Settings index

This is a comprehensive list of all of the settings found in Adobe Sign. The settings are shown as they are listed in the application.

Personal preferences

My Profile

First Name - Your first name as it will appear in signed documents and email notifications

Last Name - Your last name as it will appear in signed documents and email notifications

Initials - Your initials as it will appear in initials fields (three characters max)

Company - Your company name as it will appear in company fields

Job Title - Your title as it will appear in title fields

Phone Number - Your phone number

Change Email Address - Displays the current email address linked to our user ID. To change, enter the desired email address here

Confirm Email Address - Enter the same desired email address in this field to change the address linked to your user ID

More on changing your email address

Fax Area Code - Set your local area code for fax transactions

Time Zone - Set your time zone

 

Change Password

Current Password - Enter your current password

New Password - Enter your new password

Confirm New Password - Enter your new password again

 

Access Tokens

A list of access tokens related to the Adobe Sign REST API

 

eFax Integrations

A step-by-step process for linking your eFax number to Adobe Sign

 

Twitter Integration

The option to link your Twitter account to Adobe Sign

 

Events/Alterts Preferences

My Events/Alerts

Shared Events/Alerts

Ignore weekends when creating alerts - Turn off notifications for weekends

Send me a summary of my events and alerts - Specify a date and time to receive a summary

 

My Signature

Your Saved Signature

Your Saved Initials

Signature preferences

Signature Type

One-Click

Advanced

Biometric

 

Additional Settings

Require signers to agree to terms of use when eSigning

Require signers to provide their job title when eSigning

Require signers to provide their company name with eSigning

Require signers to provide a reason when declining to sign

Allow signers to return a written signature by fax instead of eSigning

 

Signer Identity

Web Identity - Allow signers to provide their web identity through 3rd party websites (eg. Facebook, LinkedIn, Google, Yahoo!, Microsoft Live or Twitter)

Enable signer web identity verification

 

Web form Email Verification

Verify signer's email address

Users & groups

View All Users

Create a new user

Create or update users in bulk

Users in Your Organization

Export user list - Export a .csv file of all of the users in your account

Show only active users - Uncheck to include users with Pending, Created or Inactive statuses

User Info

 

Create New User - Create a new user in your account

View Their Agreements - Option to have the user's account shared with you upon creation

 

View Groups

Group Details - Information accessed by clicking on the group name

Group Name - Change the name of the group

Settings - Link to access setting for the specific group

Require signers to provide their job title when eSigning

Require signers to provide their company name when eSigning

Allow signers to return a written signature by fax instead of eSigning

Attach a CSV with form data to the sender's signed agreement emails

Certify copy of the documents for

Attach a PDF copy of the signed document in emails sent to

Apply the eSignature stamp to (the bottom) of...

Attach audit report to completed documents

Merge multiple documents into one document after signing

Send an extra copy of every signed agreement to these email addresses

Twitter Integration

Allow users to send updates to their Twitter account

Delegation for users in my account

Delegation for users outside my account

Authority to Sign

Which users in my account are authorized to sign? - Set whether everyone or no one can sign by default (signing permissions will need to be changed for each user)

Set a time zone to use for agreements created by user in this account - Set a specific time zone for the users in this group

Users

Create a new user

Assign users to this group - Accesses list to allow you to assign multiple users to this specific group

 

Account settings

Global Settings

Attach a CSV with form data to the sender's signed agreement emails

Limited Document Visibility

Certify copy of the documents for

Attach a PDF copy of the signed document in emails sent to

Attach audit report to completed documents

Merge multiple documents into one document after signing

Send an extra copy of every signed agreement to these email addresses

Upload signed document

Twitter Integration

Allow users to send updates to their Twitter account

Delegation for users in my account

Delegation for users outside my account

Authority to Sign

Which users in my account are authorized to sign? - Set whether everyone or no one can sign by default (signing permissions will need to be changed per each user)

Set a time zone to use for agreements created by users in this account - Set a specific time zone for the users in this account

Group admin related settings

Group Administrators can add new users to their groups

Group Administrators can edit settings for their groups

 

Report Settings

Permissions

Group Admin Permissions

User Permissions

Report Data Export

Performance Goals - Set performance goals by specifying thresholds for Home page gage colors

Benchmarking - Adobe Sign's Comparitive Benchmarking allows you to compare your account's performance with other Adobe Sign customers in the same industry. With this feature enabled, anonymous summary data from your account is combined with data gathered from other Adobe Sign customers.

 

Security Settings

Login Password Policy

Login Password Strength

Single Sign-on Settings

PDF Encryption Type

Partner Applications

Allowed IP Ranges

Account Sharing

Signer Identity Verification

Agreement Signing Password

Agreement Signing Password Strength

Knowledge Based Authentication

Knowledge Based Authentication difficulty level

 

Send Settings

Show Send Page after logging in

Send Documents for Approval

Attaching Documents

Auto-Fill Document Name

Message Templates

Allowed Signature Types

Sender Signature Settings

Reminders

Signed Document Password Protection

Signer Identity Verification Settings

Signer Identity Verification for Signers in My Account

Document Expiration

Preview, position signature or add form fields

Signing Order

 

Message Templates

 

Signer Messaging

 

SAML Settings

 

External Archive

 

Google Integration

 

Update Billing Info

Account languages

Account Language Preference

 

Signing Language

Email settings

Email Settings

 

Header & Footer Images

This work is licensed under a Creative Commons Attribution-Noncommercial-Share Alike 3.0 Unported License  Twitter™ and Facebook posts are not covered under the terms of Creative Commons.

Legal Notices   |   Online Privacy Policy