User Guide Cancel

Overview and configuration for custom sending workflows

 

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. 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. 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. Custom email templates
      6. Enable Linkless Notifications
    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. eOriginal vaulting for chattel paper
    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 

Send, Sign, and Manage Agreements

  1. 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
  2. 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 
  1. Authoring FAQ
  2. Sign Agreements
    1. Sign agreements sent to you
    2. Fill & Sign
    3. Self-signing
  3. 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
  4. Audit Report
  5. 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 

Overview of Custom Workflows

The Custom Workflow Designer is used to create workflow templates that predefine the agreement composition and signing processes to fit your specific business requirements. Users can design workflow templates using an intuitive interface that makes it easy to specify the characteristics of the participants—including predefined names, roles, and routings; the documents to be included in an agreement; form fields to be pre-filled by the sender; email distribution for the participants; agreement expiration or password options; and more.

Senders using a workflow template are guided through the agreement creation process with custom instructions and fields, making the sending process easier to use and less prone to errors.

Depending on the account/group settings, all users can have access to create workflows for their personal use or to share with their groups.

  • Administrators can build and share templates at the group level.
    • Account-level admins can share a workflow across the whole organization.
  • Non-administrative users can be empowered to develop their own workflows and optionally share them with the groups they are members of.

The history and audit report for the agreement created by the workflow can be accessed from the Manage page.

While the agreement is In process, you can add reminders and perform other agreement-related tasks.

 Once you are logged in, select Workflows in the top menu of the home screen.

Signing/Approving and Managing a workflow generated agreement

The agreement generated by the workflow process is exactly the same as any other agreement that has been sent through the same group.

The signers and approvers can sign using the link in the Please sign/Please approve email or from their Manage pages if they are registered Acrobat Sign users in trusted accounts.

Senders have all of the same options available to manage the agreement from their Manage page.

Reports and data exports treat the agreement the same as any other manually created agreement.

Configuration

Availability:

The Custom Send Workflow environment is available for enterprise license plans only

Configuration scope:

The controls that impact Custom Send Workflows can be accessed at the account and group levels.

Enabling the newest workflow experience brings workflows closer to the functionality of the manual Send process.

Features enabled with this option:

  • Reflowable page layout
  • Use Digital signatures for one or more of your recipients
  • Configure recipients to use premium identity verification
  • Configure recipient groups during the sending process
  • Attach documents from all enabled sources during the sending process

To enable the newest experience, navigate to: Account Settings > Send Settings > Custom Workflow Controls

Configure workflows to use the new experience

Premium identity verification

In the Workflow Designer, all the enabled authentication methods are displayed in the recipient object.

The authentication methods display as checkboxes, allowing the workflow design to permit options for the sender. 

If multiple options are checked in the designer, these same options are available to the sender during the sending process.

Recipient tab with the signer properties exposed and the authentication options highlighted

Recipient groups

The recipient objects in the designer can be assigned as recipient groups.  This allows the sender to use a reusable recipient group from their address book or an ad hoc recipient group to identify an array of email addresses that are permitted to act for that one signature step.

For example, if you need one of three managers to countersign, you can add a recipient group containing all three emails. When the signature cycle comes to the recipient group, all three managers are notified, but only one needs to complete their action. 

When using a reusable recipient group in a workflow, the recipient must be created first and must be available to the user within the usable scope of the workflow. Meaning if the workflow is available to the whole organization, the recipient group must also be available to the whole organization.

To add a reusable recipient group, select the Add Recipient Group button to pop open the group selector. 

  • Only recipient groups that have compatible user permissions are available:
    • A custom workflow accessible to an entire account can only use account-managed recipient groups
    • A custom workflow accessible to an entire group can use group and account-managed recipient groups
    • A custom workflow accessible to an individual user can use user, group, and account-managed recipient groups
  • The name of the reusable recipient group is automatically inserted as the group name when using the template to send an agreement.
  • If the recipient is configured as a recipient group, the recipient can no longer be Editable when using the template to send an agreement.
  • The members of the reusable recipient group can not be edited, deleted, or added to.
  • The recipient may not be removed from the signature flow when a recipient group is configured, even if the recipient isn't flagged as required.
The recipient configuration panel with the Add Recipient Group button highlighted. Including the recipient group picker window and the resulting Send page

Ad hoc recipient groups are created in the custom workflow recipient definition, existing exclusively to describe one recipient in one workflow. There is no option to save or reuse them in any other process.

