- Adobe Acrobat Sign User's Guide
- What's New
- Get Started
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Recipient experiences
- Email options
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E-signing page options
- The recipient's e-signing page
- Open a view to read the agreement
- Decline to sign the agreement as a recipient
- Delegate your authority in the agreement to another person
- Restart the agreement from the first recipient
- Download a PDF of the agreement
- View the events in the agreement history
- View the agreement messages from the sender
- Convert an agreement to be printed and manually signed
- Convert a written signature process back to electronic signature
- Navigate through the form fields of the agreement
- Recipient e-signing experience when using Mobile Focus
- Clear the data you have entered into the agreement fields
- E-sign page magnification and navigation
- Change the language of the page controls
- Review the Legal Notices for Adobe Acrobat Sign
- Adjust your Cookie Preferences
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Users
- Profile and preferences
- Sharing user content
- Address book
- Home page
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Send agreements
- Send page overview
- Recipient signing order - signature cycle
- Compose a hybrid recipient workflow
- Send an agreement with only yourself as a signer
- Request signatures from others
- Send an agreement using e-Witnesses
- Use templates to send agreements
- Obtain a written signature
- Compose an agreement for in-person signing in Acrobat Sign
- Set a completion deadline in Adobe Acrobat Sign
- Add a password to protect viewing of the PDF
- Use clickable links in message fields
- Use Agreement AI generative summaries
- Sign agreements
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Manage agreements
- Overview of the Manage page
- Create a copy of an agreement
- Replace a recipient in an active agreement
- Cancel an agreement in Adobe Acrobat Sign
- Add and edit reminders from the Manage page
- Review an agreement's reminders
- Cancel a reminder for an agreement
- Text search in Adobe Acrobat Sign
- Open and View an agreement
- Create a template from an agreement
- Hide or Unhide an agreement from view on the Manage page
- Upload a signed copy of the agreement
- Modify a sent agreement's documents or fields
- How to edit a recipient's authentication method after the agreement has been sent
- Add, edit, or remove the Expiration Date (Completion Date)
- Share an individual agreement
- Unshare an agreement
- Download the PDF of an agreement
- Download the individual files of an agreement
- Export the field data for an individual agreement
- Remove a recipient from an in-progress agreement
- Resume a paused agreement
- Bulk actions
- Audit reports
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Reporting and Exporting data
- Reports and Data Exports
- Edit an existing Report chart
- Transaction consumption reports
- Agreement reports
- Create a new report chart
- Download the content of a data export
- Refresh the content in an existing data export
- Edit an existing data export
- Web form data export
- Create a new data export
- Rename an export or chart report
- Duplicate an export or chart report
- Schedule an export or chart report
- Delete an export or chart report
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Form field authors
- In-app authoring environment
- Create forms with text tags
- Create forms with Acrobat
- Form field reference
- Adobe Acrobat Sign Authoring - FAQ
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Modern authoring
- Understand the modern authoring experience
- Work with suggested fields
- Add and configure form fields
- Assign pre-authored PDF form fields
- Review and manage form fields
- Copy, clone, and link form fields
- Validate form fields and resolve errors
- Use Prefill fields
- Apply field templates
- Edit document content during authoring
- Advanced field configuration
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Advanced users
- Send in Bulk
- Webforms
- Reusable templates
- Custom workflows
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Power Automate Workflows
- Overview and entitlements included with the Microsoft Power Automate integration
- Enable the Power Automate integration
- In-Context Actions for Power Automate on the Manage Page
- Track your Power Automate usage
- Create a new Power Automate flow in the Acrobat Sign environment
- Triggers for Power Automate flows
- Import external Power Automate flows into Acrobat Sign
- Access and manage your Power Automate flows
- Edit Power Automate flows within the Acrobat Sign environment
- Share Power Automate flows to other users in your Acrobat Sign organization
- Disable Power Automate flows
- Delete Power Automate flows
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Useful PA Templates for Admins
- Save all completed documents to SharePoint
- Save all completed documents to OneDrive for Business
- Save all completed documents to Google Drive
- Save all completed documents to DropBox
- Save all completed documents to Box
- Save your completed documents to SharePoint
- Save your completed documents to One Drive for Business
- Save your completed documents to Google Drive
- Save your completed documents to Box
