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Acrobat Sign Sandbox asset types

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  • Release Notes
  • Important Notifications

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    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. Video tutorial library
    4. FAQ

    Administer

    1. Admin Console Overview
        1. Add a User
        2. Add Users in Bulk
        3. Add Users from your Directory
        4. Add Users from MS Azure Active Directory
        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. Promote a user to an admin role
      7. User Identity Types and SSO
      8. Switch User Identity
      9. Authenticate Users with MS Azure
      10. Authenticate Users with Google Federation
      11. Product Profiles
      12. Login Experience 
      1. Settings Overview
        1. New Recipient Experience
        2. Self Signing Workflows
        3. Send in Bulk
        4. Web Forms
        5. Power Automate Workflows
        6. Library Documents
        7. Collect form data with agreements
        8. Limited Document Visibility
        9. Attach a PDF copy of the signed agreement 
        10. Include a link in the email
        11. Include an image in the email
        12. Files attached to email will be named as
        13. Attach audit reports to documents
        14. Merge multiple documents into one
        15. Download individual documents
        16. Upload a signed document
        17. Set a default time zone
          1. Upgrade to use UMG
        19. Group Administrator Permissions
        20. Replace recipient
          1. Overview
          2. Allow unauthenticated access on the transaction verification page
          3. Include view events
          4. Include agreement page/attachment count
        22. Transaction Footer
        23. Healthcare customer
        1. Add logo
        2. Customize company Hostname/URL   
        3. Post agreement URL redirect
        1. Well formatted signatures
        2. Custom Terms of Use and Consumer Disclosure
        3. Navigate recipients through form fields
        4. Restart agreement workflow
        5. Decline to sign
        6. Allow signers to print and place a written signature
        7. Require signers to use a mobile device to create their signature
        8. Request IP address from signers
        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
        1. Digital Identity Gateway
        2. Identity Check policy
        1. Allowed IP Ranges
        2. Account Sharing
        3. Agreement sharing controls
        4. Signer identity verification
        5. Document password strength
        6. Block signers by Geolocation
        7. Allow page extraction
        8. Document link expiration
        9. Timestamp
        1. Require recipient name when sending
        2. Lock name values for known users
        3. Allowed recipient roles
        4. Allow e-Witnesses
        5. Recipient groups
        6. CCs
        7. Recipient Agreement Access
        8. Field flattening
        9. Modify Agreements
        10. Private messages
        11. Allowed signature types
        12. Reminders
        13. Signed document password protection
        14. Send Agreement Notification through
          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
        16. Content Protection
        17. Signing order
        18. Liquid mode
        1. Overview
        2. Enforce identity authentication
        3. Signing reasons
      12. Notarization Settings
      13. Payments Integration
        1. SAML Configuration
      15. Data Governance
      16. Time Stamp Settings
      17. External Archive
      18. Account Languages
        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
      20. Migrating from echosign.com to adobesign.com
      21. Configure Options for Recipients
        1. Accessibility Compliance
        2. Create accessible forms with Acrobat desktop
        3. Create accessible AcroForms
      2. HIPAA
        1. GDPR Overview
        2. Redact a user
        3. Redact a user's agreements    
        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
        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. Claim your domain 
    6. Report Abuse links

    Send, Sign, and Manage Agreements

      1. Cancel an email reminder
        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. Download a PDF of the agreement
        6. View the agreement history
        7. View the agreement messages
        8. Convert from an electronic to a written signature
        9. Convert from a written to an electronic signature 
        10. Navigate the form fields
        11. Clear the data from the form fields
        12. E-sign page magnification and navigation
        13. Change the language used in the agreement tools and information
        14. Review the Legal Notices
        15. Adjust Acrobat Sign Cookie Preferences
        1. Overview of landmarks and features
        2. Password protect the PDF
      2. Send an agreement only to yourself
      3. Send an agreement to others
      4. Written Signatures
      5. Recipient signing order
        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
        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
        1. AcroForm creation
        2. Creating accessible PDFs
          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
      1. Sign agreements sent to you
      2. Fill & Sign
      3. Self-signing
      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
        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
      1. Overview
      2. Grant users access to reporting
        1. Create a new report
        2. Agreement Reports
        3. Transaction Reports
        4. Settings Activity Report
        5. Edit a report
        1. Create a new data export
        2. Web form data export
        3. Edit a data export
        4. Refresh the data export content
        5. Download the data export
      5. Rename a report/export
      6. Duplicate a report/export
      7. Schedule a report/export
      8. Delete a report/export

    Advanced Agreement Capabilities and Workflows

      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
      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
      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
          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
          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 Box
          1. Save completed web form documents to SharePoint Library
          1. Extract form field data from your signed document and update Excel sheet
          1. Get your Adobe Acrobat Sign notifications in a Teams Channel
          1. Generate document from Power App form and Word template, send for signature
      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
      1. Share a user
      2. Share agreements

    Integrate with other products

    1. Acrobat Sign for Salesforce
      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 
      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
    4. Partner managed integrations
    5. How to obtain an integration key

    Acrobat Sign Developer

      1. Methods documentation
      2. SDK/Developer Guide
      3. API FAQ    
      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
    3. Sandbox
      1. Sandbox overview
      2. Link your Production and Sandbox
      3. Sandbox asset types

    Support and Troubleshooting

    1. Customer Support Resources 
    2. Enterprise Customer Success Resources 

    Asset types that can be copied between environments

    Several assets can be copied from the Production environment to the Sandbox or from the Sandbox to Production. This is designed to allow testing of existing objects in the Sandbox and then promoting them to production use when testing is satisfactorily completed. 