To configure an ad-hoc recipient group:

  • Enter the email addresses of the recipient group members into the Recipient field using commas to delimit them.
  • Check the Mark as recipient group checkbox.
    • The system automatically inserts a name for the group when a sender starts an agreement using the workflow. The group name contains a prefix identifying the name as automatically generated, and then the string "Recipient Group X," where X is an incrementing number starting at 1 and increasing depending on the number of recipient groups added. 
    • If the recipient is configured to be Editable, the sender can edit the group name, delete any prepopulated members, and add new members as needed.
The workflow designer with Mark as recipient group selected and the resulting Send page with the recipient group members listed

File Attachments

During the sending process, documents can be attached from any of the enabled Acrobat Sign sources.

Add a file

Note:

When attaching an Acrobat Sign Template to a Workflow, users will only see the Templates that are assigned to the same group as the Workflow and the Templates assigned to the Organization (Account-level Templates). This is due to the Workflow's (one-to-one) relationship to Groups. (And the fact that account-level templates are inherited by all groups.)

This is a different experience than when a user who has a membership in multiple groups (one-to-many) views their Template library. Because the user has access to various groups, they can view all of the templates related to all of the groups.
This is not the case for a Workflow that is limited in scope to just one group.

The user experience under the "new" setting has been updated to a modern reflowable design, like the Send page.

The instructions that are to the right of the recipient list in the legacy experience have been moved to the top of the page in a collapsible window.

Workflow configured agreement

Template defined field assignment

Template-defined field assignments strongly relate the recipient list, as defined in the workflow designer, to the appropriate field assignments on your authored forms.

Example uses case:

  • A (customer) signer is to sign first
    • Optionally a co-signer may sign second
  • An internal counter-signature is applied by a sales representative

Traditionally this would require two forms because of how the recipients were indexed on the Send page:

  • One for the single signer scenario, assigning the internal counter-signature as the second signer index
  • One for the co-signer scenario, where the co-signer is the second signer index, and the counter-signature is the third

Under the "template defined" rule structure, you construct one fully enabled form with all possible recipient fields defined.

The recipient signer index (as defined in the Workflow Designer) is strongly enforced, disregarding any fields that are assigned to any omitted (optional) recipients when the agreement is sent.

So in the use case above, the co-signer is always signer index 2, but if the co-signer is not included at the time the agreement is sent, those signer2 fields are ignored, and the counter-signer (signer index 3) will still only have access to the signer3 fields.

Enable this new functionality by navigating to: Account Settings > Send Settings > Custom Workflow Controls> Enable template defined signature placement

Configure workflows to use template efined signature placment

Note:

Enabling the template-defined signature placement feature will disable the option to author the agreement during the sending process.

Understanding the relationship between recipients and fields

Each recipient involved with an agreement is assigned a signer index number. This index number is required to associate the recipient with the fields they have authority to add content to (such as a signature field).

Recipients acquire their index number based on the stack order on the Send page. The recipient at the top of the stack is 1, the next recipient is 2, and so on. This index number can be seen when the agreement is configured to"Complete in Order" but is still present when the workflow is "Complete in Any Order."

Recipient stack

 

When building a recipient flow in the workflow designer, the signer index is assigned following the rules:

  • Top to bottom
    • Left to right

In the example below, the Signer and Co Signer are at the top of the stack.

  • The "Signer" is the left most recipient at the top, so is assigned index 1
  • The "Co Signer" is also at the top, but to the right of the Signer, so is assigned index 2

In this use case, it doesn't matter which physically signs first, so they are inserted into a parallel signature flow. However, the signature index is rigidly enforced to ensure the Signer applies their content to the correct "Signer" fields, and the Co Signer only has access to their assigned "Co Signer" fields.

The "Sales Rep" signs third, after both the Signer and Co Signer are done.

The "Exec Approval" is requested fourth, after the Sales Rep counter-signature is in place.

Note:

The recipient names "Signer," "Co Signer," "Sales Rep," etc. have no bearing on the field assignment. These are just admin-defined labels used for user clarity in the workflow template. 

 

The above designer recipient flow will produce a Send page template that looks like the below.

(On the Send page, the stack order is more apparent, though the index numbers are not exposed.)

 

When authoring a form with fields, each field is explicitly assigned to a signing index (ignoring "Anyone" fields for the moment).

In the Acrobat Sign authoring environment, this is done by selecting a Participant and placing fields for that participant.

Each participant is color-coded to keep a visual distinction between what fields are assigned to each participant.

 

If you use text tags, the tag itself provides an argument (e.g. :signer1) that designates the field to the signer index.

Automatically attach a custom workflow to an uploaded PDF by using a unique string embedded in a PDF to a matching workflow containing the matching unique string.

