What's New
Get Started
Administer
- Admin Console Overview
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User Management
- Adding users
- Create function-focused users
- Check for users with provisioning errors
- Change Name/Email Address
- Edit a user's group membership
- 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
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Account/Group Settings
- Settings Overview
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Global Settings
- New Recipient Experience
- Self Signing Workflows
- Send in Bulk
- Web Forms
- 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
- Set a default time zone
- Users in Multiple Groups (UMG)
- Group Administrator Permissions
- Replace recipient
- Audit Report
- Transaction Footer
- Healthcare customer
- Account Setup
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Signature Preferences
- Well formatted signatures
- Custom Terms of Use and Consumer Disclosure
- Navigate recipients through form fields
- Restart agreement workflow
- Decline to sign
- Allow signers to print and place a written signature
- Require signers to use a mobile device to create their signature
- Request IP address from signers
- Digital Signatures
- Electronic Seals
- Digital Identity
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Report Settings
- Security Settings
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Send settings
- Require recipient name when sending
- Lock name values for known users
- Allowed recipient roles
- Allow e-Witnesses
- Recipient groups
- CCs
- Recipient Agreement Access
- Field flattening
- Modify Agreements
- Private messages
- Allowed signature types
- Reminders
- Send Agreement Notification through
- Signer identification options
- Content Protection
- Signing order
- Liquid mode
- Bio-Pharma Settings
- Notarization Settings
- Payments Integration
- SAML Settings
- Data Governance
- Time Stamp Settings
- External Archive
- Account Languages
- Email Settings
- Migrating from echosign.com to adobesign.com
- Configure Options for Recipients
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Guidance for regulatory requirements
- Accessibility
- HIPAA
- GDPR
- 21 CFR part 11 and EudraLex Annex 11
- Healthcare customers
- IVES support
- "Vaulting" agreements
- EU/UK considerations
- Claim your domain
- Report Abuse links
Send, Sign, and Manage Agreements
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Recipient Options
- Cancel an email reminder
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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
- 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
- Sign Agreements
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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
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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
Advanced Agreement Capabilities and Workflows
- Webforms
- Reusable Templates
- Transfer ownership of web forms and library templates
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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
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Useful Templates
- Administrator only
- Agreement archival
- Webform agreement archival
- Agreement data extraction
- Agreement notifications
- Agreement generation
- Custom Send workflows
- Share users and agreements
Integrate with other products
- 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
Field conditions
You can set up conditions to allow various fields to interact with each other.
A condition allows you to either Show or Hide that field when the condition values are met. This condition can be a single event (check a single check box for example). Or, it can be a string of events that all (or any) must happen to successfully meet the condition. (For example, check a box, apply a signature, and select a specific radio button.)
To set a condition on a field in the drag-and-drop editing environment, right-click the field and select Edit, or double-click the field. The properties window opens for that field. Click Conditions to expand that section.
You must have at least two fields on the document for the Conditions setting to become available.
Set what the field should do
The first options set up what the conditional does to this field.
Action
This option sets whether this field is shown, hidden, or disabled when the condition is met.
Show: The field is hidden by default, and then revealed when the condition is met.
Hide: The field is shown by default, and then hidden when the condition is met.
Enable: The field is hidden until the condition exposes the field as editable by the recipient
Disable: The field is available until the condition disables the field from the recipient, preventing interaction. The field is still visible in its disabled state.
Condition
This option sets which conditions must be met to trigger the action.
Any: Any one of the conditions you create can trigger the action.
All: All of the conditions you create must be completed to trigger the action.
Triggers
After you click Add Condition, a list of options appears to set up a trigger.
The first option is the field that you want to use for the trigger. Each field type has a different set of states that the trigger can check against.
The next pop-up menu is the operator for the trigger. It is an operator as in a mathematical equation. For example, if you're setting up a trigger for a checkbox, the options are is and isn't, since there are only two states of a checkbox (selected and deselected). Text fields allow for a larger range of operators to assess equivalence, relative values, and sections of text.
The last field is to set the value to trigger the condition. In case of checkboxes this will be checked or unchecked.
Text fields allow for a value to be validated by the expression.
Setting up multiple triggers
You can set multiple triggers for one field, to facilitate the Any or All options for the Condition. Once one condition is in place, another blank condition is added.
Removing and copying conditions
To remove all conditions use the Clear all option.
Copy All, will copy all conditions on the field. With the conditions copied they can be pasted on the same or other fields within the agreement.
Pasting all conditions
Once conditions are copied a Paste button is made available on all fields which support conditions. if a field has not got any conditions set, all conditions will be pasted on the field.