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Configure a new sending workflow

 

Adobe Acrobat Sign Guide

What's New

  1. Pre-Release Notes
  2. Release Notes
  3. Important Notifications

Get Started

  1. Quick start guide for administrators
  2. Quick start guide for users
  3. For Developers
  4. Video tutorial library
  5. FAQ

Administer

  1. Admin Console Overview
  2. User Management
    1. Adding users
      1. Add a User
      2. Add Users in Bulk
      3. Add Users from your Directory
      4. Add Users from MS Azure Active Directory
    2. Create function-focused users
      1. Technical accounts - API driven
      2. Service accounts - Manually driven
    3. Check for users with provisioning errors
    4. Change Name/Email Address
    5. Edit a user's group membership
    6. Edit a user's group membership through the group interface
    7. Promote a user to an admin role
    8. User Identity Types and SSO
    9. Switch User Identity
    10. Authenticate Users with MS Azure
    11. Authenticate Users with Google Federation
    12. Product Profiles
    13. Login Experience 
  3. Account/Group Settings
    1. Settings Overview
    2. Global Settings
      1. Account tier and ID
      2. New Recipient Experience
      3. Self Signing Workflows
      4. Send in Bulk
      5. Web Forms
      6. Custom Send Workflows
      7. Power Automate Workflows
      8. Library Documents
      9. Collect form data with agreements
      10. Limited Document Visibility
      11. Attach a PDF copy of the signed agreement 
      12. Include a link in the email
      13. Include an image in the email
      14. Files attached to email will be named as
      15. Attach audit reports to documents
      16. Merge multiple documents into one
      17. Download individual documents
      18. Upload a signed document
      19. Delegation for users in my account
      20. Allow external recipients to delegate
      21. Authority to sign
      22. Authority to send
      23. Power to add Electronic Seals
      24. Set a default time zone
      25. Set a default date format
      26. Users in Multiple Groups (UMG)
        1. Upgrade to use UMG
      27. Group Administrator Permissions
      28. Replace recipient
      29. Audit Report
        1. Overview
        2. Allow unauthenticated access on the transaction verification page
        3. Include reminders
        4. Include view events
        5. Include agreement page/attachment count
      30. Transaction Footer
      31. In Product Messaging and Guidance
      32. Accessible PDFs
      33. New authoring experience
      34. Healthcare customer
    3. Account Setup
      1. Add logo
      2. Customize company Hostname/URL    
      3. Add company name
      4. Post agreement URL redirect
    4. Signature Preferences
      1. Well formatted signatures
      2. Allow recipients to sign by
      3. Signers can change their name
      4. Allow recipients to use their saved signature
      5. Custom Terms of Use and Consumer Disclosure
      6. Navigate recipients through form fields
      7. Restart agreement workflow
      8. Decline to sign
      9. Allow Stamps workflows
      10. Require signers to provide their Title or Company
      11. Allow signers to print and place a written signature
      12. Show messages when e-signing
      13. Require signers to use a mobile device to create their signature
      14. Request IP address from signers
      15. Exclude company name and title from participation stamps
    5. Digital Signatures
      1. Overview
      2. Download and sign with Acrobat
      3. Sign with Cloud Signatures
      4. Include metadata for Identity Providers
      5. Restricted Cloud Signatures Providers
    6. Electronic Seals
    7. Digital Identity
      1. Digital Identity Gateway
      2. Identity Check policy
    8. Report Settings
      1. New report experience
      2. Classic report settings
    9. Security Settings
      1. Single Sign-on settings
      2. Remember-me settings
      3. Login password policy
      4. Login password strength
      5. Web session duration
      6. PDF encryption type
      7. API
      8. User and group info access
      9. Allowed IP Ranges
      10. Account Sharing
      11. Account sharing permissions
      12. Agreement sharing controls
      13. Signer identity verification
      14. Agreement signing password
      15. Document password strength
      16. Block signers by Geolocation
      17. Phone Authentication
      18. Knowledge-Based Authentication (KBA)
      19. Allow page extraction
      20. Document link expiration
      21. Upload a client certificate for webhooks/callbacks
      22. Timestamp
    10. Send settings
      1. Show Send page after login
      2. Require recipient name when sending
      3. Lock name values for known users
      4. Allowed recipient roles
      5. Allow e-Witnesses
      6. Recipient groups
      7. CCs
      8. Recipient Agreement Access
      9. Required fields
      10. Attaching documents
      11. Field flattening
      12. Modify Agreements
      13. Agreement name
      14. Languages
      15. Private messages
      16. Allowed signature types
      17. Reminders
      18. Signed document password protection
      19. Send Agreement Notification through
      20. Signer identification options
        1. Overview
        2. Signing password
        3. One-Time Password via Email
        4. Acrobat Sign authentication
        5. Phone authentication
        6. Cloud-based digital signature
        7. Knowledge-based authentication
        8. Government ID
        9. Signer Identity reports
      21. Content Protection
      22. Enable Notarize transactions
      23. Document Expiration
      24. Preview, position signatures, and add fields
      25. Signing order
      26. Liquid mode
      27. Custom workflow controls
      28. Upload options for the e-sign page
      29. Post-sign confirmation URL redirect
    11. Message Templates
    12. Bio-Pharma Settings
      1. Overview
      2. Enforce identity authentication
      3. Signing reasons
    13. Workflow Integration
    14. Notarization Settings
    15. Payments Integration
    16. Signer Messaging
    17. SAML Settings
      1. SAML Configuration
      2. Install Microsoft Active Directory Federation Service
      3. Install Okta
      4. Install OneLogin
      5. Install Oracle Identity Federation
    18. Data Governance
    19. Time Stamp Settings
    20. External Archive
    21. Account Languages
    22. Email Settings
      1. Email header/footer images
      2. Permit individual user email footers
      3. Customize the Signature Requested email
      4. Customize the To and CC fields
      5. Enable Linkless Notifications
      6. Customize email templates
    23. Migrating from echosign.com to adobesign.com
    24. Configure Options for Recipients
  4. Guidance for regulatory requirements
    1. Accessibility
      1. Accessibility Compliance
      2. Create accessible forms with Acrobat desktop
      3. Create accessible AcroForms
    2. HIPAA
    3. GDPR
      1. GDPR Overview
      2. Redact a user
      3. Redact a user's agreements    
    4. 21 CFR part 11 and EudraLex Annex 11
      1. 21 CRF part 11 validation pack
      2. 21 CFR and EudraLex Annex 11 handbook
      3. Analysis of shared responsibilities
    5. Healthcare customers
    6. IVES support
    7. "Vaulting" agreements
    8. EU/UK considerations
      1. EU/UK Cross-border transactions and eIDAS
      2. HMLR requirements for deeds signed electronically
      3. The impact of Brexit on e-signature laws in the UK
  5. Download Agreements in Bulk
  6. Claim your domain 
  7. Report Abuse links

