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Updated authoring environment when sending agreements

 

Adobe Acrobat Sign Guide

What's New

  1. Pre-Release Notes
  2. Release Notes
  3. Important Notifications

Get Started

  1. Quick start guide for administrators
  2. Quick start guide for users
  3. For Developers
  4. Video tutorial library
  5. FAQ

Administer

  1. Admin Console Overview
  2. User Management
    1. Add a User
    2. Add Users in Bulk
    3. Add Users from your Directory
    4. Add Users from MS Azure Active Directory
    5. Create function-focused users
      1. Technical accounts - API driven
      2. Service accounts - Manually driven
    6. Check for users with provisioning errors
    7. Change Name/Email Address
    8. Edit a user's group membership
    9. Edit a user's group membership through the group interface
    10. Promote a user to an admin role
    11. User Identity Types and SSO
    12. Switch User Identity
    13. Authenticate Users with MS Azure
    14. Authenticate Users with Google Federation
    15. Product Profiles
    16. Login Experience 
  3. Account/Group Settings
    1. Settings Overview
    2. Global Settings
      1. Account tier and ID
      2. Self Signing Workflows
      3. Send in Bulk
      4. Web Forms
      5. Custom Send Workflows
      6. Power Automate Workflows
      7. Library Documents
      8. Collect form data with agreements
      9. Limited Document Visibility
      10. Attach a PDF copy of the signed agreement 
      11. Include a link in the email
      12. Include an image in the email
      13. Files attached to email will be named as
      14. Attach audit reports to documents
      15. Merge multiple documents into one
      16. Upload a signed document
      17. Delegation for users in my account
      18. Allow external recipients to delegate
      19. Authority to sign
      20. Authority to send
      21. Power to add Electronic Seals
      22. Set a default time zone
      23. Set a default date format
      24. Users in Multiple Groups (UMG)
        1. Upgrade to use UMG
      25. Group Administrator Permissions
      26. Replace recipient
      27. Audit Report
        1. Overview
        2. Allow unauthenticated access on the transaction verification page
        3. Include reminders
        4. Include view events
        5. Include agreement page/attachment count
      28. In Product Messaging and Guidance
      29. Accessible PDFs
      30. New authoring experience
      31. Healthcare customer
    3. Account Setup
      1. Add logo
      2. Customize company Hostname/URL    
      3. Add company name
    4. Signature Preferences
      1. Well formatted signatures
      2. Allow recipients to sign by
      3. Signers can change their name
      4. Allow recipients to use their saved signature
      5. Custom Terms of Use and Consumer Disclosure
      6. Navigate recipients through form fields
      7. Decline to sign
      8. Allow Stamps workflows
      9. Require signers to provide their Title or Company
      10. Allow signers to print and place a written signature
      11. Show messages when e-signing
      12. Require signers to use a mobile device to create their signature
      13. Request IP address from signers
      14. Exclude company name and title from participation stamps
    5. Digital Signatures
      1. Overview
      2. Download and sign with Acrobat
      3. Sign with Cloud Signatures
      4. Restricted Cloud Signatures Providers
    6. Electronic Seals
    7. Digital Identity
    8. Report Settings
      1. New report experience
      2. Classic report settings
