The Manage page contains the records of the agreements that a user has sent as well as any agreements shared or sent to the user from a trusted source.
In addition to agreements, the user can select to access the library templates, web forms, and bulk emails generated/owned by the user.
Users who have accounts shared with them can change the displayed content from their personal data to a view of the shared account's content (with some limitations regarding the available actions).
The middle section of the Manage page loads a listing of agreements by default.
This list is initially sorted by the "Modified" date, with the most recently modified agreement being at the top.
Clicking any column header sorts the list by that value in either descending order. If the header is clicked again, the sort order is reversed.
Quick actions and indicator icons
The records in the central list have one or more "quick action" buttons and up to two indicator icons that are exposed when you mouse over an individual record.
The left rail of the window shows a list of filters for agreement statuses (at the top) and a group of template objects (at the bottom).
Selecting any filter populates the central list of agreements/templates accordingly.
There are two "active" statuses. Each indicates the volume of content parenthetically after the status name:
There are three "terminal" statuses:
The Draft status contains all of the partially built agreements, typically awaiting field placement.
The template filters contain only the "parent" templates used to generate "child" agreements. The child agreements are captured in the (above) agreement filters.
Parent templates are not agreements themselves but are used to produce high volumes of individual agreements. These parent objects include:
The Search bar and accompanying Filters button allow for precise search criteria to help find agreements in what can quickly become an overwhelming number of transactions.
Selecting (single-clicking) any record in the center list triggers the right rail to pop out a context-based menu of actions and metadata relevant to the selected object.
The right rail context menu has different options based on the user's tier of service (individual, enterprise, etc.), the object selected (agreement, web form, etc.), the status of the user (admin, user), and the status of the object (active, in-progress, complete, etc.). If you don't see an option/feature that you expect to be available, check with your administrator to see if you are limited by design (setting configuration, user authority level) or availability (tier of service).
Accounts that have enabled account sharing can click the Your Agreements title to open a list of the accounts currently shared with the user. This list acts as a filter that populates the manage page with the contents from the selected user or group. The option to choose All shared agreements is also available.
Upon selecting an option:
Accounts that have Advanced Account Sharing enabled can switch between the shared user accounts to possibly view, send, and sign agreements on behalf of the user (depending on how sharing is configured):
Switching to another user's account allows the logged-in user to send agreements on behalf of the "switched to" account:
Below is a list of the agreement-specific features and actions that users can employ.
The Name or Title of the agreement is at the top right of the page layout:
The Created date is immediatly under the name of the agreement.
The current agreement Status is displayed under the name of the agreement and the creation date, in the upper-right of the window.
Who the agreement is From is at the top right.
The global Message for the agreement is in the upper-right, just under the Sender
The current recipient is identified in the new, expanded participant list that clearly shows all recipients and their status as relatavie to the agreement
A user can sign an agreement from the Manage page by selecting the agreement record and clicking the View & Sign button in the right-rail or the Sign quick action on the record in the central list.
The standard agreement signing interface opens to accept field input and signatures:
The ability to cancel the agreement is found in the right-rail with the actions: Cancel
The ability to set, edit, and delte the expiration date for the agreement is found under the creation date: Expiration Date
Click the pencil icon to open the editing panel.
The Manage page layout exposes the participants of an agreement, providing:
The ability to replace the current participant can be found by mousing over the icon of the current participant, and then clicking the Replace Participant link.
Depending on yiour acocunt settings, two options exist:
The sender of an agreement has the authority to change the authentication method for each of the participants, after the agreement is sent.
This is specifically useful if a password was used, but lost/forgotten. The password is simply reset.
The ability to edit recipient authentication can be found by mousing over the icon of the current participant, and then clicking the Edit link next to the Authentication method.
This setting only pertains to passwords used in recipient authentication.
Passwords used to protect a signed PDF are not impacted
The ability to replace the files on a sent agreement can be found in the right-rail actions: Modify Agreement
If an agreement is signed outside of the Acrobat Sign signature process (eg: a recipient prints the document and physically signs it), the originator of the agreement can digitize and upload the agreement back into Acrobat Sign.
If your account uses Government ID for recipient validation, and your have elected to store the authentication information, you will have the ability to download the Signer Identity Report.
The history of events for the agreement is found in the right-rail at the bottom of the actions: Activity
Clicking the Activity option replaces the right-rail controls with the full event history of the agreement, listed in chronological order, with the most recent events at the top.
To view the content (files) of an agreement:
The agreement opens for review; the right-rail controls remain in place.
The ability to create or delete reminders can be found on the right-rail with the actions: Reminder
Library templates and web forms have the option for admins to change the owner of the template. The template must be under the authority of the admin to expose the action.
Selecting the New Owner option triggers an input box to provide the email of the new owner.
The ability to share the agreement is found in the right-rail with the actions: Share
Once an agreement is shared:
The ability to download the agreement and/or the agreement audit report can be found in the right-rail with the actions: Download PDF and Download Audit Report respectively
If multiple files are used to create the agreement, and the user does not want to download the entire PDF in one concatenated file, this option allows for the downloading of the individual files (as originally uploaded).
Selecting this option opens an interface allowing each file to be clicked in turn to download a PDF version of that file.
The "parent" template objects have the option to download the form field data of all agreements that have been spawned from the template.
Selecting this option triggers a download of a CSV format file to your local system with all field content for all child agreements generated from the parent template.
Content can be hidden on the manage page. This content is not deleted, the status is not changed, and the agreement can progress normally through the signature cycle. The agreement simply is not visible in the user's view of the Manage page.
To unhide the content, you must first search using the Show only hidden agreements filter
Problem: When switching to the new Manage page, the page is entirely blank, with no agreement content.
Test: attempt to load this page: https://documentcloud.adobe.com/
The Home and View Agreement pages are similarly impacted.