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Create forms using Acrobat

 

Adobe Acrobat Sign 指南

新功能

  1. 發行前說明
  2. 發行說明
  3. 重要通知

開始使用

  1. 管理員快速入門指南
  2. 使用者快速入門指南
  3. 適用於開發人員
  4. 影片教學課程資料庫
  5. 常見問題集

管理

  1. Admin Console 概觀
  2. 使用者管理
    1. 新增使用者
    2. 大量新增使用者
    3. 從目錄新增使用者
    4. 從 MS Azure Active Directory 新增使用者
    5. 建立以功能為導向的使用者
      1. 技術帳戶 - API 導向
      2. 服務帳戶 - 手動導向
    6. 檢查有佈建錯誤的使用者
    7. 變更姓名/電子郵件地址
    8. 編輯使用者的群組成員資格
    9. 透過群組介面編輯使用者的群組成員資格
    10. 將使用者升級為管理員角色
    11. 使用者身分類型與 SSO
    12. 切換使用者身分
    13. 使用 MS Azure 驗證使用者
    14. 使用 Google Federation 驗證使用者
    15. 產品設定檔
    16. 登入體驗
  3. 帳戶/群組設定
    1. 設定概觀
    2. 全域設定
      1. 帳戶層級與 ID
      2. 自我簽署工作流程
      3. 大量傳送
      4. 網頁表單
      5. 自訂傳送工作流程
      6. Power Automate 工作流程
      7. 資料庫文件
      8. 透過合約收集表單資料
      9. 限制文件可見性
      10. 附加已簽署合約的 PDF 副本
      11. 在電子郵件中加入連結
      12. 在電子郵件中加入影像
      13. 附加至電子郵件的檔案將命名為
      14. 將稽核報告附加至文件
      15. 將多個文件合併為一個
      16. 上傳已簽署的文件
      17. 我的帳戶中的使用者委派
      18. 允許外部收件者委派
      19. 授權簽署
      20. 授權傳送
      21. 有權新增電子印章
      22. 設定預設時區
      23. 設定預設日期格式
      24. 使用者加入多個群組 (UMG)
        1. 升級以使用 UMG
      25. 群組管理員權限
      26. 更換收件者
      27. 稽核報告
        1. 概觀
        2. 在交易驗證頁面上允許未驗證的存取
        3. 包含提醒
        4. 包括檢視事件
        5. 包含合約頁面/附件計數
      28. 產品內傳送訊息和指示
      29. 無障礙 PDF
      30. 全新撰寫體驗
      31. 醫療保健客戶
    3. 帳戶設定
      1. 新增標誌
      2. 自訂公司主機名稱/URL
      3. 新增公司名稱
      4. 合約後 URL 重新導向
    4. 簽名偏好設定
      1. 格式固定的簽名
      2. 允許收件者簽署
      3. 簽署者可變更其姓名
      4. 允許收件者使用已儲存的簽名
      5. 自訂使用條款和消費者資訊披露
      6. 透過表單欄位導覽收件者
      7. 拒絕簽署
      8. 允許戳記工作流程
      9. 要求簽署者提供其職稱或公司
      10. 允許簽署者列印並置入書面簽名
      11. 在電子簽名時顯示訊息
      12. 需要簽署者使用行動裝置來建立自己的簽名
      13. 要求取得簽署者的 IP 位址
      14. 將公司名稱和職稱排除在參與戳記之外
    5. 數位簽名
      1. 概觀
      2. 使用 Acrobat 下載並簽署
      3. 以雲端簽名簽署
      4. 包括身分識別提供者的中繼資料
      5. 受限制的雲端簽名提供者
    6. 電子印章
    7. 數位身分
      1. 數位身分識別閘道
      2. 身分識別檢查原則
    8. 報告設定
      1. 全新報告體驗
      2. 傳統報告設定
    9. 安全性設定
      1. 單一登入設定
