The signer must first authenticate (if authentication is configured for the web form).
What's New
Get Started
Administer
- Admin Console Overview
-
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
-
Account/Group Settings
- Settings Overview
-
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
-
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
-
Report Settings
- Security Settings
-
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
-
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
-
Recipient Options
- Cancel an email reminder
-
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
-
Authoring fields into documents
- In-app authoring environment
- Create forms with text tags
- Create forms using Acrobat (AcroForms)
- Fields
- Authoring FAQ
- Sign Agreements
-
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
-
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
- Reusable Templates
- Transfer ownership of web forms and library templates
-
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
-
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
Overview
When filling in a web form, the input field values exist only in the user's browser session. Consequently, web form signers must complete all field input in the initial session, submitting the entire form at once. Leaving the browser session for any reason discards all input values and requires the signer to start over.
Acrobat Sign groups that produce complex web forms may want to allow users to save the web form in a partly complete state to resume and complete later.
Once enabled, the signer can save the web form at any time by opening the Options menu and selecting Save.
Additionally, the signer is prompted to save the web form if they attempt to navigate away from the form.
Once enabled, the signer is asked to provide their name, email, and a brief description of the form for use as the form/agreement name. Doing so allows the web form to be saved in the Acrobat Sign system as a discrete agreement.
The signer's experience
When the save process is triggered, the signer must complete a brief questionnaire to save their unique instance of the form.
How to enable and configure the feature
To enable the option to Allow recipients to save their progress and continue later, navigate to Account Settings > Global Settings > Web Forms.
Check the Allow recipients to save their progress and continue later option and Save the page configuration.
- The setting can be configured at the account and group levels.
- The setting is only available for enterprise and business tier accounts.
- The setting applies to all existing web forms within the scope of the setting.
- Account-level settings are initially inherited by all groups in the account.
- Group-level settings override the inherited account-level setting.
- Changing the setting updates the signer's experience in real-time for newly started instances of the web forms.
- Enabling the setting adds the option for new web forms to be saved, either by the signer's choice or by the optional setting mandate (see below).
- Disabling the setting removes the option for signers to save the instance of their web form.
- Disabling the setting does not impact agreements that have already been saved.
- Disabling the setting does not impact agreements that have already been saved.
- Enabling the setting adds the option for new web forms to be saved, either by the signer's choice or by the optional setting mandate (see below).
When saving web forms is enabled, there are three options that can be configured to further improve the recipient experience: