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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


  1. Admin Console Overview
  2. User Management
    1. Add a User
    2. Add Users in Bulk
    3. Add Users from your Directory
    4. Add Users from MS Azure Active Directory
    5. Create function-focused users
      1. Technical accounts - API driven
      2. Service accounts - Manually driven
    6. Check for users with provisioning errors
    7. Change Name/Email Address
    8. Edit a user's group membership
    9. Edit a user's group membership through the group interface
    10. Promote a user to an admin role
    11. User Identity Types and SSO
    12. Switch User Identity
    13. Authenticate Users with MS Azure
    14. Authenticate Users with Google Federation
    15. Product Profiles
    16. Login Experience 
  3. Account/Group Settings
    1. Settings Overview
    2. Global Settings
      1. Account tier and ID
      2. Self Signing Workflows
      3. Send in Bulk
      4. Web Forms
      5. Custom Send Workflows
      6. Power Automate Workflows
      7. Library Documents
      8. Collect form data with agreements
      9. Limited Document Visibility
      10. Attach a PDF copy of the signed agreement 
      11. Include a link in the email
      12. Include an image in the email
      13. Files attached to email will be named as
      14. Attach audit reports to documents
      15. Merge multiple documents into one
      16. Upload a signed document
      17. Delegation for users in my account
      18. Allow external recipients to delegate
      19. Authority to sign
      20. Authority to send
      21. Power to add Electronic Seals
      22. Set a default time zone
      23. Set a default date format
      24. Users in Multiple Groups (UMG)
        1. Upgrade to use UMG
      25. Group Administrator Permissions
      26. Replace recipient
      27. 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
      28. In Product Messaging and Guidance
      29. Accessible PDFs
      30. New authoring experience
      31. 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. Recipient groups
      6. Required fields
      7. Attaching documents
      8. Field flattening
      9. Modify Agreements
      10. Agreement name
      11. Languages
      12. Private messages
      13. Allowed signature types
      14. Reminders
      15. Signed document password protection
      16. 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
      17. Content Protection
      18. Enable Notarize transactions
      19. Document Expiration
      20. Preview, position signatures, and add fields
      21. Signing order
      22. Liquid mode
      23. Custom workflow controls
      24. Upload options for the e-sign page
      25. 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 to
    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 - manual recipients
      3. Send in Bulk - CSV upload
      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. 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. Track Power Automate usage
    4. Create a new flow (Examples)
    5. Triggers used for flows
    6. Importing flows from outside Acrobat Sign
    7. Manage flows
    8. Edit flows
    9. Share flows
    10. Disable or Enable flows
    11. Delete flows
    12. 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 


Adobe Acrobat Sign text tags can be used in conjunction with Acrobat form fields to define the specific properties of a field. While text tags are added directly to a document in line with the content, PDF tags are used to name the fields, defining the rules and validations of the physically placed field. Acrobat form fields combine the ease of use of the drag-and-drop authoring environment with the versatility of the text tags.

When a document is uploaded to the Acrobat Sign Document Library or send out for signature, the Acrobat form fields are processed by the system and converted into Acrobat Sign form fields. The system specifically looks at the name the field is given, verifies that an Acrobat Sign tag has been defined. It then creates an Acrobat Sign form field with the properties you have defined.

Tags allow for specific properties to be set for the fields. Using this with Acrobat’s form field placement tools, your document can be fully functional and professional in appearance.

Text Tag Version

This document describes the current, 2.0 syntax of Acrobat Sign text tags. This syntax should be used for all new documents and revisions to existing documents. If you are not familiar with Text Tags in Acrobat Sign, see the Text Tag Documentation.

Creating Forms for Acrobat Sign

Acrobat allows you to physically place form fields directly onto a document’s pages. This section explains how to add form fields, as well as options for having a more uniform look to the fields on your document.

Preparing the Form

  1. Using Acrobat, open the PDF you want to convert to an Acrobat Sign form.

  2. Choose Tools > Prepare Form.

    Click Prepare Form

  3. Click Start. Acrobat creates the form and opens it in the Form Editing mode. The right-hand pane displays options for editing the form. The toolbar contains form field tools for adding additional fields.

    Click Start

    Acrobat searches the document for text (identified by underlined spaces or empty boxes) that can be converted to form fields and attempts to place an appropriate field in that location. 


    If the document does not already have spaces or boxes that can be converted, a dialog notifying you that no form fields were detected displays. Click OK to continue.

  4. In the right-hand pane, click More and then choose Convert to Acrobat Sign Form

  5. When alerted that Acrobat removes form fields that Acrobat Sign doesn't support, click Next.

    Conversion warning

  6. If a subsequent alert displays, click OK.

    Field warning

Clean up the Automated Field Placement

When creating fields, Acrobat is looking for landmarks like lines of underscores, boxes and circles that might indicate fields, checkboxes and radio buttons. Additionally, the surrounding text is evaluated to give the generated fields a meaningful name.  However, the odds are good that some fields will be named or placed incorrectly, and will require manual adjustment.

Acrobat Field Placement


 Review your form, delete any extra fields, and move any fields that are misplaced.