      2. 記住我設定
      3. 登入密碼原則
      4. 登入密碼強度
      5. 網頁工作階段期間
      6. PDF 加密類型
      7. API
      8. 使用者和群組資訊存取
      9. 允許的 IP 範圍
      10. 帳戶共用
      11. 帳戶共用權限
      12. 合約共用控制項
      13. 簽署者身分驗證
      14. 合約簽署密碼
      15. 文件密碼強度
      16. 依地理位置封鎖簽署者
      17. 電話驗證
      18. 知識式驗證 (KBA)
      19. 允許頁面擷取
      20. 文件連結過期
      21. 上傳 Webhook/回呼的用戶端憑證
      22. 時間戳記
    10. 傳送設定
      1. 登入後顯示「傳送」頁面
      2. 傳送時需有收件者名稱
      3. 鎖定已知使用者的名稱值
      4. 允許的收件者角色
      5. 收件者群組
      6. 必填欄位
      7. 附加文件
      8. 欄位扁平化
      9. 修改合約
      10. 合約名稱
      11. 語言
      12. 私人訊息
      13. 允許的簽名類型
      14. 提醒
      15. 已簽署文件的密碼保護
      16. 簽署者身分識別選項
        1. 概觀
        2. 簽署密碼
        3. 透過電子郵件傳送的一次性密碼
        4. Acrobat Sign 驗證
        5. 電話驗證
        6. 雲端型數位簽名
        7. 知識式驗證
        8. 政府核發證件
        9. 簽署者身分報告
      17. 內容保護
      18. 啟用公證交易
      19. 文件過期
      20. 預覽、定位簽名及新增欄位
      21. 簽署順序
      22. Liquid mode
      23. 自訂工作流程控制項
      24. 電子簽名頁面的上傳選項
      25. 「簽署後」確認重新導向 URL
    11. 訊息範本
    12. 生技製藥設定
      1. 概觀
      2. 強制執行身分識別驗證
      3. 簽署原因
    13. 工作流程整合
    14. 公證設定
    15. 付款整合
    16. 簽署者傳訊
    17. SAML 設定
      1. SAML 設定
      2. 安裝 Microsoft Active Directory Federation Service
      3. 安裝 Okta
      4. 安裝 OneLogin
      5. 安裝 Oracle Identity Federation
    18. 資料控管
    19. 時間戳記設定
    20. 外部封存
    21. 帳戶語言
    22. 電子郵件設定
      1. 電子郵件標題/頁尾影像
      2. 允許個別使用者電子郵件頁尾
      3. 自訂「請求簽名」電子郵件
      4. 自訂「收件者」和「副本收件者」欄位
      5. 自訂電子郵件範本
      6. 啟用無連結通知
    23. 從 echosign.com 移轉至 adobesign.com
    24. 為收件者設定選項
  4. 法規要求指引
    1. 協助工具
      1. 協助工具合規性
      2. 使用 Acrobat 桌面應用程式建立可存取的表單
      3. 建立可存取的 AcroForms
    2. HIPAA
    3. GDPR
      1. GDPR 概觀
      2. 將使用者標記密文
      3. 將使用者的合約標記密文
    4. 21 CFR part 11 和 EudraLex Annex 11
      1. 21 CRF part 11 驗證套件
      2. 21 CFR 和 EudraLex Annex 11 手冊
      3. 共同責任分析
    5. 醫療保健客戶
    6. IVES 支援
    7. 「保存」合約
    8. 歐盟/英國考量事項
      1. 歐盟/英國跨境交易與 eIDAS
      2. 以電子方式簽署之契約的 HMLR 要求
      3. 英國脫歐對英國電子簽名法的影響
  5. 大量下載合約
  6. 宣告您的網域

