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- Quick start guide for administrators
- Quick start guide for users
- For Developers
- Video tutorial library
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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
Companies that use the Income Verification Express Services (IVES), and particularly the IRS forms 4506-T and 4506T-EZ, need to explicitly configure their Adobe Acrobat Sign group or account settings to ensure compliance.
Overview
The core document from the IRS regarding IVES compliance can be found here: https://www.irs.gov/individuals/income-verification-express-services-ives-electronic-signature-requirements
Adobe Acrobat Sign is a fully ESIGN Act compliant solution. All the IRS definitions and ESIGN law requirements are met by the core solution for all agreements sent through the service.
IVES has additional requirements that must be followed to ensure compliance with and participation in using the 4506-T and 4506T-EZ forms.
Below you will find the requirements set forth by the IRS requirements document, and the related Acrobat Sign application configurations that ensure compliance.
Access to the configuration settings below requires an Acrobat Sign business or enterprise level of service.
Authentication
IVES compliance requires two-factor authentication when signing documents. Acrobat Sign delivers all requests for signature as a unique link per signer to an email address. The unique signing URL and access to the email inbox constitute the first-factor authentication. To meet the requirement for the second-factor authentication, the Acrobat Sign account can be configured to require the signer to provide the second level of authentication before being able to sign the document. Acrobat Sign supports three options for the second factor:
- Phone Authentication (SMS)
- Knowledge-Based Authentication (KBA)
- Government ID
It is recommended that the group or account sending a document that requires IVES compliance configure the following settings:
- Identify Authentication Methods – Select one of the above-identified second-factor verification methods and establish that as the default.
- To limit the option for human error, you can disable the option for Senders to change the default verification method.
- If you have transactions that do not require an IVES compliant counter signature, Enable different identity authentication methods for internal recipients.
- Enable different methods for internal signers, and set the default to an internally acceptable standard.
Consent
IVES requires that signers explicitly consent to doing business electronically.
- Explicit consent can be configured with forced review of the Terms of Use and Consumer Disclosure. See here for full details
- The details of the consent are captured in the audit trail for the signature agreement.
Electronic Signature
IVES documents require an electronic signature to be validated against the name on the form.
- All signatures applied by the Acrobat Sign system are fully compliant ESIGN Act signatures.
- The explicit text suggesting the signature be compared to the name on the form suggests that using a font-based signature is superior to a more stylized signature type (e.g.: Biometric or Hanko stamp signatures). Therefore, it is recommended that the signature type be restricted to Typing their name and initials
Tamper Proof Seal
IVES documents must be made tamper-proof after the signatures are applied.
- Acrobat Sign applies tamper-proofing on all completed documents
- The tamper-proof seal is evident when the PDF is opened with Adobe Acrobat or Adobe Reader and appears as a blue bar across the top of the window.
Non-Repudiation / Audit Log
An audit log of the entire signature process must accompany the document. The audit log must contain all the document lifecycle information.
- Every transaction in Acrobat Sign has a fully compliant audit log that can be downloaded from the transaction record (on the Manage page).
- It is recommended that the group or account needing to be IVES compliant have their settings configured to:
i. Attach audit report to completed documents → Always
ii. Send an extra copy of every signed agreement to these email addresses → An internal archival email address
The Audit Trail itself contains all the elements required by IVES:
A. Date and time of creation
B. IP address of the signer
C. Document lifecycle notifications
D. Result of authentication
E. Result of consent
F. Result of each electronic signature
Document Retention
All 4506-T and 4506T-EZ forms, including their audit reports, must be retained for two years.
- Acrobat Sign retains all signed documents and audit logs on our servers throughout the life of the service provided. Only by direct customer action could a document be deleted, and even in that case, the audit log will persist.
- It is recommended that any group or account seeking to be compliant establish an automatic CC to an archival email address (e.g.: AcrobatSignContracts@myDomain.dom)
Quality Review
All participants using an electronic signature solution must use an independent party to audit the signatures annually.
- This requirement falls outside the scope of what Acrobat Sign can provide, as the requirement specifically demands an independent party perform the audit.
Custom Workflows
Enterprise-level customers can create discrete workflows using the workflow designer.
This option allows for a document-specific workflow, including user verification methods and notification processes, without having to employ group or account-wide settings.
Given the IVES requirements are fairly strict and unforgiving of human error, this option is strongly recommended.