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Adobe Acrobat Sign Release Schedule and Prerelease Notes

 

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. Post agreement URL redirect
    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. Include metadata for Identity Providers
      5. Restricted Cloud Signatures Providers
    6. Electronic Seals
    7. Digital Identity
      1. Digital Identity Gateway
      2. Identity Check policy
    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. Field flattening
      9. Modify Agreements
      10. Agreement name
      11. Languages
      12. Private messages
      13. Allowed signature types
      14. Reminders
      15. Signed document password protection
      16. 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
      17. Content Protection
      18. Enable Notarize transactions
      19. Document Expiration
      20. Preview, position signatures, and add fields
      21. Signing order
      22. Liquid mode
      23. Custom workflow controls
      24. Upload options for the e-sign page
      25. 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. "Vaulting" agreements
    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. Recipient Options
    1. Cancel an email reminder
    2. Options on the e-signing page
      1. Overview of the e-sign page
      2. Open to read the agreement without fields
      3. Decline to sign an agreement
      4. Delegate signing authority
      5. Restart the agreement
      6. Download a PDF of the agreement
      7. View the agreement history
      8. View the agreement messages
      9. Convert from an electronic to a written signature
      10. Convert from a written to an electronic signature 
      11. Navigate the form fields
      12. Clear the data from the form fields
      13. E-sign page magnification and navigation
      14. Change the language used in the agreement tools and information
      15. Review the Legal Notices
      16. Adjust Acrobat Sign Cookie Preferences
  2. 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
  3. 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 
    5. Authoring FAQ
  4. Sign Agreements
    1. Sign agreements sent to you
    2. Fill & Sign
    3. Self-signing
  5. 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
  6. Audit Report
  7. 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

Support and Troubleshooting

  1. Customer Support Resources 
  2. Enterprise Customer Success Resources 

Adobe Acrobat Sign release schedule and prerelease documentation

Adobe Acrobat Sign plans to deliver at least three releases each year, categorized as "major" or "minor" releases. Additional minor releases may be introduced to resolve customer-facing or system-processing issues as needed.

  • Major releases contain large-scale updates, impactful new features, and a larger volume of minor updates and experience changes.
  • Minor releases are added to the schedule as needed and when a launch date is established. Minor releases generally include smaller features and experience adjustments. Typically, there is one minor release between the major releases. 
Note:

In the spirit of continuous improvement, Acrobat Sign will be releasing features not only in our major releases but also in minor releases (usually one minor release between each major release). To avoid disruption, we will continue to have these features behind enablement flags, meaning an account or group admin must explicitly turn them ON (check a checkbox).

Customers in the Health and Life Sciences field that require specific compliances should note that Acrobat Sign coordinates with a third-party vendor to provide a validation package for every release containing features to minimize your risk factor. 

Documentation

Documentation for release notifications and new/updated content is typically published as follows:

  • 6-8 weeks before the production release (typically four weeks before the Sandbox launch), a summary of the expected features and updates is published on this prerelease page.
    • If features are added or removed from the release after this point, they are noted in the Errata section at the bottom of the page.   
    • Resolved issues are not published at this time.
  • 2-4 weeks before the production release (typically in alignment with the Sandbox launch), this prerelease page is updated with links to complete documentation of all new features and updated content.
    • Links to the prerelease support documentation are provided on this page as needed. Prerelease documentation is in US English only.
    • The first draft of the Resolved issues section is added. Resolved issues will likely change and be updated throughout the next four weeks.
  • Launch day, the official release notes are updated to reflect the newly published features and updates with links to the production support documentation. This prerelease page is updated to remove the launched content and showcase the next release.
    • The documentation is published after the release is complete, and functionality is verified in the live system. This takes a variable amount of time, depending on the amount and complexity of the new content. The official publication should not be expected before 7pm Pacific time and may be significantly later.
    • The complete list of Resolved issues is updated in the US English version of the release notes. Localized versions may have out-of-sync data due to localization.
  • Government Cloud updates typically happen one or more weeks after the production release. Due to the nature of the government environment, some features may need additional evaluation before enabling them.

Sandbox availability

Customers accessing the Acrobat Sign Sandbox environment can typically access the new release functionality four weeks before launch.

