User Guide Cancel

Update users in bulk using a CSV

  1. Welcome to Adobe Acrobat Sign Solutions for Government
    1. First steps for new accounts
    2. Claiming an email domains
    3. Connecting Okta to a federated identity solution
    4. Manually create/edit users in Okta
      1. Creating individual users manually
      2. Creating multiple users via CSV import
      3. Add or Remove a group from a user profile
      4. Elevating a user to Account/Privacy administrator status
      5. Changing your Okta password
  2. Configure Acrobat Sign
    1. Configuration Overview
    2. System requirements
    3. Branding
      1. Company and Hostname
      2. Logos
      3. Email header/footer images
    4. User access to features
    5. User experience within the application
      1. Allowed Signature types
      2. Signature order options
      3. Self Signing workflows
    6. Recipient experience when interacting with agreements
    7. Transaction security
    8. Compliance information
      1. GDPR
      2. HIPAA
      3. eVaulting Chattle paper
      4. IVES
  3. Administrator processes
    1. Admin guide overview
    2. Users
      1. Manage users in the Gov CloudCreating users
      2. Add users to a group
      3. Add users to a group (UMG)
      4. Remove a user from group membership (UMG)
      5. Edit individual user properties/permissions
      6. Edit multiple user properties/permissions via CSV
      7. Update users in bulk (Umg enabled)
      8. Inactivating/Reactivating users in the Gov Cloud console
      9. Users in Multiple Groups (UMG)
        1. Overview
        2. Differences in UMG enabled accounts
    3. Groups
      1. Create a group
      2. Delete a group
      3. Modify a group name
      4. Modify group-level settings
      5.  
    4. Templates
      1. Edit shared templates
      2. Transfer template ownership
    5. Custom workflow designer
      1. Create a custom workflow
    6. Data governance (Automatic agreement deletion)
    7. GDPR deletion processes
      1. Delete a user
      2. Delete agreements
    8. Sandbox
  4. User environment and processes
    1. Environment and Process Overview
    2. Support resources
    3. Transaction limits
    4. Page layouts
      1. Home page
      2. Send page
      3. Manage page
      4. Reports page
    5. Configure your profile
      1. "My Profile" overview
      2. Change your email address
      3. Define your signature
      4. Configure your event and alert notifications
      5. Define your language preferences
      6. Define your personal email footer
      7. Review account sharing
      8. Configure auto delegation
    6. Send agreements
      1. Compose an agreement to send for signature
      2. Recipient signing order
        1. Sequential or parallel signing
        2. Hybrid signing (Both sequential and parallel)
        3. Recipient groups
      3. Written signatures
      4. Send an agreement to yourself only
      5. Send in Bulk
      6. Sending from a template on the Manage page
    7. Sign agreements
      1. Fill and Sign a document
      2. Self Signing
      3. Signing a document from an email link
      4. Sign a document from the Manage page
    8. Manage agreements
      1. Search for agreements
      2. View Agreements
      3. Activity history and Audit Report
      4. Add a note to an agreement
      5. Set a reminder
      6. Cancel a reminder
      7. Add an expiration date
      8. Modify/Delete an expiration date
      9. Modify the files of a sent agreement
      10. Replace the current recipient
      11. Upload a signed agreement
      12. Share an individual agreement
      13. Download an agreement
      14. Download the individual files of an agreement
      15. Download the audit report
      16. Download the signer identity report
      17. Download the field data from an agreement
      18. Cancel an agreement
      19. Hide an agreement from view
  5. Authoring fields onto agreements and templates
    1. Ad hoc authoring during the sending process
      1. New authoring experience
    2. Template authoring in the application
      1. Automatic field detection
    3. Template types
      1. Library templates
      2. Editing library template properties
        1. Data export
        2. Send in Bulk
          1. Activity report
          2. Data export
        3. Web forms
          1. Overview
          2. Create a web form
          3. Edit and existing web forms
          4. Disable/Enable a web form
          5. Hide/Unhide a web form
          6. Find and copy the web form URL or embed code
          7. Use URL parameters to prefill web form fields
    4. Fields
      1. Field Types
      2. Field assignment to recipients
      3. Field Appearance
      4. Field Validation
      5. Conditional field visibility
      6. Calculated fields
    5. Text tags
      1. Text Tag Shortening
      2. Date field calculations
    6. Authoring forms in Acrobat (Acroforms)
  6. Reporting
    1. Create a report with classic reporting
    2. Report charts and data exports
      1. Overview
      2. User permissions for report charts and exports
      3. Data Exports
        1. Create a data export
        2. Open and edit a data export
        3. Refresh the data in an existing export
        4. Download the CSV from a data export
      4. Report Charts
        1. Create a report chart
        2. Open and edit a report chart
      5. Rename a data export/report chart
      6. Duplicate a data export/report chart
      7. Delete a data export/report chart
  7. API
    1. API Swagger documentation
      1. Acrobat Sign SDK
    2. Web hooks
      1. Event payloads
    3. Applications
      1. Cycling the application secret

