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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. 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. 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

Support and Troubleshooting

  1. Customer Support Resources 
  2. Enterprise Customer Success Resources 

Overview

A signable web form can be created to embed on your website (or sent as a web link), allowing multiple people to easily access your form or document and create an agreement.

A web form can be configured to have one or more participants, multiple counter-signers, and multiple CC'd parties. The signature flow for a web form is:

  • Once the first participant completes and verifies their signature/action, an agreement is created.
    • If the web form allows for multiple participants, all participants complete their actions in the sequential order they are listed.
  • After the participants have completed their actions, the counter-signers are notified in the order they are listed.
  • Once the agreement is completed, all parties (including CCs) are notified of the completed agreement.

 Once logged in, select the Publish a web form tile on the home screen.

Create a web form

  1. From the Home page, click Publish a web form 

    Create Web forms tile on teh Home page

  2. Note:

    If you are in an account that has Users in Multiple Groups (UMG) enabled, select the group you want to relate the web form to before configuring.

    • Setting the Group value loads the group-related properties and templates for you to choose from.
    • When changing the Group, you will notice the page refresh. Any entered content will be cleared away in this refresh.

    If you do not see the Send from dropdown at the top of the page, your account is not UMG enabled.


     

    Enter the Web Form Name

    • If you add a file without first setting the web form name, the web form will adopt the name of the file.
    • You can only edit the name of the web form while it is in a Draft status. Once the web form is created, the name value is locked.
  3. Configure the experience for the first participant:

    (The first participant is the person who initially interacts with the web form. In the case where multiple participants are allowed, the first participant supplies the email addresses for all subsequent participants.)

    • Participant Role:
      • Signer - Signers must apply a signature in addition to any other fields that are required.
      • Approver - Approvers can fill fields but are not required to apply a signature.
      • Acceptor - Acceptors, like Approvers, can fill in field content but are not obligated to provide a signature.
      • Form Filler - Form Fillers can only fill fields and may not have a signature field applied to them.
    • Authentication:
      • None - This option uses only the email verification after the web form is submitted (If configured to do so).
      • Password - The password option requires that the recipient enter a password before they can view the document.
      • Acrobat Sign - Using the Acrobat Sign authentication method requires that the signer authenticate to Adobe using an Adobe ID. This is a low-friction authentication if you know the signer will have an Adobe ID.
      • Knowledge-based Authentication (KBA) - KBA can be enabled as an authentication method if your account is configured to allow unlimited KBA transactions. Keep in mind that KBA is only valid in the United States.
      • Phone - Phone authentication requires the first signer to provide their phone number and verify that number via SMS text or voice before the signer can access the agreement.
    Note:

    Acrobat Sign Authentication and Government ID are not supported for web form authentication.

    First recipient record with the Roles and Authentications exposed

  4. (Optional if enabled) Add Participant

    Clicking the Add Participant link adds an additional participant to the web form.

    • Additional participants are defined by the first participant, who must supply all email addresses for the subsequent participants.
      • Instructions can be provided to guide the first participant in how/when to add the additional participants.
    • Additional participants can be optional or required for the first recipient to configure.
    Add additional participants

     

    • Add Participant - The Add Participant link allows for the addition of one or more subsequent participants (Participant 2, Participant 3, and so on) that are to be defined by the first participant.
      • Clicking the link adds one participant line to the page (Up to 25).
      • The additional participants can be optional or required:
        • If optional, Participant 1 is requested to assign the next participant. If no new participant is identified, the signature flow moves to the counter-signers (if any).
        • If required, Participant 1 is required to provide a name and email address for Participant 2 to progress with the agreement. If they don't, the agreement stalls at this point.
      • Additional participants are configured the same as Participant 1 with a few modifications to the options:
        • Additional participants have two additional roles that can be assigned: Certified Recipient and Delegator.
        • Additional participants cannot be assigned Password as an authentication method but can be assigned the Email OTP method.
        • Additional participants can be assigned to a Digital Identity authentication if at least one is configured for the group.

