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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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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
- Send Agreements
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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
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
When the default workflow is sequential, the signature order is represented numerically at the beginning of the of the recipient record.
The top record is always indexed as number one, the second is always number two, etc. (Unless a hybrid workflow is in place, which can group more than one recipient under the same index, indicating a parallel section in the workflow.)
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.