Enable the Workflow Designer to create custom Compose pages that guide senders through the agreement creation process.
The Workflow Designer helps you streamline agreement creation by generating tailored Compose pages that match your business processes and compliance needs. It lets you define participant roles, attach documents, pre-fill fields, manage delivery settings, and enforce business rules, all in one process.
Enabling access to the Workflow Designer for your users:
- Promotes consistency and reduces sender errors
- Supports regulatory compliance with built-in guardrails
- Saves time by automating routine configuration
- Simplifies complex workflows with a user-friendly interface
Configuration
Availability:
- Acrobat Standard and Acrobat Pro: Not Configurable
- Acrobat Sign Solutions: Supported
- Acrobat Sign for Government: Supported
Configuration scope:
Administrators can enable this feature at the account and group levels.
Access this feature by navigating the administrator's configuration menu to Global Settings > Custom Send Workflows
There are four options that can be enabled to expand or restrict the use of custom workflows:
Accounts seeking to enforce consistent processes and minimize user input can create predefined workflows for all documents, thereby preventing ad-hoc sending. If your account uses Users in Multiple Groups, you can configure workflow settings at the group level to ensure the correct signature options and notifications are always applied.
Enabling this option restricts users to only sending agreements with approved workflows by removing the Send tab, the Request e-signatures button, and eliminating access to the library on the Home page:
Once enabled, all account and group-level administrators will have access to the workflow designer in their admin menu.
- Group-level administrators can create workflows for the groups they have administrative control over.
- Account-level administrators can create a workflow for any group, as well as organization-wide workflows.
A subordinate option is available to enable the creation of workflows at the user level, granting non-admin users the authority to make their own custom workflows.
- When the setting is enabled, the option for Custom Workflows is available after selecting the Workflows tab.
- When the setting is disabled, the Custom Workflows option is not available.
By default, non-admin users can only create workflows for themselves and cannot share them with their group. However, you can enable workflow sharing at the account or group level.
- When the setting is enabled, users see the group selector drop-down box as an option for who can use the workflow.
- When the setting is disabled, the group selector drop-down option isn't exposed in the interface.
