Log in to Acrobat Sign as an account-level admin.
What's New
Get Started
- Quick start guide for administrators
- Quick start guide for users
- For Developers
- Video tutorial library
- FAQ
Administer
- Admin Console Overview
- User Management
- Adding users
- Create function-focused users
- Check for users with provisioning errors
- Change Name/Email Address
- Edit a user's group membership
- Edit a user's group membership through the group interface
- Promote a user to an admin role
- User Identity Types and SSO
- Switch User Identity
- Authenticate Users with MS Azure
- Authenticate Users with Google Federation
- Product Profiles
- Login Experience
- Account/Group Settings
- Settings Overview
- Global Settings
- Account tier and ID
- New Recipient Experience
- Self Signing Workflows
- Send in Bulk
- Web Forms
- Custom Send Workflows
- Power Automate Workflows
- Library Documents
- Collect form data with agreements
- Limited Document Visibility
- Attach a PDF copy of the signed agreement
- Include a link in the email
- Include an image in the email
- Files attached to email will be named as
- Attach audit reports to documents
- Merge multiple documents into one
- Download individual documents
- Upload a signed document
- Delegation for users in my account
- Allow external recipients to delegate
- Authority to sign
- Authority to send
- Power to add Electronic Seals
- Set a default time zone
- Set a default date format
- Users in Multiple Groups (UMG)
- Group Administrator Permissions
- Replace recipient
- Audit Report
- In Product Messaging and Guidance
- Accessible PDFs
- New authoring experience
- Healthcare customer
- Account Setup
- Add logo
- Customize company Hostname/URL
- Add company name
- Post agreement URL redirect
- Signature Preferences
- Well formatted signatures
- Allow recipients to sign by
- Signers can change their name
- Allow recipients to use their saved signature
- Custom Terms of Use and Consumer Disclosure
- Navigate recipients through form fields
- Decline to sign
- Allow Stamps workflows
- Require signers to provide their Title or Company
- Allow signers to print and place a written signature
- Show messages when e-signing
- Require signers to use a mobile device to create their signature
- Request IP address from signers
- Exclude company name and title from participation stamps
- Digital Signatures
- Electronic Seals
- Digital Identity
- Report Settings
- New report experience
- Classic report settings
- Security Settings
- Single Sign-on settings
- Remember-me settings
- Login password policy
- Login password strength
- Web session duration
- PDF encryption type
- API
- User and group info access
- Allowed IP Ranges
- Account Sharing
- Account sharing permissions
- Agreement sharing controls
- Signer identity verification
- Agreement signing password
- Document password strength
- Block signers by Geolocation
- Phone Authentication
- Knowledge-Based Authentication (KBA)
- Allow page extraction
- Document link expiration
- Upload a client certificate for webhooks/callbacks
- Timestamp
- Send settings
- Show Send page after login
- Require recipient name when sending
- Lock name values for known users
- Allowed recipient roles
- Allow e-Witnesses
- Recipient groups
- Required fields
- Attaching documents
- Field flattening
- Modify Agreements
- Agreement name
- Languages
- Private messages
- Allowed signature types
- Reminders
- Signed document password protection
- Send Agreement Notification through
- Signer identification options
- Content Protection
- Enable Notarize transactions
- Document Expiration
- Preview, position signatures, and add fields
- Signing order
- Liquid mode
- Custom workflow controls
- Upload options for the e-sign page
- Post-sign confirmation URL redirect
- Message Templates
- Bio-Pharma Settings
- Workflow Integration
- Notarization Settings
- Payments Integration
- Signer Messaging
- SAML Settings
- SAML Configuration
- Install Microsoft Active Directory Federation Service
- Install Okta
- Install OneLogin
- Install Oracle Identity Federation
- SAML Configuration
- Data Governance
- Time Stamp Settings
- External Archive
- Account Languages
- Email Settings
- Migrating from echosign.com to adobesign.com
- Configure Options for Recipients
- Guidance for regulatory requirements
- Accessibility
- HIPAA
- GDPR
- 21 CFR part 11 and EudraLex Annex 11
- Healthcare customers
- IVES support
- "Vaulting" agreements
- EU/UK considerations
- Download Agreements in Bulk
- Claim your domain
- Report Abuse links
Send, Sign, and Manage Agreements
- Recipient Options
- Cancel an email reminder
- Options on the e-signing page
- Overview of the e-sign page
- Open to read the agreement without fields
- Decline to sign an agreement
- Delegate signing authority
- Restart the agreement
- Download a PDF of the agreement
- View the agreement history
- View the agreement messages
- Convert from an electronic to a written signature
- Convert from a written to an electronic signature
- Navigate the form fields
- Clear the data from the form fields
- E-sign page magnification and navigation
- Change the language used in the agreement tools and information
- Review the Legal Notices
- Adjust Acrobat Sign Cookie Preferences
- Send Agreements
- Authoring fields into documents
- In-app authoring environment
- Create forms with text tags
- Create forms using Acrobat (AcroForms)
- Fields
- Authoring FAQ
- Sign Agreements
- Manage Agreements
- Manage page overview
- Delegate agreements
- Replace Recipients
- Limit Document Visibility
- Cancel an Agreement
- Create new reminders
- Review reminders
- Cancel a reminder
- Access Power Automate flows
- More Actions...
