Select the ellipsis to open the action menu, or hover over the agreement record and select the Schedule icon to open the schedule interfce.
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
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Authoring fields into documents
- In-app authoring environment
- Create forms with text tags
- Create forms using Acrobat (AcroForms)
- Fields
- Authoring FAQ
- 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
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
Overview
Customers that use the new reporting environment can configure their reports/exports to update on a regular schedule and then email the updated content to themselves and an optional list of other users.
The schedule can be configured to run daily, weekly, or monthly. Additionally, a Send it Now option triggers an immediate update and delivery of the report/export to an ad hoc list of recipients.
The user defining the schedule can include anyone within their Acrobat Sign account. Included users are delivered an email from Acrobat Sign with a link to either Open a report or Download a data export. The recipient must authenticate to their Acrobat Sign account before receiving the data.
Report schedules are generated with the owner's authority, meaning account-level users can create a report that includes all of the account data and then share that report with non-admin users.
Send it Now is an ad hoc request to refresh the report/export and deliver it to a list of defined recipients that may or may not be part of the scheduled report (if a scheduled report exists).
The Send it Now option can be accessed by selecting the ellipsis to open the Actions menu and selecting Send it Now.
Upon selecting Send it Now, the configuration window opens.
Configure the Send it Now options:
- Who do you want to send it to? - The list of recipients for the report/export.
- Select +Add me to add yourself to the list.
- Type in the email address of any other users in your Acrobat Sign account.
- Attempting to add an email address that isn't in the account prompts an error.
- Attempting to add an email address that isn't in the account prompts an error.
- Select +Add me to add yourself to the list.
- Include a message - Provide an optional message that is included in the email to all recipients.
Select Send when complete.
Things to keep in mind...
- Only one schedule can be configured per report/export.
- Report/export schedules can be created, edited, and canceled by the originator only.
- Reports/exports are generated with the authority of the user that creates the report/export. Account admins that share a report with non-admin users will show the account-level admin data.
- Reports/exports can be scheduled daily, weekly, or monthly. The run time executes at the same time the schedule was saved.
- Scheduled reports/exports are limited to 100 notification emails per day for any one user.
- Only users within the same Acrobat Sign account can be included in the schedule's email distribution.
- Only users on the email notification list will be allowed to view the report/export content.
- When accessing the email link, the user will be required to authenticate to the Acrobat Sign system.
- Emailed links are disabled after seven days from the time the email is delivered.