- Save completed webform documents to SharePoint Library
- Extract field data from your signed document and update Excel sheet
- Get your Adobe Acrobat Sign notifications in a Teams Channel
- Generate doc from Power App form and Word template, send for signature
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Administers
- Set up your Acrobat Sign company account
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User provisioning
- Authenticate your signers using your SSO solution (and optionally entitle them to use the Acrobat Sign product)
- Enable SSO for direct Acrobat Sign access
- Provision Acrobat Sign users with SSO
- Configure user auto-assignment rules
- Move a user from one Admin Console organization to another
- Create Technical Accounts to send agreements via API
- Create Service Accounts to send agreements under a functional entity
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User management
- Change your email or name in Acrobat Sign
- Edit a user's group membership
- Grant users access to reporting data
- Set authority levels for admins and users
- Edit a user’s Admin Console roles
- Promote users to privacy admin status
- Manage user and group content shares
- Log in to your Adobe Acrobat Sign account
- Group management
- Asset management
- Admin reports
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Settings configuration
- Configuring the Adobe Acrobat Sign environment
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Global Settings
- Enable the modern Recipient Experience
- Configure Self Signing Workflows
- Configure access to Send in Bulk
- Configure Web Forms
- Enable Custom Send Workflows
- Configure access to Power Automate workflows
- Configure access to create reusable library templates
- Collect form data with agreements
- Limit document visibility for agreement participants
- Attach a PDF copy of the signed document in emails sent to
- Suppress the email link to the online signed agreement
- Suppress the image of the first page of the agreement in emails
- Files attached to email will be named as
- Attach audit report to emails and downloads in Acrobat Sign
- Merge multiple documents into one document after signing
- Allow recipients to download individual files
- Empower senders to upload physically signed documents
- Adobe Acrobat Sign delegation settings for internal users
- Set a default time zone to use for agreements
- Configure the default date format to use for agreements and signatures
- Upgrade your account to allow Users in Multiple Groups (UMG)
- Assign users to multiple groups
- Group Administrator Permissions
- Configure the option to replace a recipient on an agreement
- Configure the content of your Audit Reports
- Verify agreement validity
- Include view events in the audit report
- Include page counts in the audit report
- Add the transaction ID and document name to each page of the agreement
- Enable in-product messaging and guidance
- Enforce PDF/A workflows for long-term archiving
- Enable the Acrobat Sign Smart Assistant Chatbot
- Configure the New request signature experience
- Enable the New custom workflow experience
- Enable the modern Create Template experience
- Account Setup / Branding Settings
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Signature Preferences
- Configure well-formatted signatures
- Configure how you will allow recipients to sign and initial agreements
- Capture signature on mobile device
- Configure Terms of Use and Consumer Disclosure acceptance
- Hiding Guided Navigation While Signing
- Allow recipients to restart agreements
- Configure Decline options for recipients
- Allow Stamp Images and Signatures
- Allow signers to print, place written signatures and upload the agreem
- Set up Mandatory Mobile Signature Capture
- Request IP address from recipients for the audit report
- Enable drawn signature scaling
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Digital Signatures
- Overview of Digital Signatures in Adobe Acrobat Sign
- Download and sign with an Acrobat certificate
- Enable cloud-based digital signatures
- Configure bulk digital signatures from Manage in Acrobat Sign
- Require digital signatures for specific recipients
- Send metadata to the cloud signature provider
- Configure a restricted Identity Provider
- Configure auto-provisioning for partner applications
- Create electronic seals in Adobe Acrobat Sign
- Digital Identity
- Report Settings
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Security Settings
- Restrict user access to Acrobat Sign using allowed IP address ranges
- Administrator managed sharing
- Configure Account Sharing Permissions
- Agreement sharing controls
- Signer Identity Verification
- Define the complexity of user-applied passwords
- Block signers within a specific geography
- Allow page extraction from agreement PDFs
- Document link expiration
- Stand-alone timestamp certificates for electronic signatures
- Block iframe embedding in Acrobat Sign
- Customer-managed encryption overview
- Understand customer-managed encryption in Acrobat Sign
- Configure Customer Managed Encryption
- Manage customer-managed encryption keys
- Customer-managed encryption considerations and limitations
- Troubleshoot customer-managed encryption
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Send Settings
- Configure document editing during authoring