- How search works
- View an agreement
- Create a template from an agreement
- Hide/Unhide agreements from view
- Upload a signed agreement
- Modify a sent agreement's files and fields
- Edit a recipient's authentication method
- Add or modify an expiration date
- Add a Note to the agreement
- Share an individual agreement
- Unshare an agreement
- Download an individual agreement
- Download the individual files of an agreement
- Download the Audit Report of an agreement
- Download the field content of an agreement
- Audit Report
- Reporting and Data exports
- Overview
- Grant users access to reporting
- Report charts
- Data Exports
- Rename a report/export
- Duplicate a report/export
- Schedule a report/export
- Delete a report/export
- Check Transaction Usage
Advanced Agreement Capabilities and Workflows
- Webforms
- Reusable Templates (Library templates)
- Transfer ownership of web forms and library templates
- Power Automate Workflows
- Overview of the Power Automate integration and included entitlements
- Enable the Power Automate integration
- In-Context Actions on the Manage page
- Track Power Automate usage
- Create a new flow (Examples)
- Triggers used for flows
- Importing flows from outside Acrobat Sign
- Manage flows
- Edit flows
- Share flows
- Disable or Enable flows
- Delete flows
- Useful Templates
- Administrator only
- Agreement archival
- Webform agreement archival
- Save completed web form documents to SharePoint Library
- Save completed web form documents to OneDrive for Business
- Save completed documents to Google Drive
- Save completed web form documents to Box
- Agreement data extraction
- Agreement notifications
- Send custom email notifications with your agreement contents and signed agreement
- Get your Adobe Acrobat Sign notifications in a Teams Channel
- Get your Adobe Acrobat Sign notifications in Slack
- Get your Adobe Acrobat Sign notifications in Webex
- Agreement generation
- Generate document from Power App form and Word template, send for signature
- Generate agreement from Word template in OneDrive, and get signature
- Generate agreement for selected Excel row, send for review and signature
- Custom Send workflows
- Share users and agreements
Integrate with other products
- Acrobat Sign integrations overview
- Acrobat Sign for Salesforce
- Acrobat Sign for Microsoft
- Other Integrations
- Partner managed integrations
- How to obtain an integration key
Acrobat Sign Developer
- REST APIs
- Webhooks
Support and Troubleshooting
Enablement and Configuration Options
Availability:
The enablement of Power Automate is limited to enterprise-licensed accounts.
Configuration scope:
- The Power Automate integration can be enabled only at the account level.
- Once enabled, access to users can be configured at the account and group levels.
To enable the integration, navigate to Account Settings > Workflow Integration
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Review the Terms of Entitlement and limits on use capacity.
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Accept the permission request to establish the connection between Acrobat Sign and Power Automate.
Accept the permission request to establish the connection between Acrobat Sign and Power Automate.
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A separate window opens with a Get Started button. Do not manually close this window, or the installation process will be aborted.
Select the Get Started button to accept the terms and conditions and allow the integration to access your tenant details.
The Enable button converts to a message that says the enablement process can take a few minutes.
Wait.
Once the integration is successfully connected, an Enabled tag appears at the top of the page.
The Microsoft organization number and email address for the enabling user are provided to the left of the Enabled tag.
Configure access to Power Automate for the users
Once the integration is enabled, the option to run process flows in Power Automate is enabled for all users, and the ability to build flows is limited to the administrators of your Acrobat Sign account.
Administrators can configure the settings at the account or group level, with group-level settings overriding the inherited account settings.
There are three controls:
- Enable Power Automate workflows within Acrobat Sign - This setting is enabled by default, allowing all users to discover the feature and run the Power Automate flows that are shared with them (or they create).
- Disabling this option removes all access to discover, create, and run Power Automate flows for group administrators and non-admin users. Account-level administrators retain access to create and run workflows (as long as the integration is still connected to Microsoft).
- Group-level administrators retain the authority to enable the option at the group level, thereby gaining access to create and run workflows.
- Disabling this option removes the in-context access points for the Power Automate Template Gallery on the Manage page for non-admin users. Account and Group admins will always see the access links.
- Disabling this option removes all access to discover, create, and run Power Automate flows for group administrators and non-admin users. Account-level administrators retain access to create and run workflows (as long as the integration is still connected to Microsoft).
