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Overview of Digital Signatures in Adobe Acrobat Sign

 

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. In Product Messaging and Guidance
      31. Accessible PDFs
      32. New authoring experience
      33. 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. Decline to sign
      8. Allow Stamps workflows
      9. Require signers to provide their Title or Company
      10. Allow signers to print and place a written signature
      11. Show messages when e-signing
      12. Require signers to use a mobile device to create their signature
      13. Request IP address from signers
      14. 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. Required fields
      8. Attaching documents
      9. Field flattening
      10. Modify Agreements
      11. Agreement name
      12. Languages
      13. Private messages
      14. Allowed signature types
      15. Reminders
      16. Signed document password protection
      17. Send Agreement Notification through
      18. 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
      19. Content Protection
      20. Enable Notarize transactions
      21. Document Expiration
      22. Preview, position signatures, and add fields
      23. Signing order
      24. Liquid mode
      25. Custom workflow controls
      26. Upload options for the e-sign page
      27. 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. Edit a data export
      3. Refresh the data export content
      4. 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 

Overview of Digital Signatures in Adobe Acrobat Sign

Digital Signatures are a type of Electronic Signature that uses a certificate-based Digital ID obtained from a cloud-based trust service provider or the signer's local system.

A digital signature identifies the person signing a document like a conventional handwritten signature. Unlike a handwritten signature, a certificate-based signature is difficult to forge because it contains encrypted information unique to the signer. It can be easily verified and informs recipients whether the document was modified after the signer initially signed it.

Adobe Acrobat Sign supports digital signatures by simply placing the Digital Signature field on a form (either via Text Tags, drag and drop in the Acrobat Sign Authoring environment, or authoring in Adobe Acrobat with Acroforms).

Availability:

Digital signatures are available for Acrobat Standard, Acrobat Pro, and Acrobat Sign Solutions license plans.

Configuration scope:

Digital signatures can be enabled at the account and group levels.

Digital signatures can be applied in two ways through the Acrobat Sign service:


Digital Signature Time Stamps

When applying digital signatures, time stamps are a critical component of both the US and EU signature compliance standards. 

The time stamp acts as a locking mechanism for both the signer’s identity and the document itself. Identity can be established in several ways (certificate, logon, ID card, etc.), but the time stamp has to be provided by a trusted and authorized time-stamping authority (TSA). 

The time stamp guarantees the Long-Term Validity (LTV) of the signed agreement by locking the signature as well as the document, essentially providing a lock for the lock. This is critical for digital signature compliance because personal signing certificates can expire, while the time stamp LTV can be renewed over time without changing the validity of the signature. The LTV time stamp assures the certificate was valid when applied and extends the validity of the signed agreement beyond the time scope of the signer’s actual certificate.

Note:

The Time Stamp evidence is displayed in the digital signature appearance using the ISO 8601 notation.


Qualified Timestamp for e-IDAS compliance in the European Union

All accounts on the Acrobat Sign EU1 instance in Europe have e-IDAS-compliant Qualified Timestamps applied by default. (Know what instance you are on)

How it's used

For Senders

From the sender's perspective, all that is required is for a Digital Signature field to be placed on the document that is being sent for signature.

Note:

Digital Signatures occupy a bigger footprint on the page due to the additional content in the signature. Keep this in mind when designing your document signature fields.

The drag-and-drop authoring environment showing both the electronic signature field and the digital signature field.

For Document/Template Authors

When a recipient applies a cloud-based signature, they can place up to 10 digital signatures. All digital signature fields beyond the first 10 are converted to the standard e-signature field type.

If the recipient is expected to sign the document by downloading the file and applying their own digital signature certificate using Acrobat, only one digital signature field is allowed on the agreement. If a document contains multiple digital signature fields, the recipient isn't presented with the option to download and apply a local signature.

Keep in mind that just because one signer is using a digital signature, that does not mean that any other signers are required to. It's perfectly valid to have only your internal signers apply digital signatures while external signers use the e-signature field type (or vice versa).

Note:

When multiple signatures are applied for one recipient, each field should have a unique name. e.g., digsig1_:signer1: digitalsignature, digsig2_:signer1: digitalsignature, and so on.