Navigate to Global Settings > Custom Send Workflows and enable Enable automated workflow selection.

Note:

When enabled, there is an option to hide the list of workflows from users, with the expectation that any uploaded PDF that should leverage a workflow will contain a text string that automatically finds and attaches the corresponding workflow. This is particularly useful when the group has a large list of workflows that senders have to sift through. By removing the list of workflows and relying on the automated workflow attachment, organizations can remove the frustration of senders and control the versions of the workflows directly through the PDF being uploaded.

The Global Settings menu highlighting the "Enable automated workflow selection" controls.

  • When automated workflow detection is enabled, a Match Text field is exposed in the Custom Workflow Designer on the Workflow Info tab.
  • When workflow detection is disabled, the Match Text field is hidden.
The Workflow Info tab in the workflow designer showing the Match Text field highlighted

  • When Disable custom workflow browsing is enabled, the option to review and select workflows is removed from the user's interface. Workflows will only be triggered when the Match Text on an uploaded PDF matches an existing workflow containing the same Match Text.
  • If the option to Disable custom workflow browsing is disabled, senders will have access to the workflow library associated with all groups in which they have membership. Senders are able to select a workflow and attach documents as they wish.
Two images of the "Start from Library" panel, one showing the workflows link wen the feature is disabled, and the other showing the workflows link absent.

To even have the option to configure workflows, the feature has to be enabled.

Navigate to Global Settings > Custom Send Workflows and enable Enable workflow designer for administrators.

Once enabled, all account and group-level administrators will have access to the workflow designer in their admin menu.

  • Group-level administrators can create workflows for the groups they have administrative control over.
  • Account-level administrators can create a workflow for any group, as well as organization-wide workflows.

An option is available to enable the creation of workflows at the user level, granting non-admin users the authority to make their own custom workflows.

The Global Settings menu highlighting the "Enable workflow designer for admins" controls.

  • When the setting is enabled, the option for Custom Workflows is available after selecting the Workflows tab.
  • When the setting is disabled, the Custom Workflows option is not available.
Enable access vs. diabled

By default, non-admin users can only create workflows for themselves; they don't have the authority to share a workflow with their group.

However, authority for users to share their workflows with their groups can be enabled at the account or group level.

Navigate to Global Settings > Custom Send Workflows and enable Allow sharing of user created workflows to any of their groups.

The Global Settings menu highlighting the "Allow sharing of user created workflows" controls.

  • When the setting is enabled, users see the group selector drop-down box as an option for who can use the workflow.
  • When the setting is disabled, the group selector drop-down option isn't exposed in the interface.
Allow sharing

Accounts that want to strongly enforce specific workflows for all of their documents and streamline the process of sending to the minimum amount of input by the user can fully define all of their document workflows and restrict users from ad hoc sending entirely.

Accounts that leverage Users in Multiple Groups can extend the configurable options at the group level settings, thereby ensuring the correct signature options and notification processes are rigidly enforced.

To limit users to only sending with approved workflows, navigate to Global Settings > Custom Send Workflows and check Enable sending agreements using only workflows.   

Configure workflows to be the only method to send agreements

Error Reporting for common issues

Some elements of the legacy workflow experience will produce errors under the new interface as a result of improved control and security in the newest experience. Additional error trapping has been put into place to better expose and explain these errors when encountered.

If the account is configured to use the Modern Send experience, and a problematic workflow is launched, the user is presented with a red banner indicating the error:

If the account is still configured to use the classic experience by default, the workflow may continue to work under those rules. 

The modern experience displays errors as detected. 

In the case where more than one problem is found, all errors detected will be listed.

To make the workflow valid under the new interface ruleset, an admin must edit the workflow and correct the detected issues:

Under the classic ruleset, email strings could be malformed or improperly delimited (with spaces vs. commas, for example).

When this error is produced, the admin should check:

  • If the CC emails are properly delimited

  • Any defined recipient email string to ensure it is properly constructed
    • (e.g., name@domain.tld)
  •  
    • The modern experience accepts commas or semicolons

The modern experience requires unique values for all document titles on the Documents page of the Workflow Designer.

Additional details for this error can be found here

When designing a workflow, it is possible for an Admin to attach a document template that has a limited access scope.

When a user that is outside this scope attempts to load the workflow, the document cannot be attached, and a security violation is triggered.

For example, an Admin may create a new document template with properties that limit access to the owner only.  The admin can attach that document to the workflow because they are the owner. 

Any other user of the system is not the owner, so is outside the scope of the document.

When this error is prompted, the admin will need to adjust the properties of the attached document template.

Steps to review and adjust template properties can be found here

 Adobe

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