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Adobe Sign

Adobe Sign

Open app
    1. First steps for new accounts
    2. Claiming an email domains
    3. Connecting Okta to a federated identity solution
      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
  • Configure Acrobat Sign
    1. Configuration Overview
    2. System requirements
      1. Company and Hostname
      2. Logos
      3. Email header/footer images
    4. User experience within the application
      1. Allowed Signature types
      2. Signature order options
      3. Self Signing workflows
      1. GDPR
      2. HIPAA
    1. Admin guide overview
      1. Manage users in the Gov CloudCreating users
      2. Add users to a group
      3. Remove a user from group membership
      4. Update users in bulk
        1. Overview
        2. Differences in UMG enabled accounts
      1. Create a group
      2. Delete a group
      3. Modify a group name
      4. Modify group-level settings
      1. Edit shared templates
      2. Transfer template ownership
      1. Create a custom workflow
      1. Delete a user
      2. Delete agreements
    1. Support resources
    2. Transaction limits
      1. Home page
      2. Send page
      3. Manage page
      4. Reports page
      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
      1. Compose an agreement to send for signature
        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. Fill and Sign a document
      8. Self Signing
      9. Signing a document from an email link
      10. Sign a document from the Manage page
      1. Overview
      2. Create a new sending workflow
      3. Edit a sending workflow
      4. Activate/Deactivate a workflow
      5. Send agreements using a workflow
      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
      1. Create a report with classic reporting
        1. Overview
        2. User permissions for report charts and 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
        1. Create a report chart
        2. Open and edit a report chart
        3. Rename a data export/report chart
        4. Duplicate a data export/report chart
        5. Delete a data export/report chart
      1. API Swagger documentation
      2. Webhooks
      1. First steps for new accounts
      2. Claiming an email domains
      3. Connecting Okta to a federated identity solution
        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
        1. Company and Hostname
        2. Logos
        3. Email header/footer images
      4. User experience within the application
        1. Allowed Signature types
        2. Signature order options
        3. Self Signing workflows
        1. GDPR
        2. HIPAA
      1. Admin guide overview
        1. Manage users in the Gov CloudCreating users
        2. Add users to a group
        3. Remove a user from group membership
        4. Update users in bulk
          1. Overview
          2. Differences in UMG enabled accounts
        1. Create a group
        2. Delete a group
        3. Modify a group name
        4. Modify group-level settings
        1. Edit shared templates
        2. Transfer template ownership
        1. Create a custom workflow
        1. Delete a user
        2. Delete agreements
      1. Support resources
      2. Transaction limits
        1. Home page
        2. Send page
        3. Manage page
        4. Reports page
        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
        1. Compose an agreement to send for signature
          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. Fill and Sign a document
        8. Self Signing
        9. Signing a document from an email link
        10. Sign a document from the Manage page
        1. Overview
        2. Create a new sending workflow
        3. Edit a sending workflow
        4. Activate/Deactivate a workflow
        5. Send agreements using a workflow
        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
        1. Create a report with classic reporting
          1. Overview
          2. User permissions for report charts and 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
          1. Create a report chart
          2. Open and edit a report chart
          3. Rename a data export/report chart
          4. Duplicate a data export/report chart
          5. Delete a data export/report chart
        1. API Swagger documentation
        2. Webhooks

    Signature type options

    Acrobat allows for two types of signature, electronic and written.

    All accounts are configured to use electronic signatures by default, but if your work process demands a written signature, that option is available.

    1. Navigate to Account Settings > Send Settings
    2. Scroll down to Allowed Signature Types
    3. Check one or both of the signature workflows (Electronic/Written)
    4. Select a default value.
      • If both options are available, the sender can switch between the workflows as they require.
    5. Click Save to commit the change.
    Note:

    If only one signature type is enabled for the group, then the option to select a signature type is hidden on the Send page. Both options must be enabled for the option to be exposed and selectable for senders.

    Allow senders to select a written signature type

    Best Practices and Considerations

    Accounts that have Users in Multiple Groups enabled are strongly encouraged to identify the workflows that require a written signature or recipient groups and isolate them in their own group if possible. This allows greater application of default values that limit the number of configurable options on the Send page, streamlining the sending process and avoiding configuration errors.

    If Written signatures are enabled as an option, there are a few other settings to consider:

    • Set the default signature type to Written if your process demands it.
    • Enable Upload a Signed Document in the event that a recipient mails the document back to you.
    • Enable the option for recipients to convert e-signatures to a Written signature type.
    • Enable Written signatures when Limited Document Visibility is enabled.

    Enable recipients to convert to a Written signature

    The option to allow recipients to convert to a written signature is a useful tool if you encounter signer skepticism of the electronic signature process.

    1. Navigate to Account Settings > Signature Preferences.
    2. Scroll down to Additional Settings.
    3. Check the option to Allow signers to print, place written signatures, and upload the agreement back to Acrobat Sign instead of e-signing it.
    4. Save to commit the change.
    Allow recipients to convert to a written signature type

    Note:

    The option to allow recipients to convert to a written signature type is not dependent on the option to allow written signatures when sending new agreements.

    Enable Written signatures when Limited Document Visibility is enabled

    If you are using Limited Document Visibility (LDV) workflows, and you need to accommodate the option for written signature types, you must explicitly enable Written signatures within the scope of LDV.

    If you do not, the option to send agreements with a Written signature type is hidden on the Send page and can not be configured by the sender.

    1. Navigate to Account Settings > Global Settings (Group Settings when configured at the group level).
    2. Scroll down to Limited Document Visibility.
    3. Check the option to Allow sending for written signature. Recipients will always see all the pages when required to use written signature
    4. Save to commit the change.
    Allow written signatures in limited document visibility workflows

    Alert:

    As the setting asserts, any agreement sent using both Limited Document Visibility and the Written signature type ignores the LDV workflow and presents the entire document for the recipient to view.

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