    9. Security Settings
      1. Single Sign-on settings
      2. Remember-me settings
      3. Login password policy
      4. Login password strength
      5. Web session duration
      6. PDF encryption type
      7. API
      8. User and group info access
      9. Allowed IP Ranges
      10. Account Sharing
      11. Account sharing permissions
      12. Agreement sharing controls
      13. Signer identity verification
      14. Agreement signing password
      15. Document password strength
      16. Block signers by Geolocation
      17. Phone Authentication
      18. Knowledge-Based Authentication (KBA)
      19. Allow page extraction
      20. Document link expiration
      21. Upload a client certificate for webhooks/callbacks
      22. Timestamp
    10. Send settings
      1. Show Send page after login
      2. Require recipient name when sending
      3. Lock name values for known users
      4. Allowed recipient roles
      5. Recipient groups
      6. Required fields
      7. Attaching documents
      8. Modify Agreements
      9. Agreement name
      10. Languages
      11. Private messages
      12. Allowed signature types
      13. Reminders
      14. Signed document password protection
      15. Signer identification options
        1. Overview
        2. Signing password
        3. One-Time Password via Email
        4. Acrobat Sign authentication
        5. Phone authentication
        6. Cloud-based digital signature
        7. Knowledge-based authentication
        8. Government ID
        9. Signer Identity reports
      16. Content Protection
      17. Enable Notarize transactions
      18. Document Expiration
      19. Preview, position signatures, and add fields
      20. Signing order
      21. Liquid mode
      22. Custom workflow controls
      23. Upload options for the e-sign page
      24. Post-sign confirmation URL redirect
    11. Message Templates
    12. Bio-Pharma Settings
      1. Overview
      2. Enforce identity authentication
      3. Signing reasons
    13. Workflow Integration
    14. Notarization Settings
    15. Payments Integration
    16. Signer Messaging
    17. SAML Settings
      1. SAML Configuration
      2. Install Microsoft Active Directory Federation Service
      3. Install Okta
      4. Install OneLogin
      5. Install Oracle Identity Federation
    18. Data Governance
    19. Time Stamp Settings
    20. External Archive
    21. Account Languages
    22. Email Settings
      1. Email header/footer images
      2. Permit individual user email footers
      3. Customize the Signature Requested email
      4. Customize the To and CC fields
      5. Custom email templates
      6. Enable Linkless Notifications
    23. Migrating from echosign.com to adobesign.com
    24. Configure Options for Recipients
  4. Guidance for regulatory requirements
    1. Accessibility
      1. Accessibility Compliance
      2. Create accessible forms with Acrobat desktop
      3. Create accessible AcroForms
    2. HIPAA
    3. GDPR
      1. GDPR Overview
      2. Redact a user
      3. Redact a user's agreements    
    4. 21 CFR part 11 and EudraLex Annex 11
      1. 21 CRF part 11 validation pack
      2. 21 CFR and EudraLex Annex 11 handbook
      3. Analysis of shared responsibilities
    5. Healthcare customers
    6. IVES support
    7. eOriginal vaulting for chattel paper
    8. EU/UK considerations
      1. EU/UK Cross-border transactions and eIDAS
      2. HMLR requirements for deeds signed electronically
      3. The impact of Brexit on e-signature laws in the UK
  5. Download Agreements in Bulk
  6. Claim your domain 

