User Guide Cancel

Set reminders for the agreement recipients

 

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. Create function-focused users
      1. Technical accounts - API driven
      2. Service accounts - Manually driven
    6. Check for users with provisioning errors
    7. Change Name/Email Address
    8. Edit a user's group membership
    9. Edit a user's group membership through the group interface
    10. Promote a user to an admin role
    11. User Identity Types and SSO
    12. Switch User Identity
    13. Authenticate Users with MS Azure
    14. Authenticate Users with Google Federation
    15. Product Profiles
    16. 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
      6. Enable Linkless Notifications
    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. HIPAA
    3. GDPR
      1. GDPR Overview
      2. Redact a user
      3. Redact a user's agreements    
    4. 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
    5. Healthcare customers
    6. IVES support
    7. eOriginal vaulting for chattel paper
    8. 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. Overview of the Send in Bulk feature
      2. Send in Bulk - manual recipients
      3. Send in Bulk - CSV upload
      4. Cancel a Send in Bulk transaction
      5. Add reminders to Send in Bulk
      6. 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

Adobe Acrobat Sign offers the option to send regular email reminders to the recipients that are currently expected to interact with your agreements.

Enable/disable agreement reminders

All service levels have access to:

  • Create cyclic reminders
    • During the sending process
    • From the Manage page
  • Create cyclic and ad hoc reminders from the Manage page

Individual and team service levels have no ability to automate or suppress the reminder feature.

Enterprise and business level options

Enterprise and business service levels can selectively expose the Reminder option during the sending process or enable account/group-wide automation.

The feature can be enabled/disabled and configured by:

Note:

Enabling default reminders suppresses the ability to configure reminders on the Send page unless the option to "Allow senders to set or modify" is enabled.

The Audit report

Enterprise and business tier accounts have the option to add reminder events to their audit reports by navigating to Account Settings > Global Settings > Audit Report and enabling the Include reminders in audit report option.

Configure reminders to be reported in the audit report.

When enabled, a record of each reminder email sent is logged on the audit report (up to a maximum of 250 reminder events).

Reminders reported in the audit report.

Alert:

When reminder emails are suppressed, no updates are added to the audit report. This restriction includes reminders that are triggered to produce a webhook event. e.g., When the account settings are configured to add reminders to the audit report, and individual groups have the reminder email suppressed, the specifically configured groups will not include reminder events in their audit reports.

Set a reminder during the sending process

Users that don’t have a default reminder configured for their group or account have the opportunity to define a reminder during the sending process.

These reminders are always cyclic and apply to all recipients of the agreement. The sender only has to define the iteration that the reminder will trigger. There are six options:

  • Every day
  • Every week
  • Every business day
  • Every other day
  • Every third day
  • Every fifth day

When an agreement with a reminder is initially sent, a Please Sign email is delivered to the first recipient. This event starts the timer for the first reminder.

If the reminder is configured to send every third day (for example), the first reminder will trigger exactly 72 hours after the Please Sign email was delivered.

When the recipient completes their action with the agreement, the reminder clock for that recipient is terminated.

In the case where there are multiple recipients, the next recipient in the flow receives a Please Sign email immediately after the preceding recipient has completed their action. The reminder clock starts for the new recipient based on the delivery time of their Please Sign email (not the initial time stamp).

This process cycles through all the recipients of the agreement until the agreement is fully executed.

Note:

All cyclic reminders have a lifecycle, after which, the reminders self-terminate.

Reminders that trigger every day have a 10-day life cycle.

All other reminders have a 60-day lifecycle.

Set a reminder from the Manage page

Reminders created after the sending process are configured on the Manage page:

  1. Navigate to the Manage page

  2. Single click the agreement you want to review

  3. Click the Remind link in the rail of options on the right

    Reminders

  4. Configure the reminder for the appropriate user and the iteration 

  5. Click Create to install the reminder

The Manage page interface has a few more options that the Send page does not:

  • You can select which recipients you want to include in the reminder. Design the reminder for one, some or all of your recipients.
  • You can select a cyclic reminder process like on the Send page
    • If a recipient is added to a cyclic reminder after they have completed their action on the agreement, they will not receive reminders
  • You can create a one-time (ad hoc) reminder that will send either "Right Now" or on a "Specific Date"
    • Ad hoc reminders can be configured for participants that have completed their action for the agreement
    • Ad hoc reminders can be configured after the agreement is closed-signed, or archived
  • You must include a message. This is a required field when building a reminder on the Manage page

 

If other reminders are already configured for the agreement, the list of agreements is displayed instead of the Create Reminder interface.

