- Adobe Acrobat Sign User's Guide
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Users
- Profile and preferences
- Sharing user content
- Address book
- Home page
- Send agreements
- Sign agreements
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Manage agreements
- Overview of the Manage page
- Create a copy of an agreement
- Replace a recipient in an active agreement
- Cancel an agreement in Adobe Acrobat Sign
- Text search in Adobe Acrobat Sign
- Open and View an agreement
- Create a template from an agreement
- Hide or Unhide an agreement from view on the Manage page
- Upload a signed copy of the agreement
- Modify a sent agreement's documents or fields
- How to edit a recipient's authentication method after the agreement has been sent
- Add, edit, or remove the Expiration Date (Completion Date)
- Add a note to a signing transaction
- Share an individual agreement
- Unshare an agreement
- Download the PDF of an agreement
- Bulk actions
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Reporting and Exporting data
- Reports and Data Exports
- Edit an existing Report chart
- Transaction consumption reports
- Agreement reports
- Create a new report chart
- Download the content of a data export
- Refresh the content in an existing data export
- Edit an existing data export
- Web form data export
- Create a new data export
- Duplicate an export or chart report
- Schedule an export or chart report
- Delete an export or chart report
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Form field authors
- In-app authoring environment
- Create forms with text tags
- Create forms with Acrobat
- Form field reference
- Add calculated fields to a form
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Advanced users
- Send in Bulk
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Useful PA Templates for Admins
- Save all completed documents to SharePoint
- Save all completed documents to Google Drive
- Save all completed documents to DropBox
- Save all completed documents to Box
- Extract field data from your signed document and update Excel sheet
- Generate doc from Power App form and Word template, send for signature
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Administers
- Set up your Acrobat Sign company account
- User provisioning
- User management
- Group management
- Asset management
- Admin reports
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Settings configuration
- Configuring the Adobe Acrobat Sign environment
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Global Settings
- Configure Web Forms
- Enable Custom Send Workflows
- Configure access to create reusable library templates
- Collect form data with agreements
- Attach a PDF copy of the signed document in emails sent to
- Files attached to email will be named as
- Attach audit report to emails and downloads in Acrobat Sign
- Merge multiple documents into one document after signing
- Allow recipients to download individual files
- Empower senders to upload physically signed documents
- Adobe Acrobat Sign delegation settings for internal users
- Configure the default date format to use for agreements and signatures
- Upgrade your account to allow Users in Multiple Groups (UMG)
- Assign users to multiple groups
- Group Administrator Permissions
- Configure the content of your Audit Reports
- Verify agreement validity
- Include view events in the audit report
- Include page counts in the audit report
- Enable in-product messaging and guidance
- Enforce PDF/A workflows for long-term archiving
- Configure the New request signature experience
- Enable the New custom workflow experience
- Account Setup / Branding Settings
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Signature Preferences
- Well-formatted signatures - Control the line and print text
- Configure how you will allow recipients to sign and initial agreements
- Capture signature on mobile device
- Configure Terms of Use and Consumer Disclosure acceptance
- Hiding Guided Navigation While Signing
- Configure Decline options for recipients
- Allow Stamp Images and Signatures
- Allow signers to print, place written signatures and upload the agreem
- Set up Mandatory Mobile Signature Capture
- Enable drawn signature scaling
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Digital Signatures
- Overview of Digital Signatures in Adobe Acrobat Sign
- Download and sign with an Acrobat certificate
- Enable cloud-based digital signatures
- Configure bulk digital signatures from Manage in Acrobat Sign
- Require digital signatures for specific recipients
- Send metadata to the cloud signature provider
- Configure a restricted Identity Provider
- Configure auto-provisioning for partner applications
- Create electronic seals in Adobe Acrobat Sign
- Digital Identity
- Report Settings
- Security Settings
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Send Settings
- Configure document editing during authoring
- Agreement creation experiences
- Lock Name values for known users when authenticating
- Allow various recipient roles
- Configure the e-Witness role for recipients
- Configure in-person signing in Acrobat Sign
- Enable recipient groups
- Configure OneDrive file upload
- Automatically "flatten" PDF documents when uploaded
- Enable private messages to recipients
- Allowed signature types
- Allow senders to add passwords to protect viewing the agreement PDF
- Send notifications through SMS or WhatsApp in Adobe Acrobat Sign
- Adobe Acrobat Sign Identity Authentication Methods
- Signing Password
- Knowledge-based authentication
- Phone authentication
- WhatsApp authentication
- Acrobat Sign Authentication
- Cloud-based digital signatures
- Signer Identity Report
- Configure Automatic Document Expiration (Completion deadline)
- Configure internal recipient restrictions in Acrobat Sign
- Form Field Borders
- Liquid Mode for Mobile Web Signing Experience
- Enable Template-Defined Signature Placement in Custom Workflows
- Enable Acrobat Sign to tag uploaded PDFs for accessibility
- Restricted access to agreements
- Message Templates
- Bio-Pharma Settings
- Notarize integration with Acrobat Sign
- Set up online payments
- SAML Settings
- Data Governance
- Set up an archive for your agreements
- Email Settings
- Migrating from echosign.com to adobesign.com
- Customize the Options for Recipients on the e-sign page
- Guidance for regulatory demands
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Integrations
- Adobe Acrobat Sign Integrations
- Product versions and lifecycle
- Integration keys
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Acrobat Sign for Salesforce
- Acrobat Sign for Salesforce: Install the package (v24)
- Acrobat Sign for Salesforce: Configure the package
- Adobe Acrobat Sign for Salesforce: Upgrade Guide
- Adobe Acrobat Sign for Salesforce: Release notes
- Adobe Acrobat Sign for Salesforce (Lightning profile): User Guide
- Acrobat Sign for Salesforce Mobile
- Enable authentication with digital identity providers
- Adobe Acrobat Sign for Salesforce: Mappings and Templates Guide
- Using Acrobat Sign Document Builder for Salesforce
- Configure Large Documents and Push Agreements Service
- Adobe Acrobat Sign for Salesforce: Customization Guide
- Adobe Acrobat Sign for Salesforce: Developer Guide
- Acrobat Sign for Salesforce: Other Guides
- Adobe Acrobat Sign for Salesforce: FAQs
- Acrobat Sign for Salesforce: Troubleshooting Guide
- Microsoft: Office
- Microsoft: Power Automate
- ServiceNow
- Workday
- NetSuite
- VeevaVault
- Adobe Acrobat Sign for Coupa BSM Suite: Installation Guide
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Developers
- REST APIs
- Webhooks
- Sandbox
- System-level resources
- Support
Recipient groups as recipients
Recipient Groups
Recipient Groups are useful when you need sign-off from a team or an organization, but not from a specific individual in that group. Any member in the group is authorized to sign or approve on behalf of the entire group.
For example, in the above image you can see a three step signature cycle:
- Step 1 (JohnDoe) is a signer and will be notified that their signature is required as soon as the agreement is sent. Once JohnDoe applies their signature, the agreement moves on to step 2
- Step 2 is an approver Recipient Group given the name “HR Group”. Four individuals have been entered into the group, and each has been given a different verification process (just as an example). Once any one of the identified recipients applies their approval, the agreement will progress to the third step
- Step 3 is an individual signer. Once this final signature is completed, the agreement is fully executed, and all parties will be notified and receive a copy of the agreement in PDF format.
To create a Recipient Group, click the Add Recipient Group link at the top-right of the recipient field. This creates the container where you will be asked to enter the group name, and the potential recipients
All members of the Recipient Group will receive the final PDF copy of the signed agreement even if they did not specifically participate.
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