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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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
- 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
Empower administrators and users to automate sending and post-signing workflows using the Microsoft Power Automate integration.
Overview
The Acrobat Sign commercial enterprise license entitles the account to a limited use of the Microsoft Power Automate service to manage workflows involving Acrobat Sign agreements.
Users can create workflows that are triggered manually, through a triggering event (like an agreement completion), or on a planned schedule. The workflows can be designed to send agreements from a template, file agreements to third-party repositories (like Sharepoint), notify someone that an agreement has been received, and countless other manual tasks. The workflow engine is amazingly robust and provides many options for a user to automate.
Administrators have the option to allow non-admin users to create and use flows as they will or restrict access for admin use only, depending on how your work environment best operates.
Availability:
The integrated Power Automate Workflow service is available for commercial enterprise license plans only.
Configuration scope:
The feature can be enabled at the account and group levels.
How it's used
Creating a workflow can be as simple as a straightforward email notification to a complex series of events involving multiple applications linked through OAuth connectors. What can be built is largely dependent on what you can imagine you need to do with the applications you have.
Templates exist for several of the more common automations customers ask about, and these templates can be modified to accommodate your particular needs.
The configurable options are:
- Enable Power Automate workflows within Acrobat Sign - This setting is enabled by default, allowing all users to discover the feature and run the Power Automate flows that are shared with them (or they create).
- Disabling this option removes all access to discover, create, and run Power Automate flows for group administrators and non-admin users. Account-level administrators retain access to create and run workflows (as long as the integration is still connected to Microsoft).
- Group-level administrators retain the authority to enable the option at the group level, thereby gaining access to create and run workflows.
- Disabling this option removes all access to discover, create, and run Power Automate flows for group administrators and non-admin users. Account-level administrators retain access to create and run workflows (as long as the integration is still connected to Microsoft).
- Allow users to create Power Automate workflows - This setting enables non-admin users to create new workflows in Acrobat Sign.
- Allow users to enable this feature - When this option is enabled, the Workflow Integration tab is exposed for non-administrative users. This allows a non-admin user to enable the integration for their primary group. Non-admin users follow the same enablement process.
Before users can execute Power Automate flows, they must log in to Acrobat Sign, select the Workflows tab, and authenticate to their Microsoft account.
- The challenge to authenticate triggers as soon as the user opens the Workflows tab.
- This user authentication is persistent, and users should not have to reauthenticate after the first time.