傳送、簽署與管理合約

  1. 收件者選項
    1. 取消電子郵件提醒
    2. 電子簽名頁面上的選項
      1. 電子簽名頁面概觀
      2. 開啟以閱讀無欄位的合約
      3. 拒絕簽署合約
      4. 委派簽署權限
      5. 重新啟動合約
      6. 下載合約的 PDF
      7. 檢視合約歷史記錄
      8. 檢視合約訊息
      9. 從電子簽名轉換為書面簽名
      10. 從書面簽名轉換為電子簽名
      11. 對表單欄位進行導覽
      12. 從表單欄位中清除資料
      13. 電子簽名頁面放大倍率和導覽
      14. 變更合約工具和資訊中使用的語言
      15. 檢閱法律注意事項
      16. 調整 Acrobat Sign Cookie 偏好設定
  2. 傳送合約  
    1. 傳送頁面概述
    2. 只傳送合約給您自己
    3. 傳送合約給他人
    4. 書面簽名
    5. 收件者簽署順序
    6. 大量傳送
      1. 「大量傳送」功能的概觀
      2. 大量傳送 - 手動收件者
      3. 大量傳送 - CSV 上傳
      4. 取消「大量傳送」交易
      5. 在大量傳送中新增提醒
      6. 報告可供大量傳送
  3. 在文件中撰寫欄位
    1. 應用程式內製作環境
      1. 自動欄位偵測
      2. 使用製作環境拖放欄位
      3. 將表單欄位指派給收件者
      4. 預填角色
      5. 以可重複使用的欄位範本來套用欄位
      6. 將欄位轉送至新的資料庫範本
      7. 已在傳送合約時更新製作環境
    2. 以文字標籤建立表單
    3. 使用 Acrobat (AcroForms) 建立表單
      1. 建立 AcroForm
      2. 建立可存取的 PDF
    4. 欄位
      1. 欄位類型
        1. 常見欄位類型
        2. 內嵌影像
        3. 戳記影像
      2. 欄位內容外觀
      3. 欄位驗證
      4. 已遮罩的欄位值
      5. 設定顯示/隱藏條件
      6. 計算欄位 
    5. 編寫常見問答集
  4. 簽署合約
    1. 簽署已傳送給您的合約
    2. 填寫和簽署
    3. 自我簽署
  5. 管理合約
    1. 管理頁面概述
    2. 委派合約
    3. 更換收件者
    4. 限制文件可見性
    5. 取消合約
    6. 建立新提醒
    7. 檢閱提醒
    8. 取消提醒
    9. 更多動作…
      1. 搜尋的運作方式
      2. 檢視合約
      3. 從合約建立範本
      4. 在檢視中隱藏/取消隱藏合約
      5. 上傳已簽署的合約
      6. 修改已傳送合約的檔案或欄位
      7. 編輯收件者的驗證方法
      8. 新增或修改到期日
      9. 將備註新增至合約
      10. 共用個別合約
      11. 取消共用合約
      12. 下載個別合約
      13. 下載合約的個別檔案
      14. 下載合約的「稽核報告」
      15. 下載合約的欄位內容
  6. 稽核報告
  7. 報告與資料匯出
    1. 概觀
    2. 授予使用者報告的存取權
    3. 報告圖表
      1. 建立新報告
      2. 合約報告
      3. 交易報告
      4. 設定活動報告
      5. 編輯報告
    4. 資料匯出 
      1. 建立新的資料匯出
      2. 編輯資料匯出
      3. 重新整理資料匯出內容
      4. 下載資料匯出
    5. 重新命名報告/匯出
    6. 複製報告/匯出
    7. 排程報告/匯出
    8. 刪除報告/匯出
    9. 檢查交易使用量

