Select if the share is outbound (account/group shared with) or a request for a share (shared with user/group) by selecting the appropriate tab.
What's New
Get Started
Administer
- Admin Console Overview
-
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
-
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
-
Recipient Options
- Cancel an email reminder
-
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
-
Send Agreements
- Send (Compose) page
- Send an agreement only to yourself
- Send an agreement to others
- Written Signatures
- Recipient signing order
- Send in Bulk
-
Authoring fields into documents
- In-app authoring environment
- Create forms with text tags
- Create forms using Acrobat (AcroForms)
- Fields
- Authoring FAQ
- Sign Agreements
-
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
-
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
-
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
-
Useful Templates
- Administrator only
- Agreement archival
- Webform agreement archival
- Agreement data extraction
- Agreement notifications
- Agreement generation
- 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
Overview
For enterprise-tier accounts that have advanced account sharing enabled, account-level administrators may elect to remove the ability for users to create their own sharing relationships between other users and/or groups. This option may be useful for accounts that demand tighter document security and want to implement a layer of oversight for when users can see the content of other users' accounts.
When enabled:
- Account-level administrators have the authority to create a share between users and/or groups.
- Group-level administrators:
- May establish shares between the users in their group if Users in Multiple Groups is not enabled.
- May not establish any sharing relationships if the account has enabled Users in Multiple Groups.
- Users may not establish any shares.
How it works
By enabling the Account (and Group) administrators manage sharing feature, all non-admin users will lose access to the Sharing Status in the Personal Preferences menu. Users will have no ability to initiate, cancel, accept, decline, modify, or view their shares. Admins must create all sharing for all users and groups.
Creating a share for a user
Establishing a share between a user's account and another user or a group starts by opening the user's profile and selecting the Sharing Status submenu option:
Creating a share for a group
Establishing a share between a group and another group or a user starts by opening the group's administrative menu and selecting the Sharing Status submenu option:
In either case, creating a new share follows the same process:
Configuration
The feature can only be enabled or disabled. There are no further configuration options.
Availability:
The option to restrict user and group sharing to administrators is limited to enterprise-tier accounts that have advanced account sharing enabled.
Configuration scope:
The feature can be enabled at the account level only.
To enable, navigate to Account Settings > Security Settings > Account Sharing
Things to know
Administrators cannot approve sharing to external accounts (as users in external accounts are not under the authority of the admin).