Send, Sign, and Manage Agreements

  1. Recipient Options
    1. Cancel an email reminder
    2. Options on the e-signing page
      1. Overview of the e-sign page
      2. Open to read the agreement without fields
      3. Decline to sign an agreement
      4. Delegate signing authority
      5. Restart the agreement
      6. Download a PDF of the agreement
      7. View the agreement history
      8. View the agreement messages
      9. Convert from an electronic to a written signature
      10. Convert from a written to an electronic signature 
      11. Navigate the form fields
      12. Clear the data from the form fields
      13. E-sign page magnification and navigation
      14. Change the language used in the agreement tools and information
      15. Review the Legal Notices
      16. Adjust Acrobat Sign Cookie Preferences
  2. Send Agreements  
    1. Send page overview
    2. Send an agreement only to yourself
    3. Send an agreement to others
    4. Written Signatures
    5. Recipient signing order
    6. Send in Bulk
      1. Overview of the Send in Bulk feature
      2. Send in Bulk - Configure a parent template
      3. Send in Bulk - Configure the CSV file
      4. Cancel a Send in Bulk transaction
      5. Add reminders to Send in Bulk
      6. Reporting for Send in Bulk
  3. Authoring fields into documents
    1. In-app authoring environment
      1. Automatic field detection
      2. Drag and drop fields using the authoring environment
      3. Assign form fields to recipients
      4. The Prefill role
      5. Apply fields with a reusable field template
      6. Transfer fields to a new library template
      7. Updated authoring environment when sending agreements
    2. Create forms with text tags
    3. Create forms using Acrobat (AcroForms)
      1. AcroForm creation
      2. Creating accessible PDFs
    4. Fields
      1. Field types
        1. Common field types
        2. In-line Images
        3. Stamp Images
      2. Field content appearance
      3. Field validations
      4. Masked fields values
      5. Setting show/hide conditions
      6. Calculated fields 
    5. Authoring FAQ
  4. Sign Agreements
    1. Sign agreements sent to you
    2. Fill & Sign
    3. Self-signing
  5. Manage Agreements
    1. Manage page overview
    2. Delegate agreements
    3. Replace Recipients
    4. Limit Document Visibility 
    5. Cancel an Agreement 
    6. Create new reminders
    7. Review reminders
    8. Cancel a reminder
    9. Access Power Automate flows
    10. More Actions...
      1. How search works
      2. View an agreement
      3. Create a template from an agreement
      4. Hide/Unhide agreements from view
      5. Upload a signed agreement
      6. Modify a sent agreement's files and fields
      7. Edit a recipient's authentication method
      8. Add or modify an expiration date
      9. Add a Note to the agreement
      10. Share an individual agreement
      11. Unshare an agreement
      12. Download an individual agreement
      13. Download the individual files of an agreement
      14. Download the Audit Report of an agreement
      15. Download the field content of an agreement
  6. Audit Report
  7. Reporting and Data exports
    1. Overview
    2. Grant users access to reporting
    3. Report charts
      1. Create a new report
      2. Agreement Reports
      3. Transaction Reports
      4. Settings Activity Report
      5. Edit a report
    4. Data Exports 
      1. Create a new data export
      2. Web form data export
      3. Edit a data export
      4. Refresh the data export content
      5. Download the data export
    5. Rename a report/export
    6. Duplicate a report/export
    7. Schedule a report/export
    8. Delete a report/export
    9. Check Transaction Usage

