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
- 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
Overview
Every agreement in Acrobat Sign passes through a series of event “milestones” that define the progress of the transaction.
These milestones may include events such as:
- Document creation
- Modifications to the transaction sent
- Emails sent to recipients
- Email viewed by recipients
- Delegation of recipient authority
- Signatures/approvals applied to agreements
- Completed/declined/canceled status
Milestones are recorded in two formats with similar content, but slightly different goals:
The Activity list is an “at a glance” summary of where the transaction is in the end-to-end process, viewed within the Acrobat Sign application.
- The Activity list contains a minimal amount of information, only exposing the event, the user/recipient (identified by email address) that registered the event, and the time/date stamp of the event (adjusted to the viewers time zone based on local system settings)
- Each event that changes the document (i.e. modification, recipient action) contains a link that shows the document immediately after that event
- The scope of the Activity list encompasses the whole transaction. As a result, you may see information that isn’t included in the audit report (which is more constrained towards document interaction)
- When the transaction is still “in-flight,” the bottom of the Activity list shows a list of anticipated recipients remaining in the agreement workflow
- Retention and eVaulting events which take place after the document is completed
- The Activity list is an element of the agreement, and is destroyed by explicit actions that remove agreements (eg: GDPR). If the agreement is deleted from the user account for any reason, the History content is lost with that item view and cannot be recovered
Audit Reports contain the same agreement milestones as the History panel but include the Transaction ID of the authoritative document on the Acrobat Sign server.
Administrators can optionally enable the collection of IP addresses if needed.
Audit Reports are intended to be authoritative documents that articulate how a document has been manipulated from the moment it was created until it was fully resolved. They can be saved as PDF files and printed for internal processes as needed.
- A key difference to note is that the Audit Report shows all events standardized to the GMT time zone. This mitigates confusion for auditors reviewing transactions from users across multiple time zones.
- The Activity list is dynamically generated for the viewer and reflects all events in the time zone of the viewer's local system.
- The time stamp of the visible signature field embedded into the agreement reflects the time zone of the signer's local system at the time the signature is applied. The time zone code is supplied to provide context when viewing the PDF.
- The date stamp format is set to YYYY-MM-DD.
- Audit Reports are stored independently of the agreement objects viewed in the Manage tab of the web application. Deleting an object from the manage page does not delete the audit report.
- If you know the transaction ID of an agreement, then you can access the Audit Report for that transaction from the website: https://secure.echosign.com/verify (security settings permitting)
The Audit Report has two stages:
- The “Interim” report – While a transaction is “in-flight,” the Audit Report is generated from the events logged against the agreement at the time the request is made. By definition, this report is incomplete and subject to change when the next recipient commits a logged event.
Interim reports are clearly marked at the top of the report to ensure they cannot be misinterpreted as final documents if they are saved/printed.
- The “Final” report – Once the agreement reaches a terminal state (Signed, Canceled, Declined, or Expired), the final Audit Report is generated and stored. No further events that take place in relation to the transaction (e.g., retention) can be added to the report. This creates a full report of the events that took place to get the document signed, and nothing else.
Once logged in, select Manage > Status of the agreement you would like to see > Select the agreement name, then select Download Audit Report on the right pane.
The Audit Report is accessed through the Manage tab.
Select the agreement and click Download Audit Report
Configuration
Availability:
The Activity log and Audit Reports are available for all Acrobat Sign accounts.
Configuration scope:
The Activity log and Audit Reports are enabled by default and cannot be disabled.
Many settings can influence the events reported (and the terminology used) in the Audit Reports. If there are events that you think should be included on the Audit Report, check with your group or account administrator to see if they can be added.
There are four methods that provide access to the Audit Report for users:
- Attach the Audit Report to the Signed and Filed email.
- Attach the Audit Report to documents downloaded from the Manage page.
- Allow access to the Audit Report via the transaction verification page.
- Attach Audit Report via API when getLatestDocument is called.