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
Archiving Adobe Acrobat Sign documents through eOriginal vaulting services
Digitally manage and protect documents.
Adobe Acrobat Sign partners with eOriginal to help organizations meet compliance and regulatory requirements by archiving important signed documents in a secure digital vault. Once a document is signed, eOriginal can securely vault it with the highest levels of protection and compliance in a wholly digital environment. Organizations can choose to archive all documents in a particular account, all documents initiated by a specific group (or a subset of users), or individual documents.
When a document is created, the original document uploaded to Acrobat Sign is considered the authoritative copy of the contract. The authoritative copy remains on the Adobe servers throughout the entire signature cycle. Once the signature cycle is complete, the authoritative copy is archived in the eOriginal vault, and the document becomes a legal instrument. A PDF copy of the document remains in Acrobat Sign, but it's watermarked with "Copy of Original" to indicate that the document vaulted by eOriginal is the only authentic version:
How valuting works
Upon completion of the signature cycle, any transaction enabled for vaulting will trigger the eOriginal vaulting service to initiate the transfer of the authoritative copy. This is an asynchronous call-and-response process in which the vaulting service requests information from Acrobat Sign after receiving a notification, and Acrobat Sign provides the content requested.
These sequential requests happen in near real-time to ensure that the authoritative copy is stored with the vaulting service when the signature process is complete.
After the final signature is applied, the following steps occur in the order presented:
- The audit report is updated with the event "Document ready to vault"
- Because the audit report must be completed when an agreement reaches a terminal state, and the vaulting process occurs only after the signature process is complete, it is impossible to update the audit report to indicate a completed vaulting process. The history of the transaction events (stored on Acrobat Sign servers) will indicate the completion of the vaulting process.
- Because the audit report must be completed when an agreement reaches a terminal state, and the vaulting process occurs only after the signature process is complete, it is impossible to update the audit report to indicate a completed vaulting process. The history of the transaction events (stored on Acrobat Sign servers) will indicate the completion of the vaulting process.
- The document and all related images are watermarked.
- One unwatermarked copy of the final document is retained for the eventual upload to the eVaulting provider.
- At this point, only the eVaulting provider can retrieve the unwatermarked version using a verified access token
- One unwatermarked copy of the final document is retained for the eventual upload to the eVaulting provider.
- The vaulting service is notified via ping to the Vault Callback that the document is ready for vaulting.
- Acrobat Sign sends the vaulting service a unique identifier for the document, called the Document Capability Key.
- Acrobat Sign sends the vaulting service a unique identifier for the document, called the Document Capability Key.
- The vaulting service requests the document audit trail to create a profile for the document.
- Acrobat Sign provides the audit trail
- The audit trail includes the complete record of what happened during the signature process, including the identity of the signers, the date and time of each event, the IP address, and location information (if available).
- The audit trail includes the complete record of what happened during the signature process, including the identity of the signers, the date and time of each event, the IP address, and location information (if available).
- The vaulting service requests the unwatermarked document.
- Acrobat Sign provides the unwatermarked document to the vaulting service.
- The vaulting service confirms receipt of the document and notifies Acrobat Sign that the vaulting process is complete.
- The unwatermarked copy of the final contract is purged from the Acrobat Sign system.
The vaulting service only involves the document's final (authoritative) copy and the related images.
The interim versions of the document (before the final signature) are not part of the vaulting process.
These unofficial versions remain on the Acrobat Sign servers in an unwatermarked state unless they are deleted through some other process (such as a retention policy or GDPR action).
At this point, Acrobat Sign only stores a watermarked copy of the final document. Thumbnail images (as viewed in Acrobat Sign) are also watermarked to ensure that there is only one unwatermarked version which is in the possession of the Vaulting service.
Once the document is vaulted, Adobe no longer maintains any unwatermarked copies of the final document.
How users configure an agreement to be vaulted
The option to configure an agreement to vault or not is only visible to the users after the configuration of the service within the account is complete.
Users can control if an agreement is to be vaulted by checking or unchecking the Vault this agreement option in the Agreement settings section of the agreement configuration interface (Options in the classic experience).
The default value for the Vault this agreement option is defined in the service's configuration. Acrobat Sign support can help change the value if needed.