Advanced Agreement Capabilities and Workflows

  1. Webforms 
    1. Create a web form
    2. Edit a web form
    3. Disable/Enable a web form
    4. Hide/Unhide a web form
    5. Find the URL or script code 
    6. Prefill web form fields with URL parameters
    7. Save a web form to complete later
    8. Resize a web form
  2. Reusable Templates (Library templates) 
    1. US Government forms in the Acrobat Sign library
    2. Create a library template
    3. Change a library template's name
    4. Change a library template's type
    5. Change a library template's permission level
    6. Copy, edit, and save a shared template
    7. Download the aggregate field data for a library template
  3. Transfer ownership of web forms and library templates
  4. Power Automate Workflows 
    1. Overview of the Power Automate integration and included entitlements
    2. Enable the Power Automate integration
    3. In-Context Actions on the Manage page
    4. Track Power Automate usage
    5. Create a new flow (Examples)
    6. Triggers used for flows
    7. Importing flows from outside Acrobat Sign
    8. Manage flows
    9. Edit flows
    10. Share flows
    11. Disable or Enable flows
    12. Delete flows
    13. Useful Templates
      1. Administrator only
        1. Save all completed documents to SharePoint
        2. Save all completed documents to OneDrive for Business
        3. Save all completed documents to Google Drive
        4. Save all completed documents to DropBox
        5. Save all completed documents to Box
      2. Agreement archival
        1. Save your completed documents to SharePoint
        2. Save your completed documents to One Drive for Business
        3. Save your completed documents to Google Drive
        4. Save your completed documents to DropBox
        5. Save your completed documents to Box
      3. Webform agreement archival
        1. Save completed web form documents to SharePoint Library
        2. Save completed web form documents to OneDrive for Business
        3. Save completed   documents to Google Drive
        4. Save completed web form documents to Box
      4. Agreement data extraction
        1. Extract form field data from your signed document and update Excel sheet
      5. Agreement notifications
        1. Send custom email notifications with your agreement contents and signed agreement
        2. Get your Adobe Acrobat Sign notifications in a Teams Channel
        3. Get your Adobe Acrobat Sign notifications in Slack
        4. Get your Adobe Acrobat Sign notifications in Webex
      6. Agreement generation
        1. Generate document from Power App form and Word template, send for signature
        2. Generate agreement from Word template in OneDrive, and get signature
        3. Generate agreement for selected Excel row, send for review and signature
  5. Custom Send workflows
    1. Custom Send Workflow Overview
    2. Creating a new Send Workflow
    3. Edit a Send Workflow
    4. Activate or Deactivate a Send Workflow
    5. Send an agreement with a Send Workflow
  6. Share users and agreements
    1. Share a user
    2. Share agreements