  • The Sandbox environment must pass all production quality assurance procedures at the same quality level as the regular production environment.
  • The Sandbox is expected to have 99.9% availability and uses the same status page and outage procedures as the regular production environment.
  • The Sandbox leverages the regular production SLA and support process to facilitate reporting issues.

Releases

Alert:

This article contains prerelease information. Release dates, features, and other information are subject to change without notice.

June 2024 (Minor release)

Sandbox deployment: May 21, 2024

Production deployment: June 18, 2024

GovCloud deployment: July 9, 2024

Improved Functionality

  • Updated Request Signature experience - The Request Signature interface adds several elements that bring the experience closer to parity with the classic Send page. Included in this release are:
    • Drag and Drop files - Files can now be added to the agreement configuration by dragging them from your desktop or local folders and dropping them into the Files section.
    • Add Me - The Add Me option adds the agreement creator to the agreement in the next recipient record.
    • e-Vaulting - Customers who require e-vaulting can now use the Request Signature experience and be assured that the agreements are added to their vault. 
      • When a sender opens a vaulted agreement in Edit or Modify mode, they are redirected to the classic Send page.
    • Hybrid Routing - Configuring agreements with hybrid signature workflows is now supported.

Available environments: Sandbox, Commercial | Available tiers of service: Individual, Team, Enterprise | Configuration scope: Enabled by default

REST API/Webhook Updates

The below updates are presented in the prerelease notes for disclosure purposes. Full documentation for API and Webhook updates can be found in the Acrobat Sign developer documentation when the version update is delivered to the production servers.

  • Improvements to Webhooks - Several Webhooks have updated their payloads to provide more complete information when an agreement is canceled or expired:

AGREEMENT_AUTO_CANCELLED_CONVERSION_PROBLEM triggers when the system fails to properly convert the uploaded files into the single agreement PDF, resulting in the agreement being canceled. 

Example:

{
  "webhookId": "d6128c34-eef7-",
  "webhookName": "test webhook",
  "webhookNotificationId": "55e823d5-82e3",
  "webhookUrlInfo": {
    "url": "https://testurl.com/events"
  },
  "webhookScope": "ACCOUNT",
  "webhookNotificationApplicableUsers": [
    {
      "id": "CBJCHBCAABAA",
      "email": "sender@gmail.com",
      "role": "SENDER",
      "payloadApplicable": true
    }
  ],
  "event": "AGREEMENT_AUTO_CANCELLED_CONVERSION_PROBLEM",
  "eventDate": "2024-04-25T22:58:51Z",
  "eventResourceType": "agreement",
  "participantUserId": "CBJCHBCAABAAnOQJR8SKY",
  "participantUserEmail": "sender@gmail.com",
  "actingUserId": "CBJCHBCAABAAnOQJR8SKYbAVr",
  "actingUserEmail": "sender@gmail.com",
  "initiatingUserId": "CBJCHBCAABAAnOQJR8SKYb",
  "initiatingUserEmail": "sender@gmail.com",
  "agreementCancellationInfo": {
    "comment": "We were unable to create your agreement, because we had a problem processing your document.",
    "notifyOthers": false
  },
  "agreement": {
    "id": "CBJCHBCAABAAMwk43V",
    "name": "test agreement",
    "signatureType": "ESIGN",
    "status": "CANCELLED",
    "documentVisibilityEnabled": false,
    "createdDate": "2024-04-25T22:58:51Z",
    "locale": "en_US",
    "message": "Please review and complete test agr.",
    "senderEmail": "sender@gmail.com",
    "participantSetsInfo": {
      "participantSets": [
        {
          "memberInfos": [
            {
              "id": "CBJCHBCAABAALxrd1B4PEW",
              "email": "signer@gmail.com",
              "company": "Test Company",
              "name": "test user",
              "status": "ACTIVE"
            }
          ],
          "order": 1,
          "role": "SIGNER",
          "status": "NOT_YET_VISIBLE",
          "id": "CBJCHBCAABAA_0EWxXrpX5"
        }
      ]
    }
  }
}

AGREEMENT_RECALLED triggers when the sender cancels the agreement.

