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Request signatures from others

 

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 describes the new Request signatures experience accessed on the Send page. (Released in November 2023)

This new experience is enabled by default for individual accounts and enabled by an administrator for all other tiers of service. Multi-user accounts also have the option to enable a switch link that allows users to flip between the classic and new interfaces. While the new experience has a majority of the features that most senders use, it's not quite up to parity with the classic version.

The classic Send process is still available and will remain so until the experience is retired.

Send documents to collect signatures from one or more parties.

Overview

Adobe Acrobat Sign makes it easy to upload your documents, add fields, and send them to collect signatures. 

This document describes the process of sending an agreement by adding and arranging files, adding and arranging recipients, and placing the signature fields. Depending on how your Acrobat Sign groups are configured, you may not have all the options exposed, and if using templates or configured files, you may not need to place fields. As you send more agreements, it's a good idea to be in communication with your administrator to recommend changing default values for some features or building templates to reduce the time in individual configurations. 

Composing a new agreement is a four-phased experience that presents the sender with a step-by-step process that's easy to adopt.

Configure an agreement

  1. Select the Send tab in the top navigation bar.

    This automatically launches the first phase of the process, collecting the files for the agreement.

  2. Select the correct group from which the agreement should be sent (if available). If the group selector is greyed out, then you only have access to one group.

    The group selector remains active throughout the process of configuring the agreement, so you can always change the group. However:

    • changing the group will discard all of your configurations, requiring you to start over.
    • changing the group does not change the logo on the sender's screen. The subsequent emails and signing experience do use the correct logo for the group from which the agreement is sent.
    Tip:

    Groups provide access to templates and workflows so selecting the right group up front gives you access to your most commonly used documents. Additionally, groups define:

    • The default values populated in the composing process
    • Options available for the recipient when designing 
    • The security of the document after the signature cycle is complete.

    If you find that you are spending a lot of time configuring individual agreements in the same way, work with your group admin to establish proper default values where you can.

  3. Drag and drop a file from your local system into the Add file field, or select the Choose files link. This opens the file picker.

  4. Select the file you want to use in your agreement, either from your local system, your template library, or your Microsoft OneDrive synced drive.

    • Selecting a file from your local system immediately advances the process to phase two.
    • Using templates allows you to select multiple files.
      • Select Confirm if you use templates to advance to phase two.
    • Cloud storage allows you to select multiple files from a user's connected OneDrive account.
    The initial select file page with the expanded Choose file interface exposed

  5. The second phase of composing the agreement is to complete or verify the agreement details and settings.

    Start by ensuring all files are attached to the agreement and in the correct order.
    Agreements with multiple files will combine all files into one PDF. The order in which the files are listed in the files field dictates the order in which they appear in the final PDF.

    If more files are to be added, you can drag and drop them into the Add file field or select the Choose more files link to open the file picker.

    Rearrange files by click-dragging the file to the correct position in the file list.

  6. Verify or update the Agreement name.

    The agreement name is initially populated with the name of the first file to be attached to the agreement.

    This field can be edited to any value you wish by clicking into the field and typing.  
    Keep in mind that the agreement name is inserted into the subject line of the recipient email and is the most prominent field exposed on your Manage page.

  7. Update the Message field.

    The message field is populated into the body of the email sent to all recipients. This should be a global welcoming message, or set of instructions, or whatever you feel is best communicated to all recipients. 

    • Messages are limited to 10000 characters
    • Enterprise and business tiers of service permit message text to use active links. 
      • The message text viewable on an agreement's E-Signing and Manage page contains clickable links.
      • Link formats that automatically convert:
        • Fully qualified URLs: https://adobe.com
        • URLs containing the domain only: adobe.com
        • URLs that include a path: adobe.com/foo
        • URLs with query and hash parameters: adobe.com/foo?bar=1#baz
        • Email addresses: echosign@adobe.com
      • URL links open a new browser tab for the recipient when selected.
      • Email links open a new email using the local system's email client. The To: field is populated with the email address automatically.

     

    The agreement creation process with the Agreement details section highlighted

  8. Configure the Agreement settings.

    Depending on the nature of your agreements, you may or may not employ an agreement deadline. 

    If used:

    • The default lifespan of agreements is defined at the group level. If you must edit this value frequently, talk with your admin to see if the default can be adjusted. 
    • The sender can modify this deadline during agreement composition (if group settings permit).
    • Deadlines can be modified on the Manage page by the original sender (if group settings permit).
    • Internal signers can be excluded from the deadline cancellation (if configured to do so in the group settings).
    • The agreement automatically expires once the deadline is crossed and cannot be signed or completed. A new agreement must be created.

    Edit the Completion deadline by selecting the Agreement settings edit icon and picking a new deadline from the calendar.

