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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
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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
Obtaining a physical signature is sometimes required. It could be for legal or compliance requirements, policy positions, or simply because one or both parties are more comfortable with signatures in a physical format.
The Adobe Acrobat Sign written signature workflow supports obtaining physical signatures while ensuring proper access control, maintaining the quality and clarity of the final document, and leveraging the benefits of electronic processing and auditing.
Sending an agreement for written signatures
Sending an agreement to collect a physically written signature only requires that the sender select the Written option in the Signature Type section of the Options panel.
Note that this option is only visible when both Electronic and Written signature types are enabled for the group. Otherwise, the enabled signature type is used, and the option to select one is hidden from view.
Administrators of the account or group can set the default value to Written if the dominant signature type is anticipated to be in written form. (See Configuration Options)
Agreements send with a Written signature type require all recipients to sign in a written format.
There is no option for the sender to convert the agreement to an electronic signature workflow after the agreement is sent. Nor is there an option for the recipient to convert their signature to an electronic signature type.
For recipients, the Written signature workflow closely resembles the Electronic workflow up to the point that they have to print off the document to apply their signature:
- The recipient is notified via email with an Open and print link to the document.
- When the link is selected, the recipient is presented first with a three-step summary of the signature process:
- The recipient can fill in any form fields that are requested/required on the agreement in the electronic experience.
- When ready, the recipient clicks the Next button at the bottom of the page to advance to the download, print, and sign instructions:
- The recipient clicks the Download button to download the document (complete with any field content entered electronically).
- The recipient opens and prints the downloaded PDF.
- The recipient physically signs the printed agreement.
- The signed agreement then must be scanned back into digital form.
- Acrobat Sign accepts the file back in any normally accepted format (PDF, JPG, GIF, TIF, BMP).
- Acrobat Sign only accepts one file. If there are multiple images, they must be concatenated into one file.
- A new email is sent to the recipient requesting they upload the signed document (email subject: Please upload {Agreement Name}). A link is provided to open the Upload to submit interface.
- Recipients can also click the link in the original Open and print email to open the Upload interface:
- Clicking the Upload to submit button opens a browsing window for the recipient to find and select the signed agreement file on the local system.
- Once the file is selected, the file uploads to Acrobat Sign and the recipient is done.
- If there are subsequent recipients, the agreement progresses to the next. Otherwise, the agreement completes.
Allowing recipients to Convert their signature from the Electronic to the Written signature type
Customers that do not require an electronic signature type, and would like to overcome any customer skepticism of the electronic format, can permit recipients to convert the signature type from electronic to the written style.
When this conversion is enabled, recipients see an option to Print, sign and upload in the Options menu on the e-sign page.
Note that in multi-recipient agreements, once a recipient converts their signature type to the written style, all form fields in the agreement will be removed. Subsequent signers will not have form fields to populate, except their signature fields which populate at the bottom of the page as a signature block field.
Best Practices and Considerations
Accounts that have Users in Multiple Groups enabled are strongly encouraged to identify their workflows that require a written signature and isolate them in their own group. This allows greater application of default values that limit the number of configurable options on the Send page, streamlining the sending process and avoiding configuration errors.
If you enable written signatures through any options, you should consider enabling Upload a Signed Document in the event that a recipient mails the document back to you.
Configuration
Availability:
Creating agreements requesting a written signature is available for enterprise license plans only through the Allowed signature types controls.
Team and individual licensed customers can enable the Allow signers to print, place written signatures, and upload the agreement back to Acrobat Sign instead of e-signing it option to permit written signatures to be created by the recipient.
There are three related settings that should be considered when configuring written signature options: