing password
      15. Document password strength
      16. Block signers by Geolocation
      17. Phone Authentication
      18. Knowledge-Based Authentication (KBA)
      19. Allow page extraction
      20. Document link expiration
      21. Upload a client certificate for webhooks/callbacks
      22. Timestamp
    10. Send settings
      1. Show Send page after login
      2. Require recipient name when sending
      3. Lock name values for known users
      4. Allowed recipient roles
      5. Allow e-Witnesses
      6. Recipient groups
      7. Required fields
      8. Attaching documents
      9. Field flattening
      10. Modify Agreements
      11. Agreement name
      12. Languages
      13. Private messages
      14. Allowed signature types
      15. Reminders
      16. Signed document password protection
      17. Send Agreement Notification through
      18. Signer identification options
        1. Overview
        2. Signing password
        3. One-Time Password via Email
        4. Acrobat Sign authentication
        5. Phone authentication
        6. Cloud-based digital signature
        7. Knowledge-based authentication
        8. Government ID
        9. Signer Identity reports
      19. Content Protection
      20. Enable Notarize transactions
      21. Document Expiration
      22. Preview, position signatures, and add fields
      23. Signing order
      24. Liquid mode
      25. Custom workflow controls
      26. Upload options for the e-sign page
      27. Post-sign confirmation URL redirect
    11. Message Templates
    12. Bio-Pharma Settings
      1. Overview
      2. Enforce identity authentication
      3. Signing reasons
    13. Workflow Integration
    14. Notarization Settings
    15. Payments Integration
    16. Signer Messaging
    17. SAML Settings
      1. SAML Configuration
      2. Install Microsoft Active Directory Federation Service
      3. Install Okta
      4. Install OneLogin
      5. Install Oracle Identity Federation
    18. Data Governance
    19. Time Stamp Settings
    20. External Archive
    21. Account Languages
    22. Email Settings
      1. Email header/footer images
      2. Permit individual user email footers
      3. Customize the Signature Requested email
      4. Customize the To and CC fields
      5. Enable Linkless Notifications
      6. Customize email templates
    23. Migrating from echosign.com to adobesign.com
    24. Configure Options for Recipients
  4. Guidance for regulatory requirements
    1. Accessibility
      1. Accessibility Compliance
      2. Create accessible forms with Acrobat desktop
      3. Create accessible AcroForms
    2. HIPAA
    3. GDPR
      1. GDPR Overview
      2. Redact a user
      3. Redact a user's agreements    
    4. 21 CFR part 11 and EudraLex Annex 11
      1. 21 CRF part 11 validation pack
      2. 21 CFR and EudraLex Annex 11 handbook
      3. Analysis of shared responsibilities
    5. Healthcare customers
    6. IVES support
    7. "Vaulting" agreements
    8. EU/UK considerations
      1. EU/UK Cross-border transactions and eIDAS
      2. HMLR requirements for deeds signed electronically
      3. The impact of Brexit on e-signature laws in the UK
  5. Download Agreements in Bulk
  6. Claim your domain 
  7. Report Abuse links

