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  • Release Notes
  • Important Notifications

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    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. Video tutorial library
    4. FAQ

    Administer

    1. Admin Console Overview
        1. Add a User
        2. Add Users in Bulk
        3. Add Users from your Directory
        4. Add Users from MS Azure Active Directory
        1. Technical accounts - API driven
        2. Service accounts - Manually driven
      3. Check for users with provisioning errors
      4. Change Name/Email Address
      5. Edit a user's group membership
      6. Promote a user to an admin role
      7. User Identity Types and SSO
      8. Switch User Identity
      9. Authenticate Users with MS Azure
      10. Authenticate Users with Google Federation
      11. Product Profiles
      12. Login Experience 
    3. Account/Group Settings
      1. Settings Overview
        1. New Recipient Experience
        2. Self Signing Workflows
        3. Send in Bulk
        4. Web Forms
        5. Power Automate Workflows
        6. Library Documents
        7. Collect form data with agreements
        8. Limited Document Visibility
        9. Attach a PDF copy of the signed agreement 
        10. Include a link in the email
        11. Include an image in the email
        12. Files attached to email will be named as
        13. Attach audit reports to documents
        14. Merge multiple documents into one
        15. Download individual documents
        16. Upload a signed document
        17. Set a default time zone
          1. Upgrade to use UMG
        19. Group Administrator Permissions
        20. Replace recipient
          1. Overview
          2. Allow unauthenticated access on the transaction verification page
          3. Include view events
          4. Include agreement page/attachment count
        22. Transaction Footer
        23. Healthcare customer
        1. Add logo
        2. Customize company Hostname/URL   
        3. Post agreement URL redirect
        1. Well formatted signatures
        2. Custom Terms of Use and Consumer Disclosure
        3. Navigate recipients through form fields
        4. Restart agreement workflow
        5. Decline to sign
        6. Allow signers to print and place a written signature
        7. Require signers to use a mobile device to create their signature
        8. Request IP address from signers
        1. Overview
        2. Download and sign with Acrobat
        3. Sign with Cloud Signatures
        4. Include metadata for Identity Providers
        5. Restricted Cloud Signatures Providers
      6. Electronic Seals
        1. Digital Identity Gateway
        2. Identity Check policy
        1. Allowed IP Ranges
        2. Account Sharing
        3. Agreement sharing controls
        4. Block signers by Geolocation
        5. Allow page extraction
        6. Document link expiration
        7. Timestamp
      10. Send settings
        1. Require recipient name when sending
        2. Lock name values for known users
        3. Allowed recipient roles
        4. Allow e-Witnesses
        5. Recipient groups
        6. CCs
        7. Recipient Agreement Access
        8. Field flattening
        9. Modify Agreements
        10. Private messages
        11. Allowed signature types
        12. Reminders
        13. Send Agreement Notification through
          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
        15. Content Protection
        16. Signing order
        17. Liquid mode
        1. Overview
        2. Enforce identity authentication
        3. Signing reasons
      12. Notarization Settings
      13. Payments Integration
        1. SAML Configuration
      15. Data Governance
      16. Time Stamp Settings
      17. External Archive
      18. Account Languages
        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. Enable Linkless Notifications
        6. Customize email templates
      20. Migrating from echosign.com to adobesign.com
      21. Configure Options for Recipients
        1. Accessibility Compliance
        2. Create accessible forms with Acrobat desktop
        3. Create accessible AcroForms
      2. HIPAA
        1. GDPR Overview
        2. Redact a user
        3. Redact a user's agreements    
        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. "Vaulting" agreements
        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. Claim your domain 
    6. Report Abuse links

    Send, Sign, and Manage Agreements

      1. Cancel an email reminder
        1. Overview of the e-sign page
        2. Open to read the agreement without fields
        3. Decline to sign an agreement
        4. Delegate signing authority
        5. Download a PDF of the agreement
        6. View the agreement history
        7. View the agreement messages
        8. Convert from an electronic to a written signature
        9. Convert from a written to an electronic signature 
        10. Navigate the form fields
        11. Clear the data from the form fields
        12. E-sign page magnification and navigation
        13. Change the language used in the agreement tools and information
        14. Review the Legal Notices
        15. Adjust Acrobat Sign Cookie Preferences
      1. Send page overview
      2. Send an agreement only to yourself
      3. Send an agreement to others
      4. Written Signatures
      5. Recipient signing order
        1. Overview of the Send in Bulk feature
        2. Send in Bulk - Configure a parent template
        3. Send in Bulk - Configure the CSV file
        4. Cancel a Send in Bulk transaction
        5. Add reminders to Send in Bulk
        6. Reporting for Send in Bulk
        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
        1. AcroForm creation
        2. Creating accessible PDFs
          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 
      5. Authoring FAQ
      1. Sign agreements sent to you
      2. Fill & Sign
      3. Self-signing
      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. Access Power Automate flows
        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
    6. Audit Report
      1. Overview
      2. Grant users access to reporting
        1. Create a new report
        2. Agreement Reports
        3. Transaction Reports
        4. Settings Activity Report
        5. Edit a report
        1. Create a new data export
        2. Web form data export
        3. Edit a data export
        4. Refresh the data export content
        5. Download the data export
      5. Rename a report/export
      6. Duplicate a report/export
      7. Schedule a report/export
      8. Delete a report/export