Cleaned up field placment


All fields that are automatically placed will have unique names, and some may be obscure (like fill_3). 

It’s worth taking the time now to give meaningful names to your fields in case you want to run reports against the document and need to evaluate the field data.

To rename a field, double click the field (or right click and select Properties from the menu). The field name will be at the top of the properties window. 

Manually Placing Form Fields

If the automated field placement doesn’t find all your fields, you will need to manually add them in. This is a simple click-click process using the toolbar at the top of the Acrobat window.

  1. To add a field to the form, click to select the appropriate icon for the field you want in the toolbar.

    Acrobat for Adobe Sign toolbar

    The fields, from left to right are:

    • Select Object – Frees the cursor to select any object on the page.
    • Text field – The Generic Text field for allowing input. The most commonly used field for most forms.
    • Check Box – Used for presenting an array of line items when the user can select multiple options.
    • Radio Buttons – Used to present an array of line items and the user can select only one of them.
    • Drop-down box – A pick list of items that the user can select one of.
    • Signature Field – A single field signature.
    • Signature Block – A multi-field signature that contains at least the Signature and Email fields, but can optionally include the signer's Title and/or Company, depending on the settings of the Acrobat Sign account used to send the document.
    • Initials – A single initials field that can contain up to four characters.
    • Title – A required field that requests the Title of the recipient.
    • Company – A required field that requests the Company name of the recipient.
    • Full Name – A read-only field that returns a type-set version of the text entered in the Signature field.
    • Email – A read-only field that returns the email address of the recipient.
    • Date – A read-only field that returns the current time date stamp when the recipient opens the Agreement.
    • Keep Tool Selected – Click this icon to enable/disable the ability to place multiple fields.  When disabled, the cursor will return to the selector arrow after placing a field. When enabled, the cursor remains the field footprint, allowing you to place multiple fields without having to reselect the icon first.

    The required and read-only fields are recipient specific, meaning they are intended to only collect information about the recipient they are assigned to. If you need to request content other than the personal information of the recipient, use a text field. For example, if you need to collect any date that isn’t the signature date, use a text field and validate that field to be a date format.

  2. The cursor will change to show the footprint of the field you selected. Click to place the field where you want it. 

    Field Footprint

  3. When the field is first placed on the page, a small window will appear where the name of the field can be changed, and the participant role can be defined. Setting a meaningful name is useful, but setting the participant role should only be done if you have a solid understanding of the signature process for the document, and the appropriate participation roles to be applied.

    Placed Field properties

  4. Click and drag on one of the blue boxes (or handles) in the frame of the field to change the size of the field.

    Resizing the field

Aligning Fields and Matching Size

Once field have been roughly placed on the document, tools within Acrobat can help you ensure consistent field size and alignment, providing a polished and professional look to the form.


To select multiple fields you can either hold down the Ctrl/Cmd button and individually click fields, or click in the PDF, and drag the cursor to describe a box. All fields that are at least partly contained in the described box will be selected. Click anywhere on the PDF to de-select the fields.

  1. The first step to aligning fields is to establish one properly placed field. In the below example, the Address field has been properly sized using the manual click and drag process.

    Rough Form field placement

    Visually, you can see that the Contact field to the right will be the same height, and the Phone, Fax and Order Number fields will be the same width. 

  2. Select both the Address and Contact field. You will notice that the field borders will change color from the other fields, indicating they are selected

    Selected Fields

    • The “template” field will show the blue “handle” boxes. When using alignment or size matching tools, all fields will be aligned or matched to the template field.
    • You can change the template field once all fields have been selected by right clicking on the field you want to become the template.
    • Clicking outside the selected fields will de-select all fields.
  3. The top-right side of the Acrobat window shows the alignment tools. Click the Match width and height icon. 

    Match width and height tool

    The Contact field will snap to the size of the Address field:

    Width and height aligned fields

  4. With both fields still selected, click the Align Top icon to bring the Contact field to the correct alignment across the top of the fields.

  5. Left click the Contact field to select just that field, and then adjust the handles on the left and right of the field to fit it in place.

    Manually adjust the width of the field to fit

  6. Next, select all the fields in a column. Make sure your template field is correct

    Select all fields in a column

  7. Click the Match width icon to snap all fields to the same width

    Fields with matching widths

  8. With all fields still selected, click the Align Left icon 

    Fields Aligned to the left

  9. Adjust the fields to the correct height.  This can be done manually for each field if necessary, or you can manually fit one field, then select the others and snap them to the same height.

    Fields matched to field height

  10. Fine field adjustment can be done using the arrow keys on your keyboard.  Select one or more fields, and then use the arrows to move the fields by tiny increments.

    All fields correctly sized


    Remember that you can zoom in to the PDF to give you larger field objects that can be more precisely adjusted

  11. Follow the same principal of matching the remaining fields to appropriate templates:

    In this example, you would:

    • Select the Contact, Email and Website fields and snap them to the same width
    • Align the fields to the left side
    • Select the row fields (Phone and Email) and snap them to the same height
    • Then use Align Top tool to bring them to alignment.
    • Do the same for the Fax and Website row of fields.
    All fields correctly sized and placed


    Once the fields are all in place, the document is minimally ready to send through Acrobat Sign.