    Note:

    All agreements expire after being in progress for 365 days if not completed. This expiration deadline cannot be modified or suppressed.

    The agreement settings panel with the deadline calendar highlighted

    The reminder frequency defines the cycle when reminders are emailed to the current active recipients for your agreement. 

    • The default reminder iteration is defined in the group settings.
    • A default reminder message can be configured in the group settings.
    • The default reminder can be edited during agreement composition (If permitted by group settings).
    • Reminders that trigger every day have a 10-day life cycle. All other reminders have a 60-day lifecycle. Reminder lifespans cannot be altered.
    • Reminder emails are sent at the same time of day the agreement is initially sent. 
    • Reminders can be configured on the Manage page after the agreement is sent.
    • Recipients are only notified when they are the active participant in the agreement. They are not notified before or after (with the exception of the final notification containing the completed agreement PDF).

    Edit the Reminder frequency by selecting the Agreement settings edit icon and picking a new frequency from the dropdown.

    The agreement settings panel with the reminder selector highlighted

    The password entered into this field is exclusively for viewing the PDF.

    • The password to view the final agreement PDF can be configured as a required field, an optional field, or a denied field in the group settings.
    • The password strength (number of characters and complexity) is defined in the group settings.
    • A default password value cannot be defined. It must be provided by the sender during agreement composition.
    • When added, this password is embedded into the PDF as a security parameter and can't be removed without the password.
    • The password is not stored anywhere in the Acrobat Sign system and cannot be recovered by support.

    To set password security when viewing the agreement PDF, select the Agreement settings edit icon and type a password into the field.

    The agreement settings panel with the password field highlighted

    The Language value indicates the localization for all Acrobat Sign template elements, like labels and instructions, in the recipient email and the e-signing page.

    • The default localization is defined in the group settings. 
    • The default value can be edited (if group settings permit)
    • The localization language is a distinct setting from the user's UI settings. It's possible to have the group's UI language set to US English and the group's default signing language set to Japanese.

    Edit the Recipient's Language by selecting the Agreement settings edit icon and picking a new language from the dropdown.

    The agreement settings panel with the language selector highlighted

    Note:

    The selected localization is applied only to the template elements of the email and the e-sign page. It does not translate the agreement name or message provided by the sender.

    Note:

    Other options may be available in the Agreement settings section depending on how the account is configured or if integrated services are available (e.g., if the account is configured for e-Vaulting, there will be an option to enable the vaulting or not).

  9. Phase three - Understand your signature cycle and add recipients.

    The recipient section defines the signature cycle, the participants included in the agreement, how they are expected to interact with the agreement, and how they are represented in the agreement audit log. It's easier than it sounds, but it requires that you understand the signature flow you expect (e.g., customer signer > internal countersignature > internal approval by manager > certified recipient in provisioning).

    Once you understand the signature flow, start adding recipients.

  10. Define the signature flow - Sequential or Parallel.

    The signature flow is dictated by the Recipients must sign in order checkbox.

    • When checked, a sequential flow is observed. Recipients are notified one at a time as the agreement moves through the signature cycle of recipient records. The agreement is completed when the last recipient completes their action.
      • Hybrid routing requires a sequential flow.
      • Use a sequential flow if you aren't sure or feel like a hybrid flow might be needed.
    • When the box isn't checked, a parallel flow is used. All recipients are notified simultaneously, and the agreement is completed once all recipients have signed.
  11. Define your recipient record.

    The recipient is defined in one row (a record) containing several configurable options. It's fine to use the same email in multiple recipient records (e.g., a family with three signers but shares the same email address). Acrobat Sign treats each recipient record as a unique participant.

    To define the recipient:

    • Provide the Email address of the recipient.
      • As you type in the email address, a drop-down list will show the addresses in your address book that match what you typed. You can select an email from this list at any time to complete the address in the recipient field.
    • Assign a Role. Roles provide context and clarity in the instructions to the recipient and on the audit report. Some roles limit the recipient activity (such as the Delegator roles, which can only delegate).
    • Select the delivery method. Signature links can be delivered via Email or SMS to a smartphone—or both. Note that SMS delivery is a premium service and must be paid for in advance.
      • If SMS is selected, the sender is required to provide the phone number for the recipient.
    The Add recipients section with all dropdown boxes expanded

    Note:

    There are a few configurable controls that may insert a Name field into the record next to the email address. These fields may be required, and when they are, an asterisk is applied next to the field label to indicate the required status.

  12. Define the Recipient settings.

    The "Add recipients" section with the "Recipient settings" option highlighted

    The Multi-factor authentication setting allows the sender to specify which authentication method they want to apply for the recipient.
    Only authentication options that are enabled in the sending group's configuration will be listed.

    The "Recipient settings" option opened with "Multi-factor authentication" expanded

    A private message can be included for the recipient. No other participants in the agreement can view another's private message.