Send, Sign, and Manage Agreements

  1. Send Agreements  
    1. Send page overview
    2. Send an agreement only to yourself
    3. Send an agreement to others
    4. Written Signatures
    5. Recipient signing order
    6. Send in Bulk
      1. Overview of the Send in Bulk feature
      2. Send in Bulk - manual recipients
      3. Send in Bulk - CSV upload
      4. Cancel a Send in Bulk transaction
      5. Add reminders to Send in Bulk
      6. Reporting for Send in Bulk
  2. Authoring fields into documents
    1. In-app authoring environment
      1. Automatic field detection
      2. Drag and drop fields using the authoring environment
      3. Assign form fields to recipients
      4. The Prefill role
      5. Apply fields with a reusable field template
      6. Transfer fields to a new library template
      7. Updated authoring environment when sending agreements
    2. Create forms with text tags
    3. Create forms using Acrobat (AcroForms)
      1. AcroForm creation
      2. Creating accessible PDFs
    4. Fields
      1. Field types
        1. Common field types
        2. In-line Images
        3. Stamp Images
      2. Field content appearance
      3. Field validations
      4. Masked fields values
      5. Setting show/hide conditions
      6. Calculated fields 
  1. Authoring FAQ
  2. Sign Agreements
    1. Sign agreements sent to you
    2. Fill & Sign
    3. Self-signing
  3. Manage Agreements 
    1. Manage page overview
    2. Delegate agreements
    3. Replace Recipients
    4. Limit Document Visibility 
    5. Cancel an Agreement 
    6. Create new reminders
    7. Review reminders
    8. Cancel a reminder
    9. More Actions...
      1. How search works
      2. View an agreement
      3. Create a template from an agreement
      4. Hide/Unhide agreements from view
      5. Upload a signed agreement
      6. Modify a sent agreement's files and fields
      7. Edit a recipient's authentication method
      8. Add or modify an expiration date
      9. Add a Note to the agreement
      10. Share an individual agreement
      11. Unshare an agreement
      12. Download an individual agreement
      13. Download the individual files of an agreement
      14. Download the Audit Report of an agreement
      15. Download the field content of an agreement
  4. Audit Report
  5. Reporting and Data exports
    1. Overview
    2. Grant users access to reporting
    3. Report charts
      1. Create a new report
      2. Agreement Reports
      3. Transaction Reports
      4. Settings Activity Report
      5. Edit a report
    4. Data Exports 
      1. Create a new data export
      2. Edit a data export
      3. Refresh the data export content
      4. Download the data export
    5. Rename a report/export
    6. Duplicate a report/export
    7. Schedule a report/export
    8. Delete a report/export
    9. Check Transaction Usage

Advanced Agreement Capabilities and Workflows

  1. Webforms 
    1. Create a web form
    2. Edit a web form
    3. Disable/Enable a web form
    4. Hide/Unhide a web form
    5. Find the URL or script code 
    6. Prefill web form fields with URL parameters
    7. Save a web form to complete later
    8. Resize a web form
  2. Reusable Templates (Library templates) 
    1. US Government forms in the Acrobat Sign library
    2. Create a library template
    3. Change a library template's name
    4. Change a library template's type
    5. Change a library template's permission level
    6. Copy, edit, and save a shared template
    7. Download the aggregate field data for a library template
  3. Transfer ownership of web forms and library templates
  4. Power Automate Workflows 
    1. Overview of the Power Automate integration and included entitlements
    2. Enable the Power Automate integration
    3. Track Power Automate usage
    4. Create a new flow (Examples)
    5. Triggers used for flows
    6. Importing flows from outside Acrobat Sign
    7. Manage flows
    8. Edit flows
    9. Share flows
    10. Disable or Enable flows
    11. Delete flows
    12. Useful Templates
      1. Administrator only
        1. Save all completed documents to SharePoint
        2. Save all completed documents to OneDrive for Business
        3. Save all completed documents to Google Drive
        4. Save all completed documents to DropBox
        5. Save all completed documents to Box
      2. Agreement archival
        1. Save your completed documents to SharePoint
        2. Save your completed documents to One Drive for Business
        3. Save your completed documents to Google Drive
        4. Save your completed documents to DropBox
        5. Save your completed documents to Box
      3. Webform agreement archival
        1. Save completed web form documents to SharePoint Library
        2. Save completed web form documents to OneDrive for Business
        3. Save completed   documents to Google Drive
        4. Save completed web form documents to Box
      4. Agreement data extraction
        1. Extract form field data from your signed document and update Excel sheet
      5. Agreement notifications
        1. Send custom email notifications with your agreement contents and signed agreement
        2. Get your Adobe Acrobat Sign notifications in a Teams Channel
        3. Get your Adobe Acrobat Sign notifications in Slack
        4. Get your Adobe Acrobat Sign notifications in Webex
      6. Agreement generation
        1. Generate document from Power App form and Word template, send for signature
        2. Generate agreement from Word template in OneDrive, and get signature
        3. Generate agreement for selected Excel row, send for review and signature
  5. Custom Send workflows
    1. Custom Send Workflow Overview
    2. Creating a new Send Workflow
    3. Edit a Send Workflow
    4. Activate or Deactivate a Send Workflow
    5. Send an agreement with a Send Workflow
  6. Share users and agreements
    1. Share a user
    2. Share agreements