進階合約功能與工作流程

  1. 網頁表單 
    1. 建立網頁表單
    2. 編輯網頁表單
    3. 停用/啟用網頁表單
    4. 隱藏/取消隱藏網頁表單
    5. 尋找 URL 或指令碼
    6. 使用 URL 參數預填網頁表單欄位
    7. 儲存網頁表單以便稍後完成
    8. 調整網頁表單大小
  2. 可重複使用的範本 (資料庫範本)
    1. 在 Acrobat Sign 資料庫中的美國政府表單
    2. 建立資料庫範本
    3. 變更資料庫範本的名稱
    4. 變更資料庫範本的類型
    5. 變更資料庫範本的權限層級
    6. 複製、編輯和儲存共用範本
    7. 下載資料庫範本的彙總欄位資料
  3. 轉移網頁表單與資料庫範本的所有權
  4. Power Automate 工作流程 
    1. Power Automate 整合與包含授權的概觀
    2. 啟用 Power Automate 整合
    3. 追蹤 Power Automate 使用狀況
    4. 建立新的流程 (範例)
    5. 用於流程的觸發器
    6. 從 Acrobat Sign 之外匯入流程
    7. 管理流程
    8. 編輯流程
    9. 共用流程
    10. 停用或啟用流程
    11. 刪除流程
    12. 實用範本
      1. 僅限管理員
        1. 將所有完成的文件儲存至 SharePoint
        2. 將所有完成的文件儲存至商務用 OneDrive
        3. 將所有完成的文件儲存至 Google 雲端硬碟
        4. 將所有完成的文件儲存至 DropBox
        5. 將所有完成的文件儲存至 Box
      2. 合約封存
        1. 將完成的文件儲存至 SharePoint
        2. 將完成的文件儲存至商務用 OneDrive
        3. 將完成的文件儲存至 Google 雲端硬碟
        4. 將完成的文件儲存至 DropBox
        5. 將完成的文件儲存至 Box
      3. 網頁表單合約封存
        1. 將完成的網頁表單文件儲存至 SharePoint 資料庫
        2. 將完成的網頁表單文件儲存至商務用 OneDrive
        3. 將完成的文件儲存至 Google 雲端硬碟
        4. 將完成的網頁表單文件儲存至 Box
      4. 合約資料擷取
        1. 從您簽署的文件擷取表單欄位資料,並更新 Excel 表
      5. 合約通知
        1. 傳送包含合約內容和已簽署合約的自訂電子郵件通知
        2. 在 Teams 頻道中取得您的 Adobe Acrobat Sign 通知
        3. 在 Slack 中取得您的 Adobe Acrobat Sign 通知
        4. 在 Webex 中取得您的 Adobe Acrobat Sign 通知
      6. 合約產生
        1. 從 Power App 表單和 Word 範本產生文件,傳送以供簽署
        2. 從 OneDrive 的 Word 範本產生合約,並取得簽名
        3. 為所選的 Excel 列產生合約,傳送以供檢閱和簽名
  5. 自訂傳送工作流程
    1. 自訂傳送工作流程概觀
    2. 建立新的傳送工作流程
    3. 編輯傳送工作流程
    4. 啟動或停用傳送工作流程
    5. 以「傳送工作流程」傳送合約
  6. 共用使用者與合約
    1. 共用使用者
    2. 共用合約

與其他產品整合

  1.  Acrobat Sign 整合概觀
  2. 適用於 Salesforce 的 Acrobat Sign
  3. 適用於 Microsoft 的 Acrobat Sign
    1. 適用於 Microsoft 365 的 Acrobat Sign
    2. 適用於 Outlook 的 Acrobat Sign
    3. 適用於 Word/PowerPoint 的 Acrobat Sign
    4. 適用於 Teams 的 Acrobat Sign
    5. 適用於 Microsoft PowerApps 和 Power Automate 的 Acrobat Sign
    6. 適用於 Microsoft Search 的 Acrobat Sign 連接器
    7. 適用於 Microsoft Dynamics 的 Acrobat Sign
    8. 適用於 Microsoft SharePoint 的 Acrobat Sign
  4. 其他整合功能
    1. 適用於 ServiceNow 的 Acrobat Sign
    2. 適用於 HR ServiceNow 的 Acrobat Sign
    3. 適用於 SAP SuccessFactors 的 Acrobat Sign
    4. 適用於 Workday 的 Acrobat Sign
    5. 適用於 NetSuite 的 Acrobat Sign
    6. 適用於 VeevaVault 的 Acrobat Sign
    7. 適用於 Coupa BSM Suite 的 Acrobat Sign
  5. 合作夥伴管理的整合功能
  6. 如何取得整合金鑰

Acrobat Sign 開發人員

  1. REST API
    1. 方法說明文件
    2. SDK/開發人員指南
    3. API 常見問答集
  2. Webhook 
    1. Webhook 概觀
    2. 設定新的 Webhook
    3. 檢視或編輯 Webhook
    4. 停用或重新啟動 Webhook
    5. 刪除 Webhook
    6. 雙向 SSL 憑證
    7. API 中的 Webhook

支援與疑難排解

  1. 客戶支援資源
  2. 企業客戶成功資源

Overview

Adobe Acrobat Sign text tags can be used in conjunction with Acrobat form fields to define the specific properties of a field. While text tags are added directly to a document in line with the content, PDF tags are used to name the fields, defining the rules and validations of the physically placed field. Acrobat form fields combine the ease of use of the drag-and-drop authoring environment with the versatility of the text tags.

