What's New
Get Started
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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Account/Group Settings
- Settings Overview
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Global Settings
- New Recipient Experience
- Self Signing Workflows
- Send in Bulk
- Web Forms
- Power Automate Workflows
- Library Documents
- Collect form data with agreements
- Limited Document Visibility
- Attach a PDF copy of the signed agreement
- Include a link in the email
- Include an image in the email
- Files attached to email will be named as
- Attach audit reports to documents
- Merge multiple documents into one
- Download individual documents
- Upload a signed document
- Set a default time zone
- Users in Multiple Groups (UMG)
- Group Administrator Permissions
- Replace recipient
- Audit Report
- Transaction Footer
- Healthcare customer
- Account Setup
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Signature Preferences
- Well formatted signatures
- Custom Terms of Use and Consumer Disclosure
- Navigate recipients through form fields
- Restart agreement workflow
- Decline to sign
- Allow signers to print and place a written signature
- Require signers to use a mobile device to create their signature
- Request IP address from signers
- Digital Signatures
- Electronic Seals
- Digital Identity
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Report Settings
- Security Settings
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Send settings
- Require recipient name when sending
- Lock name values for known users
- Allowed recipient roles
- Allow e-Witnesses
- Recipient groups
- CCs
- Recipient Agreement Access
- Field flattening
- Modify Agreements
- Private messages
- Allowed signature types
- Reminders
- Send Agreement Notification through
- Signer identification options
- Content Protection
- Signing order
- Liquid mode
- Bio-Pharma Settings
- Notarization Settings
- Payments Integration
- SAML Settings
- Data Governance
- Time Stamp Settings
- External Archive
- Account Languages
- Email Settings
- Migrating from echosign.com to adobesign.com
- Configure Options for Recipients
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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
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
Run transaction reports to understand your transaction flow and volume.
Overview of Transaction consumption reports
Transaction reports are centered on measuring the volume of transactions to illustrate success volume and the relative success of related objects such as users, groups, and workflows.
Review the Transaction Consumption definition to better understand what counts as a transaction.
Transaction Contracts summary
Administrators in accounts that have purchased access to Acrobat Sign through a VIP license type using a fixed transaction volume will have a summary of their transaction contract displayed at the top of the Transaction consumption report page. Typically, only one contract is exposed, but occasionally, two contracts may be visible if both contracts include the current date.
This report summarizes:
- the number of transactions the account has purchased
- the number of transactions that have been consumed from the purchased volume
- the expiration date of the contract
- Transactions not consumed by the expiration date are lost.
- The record of the transaction contract is removed from the UI when the expiration has passed.
There is a known issue where Draft agreements are being counted in the Transaction Consumption Report when they should not be.
Transaction Consumption chart examples
The Transaction Volume Trend is a group of line graphs, with each color-coded line defining the last status the agreement changed to.
- The X-axis illustrates the time window in regular increments (the increment being defined by the data scope requested) when the agreement status last changed.
- The Y-axis indicates the number of agreements that recorded their last status change during the time window on the X-axis.
Hover your pointer over any dot on the chart to get a summary of how many agreements changed to what status and on what date.
The transaction graphs have a limited footprint. If your data exceeds the allowed number of records, a placeholder is inserted into the chart for the consolidated objects that are not explicitly listed (i.e., Other Users).
If you need to extract the data for users/groups/workflows that aren't populated onto the graph, you can access the raw data table by selecting the ellipsis in the upper-right corner of the chart and choosing View Data Table from the context menu.