- Agreement creation experiences
- Require recipient name when configuring an agreement or web form
- Lock Name values for known users when authenticating
- Allow various recipient roles
- Configure the e-Witness role for recipients
- Configure in-person signing in Acrobat Sign
- Enable recipient groups
- Configure CC notifications as part of a recipient record
- Configure OneDrive file upload
- Automatically "flatten" PDF documents when uploaded
- Allow User to Modify Agreements
- Remove recipients from in-flight agreements
- Enable private messages to recipients
- Allowed signature types
- Set reminders for the agreement recipients
- Allow senders to add passwords to protect viewing the agreement PDF
- Send notifications through SMS or WhatsApp in Adobe Acrobat Sign
- Adobe Acrobat Sign Identity Authentication Methods
- Signing Password
- Knowledge-based authentication
- Configure phone authentication
- WhatsApp authentication
- Configure one-time password via email authentication
- Acrobat Sign Authentication
- Cloud-based digital signatures
- Digital Identity Provider authentication
- Government ID authentication
- Signer Identity Report
- Configure Content Protection
- Configure Automatic Document Expiration (Completion deadline)
- Signature order options
- Configure hybrid recipient routing
- Configure internal recipient restrictions in Acrobat Sign
- Configure the Download agreement link
- Form Field Borders
- Liquid Mode for Mobile Web Signing Experience
- Enable Template-Defined Signature Placement in Custom Workflows
- Enable Acrobat Sign to tag uploaded PDFs for accessibility
- Restricted access to agreements
- Configure pause and resume agreements
- Attach documents from Google drive
- Configure Agreement AI generative summaries
- Configure CC events in audit reports
- Configure document editing for library templates
- Message Templates
- Bio-Pharma Settings
- Notarize integration with Acrobat Sign
- Set up online payments
- SAML Settings
- Data Governance
- Set up an archive for your agreements
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Email Settings
- Email header and footer images
- Enable and configure the user's personal email footer
- Adobe Acrobat Sign - Suppress email addresses in agreement notifications
- Adobe Acrobat Sign - Suppress email addresses in To and CC fields of the email header
- Enable linkless notifications
- Use customized email templates
- Understand the Acrobat Sign tracking pixel
- Migrating from echosign.com to adobesign.com
- Customize the Options for Recipients on the e-sign page
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Guidance for regulatory demands
- Accessibility
- HIPAA configurations in Adobe Acrobat Sign Solutions
- GDPR
- 21 CFR part 11 and EudraLex Annex 11
- EU/UK considerations
- Comply with IVES
- Report Abuse links
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Integrations
- Adobe Acrobat Sign Integrations
- Product versions and lifecycle
- Integration keys
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Acrobat Sign for Salesforce
- Acrobat Sign for Salesforce: Install the package (v24)
- Acrobat Sign for Salesforce: Configure the package
- Adobe Acrobat Sign for Salesforce: Upgrade Guide
- Adobe Acrobat Sign for Salesforce: Release notes
- Adobe Acrobat Sign for Salesforce (Lightning profile): User Guide
- Acrobat Sign for Salesforce Mobile
- Enable authentication with digital identity providers
- Adobe Acrobat Sign for Salesforce: Mappings and Templates Guide
- Using Acrobat Sign Document Builder for Salesforce
- Configure Large Documents and Push Agreements Service
- Adobe Acrobat Sign for Salesforce: Customization Guide
- Adobe Acrobat Sign for Salesforce: Developer Guide
- Acrobat Sign for Salesforce: Other Guides
- Adobe Acrobat Sign for Salesforce: FAQs
- Acrobat Sign for Salesforce: Troubleshooting Guide
- Microsoft: Office
- Microsoft: Teams
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Microsoft: Dynamics
- Acrobat Sign for Microsoft Dynamics
- Adobe Acrobat Sign for Microsoft Dynamics 365 Online: Installation Guide
- Adobe Acrobat Sign for Microsoft Dynamics Online: User Guide
- Adobe Acrobat Sign for Microsoft Dynamics 365 On-Premises: Installation Guide
- Adobe Sign for Microsoft Dynamics On-Premises: User Guide
- Adobe Acrobat Sign for Microsoft Dynamics Workflows: User Guide
- Adobe Acrobat Sign for Microsoft Dynamics 365 Talent
- Adobe Sign for Microsoft Dynamics: Upgrade Guide
- Adobe Acrobat Sign for Microsoft Dynamics 365: Release Notes
- Microsoft: Power Automate
- Microsoft: Search connector
- ServiceNow
- SAP SuccessFactors
- Workday
- NetSuite
- Adobe Acrobat Sign for SugarCRM
- VeevaVault
- Adobe Acrobat Sign for Coupa BSM Suite: Installation Guide
- Zapier
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Developers
- REST APIs
- Webhooks
- Sandbox
- System-level resources
- Support
Form field properties
Review the properties available for form fields and identify which field types support the behavior you need.
In Adobe Acrobat Sign, the properties shown in Customize field depend on the selected field type. Use this reference to understand what each property controls and where it's available.
To choose the appropriate field first, see Form field types. To change properties on a placed field, see Add and configure form fields.
