Start the transaction by clicking the Fill and sign a document button on the Home page
Overview
Self-signing is one of two methods available for users to sign their own documents without having to include another recipient.
The other method is Fill & Sign, which is a fieldless process, allowing the user to simply click the page, and start typing. No field enabled library templates or user authentication is possible.
Self-signing makes use of launching page that is similar to the Send page without the recipient stack, and allows for the user to use a template from the account library.
Additionally, Self-signing can include authentication of the user, leveraging the "enforce identity authentication" settings.
How it's used
The below processes all assume that the Self-sign experience is the default. If you are not loading the Self-sign experience, click the Switch to Classic Only I Sign link
How to enable/disable
Enabling the Self-sign experience is done at the Account and/or Group level (Group-level settings over-ride account-level settings).
The option to enable the experience can be found by navigating to Account > Account Settings > Global Settings > Self Signing Workflows
- Enable the option to Use the new Structured Self Sign experience
- Optionally, enable the "switch" link, so users can flip back and forth between the two experiences
- Click Save
Configuration Options
Authenticating the user
Admins can configure the Account and/or Group to use Enforced identity authentication to capture a system authenticated signature.
Self-signing authentication is always done with the Acrobat Sign authentication method, which must be enabled for the signer.
- If you enable Authentication for Internal Recipients, then enable Acrobat Sign authentication for internal recipients
- If you do not enable Authentication for Internal Recipients, enable the Acrobat Sign authentication in the default authentication section.
- Acrobat Sign authentication does not need to be the default authentication method, it just needs to be an available option.
To configure your authentication methods, navigate to Account > Account Settings > Send Settings > Identity Authentication Methods