Example of the Sender canceling with a reason:

{

  "webhookId": "d6128c34-eef7-498b",

  "webhookName": "test webhook",

  "webhookNotificationId": "225ad211-9569-4509",

  "webhookUrlInfo": {

    "url": "https://testurl.com/events"

  },

  "webhookScope": "ACCOUNT",

  "webhookNotificationApplicableUsers": [

    {

      "id": "CBJCHBCAABAAnOQJR8Sv",

      "email": "sender@gmail.com",

      "role": "SENDER",

      "payloadApplicable": true

    },

    {

      "id": "CBJCHBCAABAAODofjR",

      "email": "signer@gmail.com",

      "role": "SIGNER",

      "payloadApplicable": false

    }

  ],

  "event": "AGREEMENT_RECALLED",

  "eventDate": "2024-04-25T21:04:33Z",

  "eventResourceType": "agreement",

  "participantUserId": "CBJCHBCAABAAn",

  "participantUserEmail": "sender@gmail.com",

  "actingUserId": "CBJCHBCAABAAnOQJ",

  "actingUserEmail": "sender@gmail.com",

  "initiatingUserId": "CBJCHBCAABAAnOQJR8S",

  "initiatingUserEmail": "sender@gmail.com",

  "agreementCancellationInfo": {

    "comment": "Cancelling the Agreement to update the terms and conditions.",

    "notifyOthers": true

  },

  "agreement": {

    "id": "CBJCHBCAABAAT67oHETNYf",

    "name": "test agreement",

    "signatureType": "ESIGN",

    "status": "CANCELLED",

    "documentVisibilityEnabled": false,

    "createdDate": "2024-04-25T21:03:56Z",

    "locale": "en_US",

    "message": "Please review and complete test agreement.",

    "senderEmail": "sender@gmail.com",

    "participantSetsInfo": {

      "participantSets": [

        {

          "memberInfos": [

            {

              "id": "CBJCHBCAABAAwI63k09",

              "email": "signer@gmail.com",

              "company": "test1Global",

              "name": "test user",

              "status": "ACTIVE"

            }

          ],

          "order": 1,

          "role": "SIGNER",

          "status": "CANCELLED",

          "id": "CBJCHBCAABAAFLCGz"

        }

      ]

    },

    "documentsInfo": {

      "documents": [

        {

          "id": "3AAABLKmtbUAG5pZEwv-NE6kdRvfJf1yO-jKdQ6EuBHMLA6-euj",

          "numPages": 1,

          "mimeType": "application/pdf",

          "name": "Sample Form modify.pdf"

        }

      ]

    }

  }

}

 

Example of the Sender canceling without a reason:

{
  "webhookId": "d6128c34-eef7-498b-a68",
  "webhookName": "test webhook",
  "webhookNotificationId": "225ad211-9569-4509",
  "webhookUrlInfo": {
    "url": "https://testurl.com/events"
  },
  "webhookScope": "ACCOUNT",
  "webhookNotificationApplicableUsers": [
    {
      "id": "CBJCHBCAABAAnOQJR8SKYbv",
      "email": "sender@gmail.com",
      "role": "SENDER",
      "payloadApplicable": true
    },
    {
      "id": "CBJCHBCAABAAODofjR2IVTW",
      "email": "signer@gmail.com",
      "role": "SIGNER",
      "payloadApplicable": false
    }
  ],
  "event": "AGREEMENT_RECALLED",
  "eventDate": "2024-04-25T21:04:33Z",
  "eventResourceType": "agreement",
  "participantUserId": "CBJCHBCAABAAnO5Kqv",
  "participantUserEmail": "sender@gmail.com",
  "actingUserId": "CBJCHBCAABAAnOQKqv",
  "actingUserEmail": "sender@gmail.com",
  "initiatingUserId": "CBJCHBCAABAAny7m5Kqv",
  "initiatingUserEmail": "sender@gmail.com",
  "agreementCancellationInfo": {
    "comment": "Sender canceled without providing a reason.",
    "notifyOthers": true
  },
  "agreement": {
    "id": "CBJCHBCAABAAT67oHETN6wEFD",
    "name": "test agreement",
    "signatureType": "ESIGN",
    "status": "CANCELLED",
    "documentVisibilityEnabled": false,
    "createdDate": "2024-04-25T21:03:56Z",
    "locale": "en_US",
    "message": "Please review and complete test agreement.",
    "senderEmail": "sender@gmail.com",
    "participantSetsInfo": {
      "participantSets": [
        {
          "memberInfos": [
            {
              "id": "CBJCHBCAABAAwI63jKTZu",
              "email": "signer@gmail.com",
              "company": "test1Global",
              "name": "test user",
              "status": "ACTIVE"
            }
          ],
          "order": 1,
          "role": "SIGNER",
          "status": "CANCELLED",
          "id": "CBJCHBCAABAAFLCGKLXoA2Pqs5z"
        }
      ]
    },
    "documentsInfo": {
      "documents": [
        {
          "id": "3AAABLKmtbUAG5pZEwv-7nUjJHs-uj",
          "numPages": 1,
          "mimeType": "application/pdf",
          "name": "Sample Form modify.pdf"
        }
      ]
    }
  }
}