Integrate with other products

  1.  Acrobat Sign integrations overview 
  2. Acrobat Sign for Salesforce
  3. Acrobat Sign for Microsoft
    1. Acrobat Sign for Microsoft 365
    2. Acrobat Sign for Outlook
    3. Acrobat Sign for Word/PowerPoint
    4. Acrobat Sign for Teams
    5. Acrobat Sign for Microsoft PowerApps and Power Automate
    6. Acrobat Sign Connector for Microsoft Search
    7. Acrobat Sign for Microsoft Dynamics 
    8. Acrobat Sign for Microsoft SharePoint 
  4. Other Integrations
    1. Acrobat Sign for ServiceNow
    2. Acrobat Sign for HR ServiceNow
    3. Acrobat Sign for SAP SuccessFactors
    4. Acrobat Sign for Workday
    5. Acrobat Sign for NetSuite
    6. Acrobat Sign for VeevaVault
    7. Acrobat Sign for Coupa BSM Suite
  5. Partner managed integrations
  6. How to obtain an integration key

Acrobat Sign Developer

  1. REST APIs 
    1. Methods documentation
    2. SDK/Developer Guide
    3. API FAQ    
  2. Webhooks 
    1. Webhook overview
    2. Configure a new webhook
    3. View or edit a webhook
    4. Deactivate or reactivate a webhook
    5. Delete a webhook
    6. Two-way SSL certificates
    7. Webhooks in the API

Overview

The new Adobe Acrobat Sign in-application authoring experience is designed to improve the user's overall process of building documents.

  • Field placement has been dramatically improved with the ability to place multiple fields of the same type without the need to drag and drop them individually.
  • Field properties (size, color, and style) are persistent after being configured, so individual field configuration is significantly reduced.
  • Editing the default field value has been improved to simply click into the field and type the value.
  • Field properties are listed in the left-hand rail to expose the options better.

Availability

  • New Acrobat web accounts and free Acrobat users enable the environment automatically.
  • Enterprise tier accounts in the Acrobat Sign solution can enable the new authoring experience in Account Settings > Global Settings
New authoring controls

Note:

While the new environment is currently useful for most transactions sent through the Acrobat Sign system, it is still being developed. Improvements to the experience will be coming in the following releases.

There are several limitations that users should be aware of, mainly that the environment is only available when sending an agreement (vs. template building), and only the most common field types are available. A more exhaustive list of limitations is below.

Recipients and field assignment

The recipient list is at the top of the left-hand rail and displays a color-coded dot corresponding with the recipient's assigned field color. The box surrounding the selected recipient is color-coded when the recipient is selected for field placement.

Selecting a recipient informs the Acrobat Sign system to assign any placed fields to that recipient, allowing the rapid placement of all fields for a recipient.

Color coded fields

Changing field assignment

The field assignment can be changed for any placed field by double-clicking the field you want to change (exposing the field options menu), mousing over the Change recipients option, and selecting the new recipient.

The color-coded relationship is also visible in the recipient selection menu options.

Change recipient assigned to field

Placing fields

To place fields into the form structure, select a field type from the left-hand rail, and then click into the form where you want to put the field.

  • The top left corner of the field is placed on the spot you click.
  • Every time you click in the form space, a new field is placed.
  • Each field replicates the field height and font size, color, and style of the previous field of any type, excluding signatures, checkboxes, and radio buttons (which maintain their own height characteristic). This type of field property inheritance allows you to configure the first field you place and then populate the rest of your form without individual field customization.
Placing fields

Moving a field

You can move a field by mousing over it and click-holding it. (The cursor changes to a four-directional arrow.) While holding down the mouse button, move the field to any location. The field will remain in the new location when the mouse button is released.

