Configure group settings in Adobe Acrobat Sign

Control agreement behavior, defaults, and compliance requirements by configuring group-level settings.

Group settings define how agreements behave when sent from a group, including security controls, recipient experience, and default values. Configure these settings to ensure agreements follow the correct policies and workflows for the business process the group supports.

Configure group settings

  1. Sign in to Adobe Acrobat Sign as an account administrator, then go to the Groups tab.

  2. Select the group to display its available actions.

  3. Select Group Settings to open the group-level configuration.

    The Groups tab with a selected group exposing the action links.

  4. Select the settings tab to be configured.

  5. Override the account-level settings by checking Override account settings for this page, then refresh the page to enable editing.

    The group settings page highlighting the override checkbox.

  6. Update the settings, then select Save.

Next steps

After configuring the group settings, add users to the group so the correct defaults and controls are applied when agreements are created.

Things to know

  • Group-level settings are organized into tabs and mirror the available account-level settings.
    • If a settings tab displays Access restricted by your account administrator, the setting is disabled at the account level and cannot be edited at the group level.
    • Not all settings can be configured at the group level. Some are available only at the account level.
  • Group-level settings override account-level settings.
  • Group-level settings provide the default values for users whose primary group is that group.
  • Group-level settings are also the default values applied to agreements generated from that group.

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