Environment

Adobe Sign Web UI

Question

What options are not available in Adobe Sign Dashboard when you switch user to Advance account sharing?

Answer

Following are the options that are not available when the user A switches to another user B account.

  • Send from Library drop-down.
  • More Functions features, such as Add Template to Library, Create Widget, Only I Sign or Fill & Sign, and Archive a Document and MegaSign.
  • Recent Events/Alerts and Activity for Last week or Month graphical data.
  • Reports tab.

The Only option available in Dashboard is Use a Workflow drop-down.

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Additional information

Things to remember

When the user A switches to another user B account, user A can or cannot do the following on behalf of user B:

  • User A can Send on behalf of User B from Send tab.
  • User A can Cancel Out for Signature from Manage tab.
  • User A can Delete the Signed document from Manage tab.
  • User A can edit/delete existing Library templates and Widgets.
  • Cannot Sign/Approve document waiting under (Waiting for me to Approve/Sign).

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