Move field

Adjusting field size

You can adjust the field size by selecting the field and mousing over any edge of a field to expose the resizing arrow. Click and drag the field edge to the appropriate size. When the mouse button is released, the field size is set.

Adjust field size

Clone and link fields to automatically populate repetitive fields

Suppose you have a set of documents that asks for the same information multiple times (e.g., Name, Address, etc.). In that case, you can clone and link the fields so that when the recipient enters their information in one field, it is automatically populated to all of the other lined clones.

To create cloned/linked fields:

  1. Double-click the field to open the menu of options.
  2. Select the ellipsis.
  3. Select Clone and link fields.
This produces one additional field that is linked.
Clone and link fields

Checking the cloned field exposes the menu of options where you find additional controls to manage the cloned fields.

  • Click the clone icon (highlighted below) to add a third clone (or more. Highlighted below).
  • Clicking Previous or Next arrows jumps to the next (previous) cloned field in the series.
  • Under the ellipsis, there is an option to delete all instances of the cloned field (including the original).
Cloned field menu

Repeat a field on every page

There is an option to replicate a field in the exact x/y coordinates on every page in the document set.

  • These fields are not cloned and linked; they have unique field names and can accept unique values.
  • Individual fields can be deleted if you only require the field on some (but not all) pages.
Repeat field on all pages

Inserting default values

Fields that accept text allow for default values to be inserted.

To insert a default string, double-click into the field, and it becomes an input field.

Type in your default value, and click outside the field to save it.

Insert default value

Making a default value read-only

To make a field read-only, insert your default field value, and after you click outside the field, there is a lock icon at the far right of the field.

By default, the field is not locked so that the participant can interact with it.

If you click the lock icon, it changes to indicate the field is locked and is read-only for the recipients.

Lock default value

Field options and properties

Double-clicking a field (or right-clicking) opens a menu of field options for the field clicked.

This short menu offers quick access to the (field-specific) options most commonly used when designing a form.

At the bottom of the menu is an option to Customize field. This option opens the field properties in the left-hand rail.

  • You can also triple-click the field to open the properties.
v4 Authoring

All options in the options menu are replicated in the left rail properties (with the exception of Customize field).

Note:

All field have a property called Name of field type.

This property is the name of the field and is the string used at the top of the columns when the field-level data is exported in reporting.

By default, the value is a generic field type name with an incrementing number.

Providing a meaningful field name is immensely useful if you ever intend to pull report data.

Changing field type

The field type can be changed for any placed field by double-clicking the field you want to change (exposing the field menu), mousing over the Change field type option, and selecting the new type.

Change field types

Available fields

The E-signature field captures the legal signature of the recipient in the type defined by the account settings (Typed, Drawn, Image, or Stamp).

The field has two display options, one with the recipient's email address automatically applied under the signature and one without.

The options menu allows you to change between the two styles.

The properties rail allows for the configuration of:

  • Field assigned to - Defines which recipient is assigned to the field.
  • Required field - Determines if the field is required for the recipient or not. All signing recipients must have at least one required signature field (of any type) in an agreement.
    • If there is only one signature field, the Required option will be inaccessible.
  • Field type: "Signature"
  • Signature type - Defines if the signature field is a simple e-signature or an e-signature block (which includes the email of the recipient below the signature line).
  • Name of field type - Determines the name of the field (used as the column header in exports of the field data).
Signature Field

The Initials field allows for up to four characters to be added by the recipient.

The properties rail allows for the configuration of:

  • Field assigned to - Defines which recipient is assigned to the field.
  • Required field - Determines if the field is required for the recipient or not.
  • Field type: "Initials"
  • Name of field type - Determines the name of the field (used as the column header in exports of the field data).
Initials Field

The Recipient name field is a read-only field that automatically inserts a typed version of the recipient name as provided in the signature panel.

