The new Home page for Adobe Sign is designed to promote the access points for the most common user functions.

Overview

The new Home page (replacing the Dashboard page) has been designed to better expose the common features that users need on a regular basis.

The new Home page is not in parity with the classic page.

Given the complexity of the many features on the Dashboard, the Home page is being released in stages to allow a cleaner “burn-in” time, and isolation of problems if any surface.

Subsequent releases will deliver more advanced elements, and some elements have been retired from the interface.

Note:

An option to flip between the new and classic experience is exposed in the upper-right corner of the page.

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Options in the More things you can do section are visible only when the user has the authority to access the feature.  

Feature access is controlled by admins at the account level (in the Global Settings) or the group level (in the Group Settings).

Elements available on the Home page

Get others to sign - "Get a Document Signed"

Clicking the Request Signatures button opens the standard blank Send page

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Sign Yourself - "Fill & Sign"

Clicking the Fill and Sign button opens the standard blank Fill and Sign page

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Manage and track agreements - "Manage"

Clicking the Manage and track agreements button opens the Manage page

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Create document templates - "Add Template to Library"

Clicking the Create document templates button opens the standard blank 
Create Library Template page

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Create web forms - "Create Web Forms" (Previously known as "Widgets")

Clicking the Create web forms button opens the standard blank Create Web Form page

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Send in bulk with Mega Sign - "Mega Sign"

Clicking the Send in bulk with Mega Sign button opens the standard blank Mega Sign page

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Customize your experience (Visible to Admins only)

The Customize your experience button opens a small dialogue box that links to the two most common configurations that users typically want to employ as quickly as possible:

  • Add your signature to your profile - This opens the in-app page that controls the signature file for the user (that is currently logged in)
  • Add your company logo - Opens the in-app page to upload a logo for the account
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Get help

Get help opens a new browser tab to the Adobe Sign user guide.

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Elements anticipated in future releases

Below is the list of advanced features that are expected to be included over the next several release cycles.

Customers that leverage these features should continue to use the classic interface.

Advanced Account Sharing

Advanced Account Sharing is being moved to the new Manage page in a future release.

Customers that use Advanced Account Sharing should remain on the classic Home page experience.

Send from Library

The ability to start an agreement by selecting a library template is expected to be available on the Home page in a future release.

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Use a workflow

The ability to access customer defined Workflows is expected to be available on the Home page in a future release.

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Events and Alerts

The recent Event and Alert lists are expected to be available on the Home page in a future release.

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Waiting For Me

The "quick access" report of agreements waiting for the logged in user's action is expected to be available on the Home page in a future release.

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Elements being removed entirely

The below elements are being removed from the Home page, and are not expected to be available in the completed version of the page.

Your Activity for Last Month

The activity report on the Dashboard is being removed.

Users that want to continue to review this information can set up regular reports either on the reports tab, or by using the reports feature of Events and Alerts

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Archive a Document

The ability to archive a document is being removed completely. 

Customers that have content in their archive can still view and download those files from the Manage page, but will not be able to upload new documents.

  • This includes the direct email-to-archive feature
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