If a digital signature text tag name is duplicated, Acrobat Sign automatically renames the fields by adding a "-n" appendix, where 'n' is a number starting from 1 and is incremented for each duplicated field name found. e.g., will become digsig1-1_es_:signer1:digitalsignature and digsig1-2_es_:signer1:digitalsignature and so on.

Using Drag and Drop Authoring

Template creators will find the Digital Signature field in the Signature Fields section of the Authoring environment.

Below you can see the e-signature field on the left, and the digital signature field on the right.

Digital signature field

Text Tag Syntax

The syntax for a digital signature field uses the argument :digitalsignature

e.g, digsig1_es_:signer1:digitalsignature

Building forms in Acrobat

Like all other field types, you can replicate the functionality of a Text Tag when building your documents in Acrobat by renaming the field to contain the full text tag with all arguments (but not the brace pairs on either end).

The Signer's experience

Because digital signatures are certificate-based, signers must obtain a Digital ID before applying their signature. This Digital ID can be obtained from one of several cloud signature providers or by applying the signature using Adobe Acrobat or Acrobat Reader, using a local Digital ID.

The Acrobat Sign solution walks the Signer through the process:

  • Open the agreement and fill in any required fields
  • Choose from existing Digital IDs or create a new one
  • Apply the signature

Once the signature is applied, the signature cycle continues as usual.

Open the agreement and fill in the fields...

  1. Signers are notified via email, and instructed to open the agreement by clicking the Review and sign button

    Review and Sign email

  2. Once the document is open, the signer can read the document and fill in any fields that are needed. All required fields need to be completed before the signer can advance the signature process.

    Mousing over the digital signature field prompts a text balloon with additional instructions.

    A digital signature field displaying the tool-tip

  3. Clicking into the field opens an overlay asking the signer to select one of two paths:

    • Cloud Signature 
    • Download and Sign With Acrobat

    Select Cloud Signature, and then select Next.

    The selection options to choose a cloud-based or Acrobat signature certificate.

  4. A new overlay is presented, asking the signer to select an identity provider from a drop-down.

    • Only providers listed in the drop-down can be used 
    • Signers that do not have a permissible Digital ID can click the Click to get a new Digital ID link, and be routed to obtain a new Digital ID from one of several cloud signature providers
    • Once they have established a new Digital ID, they can return to the signature process.

  5. The identity provider challenges the signer to authenticate to their service

     

    Once successfully authenticated, the signer is presented with a list of valid Digital IDs to choose from.

    • Select the Digital ID
    • Click Next

  6. A preview of the signature is presented.

    • Click Edit Signature to:
      • Manually sign via mouse or touch pad
      • Upload a signature image
    • Click OK when ready to proceed

  7. The signer is returned to the agreement and prompted to Click to Sign

  8. The identity provider then may require an additional, second-factor authentication.

    eg: The below provider requires a static PIN, established when setting up the Digital ID, and a one-time password.

    • Enter any required values, and click OK

  9. When the second-factor authentication is successfully entered, the document is signed, and a success message is displayed.

.

Configuration

To review and edit the feature controls:

  1. Log in as an administrator and navigate to your Account Settings menu.
  2. Select the Digital Signatures tab.
The full Digital Signature page in the Admin configuration menu

The configurable options are:

Enable signers to import their digital signature from one or more sources:

  • Download and Sign With Acrobat - Allows the signer to use a self-certified signature. 
    • If you have a requirement for a digital signature in your process, check with your legal team to ensure a self-signed certificate is acceptable before enabling this option.
  • Cloud Signatures - Enables the option to use a cloud-based digital signatures for your signers, which makes digital signing also possible on mobile devices
    • If digital signatures are important to your signing process, enabling the cloud-based option is strongly recommended.
The Digital Signature configuration page with the Download and Cloud singature options highlighted.

When Cloud Signatures are enabled, The list of signature providers is activated on the page. One or more providers must be selected, and the selected vendors are the only options from which the signer may choose.

If there is a vendor that your company prefers that signers use, then the Preferred Cloud Signature Provider options will select that vendor automatically when the recipient is prompted to sign. The recipient still has the option to select a different vendor from the list you have allowed.

The Digital Signature configuration page with the Allowed and Preferred signature provider options highlighted.

The option to send the agreement information back to your Cloud Signature Provider allows the signature provider to associate your agreements with the consumption of the signatures that your company has purchased.