This is commonly applied when you have a printed name requirement under a signature field. In all cases, the field should only be used when the typed name of the recipient is needed.

The properties rail allows for the configuration of:

  • Field assigned to - Defines which recipient is assigned to the field.
  • Required field - Determines if the field is required for the recipient or not.
  • Field type: "Recipient name"
  • The Name options. Allowed values are:
    • Full name - includes the full name value in the signature
    • First Name - includes the first value (before any white space) in the signature.
    • Last Name - includes all characters after the first whitespace in the provided signature name. 
  • Name of field type - Determines the name of the field (used as the column header in exports of the field data).
  • Font controls for the string in the field
    • The font style (Serif or Sans-Serif)
    • The font size in pixels
    • The font color
    • The string justification of the field (left, center, or right)
Name Field

Note:

The Required field is provided but is not editable as the name is programmatically inserted based on the signature.

If you require an editable name value, use a Text field.

The Date of signing field is a read-only field that automatically inserts the date when the recipient applies their signature.

In all cases, the field should only be used when the actual signature date for the recipient is needed.

The properties rail allows for the configuration of:

  • Field assigned to - Defines which recipient is assigned to the field.
  • Required field - Determines if the field is required for the recipient or not.
  • Field type: "Date of signing"
  • Date formatting options - Select the date format your organization prefers.
  • Name of field type - Determines the name of the field (used as the column header in exports of the field data).
  • Font controls for the string in the field
    • The font style (Serif or Sans-Serif)
    • The font size in pixels
    • The font color
    • The string justification of the field (left, center, or right)
Date of Signing Field

Note:

The Required field is provided but is not editable as the date the signature is applied is programmatically inserted based on when the recipient applies their signature.

If you require an editable date value, use a Date field.

The Text field is the most common input field, allowing for any character input from the recipients.

Multi-line text input is determined by the height of the text field (how many lines can fit within the height of the field).

The properties rail allows for the configuration of:

  • Field assigned to - Defines which recipient is assigned to the field.
  • Required field - Determines if the field is required for the recipient or not.
    • The Required field is mutually exclusive to the Lock field value option.
  • Field type: "Text"
  • Text Format - Enforces either an email format for the field, or allows other types of character formatting.
    • When Email is selected, the field requires the input to have the form of an email address (e.g. x@d.tld).
      • The validity of the email address is not checked, only the format of the input.
    • When Characters is selected, two additional validation options are offered:
      • Character type - Validates the input to comply with one of four character sets:
        • Any characters - All characters are acceptable.
        • Letters and numbers - All alphanumeric characters are accepted.
        • Letters - Only Alpha characters are accepted.
        • Numbers - Only numeric characters are accepted.
      • Maximum length - Defines the maximum number of characters that can be entered into the field.
  • Name of field type - Determines the name of the field (used as the column header in exports of the field data).
  • Prefill text - Allows the sender to provide a default field value
  • Tooltip - Provides a tooltip when the field is hovered over
  • Cover data with asterisks - Masks the field value for subsequent recipients as well as the final signed PDF. 
  • Locked field value - When enabled, the field is read-only. Only selectable when the field has prefill text inserted.
    • The Lock field value field is mutually exclusive to the Required option.
  • Font controls for the string in the field
    • The font style (Serif or Sans-Serif)
    • The font size in pixels
    • The font color
    • The string justification of the field (left, center, or right)
Text Field

The Date field allows a recipient to add a string that is validated in a specific date format.