When a document is uploaded to the Acrobat Sign Document Library or send out for signature, the Acrobat form fields are processed by the system and converted into Acrobat Sign form fields. The system specifically looks at the name the field is given, verifies that an Acrobat Sign tag has been defined. It then creates an Acrobat Sign form field with the properties you have defined.

Tags allow for specific properties to be set for the fields. Using this with Acrobat’s form field placement tools, your document can be fully functional and professional in appearance.

Text Tag Version

This document describes the current, 2.0 syntax of Acrobat Sign text tags. This syntax should be used for all new documents and revisions to existing documents. If you are not familiar with Text Tags in Acrobat Sign, see the Text Tag Documentation.

Creating Forms for Acrobat Sign

Acrobat allows you to physically place form fields directly onto a document’s pages. This section explains how to add form fields, as well as options for having a more uniform look to the fields on your document.


Preparing the Form

  1. Using Acrobat, open the PDF you want to convert to an Acrobat Sign form.

  2. Choose Tools > Prepare Form.

    Click Prepare Form

  3. Click Start. Acrobat creates the form and opens it in the Form Editing mode. The right-hand pane displays options for editing the form. The toolbar contains form field tools for adding additional fields.

    Click Start

    Acrobat searches the document for text (identified by underlined spaces or empty boxes) that can be converted to form fields and attempts to place an appropriate field in that location. 

    註解:

    If the document does not already have spaces or boxes that can be converted, a dialog notifying you that no form fields were detected displays. Click OK to continue.

  4. In the right-hand pane, click More and then choose Convert to Acrobat Sign Form

  5. When alerted that Acrobat removes form fields that Acrobat Sign doesn't support, click Next.

    Conversion warning

  6. If a subsequent alert displays, click OK.

    Field warning

Clean up the Automated Field Placement

When creating fields, Acrobat is looking for landmarks like lines of underscores, boxes and circles that might indicate fields, checkboxes and radio buttons. Additionally, the surrounding text is evaluated to give the generated fields a meaningful name.  However, the odds are good that some fields will be named or placed incorrectly, and will require manual adjustment.

Acrobat Field Placement

 

 Review your form, delete any extra fields, and move any fields that are misplaced.

Cleaned up field placment

註解:

All fields that are automatically placed will have unique names, and some may be obscure (like fill_3). 

It’s worth taking the time now to give meaningful names to your fields in case you want to run reports against the document and need to evaluate the field data.

To rename a field, double click the field (or right click and select Properties from the menu). The field name will be at the top of the properties window. 


Manually Placing Form Fields

If the automated field placement doesn’t find all your fields, you will need to manually add them in. This is a simple click-click process using the toolbar at the top of the Acrobat window.

  1. To add a field to the form, click to select the appropriate icon for the field you want in the toolbar.

    Acrobat for Adobe Sign toolbar

    The fields, from left to right are:

    • Select Object – Frees the cursor to select any object on the page.
    • Text field – The Generic Text field for allowing input. The most commonly used field for most forms.
    • Check Box – Used for presenting an array of line items when the user can select multiple options.
    • Radio Buttons – Used to present an array of line items and the user can select only one of them.
    • Drop-down box – A pick list of items that the user can select one of.
    • Signature Field – A single field signature.
    • Signature Block – A multi-field signature that contains at least the Signature and Email fields, but can optionally include the signer's Title and/or Company, depending on the settings of the Acrobat Sign account used to send the document.
    • Initials – A single initials field that can contain up to four characters.
    • Title – A required field that requests the Title of the recipient.
    • Company – A required field that requests the Company name of the recipient.
    • Full Name – A read-only field that returns a type-set version of the text entered in the Signature field.
    • Email – A read-only field that returns the email address of the recipient.
    • Date – A read-only field that returns the current time date stamp when the recipient opens the Agreement.
    • Keep Tool Selected – Click this icon to enable/disable the ability to place multiple fields.  When disabled, the cursor will return to the selector arrow after placing a field. When enabled, the cursor remains the field footprint, allowing you to place multiple fields without having to reselect the icon first.
    註解:

    The required and read-only fields are recipient specific, meaning they are intended to only collect information about the recipient they are assigned to. If you need to request content other than the personal information of the recipient, use a text field. For example, if you need to collect any date that isn’t the signature date, use a text field and validate that field to be a date format.

