As the sender of the agreement, go to the Manage page and select the agreement you want to share.
This exposes the Actions rail on the right side of the window.
As a sender of documents, you can share your individual agreements with any other email address, as long as the shared-to party is not already associated with the agreement.
This functionality is useful for sharing an agreement when someone must see an individual transaction but does not require a persistent view into a user's entire list of agreements. (Refer to Account Sharing if you need to create a persistent view into a user or group's full array of agreements.)
Upon sharing an agreement, the recipient is emailed with a PDF copy of the agreement in its current state (e.g., an in-progress agreement will deliver a PDF with any content provided by previous recipients).
Sharing an agreement with internal users will also populate the agreement on the shared-to user's Manage page, where they can review and monitor the agreement as it progresses.
To share an individual agreement:
As the sender of the agreement, go to the Manage page and select the agreement you want to share.
This exposes the Actions rail on the right side of the window.
Select the Share action.
If you do not see the option to Share, the group the agreement was sent from has denied the action. Contact your account or group manager to evaluate the controls.
Enter the email address of the person you want to share the agreement with.
Add an optional message to be included in the notification email.
Click the Share button.
A success message is delivered after the share is completed:
Upon sharing an agreement:
External recipients of a share are recorded with only their email address.
Internal recipients display their profile name as well as their email address.
An external email address is defined as any email not within your own Adobe Acrobat Sign account. This may include other people in your company that are either in a different Acrobat Sign account or that don't have an account at all.
When an agreement is shared with an internal email address (any email address within your own Acrobat Sign account), the agreement is populated on that user's Manage page (in addition to the emailed PDF copy). This grants real-time access to the transaction for the purpose of review.
The Manage page view of a shared agreement provides read-only access. No authority to edit or cancel the agreement is imparted via the sharing of an individual agreement.
The light grey Shared by text under the agreement title indicates to the user that the agreement is a shared transaction.
Information regarding other users who have been shared with is exposed to the shared party, as well as the full Audit Report.
The shared-to user has the authority to:
The shared-to user may not alter the transaction to change the status, documents, recipients, or authentication methods. The only meaningful authority a shared-to user has is to further share the agreement.
Sharing with an internal user does not impact the limit applied to external shares.