AGREEMENT_REJECTED triggers when a recipient declines to sign the agreement, thereby canceling it.

Example of a recipient rejection with a reason:

{
  "webhookId": "d6128c34-eef7",
  "webhookName": "test webhook",
  "webhookNotificationId": "c2c736",
  "webhookUrlInfo": {
    "url": "https://testurl.com/events"
  },
  "webhookScope": "ACCOUNT",
  "webhookNotificationApplicableUsers": [
    {
      "id": "CBJCHBCAAB",
      "email": "sender@gmail.com",
      "role": "SENDER",
      "payloadApplicable": true
    },
    {
      "id": "CBJCHBCAABAAO",
      "email": "signer@gmail.com",
      "role": "SIGNER",
      "payloadApplicable": false
    }
  ],
  "event": "AGREEMENT_REJECTED",
  "eventDate": "2024-04-25T20:53:36Z",
  "eventResourceType": "agreement",
  "participantUserId": "CBJCHBCAABAA",
  "participantUserEmail": "signer@gmail.com",
  "actingUserId": "CBJCHBCAABAA",
  "actingUserEmail": "signer@gmail.com",
  "initiatingUserId": "CBJCHBCAABAA",
  "initiatingUserEmail": "sender@gmail.com",
  "agreementCancellationInfo": {
    "comment": "Declining to sign the agreement",
    "notifyOthers": false
  },
  "agreement": {
    "id": "CBJCHBCAABAAmD",
    "name": "test agreement",
    "signatureType": "ESIGN",
    "status": "CANCELLED",
    "documentVisibilityEnabled": false,
    "createdDate": "2024-04-25T20:52:45Z",
    "locale": "en_US",
    "message": "Please review and complete test agreement.",
    "senderEmail": "sender@gmail.com",
    "participantSetsInfo": {
      "participantSets": [
        {
          "memberInfos": [
            {
              "id": "CBJCHBCAABAAVyS8",
              "email": "signer@gmail.com",
              "company": "testGlobal",
              "name": "test user",
              "status": "ACTIVE"
            }
          ],
          "order": 1,
          "role": "SIGNER",
          "status": "CANCELLED",
          "id": "CBJCHBCAABAA93JJ"
        }
      ]
    },
    "documentsInfo": {
      "documents": [
        {
          "id": "3AAABLKmtbUAz51oinPNFW",
          "numPages": 1,
          "mimeType": "application/pdf",
          "name": "Sample Form modify.pdf"
        }
      ]
    }
  }
}

 

Example of a recipient rejection without a reason:

{
  "webhookId": "d6128c34-ee78a",
  "webhookName": "test webhook",
  "webhookNotificationId": "8e511c56-14b5-46",
  "webhookUrlInfo": {
    "url": "https://testurl.com/events"
  },
  "webhookScope": "ACCOUNT",
  "webhookNotificationApplicableUsers": [
    {
      "id": "CBJCHBCAABAAnOQJR8S",
      "email": "sender@gmail.com",
      "role": "SENDER",
      "payloadApplicable": true
    },
    {
      "id": "CBJCHBCAABAAOD",
      "email": "signer@gmail.com",
      "role": "SIGNER",
      "payloadApplicable": false
    }
  ],
  "event": "AGREEMENT_REJECTED",
  "eventDate": "2024-04-25T21:01:47Z",
  "eventResourceType": "agreement",
  "participantUserId": "CBJCHBCAABAAOD",
  "participantUserEmail": "signer@gmail.com",
  "actingUserId": "CBJCHBCAABAAODofjR2",
  "actingUserEmail": "signer@gmail.com",
  "initiatingUserId": "CBJCHBCAABAAnOQJR",
  "initiatingUserEmail": "sender@gmail.com",
  "agreementCancellationInfo": {
    "comment": "Signer canceled without providing a reason.",
    "notifyOthers": false
  },
  "agreement": {
    "id": "CBJCHBCAABAAEcvo",
    "name": "test agreement",
    "signatureType": "ESIGN",
    "status": "CANCELLED",
    "documentVisibilityEnabled": false,
    "createdDate": "2024-04-25T21:00:45Z",
    "locale": "en_US",
    "message": "Please review and complete test agreement.",
    "senderEmail": "sender@gmail.com",
    "participantSetsInfo": {
      "participantSets": [
        {
          "memberInfos": [
            {
              "id": "CBJCHBCAABAAtB",
              "email": "signer@gmail.com",
              "company": "test1Global",
              "name": "test user",
              "status": "ACTIVE"
            }
          ],
          "order": 1,
          "role": "SIGNER",
          "status": "CANCELLED",
          "id": "CBJCHBCAABAAhR"
        }
      ]
    },
    "documentsInfo": {
      "documents": [
        {
          "id": "3AAABLKmtbUBRws",
          "numPages": 1,
          "mimeType": "application/pdf",
          "name": "Sample Form modify.pdf"
        }
      ]
    }
  }
}

AGREEMENT_EXPIRED triggers when a recipient declines to sign the agreement, thereby canceling it.

Example of when an agreement expires based on a configured expiration date:

{
  "webhookId": "d6128c34-8a",
  "webhookName": "test webhook",
  "webhookNotificationId": "b205dc278",
  "webhookUrlInfo": {
    "url": "https://testurl.com/events"
  },
  "webhookScope": "ACCOUNT",
  "webhookNotificationApplicableUsers": [
    {
      "id": "CBJCHBCAABA7m5Kqv",
      "email": "sender@gmail.com",
      "role": "SENDER",
      "payloadApplicable": true
    },
    {
      "id": "CBJCHBCAAkMVTW",
      "email": "signer@gmail.com",
      "role": "SIGNER",
      "payloadApplicable": false
    }
  ],
  "event": "AGREEMENT_EXPIRED",
  "eventDate": "2024-04-25T21:10:42Z",
  "eventResourceType": "agreement",
  "participantUserId": "CBJCHBCAABAkMVTW",
  "participantUserEmail": "signer@gmail.com",
  "actingUserId": "CBJCHBCAABAAOVTW",
  "actingUserEmail": "signer@gmail.com",
  "initiatingUserId": "CBJCHBCAqv",
  "initiatingUserEmail": "sender@gmail.com",
  "agreementExpirationInfo": {
    "comment": "Sender set the completion deadline of 2 days from creation. The agreement expired on 2024-04-25T21:10:35Z."
  },
  "agreement": {
    "id": "CBJCHBCAABAAyoW7KlbsBoeQ",
    "name": "TEST agreement",
    "signatureType": "ESIGN",
    "status": "EXPIRED",
    "documentVisibilityEnabled": false,
    "createdDate": "2024-04-23T21:06:35Z",
    "expirationTime": "2024-04-25T21:10:35Z",
    "locale": "en_US",
    "message": "Please review and complete TEST agreement.",
    "senderEmail": "sender@gmail.com",
    "participantSetsInfo": {
      "participantSets": [
        {
          "memberInfos": [
            {
              "id": "CBJCHBCAABAAVU67KF0",
              "email": "signer@gmail.com",
              "company": "test1Global",
              "name": "test user",
              "status": "ACTIVE"
            }
          ],
          "order": 1,
          "role": "SIGNER",
          "status": "EXPIRED",
          "id": "CBJCHBCAABAACAVEwGI1"
        }
      ]
    },
    "documentsInfo": {
      "documents": [
        {
          "id": "3AAABLKmtbUCuPANIw-JqG",
          "numPages": 1,
          "mimeType": "application/pdf",
          "name": "Sample Form modify.pdf"
        }
      ]
    }
  }
}