    Advanced Agreement Capabilities and Workflows

      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
      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
      1. Overview of the Power Automate integration and included entitlements
      2. Enable the Power Automate integration
      3. In-Context Actions on the Manage page
      4. Track Power Automate usage
      5. Create a new flow (Examples)
      6. Triggers used for flows
      7. Importing flows from outside Acrobat Sign
      8. Manage flows
      9. Edit flows
      10. Share flows
      11. Disable or Enable flows
      12. Delete flows
          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
          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 Box
          1. Save completed web form documents to SharePoint Library
          1. Extract form field data from your signed document and update Excel sheet
          1. Get your Adobe Acrobat Sign notifications in a Teams Channel
          1. Generate document from Power App form and Word template, send for signature
      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
      1. Share a user
      2. Share agreements

    Integrate with other products

    1. Acrobat Sign for Salesforce
      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 
      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
    4. Partner managed integrations
    5. How to obtain an integration key

    Acrobat Sign Developer

      1. Methods documentation
      2. SDK/Developer Guide
      3. API FAQ    
      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

    Support and Troubleshooting

    1. Customer Support Resources 
    2. Enterprise Customer Success Resources 

    Overview

    The Signing Order controls dictate the default signature workflow applied to the agreement and the extent to which the senders can modify them.

    One of two default values must be selected:

    • Recipients will sign in the order they are entered - Sequential signatures, where the recipients receive the agreement in the order they are listed on the Send page. The first recipient is granted access to the agreement, and once they complete their part, the next recipient is notified. Each recipient is given access in turn until the agreement is completed.
    • Recipients will sign in any order - Parallel signatures, where all recipients are notified at once, and all can complete their activities with the agreement in their own time. The agreement this completed once all recipients have completed their part.

    Additionally, there are two optional controls:

    • Allow senders to select signing order - This option exposes a toggle on the Send page to allow the sender to switch between the sequential and parallel signature workflows. If disabled, the default workflow is applied.
    • Allow senders to specify hybrid routing order - When enabled, senders can create a mixed workflow containing sequential and parallel routing for the agreement. For example, a survey is sent to a group of employees under a parallel workflow and then sent to an approving manager once all group members have completed their actions (sequentially after the group process is resolved).

    How it's used

    The default workflow is applied automatically. If neither optional setting is enabled, then only the default workflow can be used. Senders have no authority to override the default workflow when sending from the Send page.

    If senders are allowed to change the signing order, then a toggle is exposed on the Send page at the top of the recipient list. Senders can freely switch between workflows.

    For hybrid workflows to be configured on the Send page, the default workflow must be sequential. If hybrid workflows are enabled, then the sender can freely build hybrid workflows. No other access is required.

    Best practices

    Accounts that only include one group or that don't have Users in Multiple Groups (UMG) enabled may want to have the option to switch between workflows exposed to give some latitude for senders to best route their agreement signature flow.

    Accounts with UMG enabled should consider creating groups that strongly define the default workflows for agreements sent from the group and remove the option for changing the workflow. This eliminates UI options on the Send page and ensures that agreements are always sent with the correct workflow.

    Hybrid workflows are helpful in specific use cases but require the sender to properly configure the document flow correctly every time. For enterprise customers, this may be better accomplished with Custom Send Workflows, which take the configuration burden off the sender and embed it into the workflow template.

    Accounts that never expect to use any parallel signature workflow should select the sequential workflow and disable both the option to switch and the hybrid options.

    Configuration

    Availability:

    The Signing Order controls are available for enterprise license plans.

    Team and individual license plans have:

    • The default workflow set to sequential signatures
    • The option to switch workflows enabled
    • The option for hybrid workflows disabled 

    Configuration scope:

    Signing Order controls can be enabled at the account and group levels.

    The controls for this feature can be assessed by navigating to Send Settings > Signing Order

    Settings

    Related settings

    A Recipient Group defines a list of users that can all access the agreement in a parallel fashion, but only one group member can complete the recipient's actions on behalf of the whole group. Conceptually similar to using a distribution list as an email address for one recipient.

    Recipient groups are only available for enterprise-licensed accounts.

    The control to enable recipient groups can accessed by navigating to Send Settings > Recipient Groups.

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