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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
2. User Management
   1. Adding users
      1. Add a User
      2. Add Users in Bulk
      3. Add Users from your Directory
      4. Add Users from MS Azure Active Directory
   2. Create function-focused users
      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 
3. Account/Group Settings
   1. Settings Overview
   2. Global Settings
      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
      18. Users in Multiple Groups (UMG)
          1. Upgrade to use UMG
      19. Group Administrator Permissions
      20. Replace recipient
      21. Audit Report
          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
   3. Account Setup
      1. Add logo
      2. Customize company Hostname/URL   
      3. Post agreement URL redirect
   4. Signature Preferences
      1. Well formatted signatures
      2. Allow recipients to sign by
      3. Custom Terms of Use and Consumer Disclosure
      4. Navigate recipients through form fields
      5. Restart agreement workflow
      6. Decline to sign
      7. Allow Stamps workflows
      8. Allow signers to print and place a written signature
      9. Require signers to use a mobile device to create their signature
      10. Request IP address from signers
      11. Apply Adaptive Signature Draw scaling
   5. Digital Signatures
      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
   7. Digital Identity
      1. Digital Identity Gateway
      2. Identity Check policy
   8. Report Settings
   9. Security Settings
      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
   10. Send Settings
       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
       15. Signer identification options
           1. Overview
           2. Signing password
           3. Knowledge-based authentication
           4. Phone authentication
           5. WhatsApp authentication
           6. One-Time Password via Email
           7. Acrobat Sign authentication
           8. Cloud-based digital signature
           9. Government ID
           10. Signer Identity reports
       16. Content Protection
       17. Enable Notarize transactions
       18. Document Expiration
       19. Signing order
       20. Liquid mode
   11. Bio-Pharma Settings
       1. Overview
       2. Enforce identity authentication
       3. Signing reasons
   12. Notarization Settings
   13. Payments Integration
   14. SAML Settings
       1. SAML Configuration
   15. Data Governance
   16. Time Stamp Settings
   17. External Archive
   18. Account Languages
   19. Email Settings
       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
4. Guidance for regulatory requirements
   1. Accessibility
      1. Accessibility Compliance
      2. Create accessible forms with Acrobat desktop
      3. Create accessible AcroForms
   2. HIPAA
   3. GDPR
      1. GDPR Overview
      2. Redact a user
      3. Redact a user's agreements    
   4. 21 CFR part 11 and EudraLex Annex 11
      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
   8. EU/UK considerations
      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
7. System Requirements and Limitations
   1. System requirements
   2. Transaction limits

Send, Sign, and Manage Agreements

1. Recipient Options
   1. Cancel an email reminder
   2. Options on the e-signing page
      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
2. Send Agreements  
   1. Send (Compose) page
      1. Overview of landmarks and features
      2. Completion Deadline
      3. Password protect the PDF
   2. Send an agreement only to yourself
   3. Send an agreement to others
   4. Written Signatures
   5. Recipient signing order
   6. Send in Bulk
      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
3. Authoring fields into documents
   1. In-app authoring environment
      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
   3. Create forms using Acrobat (AcroForms)
      1. AcroForm creation
      2. Creating accessible PDFs
   4. Fields
      1. Field types
         1. Common field types
         2. E-signature fields
         3. Checkbox
         4. Radio button
         5. Image
         6. Stamp
      2. Field content appearance
      3. Field validations
      4. Masked fields values
      5. Setting show/hide conditions
      6. Calculated fields 
   5. Authoring FAQ
4. Sign Agreements
   1. Sign agreements sent to you
   2. Fill & Sign
   3. Self-signing
5. Manage Agreements
   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
   10. More Actions...
       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
7. Reporting and Data exports
   1. Overview
   2. Grant users access to reporting
   3. Report charts
      1. Create a new report
      2. Agreement Reports
      3. Transaction Reports
      4. Settings Activity Report
      5. Edit a report
   4. Data Exports 
      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. Webforms 
   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
2. Reusable Templates
   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
4. Power Automate Workflows 
   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
   13. Useful Templates
       1. Administrator only
          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
       2. Agreement archival
          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
       3. Webform agreement archival
          1. Save completed web form documents to SharePoint Library
       4. Agreement data extraction
          1. Extract form field data from your signed document and update Excel sheet
       5. Agreement notifications
          1. Get your Adobe Acrobat Sign notifications in a Teams Channel
       6. Agreement generation
          1. Generate document from Power App form and Word template, send for signature
5. Custom Send workflows
   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
6. Share users and agreements
   1. Share a user
   2. Share agreements

Integrate with other products

1. Acrobat Sign for Salesforce
2. Acrobat Sign for Microsoft
   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 
3. Other Integrations
   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. REST APIs 
   1. Methods documentation
   2. SDK/Developer Guide
   3. API FAQ    
2. Webhooks 
   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