Select the Workflows tab in the top navigation bar and then select Custom Workflows from the left rail.
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
Custom workflows can be activated and deactivated by any user with the authority to edit the workflow. Typically this is limited to the user that created it, and any group/account-level administrator that has authority over the group the workflow is related to.
Deactivating a workflow sets the status of the workflow to Draft, and removes it from all lists where a user can access it to generate a new agreement.
Deactivating a workflow has no impact on agreements previously generated using the workflow.
A deactivated workflow can be reactivated at any time and becomes immediately available to any user that has access to the scope (group or organization) the workflow is related to.
To activate a workflow:
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In the Workflows list, select a workflow with a Draft status and click the Open <Workflow Name> button.
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The Workflow Designer displays
Once the Workflow Designer is open, the workflow is fully editable. All sections can be changed as needed, and no changes will be saved until the Update button is clicked.
Located on the right-hand side of the rail are the workflow controls:
A. Clone Workflow
- This allows you to create a clone of the existing workflow under a new name.
B. Delete Workflow
- This deletes the workflow from the account view.
C. Close—Closes the workflow. You will be challenged if there are unsaved changes.
D. Update — Saves all changes to the workflow.
E. Activate—Click to activate the workflow.
- The dot next to the workflow name indicates whether the workflow is draft/inactive (grey dot) or active (green dot).
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Edit the workflow if needed, and select Activate.
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The workflow is immediately made available to the user, group, or organization.
To deactivate a workflow:
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Select the Workflows tab in the top navigation bar and then select Custom Workflows from the left rail.
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In the Workflows list, select a workflow with an Active status and click the Open <Workflow Name> button.
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The Workflow Designer displays
Once the Workflow Designer is open, the workflow is fully editable. All sections can be changed as needed, and no changes will be saved until the Update button is clicked.
Located on the right-hand side of the rail are the workflow controls:
A. Clone Workflow
- This allows you to create a clone of the existing workflow under a new name.
B. Delete Workflow
- This deletes the workflow from the account view.
C. Close—Closes the workflow. You will be challenged if there are unsaved changes.
D. Update — Saves all changes to the workflow.
E. Deactivate—Click to deactivate the workflow.
- The dot next to the workflow name indicates whether the workflow is draft/inactive (grey dot) or active (green dot).
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Edit the workflow if needed, and select Deactivate.
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The workflow is immediately removed from the available workflow options for all users.