 

Example of when the agreement is automatically expired after 365 days:

{
  "webhookId": "d6128c34-eef7-48a",
  "webhookName": "test webhook",
  "webhookNotificationId": "b205dc27-5042b98",
  "webhookUrlInfo": {
    "url": "https://testurl.com/events"
  },
  "webhookScope": "ACCOUNT",
  "webhookNotificationApplicableUsers": [
    {
      "id": "CBJCHBCAABAAnOKqv",
      "email": "sender@gmail.com",
      "role": "SENDER",
      "payloadApplicable": true
    },
    {
      "id": "CBJCHBCAABAAODofjR2IzMVTW",
      "email": "signer@gmail.com",
      "role": "SIGNER",
      "payloadApplicable": false
    }
  ],
  "event": "AGREEMENT_EXPIRED",
  "eventDate": "2024-04-25T21:10:42Z",
  "eventResourceType": "agreement",
  "participantUserId": "CBJCHBCAABAW",
  "participantUserEmail": "signer@gmail.com",
  "actingUserId": "CBJCHBCAABAAOTW",
  "actingUserEmail": "signer@gmail.com",
  "initiatingUserId": "CBJCHBCAABAqv",
  "initiatingUserEmail": "sender@gmail.com",
  "agreementExpirationInfo": {
    "comment": "Acrobat Sign set the completion deadline of 365 days from creation. The agreement expired on 2024-04-25T21:10:35Z."
  },
  "agreement": {
    "id": "CBJCHBCAABAAyoW7Klbsk_g0lurQ",
    "name": "TEST agreement",
    "signatureType": "ESIGN",
    "status": "EXPIRED",
    "documentVisibilityEnabled": false,
    "createdDate": "2023-04-23T21:06:35Z",
    "expirationTime": "2024-04-25T21:10:35Z",
    "locale": "en_US",
    "message": "Please review and complete TEST agreement.",
    "senderEmail": "sender@gmail.com",
    "participantSetsInfo": {
      "participantSets": [
        {
          "memberInfos": [
            {
              "id": "CBJCHBCAABAA7KF0",
              "email": "signer@gmail.com",
              "company": "test1Global",
              "name": "test user",
              "status": "ACTIVE"
            }
          ],
          "order": 1,
          "role": "SIGNER",
          "status": "EXPIRED",
          "id": "CBJCHBCAABAACAVjzl5EwGI1"
        }
      ]
    },
    "documentsInfo": {
      "documents": [
        {
          "id": "3AAABLKmtbJqCgQmNIw-JqG",
          "numPages": 1,
          "mimeType": "application/pdf",
          "name": "Sample Form modify.pdf"
        }
      ]
    }
  }
}

Available environments: Sandbox, Commercial | Available tiers of service: Enterprise | Configuration scope: Enabled by default

Release errata

There are no items that have slipped from this release as of this time.

Resolved Issues

Issue Description
4459444
Summary: The Add Me link to insert the sender as a recipient in the agreement signature flow is missing in the new Request Signature environment.
Fix: The Add Me link has been added and is functioning the same as it has previously on the Send page.
4477422
Summary: The payment field may not work properly through the new authoring environment, converting the Payment fields into Text fields.
Fix: The code was updated to properly manage the payment field.

August 2024 (Minor release)

The August 2024 release is a minor release containing features, updates, and fixes for customer-reported issues.

  • Sandbox release: July 16, 2024
  • Production release: August 13, 2024
  • GovCloud release:  August 15, 2024

September 2024 (Major feature release)

The September 2024 release is a major release containing features, updates, and fixes for customer-reported issues.

  • Sandbox release: August 20, 2024
  • Production release: September 17, 2024
  • GovCloud release:  September 24, 2024

October 2024 (Minor release)

The October 2024 release is a minor release containing features, updates, and fixes for customer-reported issues.

  • Sandbox release: October 8, 2024
  • Production release: October 22, 2024
  • GovCloud release:  October 24, 2024

November 2024 (Major feature release)

The November 2024 release is a major release containing features, updates, and fixes for customer-reported issues.

  • Sandbox release: November 5, 2024
  • Production release: November 12, 2024
  • GovCloud release:  November 14, 2024

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