    All fields have an identifying name, but none are explicitly assigned to a recipient, and no fields have any content validation.

    If you would like to include field properties, like recipient identification, content validation, conditional appearance or calculations, you will need to append the field name with arguments just as you would with Text Tags.



Using Tags in Placed Form Fields

As you are adding fields to the form, a listing of the field names displays in the right rail of the Acrobat page. This list can be used to find or access any form field on the document quickly, without being on the page, and will readily indicate if a field name exists in more than one place on the form by appending a #1 after the name.


Unique field names can contain unique content. Fields that have the same name will contain the same content.  By filling in one field, you will automatically pollinate that content to every other field using the same name. This is useful if you have a form that asks for the same information in multiple place.

If you are using the fields automatically placed by Acrobat, then the names of your fields will be simple descriptive strings. (if they aren’t meaningful, then it is advised that you take the time to make them so.)

Field names without arguments


Fields placed from the toolbar may have a larger name including arguments identical to the Text Tag format. 

Field names with arguments added

Naming Form Fields

Changing the name of the form field to an Acrobat Sign tag allows you to apply all the field properties recognized by Acrobat Sign, without sacrificing space on the document as a text tag would.

To access the properties menu for the form field, either double click on the field or right-click and choose “Properties” from the menu.

The General tab on the Properties window displays the Name, Tooltip, Field Type, Participant Role, and

Common Properties of the field.

Text field properties

  • Name — Where the tag for the form field will be added.
  • Tooltip — Information that will popup if the mouse pointer is held over the field.
  • Field Type — Indicates the type of field such as Text, Signature, Date, and so on.
  • Participant Role — Determines which signing party should interact with that field such as Sender, Signer, Prefill, and so on.
  • Read-Only — Makes the field inaccessible and not editable, generally used if the field is being populated through an integration or using a CSV file.
  • Required — Marks the field as required so the signing process cannot be completed unless data is entered into this field.

While the Acrobat Sign drag-and-drop authoring environment does not support (or have an option for) multi-line fields, you can set a field up this way in Acrobat and have it function through Acrobat Sign. This option is called “Multi-Line Field” under the “Options” tab.

Refer to Text Tag Documentation for tags to be used in the form fields on your document.


The Text Tag Documentation shows all tags with “{{}}” surrounding them, as it is necessary for them to be parsed. These “curly braces” are not necessary when creating fields in Acrobat, and should be omitted.

Placing Other Objects

Aside from the standard text fields, Acrobat has checkboxes, radio buttons, and dropdown menus that will function through Acrobat Sign. The options for these objects can be applied using the arguments in the tag, or through the object properties in Acrobat.

If you choose to use the object properties in Acrobat, ensure you still enter a basic tag for the name of the object. For example, if you have a check box and all of the settings were set in the Properties window, just name it CB1_es_:signer1, for example. This will ensure the object has a name and is assigned to the intended recipient.

Check Boxes

Selecting “Check Box” from the “Select Object” bar changes the cursor and allows you to place the check box. See Manually Placing Form Fields for more information.

To access the properties menu for the check box, either double click on the field or right-click and choose “Properties” from the menu.

Under Options, the available settings are Check Box Style, Export Value, and the Check box is checked by default option. Changing the “Check Box Style” will not affect how the check box is visually represented in Acrobat Sign, but the resulting PDF document will have the chosen style.

Checkbox field properties

Radio Buttons

Selecting “Radio Button” from the “Select Object” toolbar changes the cursor and allows you to place the radio button. See Manually Placing Form Fields for more information.

When you place the radio button, the basic properties dialog displays warning you that there needs to be a minimum of two radio buttons in the group because radio buttons provide a “one or another” solution.

Another radio button can be added by clicking the “Add Another Button” link or by choosing “Radio Button” from the ”Select Object” toolbar again, placing the object and renaming it to the same Group Name.

Radio Button Warning

To access the properties menu for the radio button, either double click on the field or right click and choose “Properties” from the menu.

Radio Button Field Properties

Under Options, the available settings are the Button Style, Radio Button Choice, and the two options: Button is checked by default and Buttons with the same name and choice are selected in unison, which links identically named buttons. The name of the radio button determines what group it is in, so if you’re creating an array of radio button options, they will need to be named identically in order to be a part of the same group.

Dropdown Menus

Selecting “Dropdown” from the “Select Object” toolbar changes the cursor and allows you to place the dropdown menu. See Manually Placing Form Fields for more information.

To access the properties menu for the dropdown, either double click on the field or right click and choose “Properties” from the menu.

Drop-down box Field Properties

Under Options, the available settings are Item, Export Value, Item List, Sort Items, Allow user to enter custom text, Check spelling, and Commit selected value immediately.

Enter the name of the option in the “Item” field. Additionally an export value is recommended. For example if the item is “Red”, the export value might be “R”. This value can then be exported during the signing process.

Once you’ve set up the dropdown choice, click the Add button. This moves the options down to the Item List where they can be sorted and managed.

Drop-down box field options


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Adobe MAX

The Creativity Conference

Oct 14–16 Miami Beach and online

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