You can create a new reminder by clicking the Add Reminder button

Review existing reminders

You can review all of the reminders that have been configured for an agreement by:

  1. Navigating to the Manage page

  2. Single click the agreement you want to review

  3. Click the Remind link in the rail of options on the right

    Existing Reminder

Note:

Reminders are ordered based on the next time to trigger

All canceled/expired reminders are listed under the active reminders.

Cancel a reminder

To cancel a reminder:

  1. Log in as the user that created the agreement

  2. Navigate to the Manage page

  3. Single click the agreement in question to select it

  4. Click the Remind link in the rail of options on the right

  5. Find the reminder you want to cancel and single click it 

  6. Click the delete icon (garbage can)

Note:

Recipients have the authority to terminate the reminders from the reminder email. This is required functionality and can not be suppressed.

Create custom email templates

Enterprise customers have the option to build a wholly custom email template for their reminders. 

If custom email templates interest you, please refer to this guide.

Reminders and the REST API

The REST v6 API allows direct access to the reminder objects via four operations:

  • POST /agreements/{agreementId}/reminders - Creates a reminder on the specified participants of an agreement identified by agreementId in the path.
  • GET /agreements/{agreementId}/reminders - Retrieves the reminders of an agreement, identified by agreementId in the path.
  • GET /agreements/{agreementId}/reminders/{reminderId} - Retrieves a specific reminder associated with an agreement.
  • PUT /agreements/{agreementId}/reminders/{reminderId} - Updates an existing reminder for an agreement.

Suppress the delivery of reminder emails

By default, all accounts that configure reminders will automatically send the reminder email per the schedule or explicit trigger.

Some industries have a requirement to capture all email communications (e.g., Financial Services), and these customers may opt to send their reminders through a different channel, leveraging webhooks.

Enterprise tier accounts have the option to suppress the delivery of reminder emails from the Acrobat Sign system at the account and group levels by submitting a request to the Support team.

Note that if reminder emails are suppressed, there will be no event listed in the activity log or audit report.

 

Webhooks triggered by reminders

Webhooks for reminders are split into events pertaining to both the method of composing (as a single agreement, or through a Send in Bulk process) and the method of notification (if Acrobat Sign sends the email or not).

Reminder content is included in the webhook payloads for the following events:

  • Agreement all events
  • Agreement reminder sent
  • Agreement reminder initiated
  • Send in Bulk all events
  • Send in Bulk reminder sent
  • Send in Bulk reminder initiated

 

When reminders are triggered normally with email notification enabled:

  • Single agreement events are REMINDER_SENT and the webhook is AGREEMENT_REMINDER_SENT.
  • Send in Bulk transactions generate a webhook called MEGASIGN_REMINDER_SENT.

When reminders are triggered with email notification suppressed:

  • Single agreement events are REMINDER_INITIATED and the webhook is AGREEMENT_REMINDER_INITIATED.
  • Send in Bulk transactions generate a webhook called MEGASIGN_REMINDER_INITIATED.

Send in Bulk webhooks only trigger once for the entire template. They do not trigger per child agreement.

Things to keep in mind

  • The lifespan of cyclic reminders:
    • Daily reminders expire after ten days.
    • All other cyclic reminders expire after 60 days.
  • Ad hoc reminders
    • Trigger only once
    • Can be configured to send the reminder to participants that have already completed their action on the agreement
    • Can be configured after the agreement is completed or archived
      • Reminders cannot be configured for agreements that have been canceled, declined, or expired
  • Reminders trigger at the same time of day that the original “Please Sign” email was sent.
    • In a multi-recipient workflow, when a recipient completes their action and triggers the next recipient in turn, the reminder clock is reset to that time.
    • Replacing the current signer via the Manage page does not reset the reminder time.
  • Recipients have a right to cancel the reminder. There is no option to deny them this right.
  • Expiration dates can be modified on the Manage page after the agreement is sent.
  • Expiration dates can be configured to be ignored for internal recipients.

 Adobe

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