    When Participant 1 has completed their required actions and clicks Submit, they are prompted to Assign the next participant:

    • Participant 1 is requested to provide the name and email address of Participant 2
      • Adding Participant 2 then allows for the option to add Participant 3, and so on...
    • If Participant 2 is included, Participant 1 must first verify their email address before the system notifies Participant 2
    Request to identify Participant 2

  5. Add counter-signers and CC'd parties.

    If you want your web form to be counter-signed:

    • Enter the email addresses of the parties you want to counter-sign or approve the agreement under the Counter-Signers section:
      • You can include yourself (the web form creator) by selecting the Add Me link above the counter-signer's record.
      • You can Add Recipient Group by selecting the link above the counter-signer's record. Web forms support both ad hoc recipient groups and reusable recipient groups.
      • You can Add Electric Seal by selecting the link above the counter-signer's record. An electronic seal must be configured in the group the web form is created in for this option to be visible.
      • Configure the appropriate Role for each recipient. All roles enabled by the admin will be available, except for an electronic seal, which is always a signer.
      • Define the correct authentication method for each counter-signer. Counter-signers can be assigned any of the authentication methods, including a Digital Identity (provided at least one is configured for the group).
      • All defined counter-signers need to complete their signature/approval in the order you list them for the agreement to be completed.
      • The counter-signer emails can be edited after the agreement is sent on the Manage page (enterprise tier service only).
        • You can only edit the email address of the counter-signer. You cannot add or reduce the number of counter-signers.

    Add CC'd parties by clicking the Show CC link.

    • Enter the email address(es) that you would like to automatically be included in the agreement completion emails.
      • The CC emails can be edited after the agreement is sent on the Manage page (enterprise tier service only).
        • You can only edit the email address of the CC'd parties. You cannot add or reduce the number of CCs.
    The counter-signer section of the web forms page with the authentication methods exposed

    Counter-signers and CC'd parties can have a private message configured. The private message is included in the body of the email notification and optionally available on the e-singing page (depending on the sending group's configuration).

    Select the Add a private message icon to trigger the private message overlay. Enter your message and select Save.

    • Counter-signers have unique private messages configured per recipient. 
    • CC'd parties all get the same private message.
    A counter signer record with the private message exposed

    Note:

    Keep in mind the counter-signers will always be the final signers. The process always starts with the individual who visits the web form.

  6. Drag and drop the files you want to use as the base for your web form into the Files section, or click Add Files and navigate to the document on any networked drive or integrated file storage.

    Note:

    Existing Libary templates can also be imported (with authored fields intact).

  7. Configure the Options 

    • Password Protect - If you would like to apply a password to open the final PDF produced by the web form signing, check this box.  You'll be prompted for the password.
    • Recipient's Language (Business and Enterprise service levels only) - This setting will dictate the language used for the on-screen instructions, as well as the email notifications related to the web form.
  8. Check the Preview & Add Signature Fields option, and then click Next.

    Create a web form page - exploded

  9. The page will refresh and display the uploaded files in the Authoring environment.

    Drag the necessary fields from the right side of the page onto the document as needed.

    Make sure you place at least one signature for each signer, including the initial participants and all counter signers.

    Email fields are optional, but if there isn't a field on the form itself, Adobe Acrobat Sign will prompt the participant to provide an email.  In all cases, an email address must be provided for each participant.

  10. Once all fields are placed, select the Save button in the bottom-right corner. Saving the document at this point will launch the web form as an active, public URL.

    Note:

    If you leave the authoring window without saving, the web form is saved as a Draft on the Manage page.

    Drag and drop the fields into place

    Alert:

    Digital Signatures are not supported and should not be added.

  11. You'll arrive at the web form post-creation page. Here you can copy the URL to the web form and the iframe/JavaScript code you can use to embed it.

    You can also test your web form as a recipient signer.

    Note:

    If you've enabled the option to save the web form when it's opened, you'll be prompted to save it.

 Adobe

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