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Adobe Acrobat Sign Sandbox environment overview

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  • Pre-Release Notes
  • 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 

    Overview

    The Adobe Acrobat Sign Sandbox is a modified enterprise-tier account in an environment discrete from the production environment.

    The purpose of the Sandbox is to allow administrators to test setting configurations, API calls, library templates, custom workflows, and new features that are approaching release. Scheduled releases that contain features are pre-published to the Sandbox 28 days before the public launch date.

    The Sandbox is presented as a "blank slate" environment with the standard (default) configuration. The Sandbox does not mirror your existing production account when delivered.

    The admin can copy Library Templates, Web Forms, Group names, Custom Workflows, and API Applications from one environment to the other, allowing tweaking and testing in the Sandbox and then moving the vetted object to the production environment for use.

    Manage page highlighting the sandbox sync section

    Things to note:

    • The Sandbox environment is a separately entitled pay-for-access environment. Contact your success manager or sales representative to inquire if you're interested.
    • The Sandbox updates the codebase 28 days before a major release to allow accounts four weeks of testing to review the new content and report any problems they encounter.
    • To have the option for entitlement:
      • The production account must be an enterprise-level account.
      • The account must have a success manager assigned.
      • The account must manage its user entitlements through the Adobe Admin Console.
    • Only one Sandbox is possible per account.
    • The sandbox environment is built with one account-level admin added to the account. Additional users can be added in the same manner as the production environment.
    • The sandbox environment is persistent and retains assets built over time (users, templates, workflows).
      • Customers that add Users to their Sandbox must keep these userIDs in mind if they have to disable or delete (via GDPR tools) a user in production. Given Sandbox is a discrete environment, these users will need to be explicitly addressed.
    • Contact your success manager if any back-end settings need to be adjusted (e.g., Number of pages per agreement, Send in Bulk roll-up value).

     

    Feature differences:
    • The Sandbox has only one environment and is hosted on the Azure platform.
    • Integrations are not available with sandbox accounts.
    • Agreements sent from the Sandbox are watermarked as "not for production use."
    • Sandbox does not permit configuring the Account Setup tab of the account admin menu (Company Name and Hostname values).
    • The Sandbox does not support the Acrobat integration.
    • The Sandbox does not support the Acrobat Sign mobile applications.
    • The settings for Require signers to use a mobile device are not available in the Sandbox.
    • The control to Allow recipients to decline is reduced in scope and listed as an option in the Additional Settings section of the Signature Preferences tab.
    • Outbound email notifications are largely suppressed by default. Your success manager can assist if you want to modify the email notification options.
      • User/account provisioning emails are disabled.
      • Emailed agreement notifications to the agreement sender and participants are disabled, to include:
        • Please Sign and Signed and Filed emails to recipients
          • The sender of the agreement will still get the Signed and Filed email
        • All emails to CC'd parties
        • Updates to recipient groups when one member completes the signature
        • Sent agreement notifications
        • Viewed agreement notifications
        • Archiving events
        • Cancellations
        • Delegation actions
        • Expired agreements
        • Uploaded agreements
        • Signer replacement

    Configuring Settings

    By and large, the option to configure account or group-level settings matches the setting options that you find in your production environment.

    It's worth noting that new and updated features become available in the Sandbox at least weeks before a release to allow customers to investigate them in a safe environment. Therefore, it's likely that some settings or interfaces will be different than the production environment. Please review the pre-release notes if you encounter a discrepancy.

    Adding users and admins to the Sandbox

    Users are added to the Sandbox through the Adobe Admin Console.

    Users are sent an email to establish a password prior to login, just like in the production environment.

    User setup email

    Once the user is added to the Sandbox, an account-level admin can promote them to a group-level admin within the Sandbox environment by editing their user profile.

    Account-level admins are defined in the Admin Console by promoting the user in the Sandbox product profile.

    Sending agreements from the Sandbox

    Sending an agreement produces a signable document that is watermarked as Adobe Sign Sandbox Test.

    Keep in mind that outbound email to recipients is disabled but can be enabled upon request to your success manager.

    Sent agreement message


    Common questions

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