Send, Sign, and Manage Agreements

  1. Recipient Options
    1. Cancel an email reminder
    2. Options on the e-signing page
      1. Overview of the e-sign page
      2. Open to read the agreement without fields
      3. Decline to sign an agreement
      4. Delegate signing authority
      5. Restart the agreement
      6. Download a PDF of the agreement
      7. View the agreement history
      8. View the agreement messages
      9. Convert from an electronic to a written signature
      10. Convert from a written to an electronic signature 
      11. Navigate the form fields
      12. Clear the data from the form fields
      13. E-sign page magnification and navigation
      14. Change the language used in the agreement tools and information
      15. Review the Legal Notices
      16. Adjust Acrobat Sign Cookie Preferences
  2. Send Agreements  
    1. Send page overview
    2. Send an agreement only to yourself
    3. Send an agreement to others
    4. Written Signatures
    5. Recipient signing order
    6. Send in Bulk
      1. Overview of the Send in Bulk feature
      2. Send in Bulk - Configure a parent template
      3. Send in Bulk - Configure the CSV file
      4. Cancel a Send in Bulk transaction
      5. Add reminders to Send in Bulk
      6. Reporting for Send in Bulk
  3. Authoring fields into documents
    1. In-app authoring environment
      1. Automatic field detection
      2. Drag and drop fields using the authoring environment
      3. Assign form fields to recipients
      4. The Prefill role
      5. Apply fields with a reusable field template
      6. Transfer fields to a new library template
      7. Updated authoring environment when sending agreements
    2. Create forms with text tags
    3. Create forms using Acrobat (AcroForms)
      1. AcroForm creation
      2. Creating accessible PDFs
    4. Fields
      1. Field types
        1. Common field types
        2. In-line Images
        3. Stamp Images
      2. Field content appearance
      3. Field validations
      4. Masked fields values
      5. Setting show/hide conditions
      6. Calculated fields 
    5. Authoring FAQ
  4. Sign Agreements
    1. Sign agreements sent to you
    2. Fill & Sign
    3. Self-signing
  5. Manage Agreements
    1. Manage page overview
    2. Delegate agreements
    3. Replace Recipients
    4. Limit Document Visibility 
    5. Cancel an Agreement 
    6. Create new reminders
    7. Review reminders
    8. Cancel a reminder
    9. Access Power Automate flows
    10. More Actions...
      1. How search works
      2. View an agreement
      3. Create a template from an agreement
      4. Hide/Unhide agreements from view
      5. Upload a signed agreement
      6. Modify a sent agreement's files and fields
      7. Edit a recipient's authentication method
      8. Add or modify an expiration date
      9. Add a Note to the agreement
      10. Share an individual agreement
      11. Unshare an agreement
      12. Download an individual agreement
      13. Download the individual files of an agreement
      14. Download the Audit Report of an agreement
      15. Download the field content of an agreement
  6. Audit Report
  7. Reporting and Data exports
    1. Overview
    2. Grant users access to reporting
    3. Report charts
      1. Create a new report
      2. Agreement Reports
      3. Transaction Reports
      4. Settings Activity Report
      5. Edit a report
    4. Data Exports 
      1. Create a new data export
      2. Edit a data export
      3. Refresh the data export content
      4. Download the data export
    5. Rename a report/export
    6. Duplicate a report/export
    7. Schedule a report/export
    8. Delete a report/export
    9. Check Transaction Usage

Advanced Agreement Capabilities and Workflows

  1. Webforms 
    1. Create a web form
    2. Edit a web form
    3. Disable/Enable a web form
    4. Hide/Unhide a web form
    5. Find the URL or script code 
    6. Prefill web form fields with URL parameters
    7. Save a web form to complete later
    8. Resize a web form
  2. Reusable Templates (Library templates) 
    1. US Government forms in the Acrobat Sign library
    2. Create a library template
    3. Change a library template's name
    4. Change a library template's type
    5. Change a library template's permission level
    6. Copy, edit, and save a shared template
    7. Download the aggregate field data for a library template
  3. Transfer ownership of web forms and library templates
  4. Power Automate Workflows 
    1. Overview of the Power Automate integration and included entitlements
    2. Enable the Power Automate integration
    3. In-Context Actions on the Manage page
    4. Track Power Automate usage
    5. Create a new flow (Examples)
    6. Triggers used for flows
    7. Importing flows from outside Acrobat Sign
    8. Manage flows
    9. Edit flows
    10. Share flows
    11. Disable or Enable flows
    12. Delete flows
    13. Useful Templates
      1. Administrator only
        1. Save all completed documents to SharePoint
        2. Save all completed documents to OneDrive for Business
        3. Save all completed documents to Google Drive
        4. Save all completed documents to DropBox
        5. Save all completed documents to Box
      2. Agreement archival
        1. Save your completed documents to SharePoint
        2. Save your completed documents to One Drive for Business
        3. Save your completed documents to Google Drive
        4. Save your completed documents to DropBox
        5. Save your completed documents to Box
      3. Webform agreement archival
        1. Save completed web form documents to SharePoint Library
        2. Save completed web form documents to OneDrive for Business
        3. Save completed   documents to Google Drive
        4. Save completed web form documents to Box
      4. Agreement data extraction
        1. Extract form field data from your signed document and update Excel sheet
      5. Agreement notifications
        1. Send custom email notifications with your agreement contents and signed agreement
        2. Get your Adobe Acrobat Sign notifications in a Teams Channel
        3. Get your Adobe Acrobat Sign notifications in Slack
        4. Get your Adobe Acrobat Sign notifications in Webex
      6. Agreement generation
        1. Generate document from Power App form and Word template, send for signature
        2. Generate agreement from Word template in OneDrive, and get signature
        3. Generate agreement for selected Excel row, send for review and signature
  5. Custom Send workflows
    1. Custom Send Workflow Overview
    2. Creating a new Send Workflow
    3. Edit a Send Workflow
    4. Activate or Deactivate a Send Workflow
    5. Send an agreement with a Send Workflow
  6. Share users and agreements
    1. Share a user
    2. Share agreements