    The "Recipient settings" option opened with "Private message" expanded

  13. Optionally add additional recipients and adjust their order.

    If you have more than one recipient in your signature flow, add them by selecting the plus icon just underneath the recipient list. 

    Recipient records can be added as:

    • Myself - Adds the sender as the next recipient record.
    • Individual - One discrete recipient as identified by their email address.
    • Group - Either a Recipient group or a parallel signature group (used to define hybrid signature flows).
    • Electronic Seal - If the sender has access to place electronic seals, the option is visible and can be placed just as a human recipient would be.
    • CC - This option adds a user as a CC'd participant. CC'd parties don't interact with the agreement; they are notified once it is completed.

    Define each recipient record with an email, role, authentication method, and private message as needed.

    A recipient record can be deleted by selecting the trash can on the far right end of the record.

  14. Adjust the signature order as needed.

    If you have selected a sequential signature flow, the numerical signing index is evident just before the Role selector in the recipient record.

    To adjust the recipient record, use the up and down arrows to move the recipient record up or down in the recipient list. The signing index updates accordingly.

    The Add recipients section with the add recipient icon and recipient adjustment arrows highlighted

    Note:

    CC'd parties have no participation in the signature cycle. They are only notified when the agreement is completed.

  15. Preview the agreement and add signature fields.

    When all of the recipients are added, select the Preview & add fields button to open the authoring environment.

    If you are using templates of documents with fields already configured, and you are confident that the field placement properly maps to your recipient list, you can select Send now to send the agreement immediately.

  16. Phase four - Authoring

    Note:

    Adding fields to a document (authoring fields, or simply "authoring") is a more complex topic than the scope of this article permits. The below is a condensed version of the process.

    The click-and-place authoring environment automatically attempts to detect fields and place them intelligently. The relative success of this process is dependent on the underlying document structure.

    • All placed fields are text fields by default.
    • All placed fields are assigned to the first recipient by default.
    • It's likely that there will be some fields that need to be deleted, moved, resized, reassigned, or changed to a new field type.

    Start by cleaning up any auto-placed fields, then place new fields as needed.

    Delete unwanted fields.

    1. Click into the field to trigger the context menu.
    2. Select the delete icon.
    The authoring environment with a selected field showing the delete icon

    Move any fields that need to be repositioned.

    Hover your pointer over the field until you see the four-point arrow, and then click-drag the field into position.

    The authoring environment with a selected field showing the four-point arrow

    Resize fields as needed.

    Select the field, hover over any edge or corner until you see the two-point arrow, and then click-drag the edge of the field to the desired field size.

    The authoring environment with a selected field showing the two-point arrow.

    Change the field's recipient assignment (when there are multiple recipients).

    The Adobe Sign system must know which fields to make available to the recipients. This is done by assigning each field to a recipient (or Anyone, but you must explicitly identify Anyone as the recipient). As mentioned, auto-detected fields are all assigned to the first recipient.

    The authoring environment with a selected field showing the "Change recipient" action

    Notice that the fields for each recipient are color-coded to that recipient, making field identification easier.

    • Opening the recipient list in the top-left corner shows all recipients with their color-coded dot next to their email.
    • The selected recipient field displays their color in the frame around the recipient's name/email address.
    • The fields listed in the left-hand panel adopt the color (slightly faded) of the selected recipient.
    The authoring environment showing the list of recipients and their respective fields color coded.

    Change the field type as needed.

    Given all auto-detected fields are Text fields, you may need to change some fields to Signature fields.

    The authoring environment with a selected field showing the "Change field type" action

    Place any fields that are required.

    Make sure that all of your recipients who need to apply a signature on the document have a signature field assigned to them.

    To place a field:

    1. Select the correct recipient from the recipient selector.
    2. Select the field to be placed from the list of fields in the left-hand panel. E-signature in this case.
    3. Click on the document where you want to place the field.
    4. Adjust the field placement and size as needed.
    5. Select the next recipient and place repeat the process until all fields are placed.
    The authoring environment with a signature field being placed on the signature line

    Tip:

    Ad hoc form creation each time you send an agreement can be time-consuming.

    If you have boilerplate documents you send often, it's a good investment of time to carefully build library templates to eliminate the authoring process during agreement creation.

    Templates can be created from sent agreements on the Manage page. 

  17. Save or Send the agreement.

    Saving the agreement saves all of the field configuration and stores the agreement in a Draft state on your Manage page.

    Sending the agreement starts the signature process by emailing the first recipient (or all recipients if a parallel signature flow was selected).

 Adobe

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Adobe MAX 2024

Adobe MAX
The Creativity Conference

Oct 14–16 Miami Beach and online

Adobe MAX

The Creativity Conference

Oct 14–16 Miami Beach and online