Log in to the Acrobat Sign service as an admin
Customers who manage their entitlements on the Adobe Admin Console should add new users to their account using that interface. The users are created in Adobe Acrobat Sign automatically when they are entitled to access the service via the product profile.
Once the user is created in the Acrobat Sign system, the CSV method of updating users is still useful, particularly for managing group membership/authority.
Adobe Acrobat Sign administrators can add users to their account and/or update existing user properties (individually or in bulk) using an uploaded CSV file.
The CSV (comma-separated values) file is a type of table where the rows represent users in the Acrobat Sign system, and the columns are the various properties that you can add/update.
This process is valuable for tasks such as:
The CSV must be in a structured format, so a template is provided in the user interface.
A similar template is provided below with some sample content for your review:
Download
CSV files open in a spreadsheet type of application (e.g.: Microsoft Excel):
If you want to save the template, be sure to save it as a CSV format.
All admins in multi-licensed accounts can access the tools to create/update users in bulk with a CSV.
Service packages that don’t support multiple groups can still use this process to change user profile values that aren’t group related. All group related values are ignored (if provided) in this case.
Group-level admin authority to add users is subject to the account-level setting, so it may not be enabled in your account.
Log in to the Acrobat Sign service as an admin
Navigate to the Users admin tab
Click the Create a new user icon (the plus in the circle):
Click the Create/update users in bulk tab to expose the CSV options
Upload the CSV file by clicking the Browse button and selecting the file saved on your system
A link to download a sample CSV file is provided in the interface. If you don't have a CSV already created, you can use the template to ensure your column headers are correct.
The New Email Address column is not included on the sample CSV. If you are updating email values you must add the New Email Address column manually.
All of the options are enabled by default.
Depending on what you'd like to accomplish, deselect the options that should not be considered:
When the file is uploaded and the options are properly configured, click Import
The key to this whole process is configuring the CSV file correctly so the system can read it, and that starts with ensuring you use the correct column headers. For this reason, it is generally recommended to start your CSV by using the sample linked in the interface.
The column headers describe the values available to define or change in a user's profile.
Below are the available column headers. Expand each section to get details on acceptable field values and where the value is represented in the user's profile:
The e-mail address of the user you want to create or update is mandatory.
The email address is a unique identifier in the Acrobat Sign system, and it is this value that identifies the actual userID to update (or create if no matching value is found).
This column is used to update the email value for an existing userID.
It is recommended to disable Allow Create Users when updating email values to safeguard against accidentally creating new users.
Defines the value of the user's First Name in the user profile.
The first name value is concatenated with the last name value to form the full name which in turn dictates the signature value:
Defines the value for the user's Last Name in the user profile.
The first name value is concatenated with the last name value to form the full name which in turn dictates the signature value:
This value defines the Initials field on the user's profile.
It is recommended that you enter no more than four characters
The Initials are automatically suggested when the user accesses an initials field as a recipient:
This value defines the Company field in the user's profile.
Up to 255 characters are allowed.
The value is automatically inserted into any Company field assigned to the user during a signing process:
Defines the Title value in the user profile.
Up to 255 characters are allowed.
The value is automatically inserted into any Title field assigned to the user during a signing process:
A phone number. Ideally for the user.
Between 7 and 255 characters can be inserted.
This does not populate in any meaningful place other than the user's profile:
This determines the area code associated with the user for the purpose of suggesting return fax area codes.
Any three digits will work.
This does not populate in any meaningful place now that fax based signatures have been deprecated.
This value defines the timezone for the user.
The time zone dictates the time offset applied when the recipient is viewing the agreement activity on the manage page.
Below are the acceptable values for the Time Zone field.
Only enter the BOLD type from the below options. The GMT offset value is provided only for reference.
