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
A signable web form can be created to embed on your website (or sent as a web link), allowing multiple people to easily access your form or document and create an agreement.
A web form can be configured to have one or more participants, multiple counter-signers, and multiple CC'd parties. The signature flow for a web form is:
- Once the first participant completes and verifies their signature/action, an agreement is created
- If the web form allows for multiple participants, all participants complete their actions in the sequential order they are listed.
- After the participants have completed their actions, the counter-signers are notified in the order they are listed.
- Once the agreement is completed, all parties (including CCs) are notified of the completed agreement.
Web forms are available for team and enterprise license plans.
Configuration scope:
Enterprise accounts can enable web form access and the related options at the account and group levels.
Team accounts have the ability to create web forms enabled by default but may not configure the individual options. The options are configured as:
- Allow CCs: Enabled
- Allow PDF preview: Disabled
- Require Email Address: Enabled
- Require signer to verify email: Enabled
- Allow Additional participants: Disabled
- Allow recipients to save their progress: Disabled
Configuration
Web forms are subject to several general settings that cover all agreements in a specific group. However, the practical use of a web form is often different than an agreement sent directly to a known recipient, and the related settings regarding authentication and email options can conflict.
Customers that have enabled Users in Multiple Groups may find it useful to create a new group with customized settings for the web form experience (e.g., Internal web forms that require less stringent authentication).
The controls for this feature can be assessed by navigating to Global Settings > Web Forms
In terms of controls that directly influence web forms, there are several configuration options:
Checking this option exposes the Publish a web form option on the Home page, allowing users to create forms as needed.
Related settings
FAQ & Known issues
Only when the web form is in Draft status.
After a web form is created, the name of the web form can not be updated.