  2. The cursor will change to show the footprint of the field you selected. Click to place the field where you want it. 

    Field Footprint

  3. When the field is first placed on the page, a small window will appear where the name of the field can be changed, and the participant role can be defined. Setting a meaningful name is useful, but setting the participant role should only be done if you have a solid understanding of the signature process for the document, and the appropriate participation roles to be applied.

    Placed Field properties

  4. Click and drag on one of the blue boxes (or handles) in the frame of the field to change the size of the field.

    Resizing the field


Aligning Fields and Matching Size

Once field have been roughly placed on the document, tools within Acrobat can help you ensure consistent field size and alignment, providing a polished and professional look to the form.

註解:

To select multiple fields you can either hold down the Ctrl/Cmd button and individually click fields, or click in the PDF, and drag the cursor to describe a box. All fields that are at least partly contained in the described box will be selected. Click anywhere on the PDF to de-select the fields.

  1. The first step to aligning fields is to establish one properly placed field. In the below example, the Address field has been properly sized using the manual click and drag process.

    Rough Form field placement

    Visually, you can see that the Contact field to the right will be the same height, and the Phone, Fax and Order Number fields will be the same width. 

  2. Select both the Address and Contact field. You will notice that the field borders will change color from the other fields, indicating they are selected

    Selected Fields

    註解:
    • The “template” field will show the blue “handle” boxes. When using alignment or size matching tools, all fields will be aligned or matched to the template field.
    • You can change the template field once all fields have been selected by right clicking on the field you want to become the template.
    • Clicking outside the selected fields will de-select all fields.
  3. The top-right side of the Acrobat window shows the alignment tools. Click the Match width and height icon. 

    Match width and height tool

    The Contact field will snap to the size of the Address field:

    Width and height aligned fields

  4. With both fields still selected, click the Align Top icon to bring the Contact field to the correct alignment across the top of the fields.

  5. Left click the Contact field to select just that field, and then adjust the handles on the left and right of the field to fit it in place.

    Manually adjust the width of the field to fit

  6. Next, select all the fields in a column. Make sure your template field is correct

    Select all fields in a column

  7. Click the Match width icon to snap all fields to the same width

    Fields with matching widths

  8. With all fields still selected, click the Align Left icon 

    Fields Aligned to the left

  9. Adjust the fields to the correct height.  This can be done manually for each field if necessary, or you can manually fit one field, then select the others and snap them to the same height.

    Fields matched to field height

  10. Fine field adjustment can be done using the arrow keys on your keyboard.  Select one or more fields, and then use the arrows to move the fields by tiny increments.

    All fields correctly sized

    註解:

    Remember that you can zoom in to the PDF to give you larger field objects that can be more precisely adjusted

  11. Follow the same principal of matching the remaining fields to appropriate templates:

    In this example, you would:

    • Select the Contact, Email and Website fields and snap them to the same width
    • Align the fields to the left side
    • Select the row fields (Phone and Email) and snap them to the same height
    • Then use Align Top tool to bring them to alignment.
    • Do the same for the Fax and Website row of fields.
    All fields correctly sized and placed

     

    Once the fields are all in place, the document is minimally ready to send through Acrobat Sign.

    All fields have an identifying name, but none are explicitly assigned to a recipient, and no fields have any content validation.

    If you would like to include field properties, like recipient identification, content validation, conditional appearance or calculations, you will need to append the field name with arguments just as you would with Text Tags.

     

     

Using Tags in Placed Form Fields

As you are adding fields to the form, a listing of the field names displays in the right rail of the Acrobat page. This list can be used to find or access any form field on the document quickly, without being on the page, and will readily indicate if a field name exists in more than one place on the form by appending a #1 after the name.

註解:

Unique field names can contain unique content. Fields that have the same name will contain the same content.  By filling in one field, you will automatically pollinate that content to every other field using the same name. This is useful if you have a form that asks for the same information in multiple place.

If you are using the fields automatically placed by Acrobat, then the names of your fields will be simple descriptive strings. (if they aren’t meaningful, then it is advised that you take the time to make them so.)