Valid options are:
US_SAMOA (GMT-11:00) | AMERICA_MONTEVIDEO_DST (GMT-02:00) | ASIA_CALCUTTA (GMT+05:30) |
PACIFIC_HONOLULU (GMT-10:00) | ATLANTIC_AZORES (GMT-01:00) | ASIA_KATMANDU (GMT+05:45) |
US_ALASKA (GMT-09:00) | ATLANTIC_CAPE_VERDE (GMT-01:00) | ASIA_DACCA (GMT+06:00) |
US_PACIFIC (GMT-08:00) | EUROPE_LONDON (GMT) | ASIA_RANGOON (GMT+06:30) |
US_ARIZONA (GMT-07:00) | GMT (GMT) | ASIA_JAKARTA (GMT+07:00) |
US_MOUNTAIN (GMT-07:00) | AFRICA_LAGOS (GMT+01:00) | ASIA_BRUNEI (GMT+08:00) |
AMERICA_MAZATLAN (GMT-07:00) | CET (GMT+01:00) | ASIA_SHANGHAI (GMT+08:00) |
US_CENTRAL (GMT-06:00) | EET (GMT+02:00) | AUSTRALIA_WEST (GMT+08:00) |
CANADA_SASKATCHEWAN (GMT-06:00) | ASIA_ISTANBUL (GMT+02:00) | ASIA_JAYAPURA (GMT+09:00) |
AMERICA_BELIZE (GMT-06:00) | CAT (GMT+02:00) | ASIA_SEOUL (GMT+09:00 |
US_EASTERN (GMT-05:00) | AFRICA_DJIBOUTI (GMT+03:00) | ASIA_TOKYO (GMT+09:00) |
AMERICA_BOGOTA (GMT-05:00) | EUROPE_MOSCOW (GMT+03:00) | ACT (GMT+09:30) |
AMERICA_CARACAS (GMT-04:30) | MIDEAST_RIYADH89 (GMT+03:07) | AET_QUEENSLAND (GMT+10:00) |
AMERICA_HALIFAX (GMT-04:00) | ASIA_TEHRAN (GMT+03:30) | AET (GMT+10:00) |
AMERICA_LA_PAZ (GMT-04:00) | ASIA_DUBAI (GMT+04:00) | PACIFIC_GUADALCANAL (GMT+11:00) |
AMERICA_MANAUS (GMT-04:00) | ASIA_YEREVAN (GMT+04:00) | PACIFIC_NORFOLK (GMT+11:30) |
AMERICA_SCORESBYSUND (GMT-03:00) | ASIA_KABUL (GMT+04:30) | PACIFIC_AUCKLAND (GMT+12:00) |
AMERICA_MONTEVIDEO (GMT-03:00) | ASIA_KARACHI (GMT+05:00) |
This defines the locale (language) used in the display of the user's environment when they authenticate to the Acrobat Sign service as well as any inbound email from the service.
When entering a locale value, only enter the locale string (e.g.: en_US for English - US)
Valid options are:
Basque: eu_ES | German: de_DE | Portuguese: pt_PT |
Catalan: ca_ES | Hungarian: hu_HU | Portuguese - Brazilian: pt_BR |
Chinese (Simplified): zh_CN | Icelandic: is_IS | Romanian: ro_RO |
Chinese (Traditional): zh_TW | Indonesian: in_ID | Russian: ru_RU |
Croatian: hr_HR | Italian: it_IT | Slovakian : sk_SK |
Czech: cs_CZ | Japanese: ja_JP | Slovenian: sl_SI |
Danish: da_DK | Korean: ko_KR | Spanish: es_ES |
Dutch: nl_NL | Malay: ms_MY | Swedish: sv_SE |
English - UK: en_GB | Norwegian: no_NO | Thai: th_TH |
English - US: en_US | Norwegian - Bokmål: nb_NO | Turkish: tr_TR |
Finnish: fi_FI | Norwegian - Nynorsk: nn_NO | Ukrainian: uk_UA |
French: fr_FR | Polish : pl_PL | Vietnamese: vi_VN |
This setting defines if the user should have account-level admin authority
This field dictates the group(s) that the user is a member of and the authority (per group) the user has within each group:
Group-level admins do not have the authority to manipulate users with the Groups column.
When a group-level admin creates new users via bulk upload:
The Groups column contains one or more Group Definitions. Each Group Definition contains the name of one group, followed by one or more status values contained in square braces. eg: Group Name[Status]
In the above example:
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