Add or update users in bulk

The account admin can do bulk updates to user profiles using an uploaded CSV. For example, you could use this method if your company has changed its name, to ensure all your users have the correct information set for their account.  

There are opportunities to make mistakes in the process, so follow the steps closely.

This process requires a .CSV file in a specific format. Below, there's a sample file that this article references. This .CSV can be used for your bulk user update, once you've enter your user-specific data.

Download

Note:

Save this file as a .CSV file to upload it to Adobe Acrobat Sign. To save it, open the document in Microsoft Excel and choose File > Save As. Choose .CSV from the Save as Type pop-up menu.

Specific information is necessary to create or change a user's information in our system.

  • Email Address (Mandatory) - The user's current e-mail address or the e-mail address of the user you want to create is the only mandatory piece of data we need
  • First Name (Required if creating new users, Optional if updating existing users) - The value for the user's first name
  • Last Name (Required if creating new users, Optional if updating existing users) - The value for the user's last name
  • Initials - (Optional) - The user's initials when applying their signature
  • Title (Optional) - The job title or position of the user
  • Company (Optional) - The company name for your users
  • Phone Number (Optional)
  • Area Code (Optional) - This determines which fax number is used for fax transactions
  • Time Zone (Optional) - set the timezone for the user
  • UI Local - set the language of the service for the user
  • Groups (Optional) - Multiple status values can be included in one Group Definition eg: Group Name[Status1 Status2]
    • Status values are enclosed in square brackets
      • Group names may also contain square brackets. When this is the case, the status values must be contained in the last bracket string eg: Sales [East Coast][Status1 Status2]
      • There is no space between the group name and the opening square bracket containing the status values
    • Status values are delimited by a single space between the values
    • Multiple Group Definitions can be included, using a semicolon as the delimiter (no spaces)
      • eg: Group Name[Status];Some Other Group[Status1 Status2 Status3];Last Group[StatusA StatusB]
  • Is Admin (Optional) - TRUE: This user is or should be an account admin FALSE: This user is not or shouldn't be an account admin
  • Is Group Admin (Optional) - TRUE: This user is or should be an admin of their group FALSE: This user is not and shouldn't be an admin of their group
  • Can Send Documents (Optional) - If set to false this user cannot use the service to send agreements
  • Can Sign Documents (Optional) - if set to False the user will not be able to sign e-Sign service agreements. They can still send agreements assuming 'Can send' is set to true
  • Status (Optional) -  Active or Inactive. Inactive users cannot log into the service.

To access this option, go to the Account page and choose Users followed by the pencil icon.  

The Update panel is exposed where you can upload the CSV to edit your users.

Click the Browse button to open a window so you can navigate to the .CSV file saved to your system.

Upload CSV

Deselect the necessary options depending on what you'd like to accomplish.

  • Allow Update of User Profile Data - Selecting this option allows the system to update the user permission and their profile name, groups, and group admin status.
  • Allow Create Groups - Selecting this option allows the creation of groups in the Acrobat Sign system if a group doesn't already exist for the group name provided.
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