User Guide Cancel

Customize the Options for Recipients on the e-sign page

 

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. Check for users with provisioning errors
    6. Change Name/Email Address
    7. Edit a user's group membership
    8. Edit a user's group membership through the group interface
    9. Promote a user to an admin role
    10. User Identity Types and SSO
    11. Switch User Identity
    12. Authenticate Users with MS Azure
    13. Authenticate Users with Google Federation
    14. Product Profiles
    15. 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. Restricted Cloud Signatures Providers
    6. Electronic Seals
    7. Digital Identity
    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. Modify Agreements
      9. Agreement name
      10. Languages
      11. Private messages
      12. Allowed signature types
      13. Reminders
      14. Signed document password protection
      15. 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
      16. Content Protection
      17. Enable Notarize transactions
      18. Document Expiration
      19. Preview, position signatures, and add fields
      20. Signing order
      21. Liquid mode
      22. Custom workflow controls
      23. Upload options for the e-sign page
      24. 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
    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. GDPR
      1. GDPR Overview
      2. Redact a user
      3. Redact a user's agreements    
    3. 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
    4. Healthcare customers
    5. IVES support
    6. eOriginal vaulting for chattel paper
    7. 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. Send in Bulk - manual recipients
      2. Send in Bulk - CSV upload
      3. Cancel a Send in Bulk transaction
      4. Add reminders to Send in Bulk
      5. 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

Overview

The e-signing page allows recipients an array of options.

Several of these options can be controlled by the settings enabled at the account or group level (group-level settings over-ride account-level settings).

A few require that you contact your success manager to have the feature adjusted.

Options on the e-sign page

The interface used has some impact on when settings are available and where they are placed.

  • The content below is primarily for the Web experience.
  • Mobile (or narrow screen aspect ratios) will move some options normally in the header or footer into the Options menu
  • Removing the "chrome" from the page will move some content normally in the header/footer into the Options menu and remove others
    • noChrome indicates that the Adobe Acrobat Sign branding is stripped from the page.  This is used in applications that embed the Acrobat Sign pages into another interface.   

Options that are controlled by customer administrators through UI settings

The configurable options for the recipients are:

The option for the recipient to delegate their action is available via the "Someone else should sign" option:

Delegate

 

You can suppress this option by disabling delegation.

There are two controls for delegation, one for internal recipients and the other for external recipients.

Both can be configured at the Account and Group levels

The UI controls are found by navigating to Account > Account Settings > Global Settings > Delegation for users in my account

Delegate controls

"I will not e-sign" is enabled by default.

Refuse

 

Allowing the recipient to decline the agreement can be suppressed by navigating to Account > Account Settings > Signature Preferences > Additional Settings

  • Uncheck the Allow recipients to decline box and Save
Refuse controls

The option to convert an e-signature transaction into a written signature process is disabled by default.

Convert to Written

 

The option to allow recipients to convert an e-signature wirkflow to a written signature flow can be enabled by navigating to Account > Account Settings > Signature Preferences > Additional Settings

  • Check the Allow signers to print, place written signatures and upload box 
  • Click Save
Convert to Written Controls

Messages are included in the Options menu for the Mobile experiences.

Web users will find the message in the top rail to the right, activated by clicking the speech balloon.

It is not possible to relocate the message, but it is possible to remove the option.

Personal message

 

To remove the in-app message option, navigate to Account > Account Settings > Signature Preferences > Additional Settings

  • Uncheck the Show message to recipients when e-signing box 
  • Click Save
Personal message controls

The below options do not currently have controls in the admin interface. 

However, enterprise-level accounts can contact support to have the setting adjusted on the backend.

This option opens a PDF view of the agreement in its current state.

  • The Read Agreement option is not available in the narrow aspect, Mobile, and noChrome experiences
Read Agreement

This option clears all of the field content added by the recipient, restoring the agreement to the original state when the current recipient opened it.

Clear data

Allows the recipient to download a PDF version of the agreement as they see it.

Download PDF

The copyright mark (as well as some helpful links to support the Acrobat Sign product) are found in the bottom rail of the web browser window.

Copyright - Web

 

The narrow aspect window includes this content in the Options menu

Copyright - narrow aspect

 

The Mobile and noChrome experiences include only the copyright information in the Options menu.

Copyright - Mobile

Non-configurable options

Some options may not be configured:

This option displays the history of the agreement's major events.

  • View history is not available in the narrow aspect and noChrome experiences
  • The Mobile apps present the option to view the history of the agreement prior to opening the e-sign page
View History

The Legal Notices menu item contains the collected notices legal information for the Acrobat Sign application, including:

  • Terms of Use
  • Privacy Policy
  • Cookie preferences
  • Copyright and Trademark notices
  • Third-party notices
Select Legan Notices

Selecting Legal Notices from the menu produces an overlay with some detailed information, and links to external pages with more in-depth informaiton.

The Legan Notices popout

Note:

Customers that use the embedded (noChrome) version of the e-signing page employ a version of the Legal Notices panel that links to pages that do not contain any other active links.

Allows the recipient to change the locale used for the Acrobat Sign interface.

Web users can find the locale selector in the footer of the window

Locale - Web

 

Mobile, narrow aspect, and noChrome experiences insert the locale selector into the Options menu

Locale - Narrow aspect

The option to Sign electronically only appears in the Options menu if:

  • The agreement was originally sent for electronic signature
  • The recipient selected the Print, sign and upload option form the Options menu

If the recipient that chose to Print the document returns to the Options menu, the Sign electronically option allows them to return to the electronic signature process.

Sign electronically

Adobe logo

Sign in to your account