Common field properties
| Property | Available for | What it controls |
|---|---|---|
| Field name | All fields | Identifies the field in authoring and downstream uses such as exported field data and calculations. |
| Recipient assignment | Most fields | Determines which recipient completes or interacts with the field. Link, Participation stamp, and Transaction number don't have a recipient assignment. |
| Required | Most fields | Requires the recipient to complete the field before finishing their action. Participation stamp and Transaction number are system-generated and can't be made Required. |
| Prefilled text | Supported input fields | Provides a value before the recipient opens the agreement. It isn't available for system-populated fields or field types whose value is supplied through another interaction. |
| Lock field value | Fields that support Prefilled text | Displays the prefilled value without allowing the recipient to change it. |
| Tooltip | Selected field types | Provides additional guidance associated with the field. |
| Text to display | Image, Attachment, and Link |
Use meaningful field names
Every field has a field name. Use a name that identifies the information the field represents, especially when the data will be exported, reported on, or referenced in a calculation.
For example, Employee ID is more useful downstream than Text 4.
Field names must be unique. They can't:
- Begin or end with a period.
- Contain consecutive periods.
See Calculated field formulas and functions when field names are used in calculations.
Understand Prefilled text
Prefilled text provides an initial value while the agreement is being authored.
It isn't available for:
- Signature-related fields
- Recipient name
- Recipient email
- Date of signing
- Image
- Attachment
- Stamp
- Link
- Participation stamp
- Transaction number
For fields that support it, use Lock field value when recipients should see the value but not change it.
Don't confuse Prefilled text with the Prefill recipient role. Prefill lets the sender enter transaction-specific information after selecting Send and before the agreement reaches the first recipient.
See Use Prefill fields.
Add guidance to fields
Tooltip
A tooltip is available for:
- Text
- Number
- Company
- Title
- Attachment
- Checkbox
- Radio button
- Stamp
- Image
- Link
Use tooltips for concise guidance that helps recipients understand what a field expects.
Text to display
Text to display is available for fields such as Image, Attachment, and Link, where the field interaction isn't based on entering a standard text value.
For Image and Link fields, the display text appears within the field area.
Configure appearance
Text-based fields can provide controls for the appearance of displayed values.
Font, font size, font color, and justification are available for:
- Text
- Number
- Recipient name
- Recipient email
- Title
- Company
- Date
- Date of signing
Checkbox and Radio button fields provide an option to display the field border.
Form fields don't provide a configurable background fill color.
Control recipient input
Several properties affect the values recipients can enter.
| Property | Available for | What it does |
|---|---|---|
| Validation | Text, Number, Date, Date of signing | Defines an acceptable value or format. |
| Maximum length | Text, Number | Limits how many characters can be entered. |
| Multiline | Text | Allows text to span multiple lines within the field. |
| Masking | Text, Number, Dropdown | Visually obscures the entered value. |
Validation
Validation controls the format or range of acceptable input. It doesn't determine whether the field must be completed.
See Configure form field validation for setup and supported validation rules.
Maximum length
Text and Number fields can limit the length of the entered value.
This setting is different from the physical size of the field on the document. Enlarging or reducing the field doesn't change the configured maximum length.
Multiline
Only Text fields support Multiline.
When Multiline is enabled, masking isn't available for that Text field.
Masking
Masking is available for Text, Number, and Dropdown fields.
Masked values are displayed using * characters and remain obscured in the visible and printed agreement.
Masking doesn't remove or encrypt the underlying field value. The complete value remains available in exported field data.
Use masking when the document shouldn't visibly expose the entered value, not when the value must be excluded from collected agreement data.
Add conditional behavior
Conditional behavior is available for form fields except Link.
Conditions can:
- Show a field.
- Hide a field.
- Enable a field.
- Disable a field.
A field configured as Required doesn't need to be completed while a condition keeps it hidden or disabled.
When conditions affect signature fields, each signer must still have at least one visible signature field.
See Set conditions on form fields for configuration.
Use calculated values
Text, Number, Checkbox, and Radio button fields provide a Value type that can be set to Calculated.
Selecting Calculated exposes a Formula property.
For Text and Number fields, calculated values are read-only results derived from the formula. Number fields also provide Display format options for formatting the result.
See:
- Create a calculated field for the authoring workflow.
- Calculated field formulas and functions for formula syntax and supported expressions.
Understand system-populated fields
Some fields obtain their values from Acrobat Sign or from the recipient's signing activity rather than through ordinary field input.
Examples include:
- Recipient name
- Recipient email
- Date of signing
- Participation stamp
- Transaction number
Participation stamp and Transaction number don't have a recipient assignment and their generated content can't be modified by the recipient.
Use Form field types for details about what each system-populated field displays.
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