Customers who want to have a detailed understanding of how their signature providers are tracking their usage may find it valuable for the provider to directly link usage to identifiable agreements. The Send agreement information to the Cloud Signature Provider option provides three data elements to the signature provider when the signature application is attempted:

  • The AccountID - Your overall account identifier in the Acrobat System.
  • The GroupID - The specific group from which the agreement was sent. This is useful if different groups have different providers available or the accountID isn't configured to enable all groups with the same providers.
  • The TransactionID - The individual agreement-level identifier that gives the most granularity to understanding how signatures are consumed.
The Digital Signature configuration page with the "Send agreement information to the Clouod Signature Provider" option highlighted.

External signers are defined as any email address not within your Acrobat Sign account.

  • Internal signers being all of the users defined within your Acrobat Sign account

If you would like to create a different signature experience for external signers vs internal, you can enable a second set of the above options that apply only to external signers.

For example, you may want to be more permissive in the signature vendors for external signers, or provide different instructions for how to obtain a signature for internal signers.

The Digital Signature configuration page with the settings for external signers option highlighted.

Note:

Show Signing Reason

Some compliance requirements demand that a reason for an applied digital signature be noted by the signer. eg: Title 21 CFR Part 11 and SAFE-BioPharma compliance.

If digital signatures are being used to fulfill a compliance demand, consult with your legal team to determine if you should also require a signature reason within the signature process.

To access the controls, click the Bio-Pharma Settings link

If you need advanced signature controls, refer to the BioPharma page >


Things to know and frequently asked questions

RSA-PSS

RSA-PSS is a signature scheme that is based on the RSA cryptosystem and provides increased security assurance relative to the older RSA-PKCS#1 v.1.5 scheme. 

The Acrobat Sign implementation of RSA-PSS does not require any configuration on the part of the Account Admin.

  • When “Cloud Signature” is chosen, and the signer’s Digital ID supports both RSA-PSS and RSA-PKCS#1, the RSA-PSS signature scheme is used by default.
  • When “Sign with Acrobat” is chosen, the use of RSS-PSS or RSA-PKCS#1 depends on the signer's settings in their Acrobat application
  • Acrobat Sign fully supports CRL and OCSP responses that are signed with the RSA-PSS scheme.
  • The use of the RSA-PSS scheme is required to comply with Germany-specific requirements for Qualified Electronic Signatures.

Digital Signature Format options

PKCS#7 is the default format governing the digital signature for most (non-EU) Acrobat Sign accounts.

  • Accounts on the European (EU1) shard use PAdES format (ETSI EN 319142) by default to meet eIDAS compliance.
  • Any account level admin can request to have this setting changed from one format to the other by sending a request to the Acrobat Sign Support team.
  • This feature can be enabled and configured at the group or account level.

The digital signature workflow forces the agreement into a unique process. Because of the special handling required to get the signature affixed, there are several limitations to be aware of.

  • Each signer can have only one digital signature field assigned to them when downloading the document and signing with Acrobat. Cloud-based signatures can support up to 10 digital signature fields per recipient. (Aadhaar and Singpass are not supported.)
  • Web forms don't support digital signatures.
  • Send in Bulk does not support Download and Sign With Acrobat signatures. Cloud-based digital signatures work as expected.
  • Digital signatures are not supported in Microsoft Office Desktop apps, as they're designed to work inside a browser environment. Alternatively, you can use the Office Web apps from your browser.
  • Digital Signatures disable Limited Document Visibility. All recipients will see all pages.
  • Signers on Mobile devices can only apply a cloud-based digital signature.
  • Cloud-based Digital ID using OAuth authorization mode are not supported in Fill & Sign feature.
  • Fill & Sign feature does not support signing with Aadhaar service provider.
  • Users sharing their content or accounts with advanced sharing enabled cannot use digital signatures.
  • eVaulting cannot be used in conjunction with digital signatures.
  • File attachments can only be applied by the first signer. Subsequent signers that attach new files invalidate all previous digital signatures.
  • If the Audit Report is attached to a digitally signed agreement, a PDF portfolio will be created using the two documents.
  • Transaction Number fields will convert a digital signature into an electronic signature.
  • If the option to attach the Audit Report is enabled, a PDF Portfolio will be created (containing the agreement and a separate PDF for the Audit report, both encapsulated within the PDF Portfolio, aka PDF Envelope) as once a Digital Signature is applied, no changes can be made to the agreement.

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