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What's New
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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
- 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
Context-based Actions on the Manage page to automate workflows
Accounts that have the Power Automate integration controls enabled will display context-relevant actions for In progress and Completed agreements on the Manage page.
This is true regardless of whether you have gone through the steps to enable the integration. By having the control checked, the actions are exposed.
When Power Automate is explicitly disabled for the account
If Power Automate is explicitly disabled for the account, non-admin users will not see the Power Automate actions on the Manage page.
Administrators will see the actions in all cases.
In progress agreements
There are two actions available for the In progress agreements on the Manage page. The actions are exposed when you:
- Hover over the ellipsis next to the In progress agreement filter, and the Automate notifications action is exposed.
- This action is applied to all agreements currently on the Manage page in the In progress status.
- The flow is only applied to the existing agreements and is persistent until each agreement reaches a terminal status (completed, canceled, declined, or expired).
- Select an individual agreement to open the Actions context panel to the right. The Actions panel contains the Set-up Notification action.
- This action facilitates creating a notification flow for up to 20 agreements with the In progress status. Select the agreements to include by checking the box next to the agreement before selecting the action in the right-hand panel and configuring the flow.
- The flow is tied to the individual agreement and does not apply to any other agreement. Other agreements can enable their own agreement-specific flows.
Including the same agreement in multiple notification flows will cause the user to get multiple notifications.
Selecting either action refreshes the right-hand panel to show a list of flow templates that the user can use out-of-the-box, or as a base to design their own custom flow.
Completed agreements
There are two actions available for the Completed agreements on the Manage page. The actions are exposed when you:
- Hover over the ellipsis next to the Completed agreement filter, and the Automate archival action is exposed.
- This action facilitates creating a flow to archive all agreements as they update their status to "Completed".
- This flow is not applied to agreements already in a Completed status when the flow is created. Only newly completed agreements trigger the flow.
- The flow is persistent and will continue to work as designed until the flow is stopped.
- This action facilitates creating a flow to archive all agreements as they update their status to "Completed".
- Select an individual agreement to open the Actions context panel to the right. The Actions panel contains the Archive Agreement action.
- This action triggers an archival flow for up to 20 selected agreements with the Completed status. Select the agreements to include by checking the box next to the agreement before selecting the action in the right-hand panel and configuring the flow.
- The flow is triggered only for the selected agreement and does not apply to any other agreement.
Selecting either action refreshes the right-hand panel to show a list of flow templates that the user can use out-of-the-box, or as a base to design their own custom flow.
Configure the flow
After selecting a flow, you must perform a minimal amount of configuration to provide your custom values (e.g., the flow name, your target email address, and so on) and ensure the flow can successfully execute the process.
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Ensure that you have provided the authentication credentials for each service included in the flow.
Each service that requires authentication is listed, and when properly configured, will display a green check next to it.If the service is not yet authenticated, select the Permissions link under the service name and enter the required information.
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Select Next at the bottom of the right-hand panel to advance the configuration.
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Provide any additional email that is requested. This information may vary depending on the flow you select.
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Select Create flow when done.