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
Overview
Enabling the Self-sign experience can be done at the account and/or group level.
The option to enable the experience can be found by navigating to Account Settings > Global Settings > Self Signing Workflows
There are two self-signing environments available:
- Fill & Sign provides a fieldless environment where users click directly into the form and type their content. Signatures are applied from a dropdown menu.
- Structured Self Sign provides an environment where users can author fields onto the page and include signer authentication.
Enabling the Enable self signing workflows option provides access to the Structured Self Sign environment.
There are two other embedded controls to further expand or limit the user experience:
- Default to the Fill & Sign experience - If enabled, the Fill & Sign experience loads as the default interface when a user opens a self-signing workflow.
- If disabled, the Structured Self Sign experience loads as the default environment.
- If disabled, the Structured Self Sign experience loads as the default environment.
- Allow users to switch between the Fill & Sign experience and the Structured Self Sign experience - If enabled, the user sees a link to switch between the two experiences.
- If disabled, the user may not switch environments.
The admin can configure the account/group between the two embedded options to provide access to only one environment or both.
Configuration
Availability:
Self-signing workflows are available for configuration only with the enterprise license plans.
Team and individual licenses have access to use self-signing workflows by selecting the Fill and Sign tile on the Home page and then switching into the Self-sign environment. The settings are not available to configure.
Configuration scope:
The feature can be enabled at the account and group levels.
The controls for this feature can be assessed by navigating to Global Settings > Self Signing Workflows
The configurable options are:
Users in a group with the self-signing workflows enabled will find the Fill and sign a document tile on their Home tab:
If the group has self-signing workflows disabled, users in the group will not have access to the Fill and sign a document tile on their Home tab:
When enabled, the first environment to load after selecting the Fill and sign a document tile on their Home tab is the Fill and Sign workflow.
This is apparent because the option to send the agreement to authoring isn't present with the Next button.
When disabled, the first environment to load after selecting the Fill and sign a document tile on their Home tab is the structured self-sign workflow.
This is apparent because the option to Preview & Add Signature Fields is available with the Sign button.
When enabled, users have access to a link that allows them to switch between environments.
When disabled, users are locked-into the environment that the admin has configured as the default. No switching link is available. e
Related features to consider
Digital Signatures can be added as a signature option by enabling Digital Signatures on the account
- Navigate to Account > Account Settings > Digital Signatures
- Enable at least one of the digital signature methods: Cloud or Download
- Click Save
If signer authentication is required, admins must configure the account/group to:
- Enable self-signing workflows.
- Disable the default to the Fill & Sign experience.
- Disable the option to allow the user to switch between Fill & Sign and Structured Self Sign.
- Enable Enforced identity authentication to challenge the user to authenticate themselves when the agreement is opened.
- Disable Don't challenge the signer to re-authenticate if they are already logged in to Acrobat Sign.
- Permit Acrobat Sign authentication for internal signers.
- Acrobat Sign authentication must be a possible authentication method.
- It is generally recommended to Enable different identity authentication methods for internal recipients and establish Acrobat Sign authentication as the default authentication method.
- If Acrobat Sign authentication is not the default authentication method, the option to Allow senders to change the default authentication method must be enabled.
- Acrobat Sign authentication must be a possible authentication method.
To configure your authentication methods, navigate to Account Settings > Send Settings > Identity Authentication Methods.