Integrate with other products

  1.  Acrobat Sign integrations overview 
  2. Acrobat Sign for Salesforce
  3. Acrobat Sign for Microsoft
    1. Acrobat Sign for Microsoft 365
    2. Acrobat Sign for Outlook
    3. Acrobat Sign for Word/PowerPoint
    4. Acrobat Sign for Teams
    5. Acrobat Sign for Microsoft PowerApps and Power Automate
    6. Acrobat Sign Connector for Microsoft Search
    7. Acrobat Sign for Microsoft Dynamics 
    8. Acrobat Sign for Microsoft SharePoint 
  4. Other Integrations
    1. Acrobat Sign for ServiceNow
    2. Acrobat Sign for HR ServiceNow
    3. Acrobat Sign for SAP SuccessFactors
    4. Acrobat Sign for Workday
    5. Acrobat Sign for NetSuite
    6. Acrobat Sign for VeevaVault
    7. Acrobat Sign for Coupa BSM Suite
  5. Partner managed integrations
  6. How to obtain an integration key

Acrobat Sign Developer

  1. REST APIs 
    1. Methods documentation
    2. SDK/Developer Guide
    3. API FAQ    
  2. Webhooks 
    1. Webhook overview
    2. Configure a new webhook
    3. View or edit a webhook
    4. Deactivate or reactivate a webhook
    5. Delete a webhook
    6. Two-way SSL certificates
    7. Webhooks in the API

Support and Troubleshooting

  1. Customer Support Resources 
  2. Enterprise Customer Success Resources 

Creating a custom workflow

All users have the option to create workflows, depending on the enabled settings at the account/group level. 

  • Account administrators can create workflows for their entire account or any group within the account.
  • Group administrators can create workflows for the groups they have administrative authority over.
  • If user-level access is granted, all users can create their own personal workflows and optionally share them with a group they are members of.

Workflows can be accessed by selecting the Workflows tab in the top navigation bar.

  • A list of all existing workflows that the user has access to is presented.
  • Select Create Workflow to start configuring a new workflow.
Navigate to Workflows

Once the workflow opens, you will see the Workflow Designer header rail with a colored dot and the workflow name on the left-hand side (e.g., New Workflow). The dot next to the workflow name indicates whether the workflow is draft/inactive (grey dot) or active (green dot).

Located on the right-hand side of the rail are the workflow controls:

  • Clone Workflow  - This allows you to create a clone of the existing workflow under a new name.
  • Delete Workflow  - This deletes the workflow from the account view.
  • CloseCloses the workflow. You will be challenged if there are unsaved changes.
  • Save— Saves all changes to the workflow.
  • Activate/Deactivate—Click to activate (or deactivate) the workflow.
    • When Activated, the workflow displays with an Active status in the workflow list and is available to the user/group/organization (depending on the scope configuration).
    • When Deactivated, the workflow displays in Draft status and can only be accessed by the owner or administrator.
Workflow designer head rail

Creating a workflow consists of defining the following information:

  • Workflow Info—Define the workflow itself, which includes naming it, entering custom instructions for the senders using it, and granting permissions to use it.
  • Agreement Info—Define and customize the agreement information that displays on the Send page.
  • Recipients—Create a routing by adding recipients (signers and approvers) in the required signing order.
  • Emails – Specify emails to be sent to different participants at different steps of the signature process.
  • Documents—Specify which documents should be included in the workflow
  • Sender Input Fields— Define fields that senders can use to input information when sending the agreement. The send input information is merged into the agreement before it is sent to the signers and approvers.

Required fields are identified with a red asterisk.

Note:

The settings and properties defined in a custom workflow override any group/account-level settings. This applies to any configurable element of the workflow.

e.g., If the group-level setting for document expiration is five days, and the workflow template defines a three-day completion deadline, the agreement will expire in three days.

  1. The Workflow Designer opens and the Workflow Info panel displays:

    Workflow info

    In the Workflow Info page, enter the following information:

    • Workflow Name—Enter a name for your workflow. This name displays in the Workflow Designer banner, in the Use a Workflow drop-down on the Home page, and at the top of the Send page when the workflow is used to send an agreement. 
    • Instructions for the Sender—Enter instructions for using the workflow. These instructions display on the top of the Send page when the workflow is used to send an agreement. 
    Note:

    Instructions can be added using HTML tags. The following html tags and their attributes can be used in the instructions section: <p>, <br>, <b>, <i>, <u>, <ul>, <ol>, <li>, <img src=”fully qualified path”>, and <a href=”fully qualified path”>.