    Templates

    The column data provided in the Templates section is as follows:

    • Title - Provides the literal name for the library template.
      • Templates created in (or copied to) the Sandbox environment will have the string [DEMO USE ONLY] prepended to the template name in the Manage view
    • Status - The status of the template can be:
      • Active - Active templates are available to send to recipients or attach to workflows.
      • Authoring - This is a Draft template that hasn't been completed to the point it can be sent for signature.
    • Sharing Mode - This value asserts the scope of the template. A template may only have one sharing mode:
      • Account - Account sharing indicates that all users in the account can use the template for agreements or workflows.
      • Group - Group sharing indicates that anyone in the group the template is associated with will be allowed to use it for creating agreements or workflows.
      • User - User sharing mode indicates that only the creating user can access the asset. These can only be copied if you're the owner of the template.
        • If you attempt to copy a template with a User share mode, and the owner of that template isn't you, an error message will trigger (Error executing request!)
    • Template Types - Templates have two types. One or both can be referenced:
      • Document - A file containing viewable content with a form field layer applied. The document type is used for static documents with defined field placement.
      • Form Field Layer - A form field layer without the underlying document containing the viewable content. Used when the document's content is variable, but the field requirements are constant.

    Actions that can be taken with library templates are:

    • Copy - This action copies a template version to the local environment with the same name value.
    • Copy As - This action allows the admin to change the asset's name when copied to the local environment.
    Library template options

    User Group

    The column data provided in the Groups section is as follows:

    • Name - Provides the literal name for the group.
    • Is Default - Identifies if the group is the default group for the account.
      • True - This value identifies the account's default group.
        • There must be one, and only one, default group.
      • False - All groups that are not the default group.

     

    The only action that can be taken with a Group is Copy.

    When a group is copied to the other environment, a new group is created with the same Name value as the copied group.

    • No settings or users are imported when the group is copied. The group will be empty and configured to inherit all settings from the account level, just as any new group would be.
    • Copying groups is in place to support other objects that reference groups (e.g., Workflows).
    Group options

    Web forms

    The column data provided in the Web Form section is as follows:

    • Title - Provides the literal name for the web form
      • Web forms created in (or copied to) the Sandbox environment will have the string [DEMO USE ONLY] prepended to the name in the Manage view
    • Status - What is the current status of the web form:
      • Active - The web form URL is available to the public and can be signed by a recipient
      • Disabled - The web form is disabled. The URL will either redirect recipients or provide a terminal message depending on how the web form was configured at the time it was disabled

      Actions that can be taken are:

    • Copy - This action copies a version of the web form to the local environment with the same name value
    • Copy As - This action allows the admin to change the name of the web form when it's copied to the local environment
    Web form options

    Custom Workflows

    The column data provided in the Workflows section is as follows:

    • Name - Provides the literal name for the workflow.
    • Scope - Defines the workflow's scope in terms of account access.
      • Group - The workflow is currently configured to be accessible to only one group.
      • Account - The workflow is currently configured to be accessible to the whole account.
    • Status - The current availability status of the workflow.
      • Active - Workflows that are available to users in the account.
      • Draft - The Draft status is used when the workflow hasn't been set to Active.
        • Workflows that have been deactivated will reflect a Draft status.  

     

    Actions that can be taken are:

    • Copy - Copies the workflow from the remote environment to the local environment.
      • Automatically updates the workflow if the local environment has the same workflow already.
    • Copy As - Copies the workflow from the remote environment and allows the admin to rename it.
    Workflow options

    API Applications

    The column data provided in the API Applications section is as follows:

    • Display Name - Provides the literal name displayed for the application.
    • Domain - Defines the application's scope in terms of account access.
      • CUSTOMER - The application is only configured to access data within your Acrobat Sign account.
      • PARTNER - The application is configured to access any authorized Acrobat Sign account.
    • Status - The current availability status of the application.
      • Active - Applications that are currently available to users in the account.
        • Applications are created in Active status.
      • Disabled - Applications that are no longer available.

     

    Actions that can be taken are:

    • Copy - Copies the application from the remote environment to the local environment.
    • Copy As - Copies the application from the remote environment and allows the admin to rename it.
    API Applications options

    Searching for assets

    By default, the list of assets is sorted by the Name/Title value of the asset.

    To help find the asset you are looking for, each section has a Search field that limits the data set exposed based on the Name/Title field of the asset type being viewed:

    Search assets

    Only assets that match the string will be returned.

    • The search string is not case sensitive
    • The search string can be anywhere in the name/title as long as the string is unbroken

    Local vs Remote assets

    When a Sandbox is connected to your Production environment, the Sandbox interface defines the two independent environments as either Local or Remote.  

    • The Local section contains the assets that are available in the environment you authenticated to
    • The Remote section lists the assets in the environment you connected to

    In the image below, we have authenticated to the Sandbox (note the banner at the top of the page), and connected to the Stage environment (Stage Sync). In this case, the Sandbox is local, and you can copy assets from the remote Stage environment.

    Local vs Remote

    Note:

    Currently, the Sandbox only allows copying an asset to the local environment from the remote environment.

    Admins can authenticate to both environments, permitting back-and-forth Copy actions.  

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