Field names without arguments

 

Fields placed from the toolbar may have a larger name including arguments identical to the Text Tag format. 

Field names with arguments added


Naming Form Fields

Changing the name of the form field to an Acrobat Sign tag allows you to apply all the field properties recognized by Acrobat Sign, without sacrificing space on the document as a text tag would.

To access the properties menu for the form field, either double click on the field or right-click and choose “Properties” from the menu.

The General tab on the Properties window displays the Name, Tooltip, Field Type, Participant Role, and

Common Properties of the field.

Text field properties

  • Name — Where the tag for the form field will be added.
  • Tooltip — Information that will popup if the mouse pointer is held over the field.
  • Field Type — Indicates the type of field such as Text, Signature, Date, and so on.
  • Participant Role — Determines which signing party should interact with that field such as Sender, Signer, Prefill, and so on.
  • Read-Only — Makes the field inaccessible and not editable, generally used if the field is being populated through an integration or using a CSV file.
  • Required — Marks the field as required so the signing process cannot be completed unless data is entered into this field.

While the Acrobat Sign drag-and-drop authoring environment does not support (or have an option for) multi-line fields, you can set a field up this way in Acrobat and have it function through Acrobat Sign. This option is called “Multi-Line Field” under the “Options” tab.

Refer to Text Tag Documentation for tags to be used in the form fields on your document.

註解:

The Text Tag Documentation shows all tags with “{{}}” surrounding them, as it is necessary for them to be parsed. These “curly braces” are not necessary when creating fields in Acrobat, and should be omitted.

Placing Other Objects

Aside from the standard text fields, Acrobat has checkboxes, radio buttons, and dropdown menus that will function through Acrobat Sign. The options for these objects can be applied using the arguments in the tag, or through the object properties in Acrobat.

If you choose to use the object properties in Acrobat, ensure you still enter a basic tag for the name of the object. For example, if you have a check box and all of the settings were set in the Properties window, just name it CB1_es_:signer1, for example. This will ensure the object has a name and is assigned to the intended recipient.


Check Boxes

Selecting “Check Box” from the “Select Object” bar changes the cursor and allows you to place the check box. See Manually Placing Form Fields for more information.

To access the properties menu for the check box, either double click on the field or right-click and choose “Properties” from the menu.

Under Options, the available settings are Check Box Style, Export Value, and the Check box is checked by default option. Changing the “Check Box Style” will not affect how the check box is visually represented in Acrobat Sign, but the resulting PDF document will have the chosen style.

Checkbox field properties


Radio Buttons

Selecting “Radio Button” from the “Select Object” toolbar changes the cursor and allows you to place the radio button. See Manually Placing Form Fields for more information.

When you place the radio button, the basic properties dialog displays warning you that there needs to be a minimum of two radio buttons in the group because radio buttons provide a “one or another” solution.

Another radio button can be added by clicking the “Add Another Button” link or by choosing “Radio Button” from the ”Select Object” toolbar again, placing the object and renaming it to the same Group Name.

Radio Button Warning

To access the properties menu for the radio button, either double click on the field or right click and choose “Properties” from the menu.

Radio Button Field Properties

Under Options, the available settings are the Button Style, Radio Button Choice, and the two options: Button is checked by default and Buttons with the same name and choice are selected in unison, which links identically named buttons. The name of the radio button determines what group it is in, so if you’re creating an array of radio button options, they will need to be named identically in order to be a part of the same group.


Dropdown Menus

Selecting “Dropdown” from the “Select Object” toolbar changes the cursor and allows you to place the dropdown menu. See Manually Placing Form Fields for more information.

To access the properties menu for the dropdown, either double click on the field or right click and choose “Properties” from the menu.

Drop-down box Field Properties

Under Options, the available settings are Item, Export Value, Item List, Sort Items, Allow user to enter custom text, Check spelling, and Commit selected value immediately.

Enter the name of the option in the “Item” field. Additionally an export value is recommended. For example if the item is “Red”, the export value might be “R”. This value can then be exported during the signing process.

Once you’ve set up the dropdown choice, click the Add button. This moves the options down to the Item List where they can be sorted and managed.

Drop-down box field options

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