Edit Agreement

Control whether senders can edit document content directly in the authoring environment before sending agreements for signature.

Document editing during authoring allows senders to edit document content directly in the authoring experience without downloading and re-uploading files. After uploading a supported document, such as a Word document, Excel file, or PDF, senders can edit content directly in the authoring experience. Users can make quick updates to text, formatting, and hyperlinks while preserving existing form fields and agreement configuration. This can reduce preparation time and simplify workflows for agreements that require minor revisions before sending.

Because users can alter agreement content immediately before sending, admins should carefully evaluate whether the feature aligns with their document governance and approval processes, especially for agreements containing controlled legal language or standardized terms.

Configuration

Availability

Acrobat Sign Solutions: Supported
Acrobat Sign for Government: Not Supported
Acrobat Standard and Acrobat Pro: Not Supported

Configuration scope

Account and group level settings are supported.
Group-level settings override account-level settings.

Default value:

Enabled for supported accounts.
- Organizations using the legacy Acrobat Sign user management system are not supported.

To access this setting:

Go to Account > Send Settings > Modify agreements.
Enable or disable Allow senders to edit the content of the file directly in the product before sending the agreement.

Controls

Allow senders to modify the files after the agreement is sent

This setting is required for document editing during authoring.

When disabled:

Document editing during authoring is unavailable.
The document editing control remains visible but unavailable.

Allow senders to edit the content of the file directly in the product before sending the agreement

Allows senders to edit document content directly in the authoring environment before sending an agreement.

When enabled:

Senders can switch between field authoring and document editing modes.
Text, formatting, and hyperlinks can be edited inline.
Existing form fields remain attached to the document.

When disabled:

The Edit option is not available during authoring.

Caution

When enabled, users can alter the agreement text immediately before sending.

Organizations using approved legal templates or tightly controlled contract language should evaluate whether senders should have this capability.

How the setting works

When enabled, senders can enter an inline editing mode while preparing an agreement. The editing experience uses Acrobat editing technology directly inside the authoring environment.

Supported editing actions include:

Editing existing text.
Adding text.
Removing text.
Updating text formatting.
Editing hyperlinks.

Uploaded documents are converted automatically into the signing format during agreement preparation.

Content editing is available only before the agreement is sent for signature.

The system preserves existing form fields during editing.

Caution

Editing the document text can shift surrounding content and affect field placement. Always review and reposition fields before sending the agreement.

To understand how users edit documents during agreement preparation, review the related process documentation:

EDIT AGREEMENT CONTENT BEFORE SENDING

Limitations

The feature is available only for:

Single-document agreements.
Documents that can be converted into editable signing documents.

Unsupported agreement types:

Agreements containing multiple documents.
Scanned documents.
Password-protected files.
Encrypted files.
Agreements that already contain signatures.

Unsupported workflows and environments:

Integrations.
Non-GPS managed accounts.
Organizations using the legacy user management system.
Mobile devices.
Web forms.
Templates.
Send in Bulk transactions.

Best practices

Limit access to trusted sender groups when agreements contain regulated or approved legal language.
Instruct users to verify all form field placement after editing document text.
Use document editing for minor revisions and corrections rather than large document restructuring.
Continue managing master contract templates outside Adobe Acrobat Sign when strict document control is required.

Things to know

The feature is enabled by default for supported accounts.
Users can switch between document editing and field authoring without leaving the authoring experience.
Editing changes become part of the final signed PDF.
Page insertion, page removal, and document reordering are not supported.
The feature depends on the Modify agreements setting being enabled.
If the agreement contains unsupported content, the Edit option is unavailable during authoring.