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
- Signed document password protection
- 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
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Send Agreements
- Send (Compose) page
- Send an agreement only to yourself
- Send an agreement to others
- Written Signatures
- Recipient signing order
- Send in Bulk
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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
- Reporting and Data exports
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
- 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
Design a custom Compose page with the Custom Workflow Designer.
In enterprise accounts, all users can create custom Compose pages using the Custom Workflow Designer if enabled.
Custom Compose pages can range from a simple, personalized compose template—including signature details, expiration times, personal messages, and so on—to complex, multi-signature hybrid workflows that enforce strict compliance with company policies.
- Account administrators can create workflows for the entire account or specific groups.
- Group administrators can create workflows for their assigned groups.
- Users with the correct permissions can create and share personal workflows with their groups.
Accessing the Custom Workflow Designer:
- Go to the Workflows tab in the top navigation bar.
- Select Custom Workflows from the left menu to view available workflows.
- Select Create Workflow to start building a new one.
When you open a new workflow, the Workflow Designer header appears below the logo.
At the top of the page, you'll find several indicators and controls:
- Status Indicator – Shows the workflow's current state:
- Draft/Inactive – Labeled as "Draft."
- Active – Labeled as "Active."
- Workflow Name – Displays the name of the workflow (e.g., New Workflow).
- Clone Workflow – Creates a copy of the workflow with a new name.
- Delete Workflow – Removes the workflow from the account.
- Close – Exits the workflow. A prompt appears if there are unsaved changes.
- Save – Saves all changes.
- Activate/Deactivate – Toggles the workflow’s status:
- Activated – The workflow is marked as "Active" and available to assigned users, groups, or the organization.
- Deactivated – The workflow stays in "Draft" status and is only accessible to the owner or administrator.
Creating a workflow involves setting up the following details:
- Workflow Info – Name the workflow, add custom instructions for senders, and assign permissions.
- Agreement Info – Customize how agreement details appear on the custom Compose page.
- Recipients – Define the signing order by adding signers and other recipient types.
- Emails – Specify email notifications for different participants at each stage of the signing process.
- Documents – Select the documents to be included in the workflow.
- Sender Input Fields – Add fields for senders to enter information before sending an agreement. This input merges into the agreement before reaching signers and approvers.
Everything configured in the Workflow Designer helps automate the custom Compose page, reducing senders' manual input. Required fields are marked with an asterisk (*), while optional fields can be customized or left blank.
The goal is to prefill as much information as possible, making the sending process faster, easier, and less prone to error.
Settings and properties defined in a custom workflow override any group or account-level settings. This applies to all configurable elements within the workflow.
For example, if a group-level setting specifies a five-day document expiration, but the workflow template sets a three-day completion deadline, the agreement will expire in three days.
When you're ready to deploy the workflow, select Activate to make it available.
During testing, set Who can use this workflow to Only me to ensure all configurations work as expected.
Once you're confident the workflow is set up correctly, update Who can use this workflow to the appropriate production setting and Save your changes.