What's New
Get Started
Administer
- Admin Console Overview
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User Management
- Adding users
- Create function-focused users
- Check for users with provisioning errors
- Change Name/Email Address
- Edit a user's group membership
- Promote a user to an admin role
- User Identity Types and SSO
- Switch User Identity
- Authenticate Users with MS Azure
- Authenticate Users with Google Federation
- Product Profiles
- Login Experience
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Account/Group Settings
- Settings Overview
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Global Settings
- New Recipient Experience
- Self Signing Workflows
- Send in Bulk
- Web Forms
- Power Automate Workflows
- Library Documents
- Collect form data with agreements
- Limited Document Visibility
- Attach a PDF copy of the signed agreement
- Include a link in the email
- Include an image in the email
- Files attached to email will be named as
- Attach audit reports to documents
- Merge multiple documents into one
- Download individual documents
- Upload a signed document
- Set a default time zone
- Users in Multiple Groups (UMG)
- Group Administrator Permissions
- Replace recipient
- Audit Report
- Transaction Footer
- Healthcare customer
- Account Setup
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Signature Preferences
- Well formatted signatures
- Custom Terms of Use and Consumer Disclosure
- Navigate recipients through form fields
- Restart agreement workflow
- Decline to sign
- Allow signers to print and place a written signature
- Require signers to use a mobile device to create their signature
- Request IP address from signers
- Digital Signatures
- Electronic Seals
- Digital Identity
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Report Settings
- Security Settings
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Send settings
- Require recipient name when sending
- Lock name values for known users
- Allowed recipient roles
- Allow e-Witnesses
- Recipient groups
- CCs
- Recipient Agreement Access
- Field flattening
- Modify Agreements
- Private messages
- Allowed signature types
- Reminders
- Send Agreement Notification through
- Signer identification options
- Content Protection
- Signing order
- Liquid mode
- Bio-Pharma Settings
- Notarization Settings
- Payments Integration
- SAML Settings
- Data Governance
- Time Stamp Settings
- External Archive
- Account Languages
- Email Settings
- Migrating from echosign.com to adobesign.com
- Configure Options for Recipients
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Guidance for regulatory requirements
- Accessibility
- HIPAA
- GDPR
- 21 CFR part 11 and EudraLex Annex 11
- Healthcare customers
- IVES support
- "Vaulting" agreements
- EU/UK considerations
- Claim your domain
- Report Abuse links
Send, Sign, and Manage Agreements
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Recipient Options
- Cancel an email reminder
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Options on the e-signing page
- Overview of the e-sign page
- Open to read the agreement without fields
- Decline to sign an agreement
- Delegate signing authority
- Download a PDF of the agreement
- View the agreement history
- View the agreement messages
- Convert from an electronic to a written signature
- Convert from a written to an electronic signature
- Navigate the form fields
- Clear the data from the form fields
- E-sign page magnification and navigation
- Change the language used in the agreement tools and information
- Review the Legal Notices
- Adjust Acrobat Sign Cookie Preferences
- Send Agreements
- Sign Agreements
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Manage Agreements
- Manage page overview
- Delegate agreements
- Replace Recipients
- Limit Document Visibility
- Cancel an Agreement
- Create new reminders
- Review reminders
- Cancel a reminder
- Access Power Automate flows
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More Actions...
- How search works
- View an agreement
- Create a template from an agreement
- Hide/Unhide agreements from view
- Upload a signed agreement
- Modify a sent agreement's files and fields
- Edit a recipient's authentication method
- Add or modify an expiration date
- Add a Note to the agreement
- Share an individual agreement
- Unshare an agreement
- Download an individual agreement
- Download the individual files of an agreement
- Download the Audit Report of an agreement
- Download the field content of an agreement
- Audit Report
- Reporting and Data exports
Advanced Agreement Capabilities and Workflows
- Webforms
- Reusable Templates
- Transfer ownership of web forms and library templates
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Power Automate Workflows
- Overview of the Power Automate integration and included entitlements
- Enable the Power Automate integration
- In-Context Actions on the Manage page
- Track Power Automate usage
- Create a new flow (Examples)
- Triggers used for flows
- Importing flows from outside Acrobat Sign
- Manage flows
- Edit flows
- Share flows
- Disable or Enable flows
- Delete flows
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Useful Templates
- Administrator only
- Agreement archival
- Webform agreement archival
- Agreement data extraction
- Agreement notifications
- Agreement generation
- Custom Send workflows
- Share users and agreements
Integrate with other products
- Acrobat Sign for Salesforce
- Acrobat Sign for Microsoft
- Other Integrations
- Partner managed integrations
- How to obtain an integration key
Acrobat Sign Developer
- REST APIs
- Webhooks
Support and Troubleshooting
Field assignment
When adding fields to your agreement, it is important to assign each field to a recipient. The field assignment determines which recipient is allowed to interact with that field, to the exclusion of all others.
Fields marked as "Required" must have some content entered before the recipient can complete their part of the agreement.
Fields that are not required, and are left empty by the recipient, are still locked against access by other recipients, as they are specifically assigned to one party in the transaction.
It is possible to assign a field to "Anyone", which makes the field available to each recipient in turn, until someone enters content into the field. Once a field has content, and the recipient completes their portion of the process, the field content will be locked against further editing for all subsequent recipients.
It is also possible to assign a field as "Prefill", which means the fields will be made available to the sender of the agreement at the time the agreement is sent. These fields are only available during the prefill stage, and can not be made available to recipients.
Assigning fields to recipients
To define a field for a specific recipient, you must set the Assigned To value of the field when you are authoring the document.
An easy way to do this is to select the recipient from the RECIPIENTS section along the right hand side of the window before placing any fields.
Any field subsequently placed will set the Assigned To value as that selected recipient.
There are two visual indicators to help understand the field "ownership":
- When you select a recipient, all of the fields assigned to that recipient are highlighted with a brighter yellow shade, whereas fields not assigned to the selected recipient will be grayed out
- Each recipient in the RECIPIENTS list has a different color block next to their name that corresponds to a colored tag in the upper-right corner of each field
Place all fields for one recipient, and then select the next recipient that needs to enter content or sign, and place their fields. Do this for each recipient on the agreement.
Once a field is on the document, you can modify the Assigned To value through the field properties menu.
Double-click the field to open the properties menu (Right clicking a selected field opens a small menu with Edit as an option).
With the properties menu open, you can find the Assigned To field at the top, just under the field name.
All recipients are listed in the drop-down menu.
Assigning field ownership in a library template
When creating or editing a library template, all of the same options apply.
The only difference is that instead of an "named" recipient, you see a generic placeholder: Participant 1, Participant 2, and so on.
- Participant 1 is the first recipient to gain access, Participant 2 is the second, etc.
- Prefill fields are exclusive to the Sender are available to fill only at the time the agreement is sent.
- Anyone fields are open to all recipients until content is added, at which time they become locked down.
- Everyone participation only applies to Hyperlink fields (everyone can't fill in the same field, but everyone should be allowed to click a link).
Additional participants can be added by clicking the Add New Participant option at the top of the recipient list.