The properties rail allows for the configuration of:

  • Field assigned to - Defines which recipient is assigned to the field.
  • Required field - Determines if the field is required for the recipient or not.
    • The Required field is mutually exclusive to the Lock field value option.
  • Field type: "Date"
  • Date formatting options - Select the date format your organization prefers.
  • Name of field type - Determines the name of the field (used as the column header in exports of the field data).
  • Prefilled date - Allows the sender to provide a default date value.
  • Tooltip - Provides a tooltip when the field is hovered over.
  • Locked field value - When enabled, the field is read-only for recipients.
    • Lock field value is disabled by default and only becomes selectable if a prefilled date is entered.
    • The Lock field value field is mutually exclusive to the Required option.
  • Font controls for the string in the field
    • The font style (Serif or Sans-Serif)
    • The font size in pixels
    • The font color
    • The string justification of the field (left, center, or right)
Date Field

The Number field is the second most common input field, allowing for a wide array of validations for numerical input.

The properties rail allows for the configuration of:

  • Field assigned to - Defines which recipient is assigned to the field.
  • Required field - Determines if the field is required for the recipient or not.
    • The Required field is mutually exclusive to the Lock field value option.
  • Field type: "Number"
  • Number validation options:
    • Numeric - Allows a string of numbers
      • Value range - Enforces a validation of the range that the input number must be within.
    • Phone - Provide a phone number, with or without dashes and country code
      • Nationality - Select between the US or UK currency symbol
    • Currency - Requires a numeric string
      • Nationality - Choose between the US or UK currency symbol
      • Value range - Enforces a validation of the range that the input number must be within
    • Time - Requires an hour and minute number along with an AM or PM value
    • Percent - Requires a numerical string. The percentage symbol is optional
      • Value range - Enforces a validation of the range that the input number must be within
    • US Social Security Number - Enforces a validation for a string that complies with the US social security number format
    • US ZIP code - Enforces a validation for a string that complies with the US ZIP code format (five numbers)
    • US ZIP code + 4code - Enforces a validation for a string that complies with the US ZIP codes, including the four-character extension.
    • UK postal code - Enforces a validation for a string that complies with the UK postal codes.
  • Name of field type - Determines the name of the field (used as the column header in exports of the field data).
  • Prefilled number - Allows the sender to provide a default number value.
  • Tooltip - Provides a tooltip when the field is hovered over.
  • Cover data with asterisks - Masks the field value for subsequent recipients as well as the final signed PDF. 
  • Locked field value - When enabled, the field is read-only.
    • Only selectable when the field has prefilled number inserted.
    • The Lock field value field is mutually exclusive to the Required option.
  • Font controls for the string in the field
    • The font style (Serif or Sans-Serif)
    • The font size in pixels
    • The font color
    • The string justification of the field (left, center, or right)
Number Field

The Checkbox field allows a recipient to check or uncheck the field. Checkboxes are individual fields and can be checked or unchecked independently.

Placing multiple fields can be quickly done by mousing over the right or bottom edge of the field and dragging (right or down respectively) when you see the blue plus icon.

Checkboxes can be deleted by selecting the box and pressing the Delete key, or selecting the delete icon (garbage can) from the field menu.

The properties rail allows for the configuration of:

  • Field assigned to - Defines which recipient is assigned to the field.
  • Required field - Determines if the field is required for the recipient or not.
    • There is no option to require at least one checkbox but allow multiple within an array of checkboxes.
    • The Required field is mutually exclusive to the Lock field value option.
  • The Checked/Unchecked value - defines if the box is checked when the agreement is delivered.
  • Name of field type - Determines the name of the field (used as the column header in exports of the field data).
  • Tooltip - provides a tooltip when the field is hovered over.
  • Lock field value - When enabled, the field is read-only. No recipient interaction is permitted.
    • The Lock field value field is mutually exclusive to the Required option.
Checkbox Field

The Radio button field allows a recipient to select one option from many choices. Only one choice can be selected.

Placing multiple fields can be quickly done by mousing over the edge of the field and dragging (in any direction) when you see the blue plus icon.