    If you intend to use src or href paths, you will need to have the paths explicitly allowed. Please send the URLs to the Customer Support team.

    • Who can use this workflow—Specify who can use the workflow. The options are:
      • Only me - The workflow is only available for use to the creator of the workflow.
        • "Only me" is available only when access to custom workflows is granted to all users.
        • Users that have access to multiple groups have the option to select which group the workflow is made available to.
      • Selected Group - A dropdown field that displays all groups the creator has access to.
        • When Users in Multiple Groups is enabled for the account, users can create workflows for any group they are a member of.
        • Workflows can only be associated with one group. The group selector on the Send page is suppressed.
          • If multiple groups require access to the workflow, complete the workflow testing, then clone a copy of the workflow for each group that needs access.
        • When a group is selected, any user that is a member of that group has access to use the workflow.
          • If custom workflow access is granted to all users, other users will have the option to clone the agreement and create their own version of the workflow.
        • Group-level administrators have the authority to edit any workflow shared with a group where they have administrative authority. (Account-level admins also have the authority to edit group-shared workflows as they have authority over all groups.)
      • Any user in my organisation - Any user in the Acrobat Sign account can use the workflow.
        • Account-level workflows can be sent from any group the sender is a member of.
        • Account-level administrators can edit any workflow shared at the organisation level.

     

    Below is an example of Workflow Info

    Example workflow info

  1. Click Agreement Info in the left rail.

    Agreement Info tab

    Note:

    Notice that some field labels are editable, as indicated by the pencil icon .

    Selecting the pencil icon allows you to enter a custom label which displays on the Send page when the workflow is used to create an agreement. This allows you to rename fields to use internal terminology your users may be more comfortable with. Custom labels have a character limit of 100 characters.

    To revert back to the original label, select the revert icon .

    For example, Agreement Name can be renamed to Contract Name:

  2. Define the agreement information that should populate on the Send page:

    • Agreement Name—Enter the name of the agreement. This name displays on the Send page when the workflow is used to send an agreement and in the “Please sign/Please approve” email heading.
    • Message—Enter a message for the recipients. This message displays on the Send page when the workflow is used to send an agreement.
    • Cc—If needed, enter the email addresses for cc'd parties. Email addresses must be separated by either a comma or semicolon
      • Minimum—Specify the minimum number of email addresses that can be included for cc.
      • Maximum— Specify the maximum number of email addresses that can be included for cc.
      • Editable—Enable this option to allow senders to edit the workflow cc addresses on the Send page.
    • Recipient’s Language—The Sender can use this to specify the language for the recipient.  This setting defines whether or not the language selector displays on the Send page and if so, what default language should display.
      • If Do not show language selector is chosen, then the default recipient language defined at the account/group level is used.
    • Send Options
      • Set password to open downloaded PDF—Enable this option to allow the sender to specify a password for a downloaded PDF.
        • Required—Enable this option to always require a password for the downloaded PDF. If this option is set, senders cannot disable it on the Send page and must provide a password.
      • Completion deadline—Enable this option to allow for the specification of a completion deadline on the Send page.
        • days to complete the agreement—Select the default number days the recipient(s) have to complete the signing process. The number of days specified is always editable on the Send page.
      • Allow authoring of documents prior to sending—Enable this option to allow senders to modify document form fields in the authoring environment using the Preview & Add Signature Fields option on the Send page.
        • Enable authoring by default—Enable this option to automatically enable the Preview & Add Signature Fields option on the Send page.

     

    Below is an example of Agreement Info:

  1. Click Recipients in the left rail to access the Recipients Routing section

    Recipients tab

  2. In the Recipients Routing section, you can specify the recipients and the routing order per your requirements. You can build very complex workflows with serial, parallel, hybrid, or nested hybrid routing.  The following instructions highlight the functionality available for Recipient Routings.

    • To add another recipient before or after an existing recipient:
      • Click the add icon .
      • Select the role you want to use (all roles enabled for the account will be available).

