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Administer
- Admin Console Overview
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User Management
- Adding users
- Create function-focused users
- Check for users with provisioning errors
- Change Name/Email Address
- Edit a user's group membership
- Promote a user to an admin role
- User Identity Types and SSO
- Switch User Identity
- Authenticate Users with MS Azure
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- Product Profiles
- Login Experience
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Guidance for regulatory requirements
- Accessibility
- HIPAA
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- 21 CFR part 11 and EudraLex Annex 11
- Healthcare customers
- IVES support
- "Vaulting" agreements
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Send, Sign, and Manage Agreements
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Recipient Options
- Cancel an email reminder
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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
- 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
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Send Agreements
- Send (Compose) page
- Send an agreement only to yourself
- Send an agreement to others
- Written Signatures
- Recipient signing order
- Send in Bulk
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Authoring fields into documents
- In-app authoring environment
- Create forms with text tags
- Create forms using Acrobat (AcroForms)
- Fields
- Authoring FAQ
- Sign Agreements
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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
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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
Advanced Agreement Capabilities and Workflows
- Webforms
- Reusable Templates
- Transfer ownership of web forms and library templates
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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
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Useful Templates
- Administrator only
- Agreement archival
- Webform agreement archival
- Agreement data extraction
- Agreement notifications
- Agreement generation
- Custom Send workflows
- Share users and agreements
Integrate with other products
- 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
Overview
The Limited Document Visibility (LDV) settings allow an agreement to contain multiple files that are selectively visible to the recipients depending on which settings are enabled and how the agreement is configured.
Example use cases include:
- Sales agreements that require internal oversight or approval before being sent to the customer.
- New hire documentation to be delivered after the offer letter is accepted.
- HR documents that require internal processing outside the initial signer's scope.
Here's a quick video that captures the high-level use:
Availability:
Limited document visibility is available for the enterprise license plan only.
Configuration scope:
LDV can be enabled at the account and group levels.
How document visibility works
LDV rules can be enabled at the account and group level.
LDV rules only expose the file content explicitly assigned to any given recipient.
File content is assigned to a recipient by adding at least one field assigned to that recipient.
- LDV is file-based, not page-based. If a file has 40 pages, and the recipient has one field assigned to them on one page, the recipient can see all 40 pages of the file.
- If the file contains no fields for the recipient, the entire file is excluded from that recipient's view.
- If there are four files, and the recipient needs to see all four, then at least one field must be applied to one of the pages of each file.
- If page-level control is required, the file must be divided into individual files, each containing one page.
In the example to the right, there are two signers and two documents in an agreement.
Signer 1 sees both documents, as there is a field assigned on both docs (Field 1 and Field 2)
Signer 2 will only see Doc 2 because they don't have an assigned field on Doc 1.
- Doc 2 is visible because Field 3 is assigned to Signer 2.
LDV rules expect two prerequisites:
- There must be more than one recipient
- Recipients include any user added to the signature/approval process
- CC'd parties are not recipients.
- There must be more than one file added to the agreement
- Files are any attachments used to build the agreement (.doc, .xls, .pdf, PNG, etc.)
If either of the above requirements isn't true, LDV rules are suspended for that agreement.
Signers will only see files containing signature, initials or data entry fields assigned to them is the root control that enables the LDV experience and the set of subordinate controls. If this control is disabled, LDV as a whole is disabled in the recipient experience.
All recipients and CC'd parties see all files all the time.
|
During the signing process |
When the agreement is completed |
---|---|---|
Sender |
All documents |
All documents |
Internal Recipient |
All documents |
All documents |
External Recipient |
All documents |
All documents |
Internal CC |
All documents |
All documents |
External CC |
All documents |
All documents |
External Archive Recipient |
NA |
All documents |
After enabling the root LDV control, there are three additional configurations to control visibility depending on your preferred experience:
Using LDV with the REST API v6
The sender can use the REST API v6 to explicitly grant visibility to documents.
REST API v6 calls ignore all document visibility settings in the UI, as the API call overrides account/group level settings.
The only carry-over behavior is that the sender must specify a document label if it specifies a form field for a particular recipient.