The properties rail allows for the configuration of:

  • Field assigned to - Defines which recipient is assigned to the field.
  • Required field - Determines if the field is required for the recipient or not.
    • The Required field is mutually exclusive to the Lock field value option.
  • Radio button style - Defines the shape of the marker that indicates the option is selected:
    • Circle
    • Cross
    • Check
    • Diamond
    • Square
    • Star
  • Name of field type - Determines the name of the field (used as the column header in exports of the field data).
  • Default radio button selected - Allows the author to define one radio button to be selected by default when the agreement is initially viewed.
  • Edit radio button name - Allows the individual selections to have unique names to facilitate understanding of exported data (and to be useful when conditional and calculated fields are supported).
  • Tooltip - Provides a tooltip when the field is hovered over.
  • Lock field value - When enabled, the field is read-only. No recipient interaction is permitted.
    • Lock field value is disabled by default and only becomes selectable if a default radio button is selected.
    • The Lock field value field is mutually exclusive to the Required option.
Radio button Field

The Dropdown menu field allows a recipient to select one option from a menu of many choices. Only one choice can be selected.

The menu list contains two or more options that can contain a custom label (the displayed value) and a corresponding export value. For example, in a list of the states in the US, California can be the displayed label, and CA can be the exported value.

The properties rail allows for the configuration of:

  • Field assigned to - Defines which recipient is assigned to the field.
  • Required field - Determines if the field is required for the recipient or not.
  • The field type: "Dropdown menu"
  • Name of field type - Determines the name of the field (used as the column header in exports of the field data).
  • Dropdown menu items - Defines the options presented in the field dropdown menu:
    • Add or edit export names - Clicking this link opens an overlay where the dropdown menu items can be paired to export values.
  • Default option selected - Allows the author to define an option in the menu list to be selected by default when the agreement is initially viewed.
  • Tooltip - Provides a tooltip when the field is hovered over
  • Cover data with asterisks - Masks the field value for subsequent recipients as well as the final signed PDF. 
  • Font controls for the string in the field
    • The font style (Serif or Sans-Serif)
    • The font size in pixels
    • The font color
    • The string justification of the field (left, center, or right)
Dropdown menu Field

Text search within the document

Searching the text of the uploaded documents is possible by clicking Ctrl/Cmd + F.

A search dialogue opens, allowing for the input of a text string that searches against the text within the uploaded document(s).

  • Only the text of the uploaded document is searched. Field content is not searchable.
  • Documents created from images produce no searchable results.
  • Strings that match the search value are highlighted, and a numerical count is displayed to the right of the search field.
  • The left and right arrows jump the view to the next or previous instance of the found values.
Text search

How to enable/disable the feature for the group/account

Pro and small business/teams tier accounts have the option enabled by default.

Enterprise and business tier administrators can make the environment available to users at the account and group level (group-level settings override account settings).

Navigate to Account Settings > Global Settings > New authoring experience to enable the feature.

New authoring controls in the admin menu

Switching between environments as a user

Users (with the feature enabled) can switch between the new and classic experience.

  • In the classic environment, the switch link is at the top of the right-hand rail (above the recipient list).
  • In the new authoring experience, the switch link is at the bottom of the left-hand rail (under the Save/Back/Send buttons).

Users can switch between the environments but must save their changes beforehand, or they will be lost.

  • Users are warned to save their updates if they attempt to switch before saving.
  • Switching from the classic experience is disabled if any field types that are unsupported in the new environment have been added to the form.
User toggles between experiences

Limitations

The feature is currently in development, and the below line items are expected to be resolved, bringing the new experience into parity with the classic experience over the subsequent releases.

Currently, the new authoring experience does not support:

  • Template building
  • Anyone assigned fields
  • Recipient groups
  • Electronic seals
  • Notary workflows
  • Self Signing
  • Web forms
  • Send in Bulk
  • Library templates
  • Text tags
  • Conditional fields
  • Calculated fields
  • Regular expression validation
  • Only two font styles
  • Field types:
    • Stamps
    • Title
    • Company
    • Images
    • File attachments
    • Participation stamps
    • Transaction numbers
    • Payment fields

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