     

    • To specify a parallel branch, click the add icon above a recipient and select Parallel Branches
    The recipient addition panel showing the parallel Branch option

     

    • To delete a recipient, cursor over the recipient bubble, and select the delete icon .
    A recipient in the signature flow with the Delete icon highlighted

     

    • To customize a recipient, cursor over the bubble and select the edit icon .
    A recipient in the signature flow with the Edit icon highlighted and the recipient profile exposed

    When editing a Recipient, you can configure the following:

    • Recipient Label— Customize the label for the recipient. For example, change the default Recipient label to Buyer. 
      • The labels for recipients must be unique within a workflow.
    • Recipient—Enter the default email address of the recipient.
    • Add Recipient Group - Select this button to add a reusable recipient group from the list of recipient groups available to you.
    • Mark as recipient group - When checked, a recipient group is created from the email addresses listed in the Recipient field instead of a standard recipient email record. The recipient group can be left empty or populated with one or more email addresses from the Email field (comma delimited).
    • This recipient is the sender - When checked, the sender will be inserted as the recipient.
    • Required—Enable this option if a signature from the recipient is required.
    • Editable—Enable this option to allow the sender to update the email address for this recipient on the Send page.
    • Add Private Message—Select this option to provide a private message for the recipient. Private messages are inserted into the recipient's email (in addition to the global message) and on the e-signing page.
    • Role—Update the recipient’s role (Signer, Approver, Form Filler, ect.).
    • Authentication —Select what type of identity verification is required for the signer. Only the options that have been enabled are visible.
      • Single-factor authentications: None (Email), Acrobat Sign, Email OTP.
      • Two-factor authentications: Phone, KBA, Password, and Government ID.
  3. Be sure to click Save to save any recipient configurations made.

    Below is an example of Recipients information and a routing where the labels for both signers (Buyer and Sales Director) and for the approver (VP Sales) have been customized. 

  1. Click Emails in the left rail to move to the Emails section.

    • In the Emails section, you can control which emails are sent during the signature/approval process based on various events. 
    • For example, you can specify that notification emails be sent to recipients and CCs when an agreement is canceled. 
    Email Tab

  2. Check the boxes for the events you want to trigger email notification and Save the configuration.

  1. Click Documents on the left rail to move to the Documents section.

    Documents tab

  2. In the Documents section you can configure the following

    • Document Title—Enter a title for the document. This title displays in the Documents area of the Send page.
    • Files—Click the Add File icon  to attach a document from your Acrobat Sign Template library. This document is automatically attached when you send using this workflow
      • If no file is selected, the workflow allows the sender to provide a file when sending the agreement
      • If a document is flagged as Required, then it will be attached automatically to the agreement when the workflow is initiated
      • Delete File – If you attach the wrong file, you can click the delete icon (X) next to the file name to remove it
    • Document Name—Enter a meaningful name that identifies the document for the sender. The name of the uploaded library document is defaulted but can be overwritten
    • Required—Specifies whether the document is required
    • Add Document—Click the Add Document button to add rows for additional documents
      •  Document titles must be unique values
    • Delete Row—Click the delete row icon (X) to delete the entire row
    Note:

    When attaching an Acrobat Sign Template to a Workflow, users will only see the Templates that are assigned to the same group as the Workflow and the Templates assigned to the Organization (Account-level Templates). This is due to the Workflow's (one-to-one) relationship to Groups. (And the fact that account-level templates are inherited by all groups.)

    This is a different experience than when a user who has a membership in multiple groups (one-to-many) views their Template library. Because the user has access to various groups, they can view all of the templates related to all of the groups.
    This is not the case for a Workflow that is limited in scope to just one group.

  3. Below is an example of a configured Documents section:

  1. Click Sender Input Fields on the left rail to access the Sender Input Fields section.

    These input fields are mapped to form fields defined in the documents that are attached (either as part of the workflow design, or as a sender uploaded file).

    The sender can use these fields to prefill content prior to sending the agreement to the recipient.

  2. In the Sender Input Fields panel, click Add Field

    Add Field

    Then for each row added, you can configure the following:

    • Field Title—Enter a title for the field. This value will display on the Send page for the sender to reference
    • Document Field Name—Enter the field name for a field on the attached library document
      • The field name entered here must match the form field name in the document
    • Default Value—Enter a default value, if any.
    • Required—Enable this option if a value for this field must be entered before the agreement is sent
    • Editable— Enable this option to allow the sender of the agreement to modify default value
    • Click the delete row icon (X) to delete the entire row

     

    Below is an example of Sender Input Fields

Once you have the workflow completely configured, select Save.

When you are ready to deploy the workflow, select the Activate button.

Tip:

It is recommended to set the Who can use this workflow setting to Only me while testing the workflow.

Once you are confident that everything is correctly configured, change the Who can use this workflow setting to the production value and Update the workflow.

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