Integrate with other products

  1.  Acrobat Sign integrations overview 
  2. Acrobat Sign for Salesforce
  3. Acrobat Sign for Microsoft
    1. Acrobat Sign for Microsoft 365
    2. Acrobat Sign for Outlook
    3. Acrobat Sign for Word/PowerPoint
    4. Acrobat Sign for Teams
    5. Acrobat Sign for Microsoft PowerApps and Power Automate
    6. Acrobat Sign Connector for Microsoft Search
    7. Acrobat Sign for Microsoft Dynamics 
    8. Acrobat Sign for Microsoft SharePoint 
  4. Other Integrations
    1. Acrobat Sign for ServiceNow
    2. Acrobat Sign for HR ServiceNow
    3. Acrobat Sign for SAP SuccessFactors
    4. Acrobat Sign for Workday
    5. Acrobat Sign for NetSuite
    6. Acrobat Sign for VeevaVault
    7. Acrobat Sign for Coupa BSM Suite
  5. Partner managed integrations
  6. How to obtain an integration key

Acrobat Sign Developer

  1. REST APIs 
    1. Methods documentation
    2. SDK/Developer Guide
    3. API FAQ    
  2. Webhooks 
    1. Webhook overview
    2. Configure a new webhook
    3. View or edit a webhook
    4. Deactivate or reactivate a webhook
    5. Delete a webhook
    6. Two-way SSL certificates
    7. Webhooks in the API

Support and Troubleshooting

  1. Customer Support Resources 
  2. Enterprise Customer Success Resources 
Note:

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 signature configuration on the Send page with the enabled "Recipients must sign in order" control highlighted and the recipient index numbers identified.

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.

Note:

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.)

Parallel signature configuration on the Send page with the disabled "Recipients must sign in order" control highlighted

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.
Note:

Electronic Seals are not supported in a Hybrid signature workflow.

The Request Signature recipients displaying a hybrid signature flow

To configure the parallel group:

  1. Select the plus icon to add another recipient record. 
    Select the Group option.

    hybrid

  2. Provide a Group name.

    The Request Signatures "Add recipeint" section highlighting a group recipient with the group name highlighted.

  3. Enable the All members must complete toggle.

    The Request Signatures "Add recipeint" section highlighting a group recipient with the "All members must complete toggle" highlighted.

  4. 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.
    hybrid

  5. Select Done when all members have been added.

  6. 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.
Example recipient list with a recipient group highlighted

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.
  1. Select the plus icon to add another recipient record. 
    Select the Group option.

    hybrid

  2. Provide a Group name.

    The Request Signatures "Add recipeint" section highlighting a group recipient with the group name highlighted.

  3. Ensure the All members must complete toggle switch is disabled.

    The Request Signatures "Add recipeint" section highlighting a group recipient with the "All members must complete toggle" highlighted.

  4. 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.
    hybrid

  5. Select Done when all members have been added.

    The recipient environment highlighting the recipient group with three members.

  6. 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:
  1. Select the plus icon to add another recipient record. 
    Select the Group option.

    hybrid

  2. 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.

    The Request Signatures "Add recipeint" section with a group name4 being added and the resulting list of groups displayed.

  3. Ensure the All members must complete toggle switch is disabled.

    The Request Signatures "Add recipeint" section highlighting a group recipient with the "All members must complete toggle" highlighted.

  4. Add additional recipient records to the agreement as needed.

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The Creativity Conference

Oct 14–16 Miami Beach and online

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The Creativity Conference

Oct 14–16 Miami Beach and online