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Hide/Unhide an agreement from view

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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
    1. Configuration Overview
    2. System requirements
      1. Company and Hostname
      2. Logos
      3. Email header/footer images
      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
  • User environment and processes
    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
    7. 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
      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
      1. Configuration Overview
      2. System requirements
        1. Company and Hostname
        2. Logos
        3. Email header/footer images
        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
    4. User environment and processes
      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
      7. 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
        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

    While users may not delete an agreement, they can hide them from view allowing the user to thin out the lists of records on their Manage page.

    The below process only removes the agreement from the user's view. It does not delete the agreement from the system (as GDPR tools do), nor does it remove the agreement from the view of other users entitled to see it. A hidden asset is only hidden for the user that hides it.

    Unhiding an agreement is relatively easy to do, so users should be comfortable hiding anything that impedes their activities, knowing they can reclaim visibility of those assets as needed.

    Hide an agreement.

    1. Authenticate to Adobe Sign and navigate to your Manage page

      • Users accessing Adobe Sign via the Adobe Admin Console should navigate to their Documents page

    2. Single click the agreement you want to hide (to select it)

      • The right rail opens with the Actions available for the agreement

    3. Click the Hide Agreement button in the right rail of Actions

      Hide agreement

    4. The system will challenge you to verify that you want to remove the agreement from your view.

      Complete the process by clicking the Hide button

      Hide challenge

      Your page should refresh and the agreement is no longer visible.

      This is because the agreement is now hidden from your default view.

    Unhide an agreement

    Unhiding an agreement only requires that you know how to search for it (Agreement name, recipient email) and access to your Adobe Sign Manage page:

    1. Authenticate to Adobe Sign and navigate to your Manage page

      • Users accessing Adobe Sign via the Adobe Admin Console should navigate to their Documents page

    2. Click the Filters button and check the Display hidden content box:

      Display hidden content

    3. Apply the filter, and the page refreshes showing all of the hidden account for the user.

      Additional filters can be applied:

      • Click the Filter button again to access time/date based filters for the last modified date.
      • Use the search text-field to further filter the data set on the page

    4. Select the agreement by single-clicking it

      • This opens the Actions rail on the right side of the agreement

    5. Click Unhide Agreement

      Unhide agreement

       

      When challenged, click Unhide

      Unhide Challenge

    6. Your page should refresh and the agreement is no longer visible.

      This is because the agreement is no longer hidden, but your current view has the Hidden Content filter applied.

      Click the X on the Hidden content filter to remove it, restoring your view to the unfilterd content of your Manage/Documents page

      Remove filter

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