- Allow users to create Power Automate workflows - This setting governs what authority level is required for creating new workflows in Acrobat Sign. By default, only administrators are granted creation authority. Enabling this option allows non-admin users to create their own workflows.
- Allow users to enable this feature - When enabled, the Workflows tab is exposed for non-admin users, allowing them to enable Power Automate for their primary group.
To access the controls, navigate to Account Settings > Global Settings > Power Automate Workflows
Before users can execute Power Automate flows, they must log in to Acrobat Sign, select the Workflows tab, and authenticate to their Microsoft account.
- The challenge to authenticate triggers as soon as the user opens the Workflows tab.
- This user authentication is persistent, and users should not have to reauthenticate after the first time.
Disabling the integration
Disabling the integration immediately suspends the entitlements provided through Acrobat Sign and disables the user interface in the Acrobat Sign environment. Entitlement acquired directly from Microsoft is not impacted.
- All workflows will stop unless the customer has purchased an entitlement directly from Microsoft.
- The Microsoft environment retains all flows that were created. Re-enabling the integration will make the existing flows visible via the integration.
- The Microsoft environment retains the consumption data of the Acrobat Sign entitlement. Re-enabling the integration recovers that entitlement and does not reset the entitlement volume.
To disable the integration, navigate to Account Settings > Workflow Integration and select the Disable Power Automate Workflows link.
Known Issues
- Localization is limited to US English only.
- Third-party cookies must be enabled in the user's browser settings.
- Latency when loading the Power Automate embedded page.
- Intermittent page load issues during the Workflow Delete and Share experiences.
- Flows created in the embedded experience will appear under the Solutions section rather than the My flows section in the Power Automate portal.
- Flows created directly in Power Automate under My Flows section do not appear in the Acrobat Sign integration.
The problem that triggers this error: The user does not have Azure Active Directory (AAD) account.
How to fix the problem: Setup an AAD account using the instructions in Get Started link.
The problem that triggers this error: A transient system error occurred while activating the integration.
How to fix the problem: Try again.
The problem that triggers this error: The tenant corresponding to the Microsoft user account entered is already activated for use with another Acrobat Sign account. A single tenant cannot be mapped to more than one Acrobat Sign account.
How to fix the problem: Work with your Microsoft tenant administrator to identify the Acrobat Sign account mapped to the tenant.
The problem that triggers this error: The user attempting to enable the service is not part of the Microsoft tenant that the Admin has enabled the feature for.
How to fix the problem: Logout from all Microsoft sessions and try again with another Microsoft tenant/user.
The problem that triggers this error: The user is attempting to enable OAuth with a different username thazn was used previously.
How to fix the problem: Logout from all Microsoft sessions and try again with the Microsoft tenant/user that initially configured the service.
The problem that triggers this error: The tenant that the administrator is linking to (via OAuth) is not a School or Work account.
How to fix the problem: Determine if you have a Work or School account with Microsoft, and ensure you are authenticating to that tenant.
The problem that triggers this error: A pop-up blocker in you browser is denying the pop-up inputs form Microsoft.
How to fix the problem: Turn off pop-up blockers for the site in your browser.
The problem that triggers this error: A refresh token for the integration is either expired or has been revoked by the administartor.
How to fix the problem: Refresh the OAuth connection (automatically triggered).
The problem that triggers this error: This is a generic OAuth error triggered outside of the Acrobat Sign environment.
How to fix the problem: Retry the action.
The problem that triggers this error: This is a generic error triggered by the provisioning organization outside of the Acrobat Sign environment.
How to fix the problem: Retry the action.
The problem that triggers this error: This is a generic error message triggered when granting a license to the user flow outside of the Acrobat Sign environment.
How to fix the problem: Retry the action.
The problem that triggers this error: The user has not accepted the Microsoft Terms and Conditions.
How to fix the problem: Accept the Terms and Conditions. (The page to accept the terms and conditions will appear automatically.)
The problem that triggers this error: This is a generic error message triggered when nythinga fails with a miscellaneous error outside of the Acrobat Sign environment.
How to fix the problem: Retry the action.
The problem that triggers this error: Generic error when deprovisioning the integration fails.
How to fix the problem: Retry the action.
The problem that triggers this error: The administrator has not consented to the Microsoft Terms and Conditions and is attempting to connect via OAuth.
How to fix the problem: Accept the Terms and Conditions. (The page to accept the terms and conditions will appear automatically.)
The problem that triggers this error: The user has disabled third-party cookies in their browser configuration.
How to fix the problem: Allow third-party cookies in the browser configuration.
Problem that triggers this error: The flow has been created without an Acrobat Sign connector.
How to fix the problem: All flows must have an Acrobat Sign connector before being saved.