Self-signing with authoring and authentication options

Overview

Self-signing is one of two methods available for users to sign their own documents without having to include another recipient.

The other method is Fill & Sign, which is a fieldless process, allowing the user to simply click the page, and start typing.  No field enabled library templates or user authentication is possible.

 

Self-signing makes use of launching page that is similar to the Send page without the recipient stack, and allows for the user to use a template from the account library.

Additionally, Self-signing can include authentication of the user, leveraging the "enforce identity authentication" settings.


How it's used

The below processes all assume that the Self-sign experience is the default.  If you are not loading the Self-sign experience, click the Switch to Classic Only I Sign link


How to enable/disable

Enabling the Self-sign experience is done at the Account and/or Group level (Group-level settings over-ride account-level settings).

The option to enable the experience can be found by navigating to Account > Account Settings > Global Settings > Self Signing Workflows

  • Enable the option to Use the new Structured Self Sign experience
  • Optionally, enable the "switch" link, so users can flip back and forth between the two experiences
  • Click Save
Navigate to the settings


Configuration Options

Authenticating the user

Admins can configure the Account and/or Group to use Enforced identity authentication to capture a system authenticated signature.

Self-signing authentication is always done with the Acrobat Sign authentication method, which must be enabled for the signer.

  • If you enable Authentication for Internal Recipients, then enable Acrobat Sign authentication for internal recipients
  • If you do not enable Authentication for Internal Recipients, enable the Acrobat Sign authentication in the default authentication section.
  • Acrobat Sign authentication does not need to be the default authentication method, it just needs to be an available option.

To configure your authentication methods, navigate to Account > Account Settings > Send Settings > Identity Authentication Methods

Navigate to Authentication Methods

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