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
Configure access for users to create reusable library templates and share them with their group or account.
Overview
For users who frequently send boilerplate agreements, the ability to create a template can be a massive improvement to the speed at which agreements are created and the consistency of the resultant agreement after the signatures are applied.
Templates allow a user to predefined the fields and signature placement, reducing (or eliminating) the time used to customize an agreement for each customer.
Taking the time to fully define a template with properly named and validated fields has multiple advantages, particularly if data exports are used to understand data trends in your forms.
Availability:
Library templates are enabled by default for individual and team-licensed accounts
Enterprise license plans can expose template creation to users or reserve the ability to administrators only.
Configuration scope:
The feature can be enabled at the account and group levels.
Best practices
For accounts that have enabled Users in Multiple Groups, consider creating one group designed for building templates. Then, provide a limited number of users with membership to that group so they can design the library documents that the other groups require.
- Allowing everyone to create their own templates opens the door to user-driven variance in boilerplate documents and a lack of version control.
- Additionally, if too many users can create and share templates, you introduce the risk of having multiple versions of the same document and general bloating of the library.
- Having a smaller dedicated group of users designing all templates ultimately establishes consistency in how the templates are built with respect to field configuration, which greatly improves reporting downstream
The configurable options are:
When this option is enabled for a group, the users in that