What's New
Get Started
Administer
- Admin Console Overview
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User Management
- Adding users
- Create function-focused users
- Check for users with provisioning errors
- Change Name/Email Address
- Edit a user's group membership
- Promote a user to an admin role
- User Identity Types and SSO
- Switch User Identity
- Authenticate Users with MS Azure
- Authenticate Users with Google Federation
- Product Profiles
- Login Experience
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Account/Group Settings
- Settings Overview
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Global Settings
- New Recipient Experience
- Self Signing Workflows
- Send in Bulk
- Web Forms
- Power Automate Workflows
- Library Documents
- Collect form data with agreements
- Limited Document Visibility
- Attach a PDF copy of the signed agreement
- Include a link in the email
- Include an image in the email
- Files attached to email will be named as
- Attach audit reports to documents
- Merge multiple documents into one
- Download individual documents
- Upload a signed document
- Set a default time zone
- Users in Multiple Groups (UMG)
- Group Administrator Permissions
- Replace recipient
- Audit Report
- Transaction Footer
- Healthcare customer
- Account Setup
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Signature Preferences
- Well formatted signatures
- Custom Terms of Use and Consumer Disclosure
- Navigate recipients through form fields
- Restart agreement workflow
- Decline to sign
- Allow signers to print and place a written signature
- Require signers to use a mobile device to create their signature
- Request IP address from signers
- Digital Signatures
- Electronic Seals
- Digital Identity
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Report Settings
- Security Settings
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Send settings
- Require recipient name when sending
- Lock name values for known users
- Allowed recipient roles
- Allow e-Witnesses
- Recipient groups
- CCs
- Recipient Agreement Access
- Field flattening
- Modify Agreements
- Private messages
- Allowed signature types
- Reminders
- Signed document password protection
- Send Agreement Notification through
- Signer identification options
- Content Protection
- Signing order
- Liquid mode
- Bio-Pharma Settings
- Notarization Settings
- Payments Integration
- SAML Settings
- Data Governance
- Time Stamp Settings
- External Archive
- Account Languages
- Email Settings
- Migrating from echosign.com to adobesign.com
- Configure Options for Recipients
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Guidance for regulatory requirements
- Accessibility
- HIPAA
- GDPR
- 21 CFR part 11 and EudraLex Annex 11
- Healthcare customers
- IVES support
- "Vaulting" agreements
- EU/UK considerations
- Claim your domain
- Report Abuse links
Send, Sign, and Manage Agreements
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Recipient Options
- Cancel an email reminder
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Options on the e-signing page
- Overview of the e-sign page
- Open to read the agreement without fields
- Decline to sign an agreement
- Delegate signing authority
- Download a PDF of the agreement
- View the agreement history
- View the agreement messages
- Convert from an electronic to a written signature
- Convert from a written to an electronic signature
- Navigate the form fields
- Clear the data from the form fields
- E-sign page magnification and navigation
- Change the language used in the agreement tools and information
- Review the Legal Notices
- Adjust Acrobat Sign Cookie Preferences
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Send Agreements
- Send (Compose) page
- Send an agreement only to yourself
- Send an agreement to others
- Written Signatures
- Recipient signing order
- Send in Bulk
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Authoring fields into documents
- In-app authoring environment
- Create forms with text tags
- Create forms using Acrobat (AcroForms)
- Fields
- Authoring FAQ
- Sign Agreements
- Audit Report
- Reporting and Data exports
Advanced Agreement Capabilities and Workflows
- Webforms
- Reusable Templates
- Transfer ownership of web forms and library templates
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Power Automate Workflows
- Overview of the Power Automate integration and included entitlements
- Enable the Power Automate integration
- In-Context Actions on the Manage page
- Track Power Automate usage
- Create a new flow (Examples)
- Triggers used for flows
- Importing flows from outside Acrobat Sign
- Manage flows
- Edit flows
- Share flows
- Disable or Enable flows
- Delete flows
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Useful Templates
- Administrator only
- Agreement archival
- Webform agreement archival
- Agreement data extraction
- Agreement notifications
- Agreement generation
- Custom Send workflows
- Share users and agreements
Integrate with other products
- Acrobat Sign for Salesforce
- Acrobat Sign for Microsoft
- Other Integrations
- Partner managed integrations
- How to obtain an integration key
Acrobat Sign Developer
- REST APIs
- Webhooks
Support and Troubleshooting
Overview
The Manage page contains the records of the agreements that a user has sent as well as any agreements shared or sent to the user from a trusted source.
In addition to agreements, the user can select to access the library templates, web forms, and bulk emails generated/owned by the user.
Users who have accounts shared with them can change the displayed content from their personal data to a view of the shared account's content (with some limitations regarding the available actions).
Layout and functionality
The central listing of records
The middle section of the Manage page loads a listing of agreements, with each row representing one agreement record.
- If agreements are waiting for the user's action, the Waiting for You filter is automatically selected.
- The In Progress filter is automatically selected if no agreements are waiting for the user.
The listing of agreement records has 4-5 columns, depending on the filter selected:
- Recipient - The recipient value changes based on the status of the agreement:
- In progress agreements report the current recipient awaiting action.
- Completed agreements report the first recipient defined for the agreement.
- Canceled and Expired agreements report the last assigned recipient when it was canceled/expired.
- In progress agreements report the current recipient awaiting action.
- Sender - Reflects the name and company of the Sender when the sender is not the logged-in user. Agreements sent from the logged-in user show "Me" as the sender value.
- Title - Reflects the title of the agreement as it was configured. This is the same title that is filtered when generating reports.
- Group - Reflects the group wherein the agreement was composed. Only the original sender of the agreement will see the Group value populated.
- Agreements in the list that were not composed by the logged-in user present a dash ( - ) in place of the group name.
- Agreements in the list that were not composed by the logged-in user present a dash ( - ) in place of the group name.
- Modified - Reflects the last date the agreement was modified by user action (signing, canceling, etc.). The Modified value updates with every action until the agreement reaches a terminal status (Complete/Canceled/Expired).
The agreement list is initially sorted by the Modified date, with the most recently modified agreement being at the top.
Clicking any column header sorts the list by that value in ascending/descending order. If the header is clicked again, the sort order is reversed.
Quick actions and indicator icons
The records in the central list have one or more "quick action" buttons and up to two indicator icons that are exposed when you mouse over an individual record.
- Actions are always hidden until mouse-over.
- Indicator icons are hidden unless the feature the icon represents has been configured for the individual record.
- Indicator icons are always visible (in bright blue) when configured for the record.
Search functionality
The Search bar and accompanying Filters button allow for precise search criteria to help find agreements in what can quickly become an overwhelming number of transactions.
The right rail context menu
Selecting (single-clicking) any record in the center list triggers the right rail to pop out a context-based menu of actions and metadata relevant to the selected object.
The right rail context menu has different options based on the user's tier of service (individual, enterprise, etc.), the object selected (agreement, web form, etc.), the status of the user (admin, user), and the status of the object (active, in-progress, complete, etc.). If you don't see an option/feature that you expect to be available, check with your administrator to see if you are limited by design (setting configuration, user authority level) or availability (tier of service).
The shared account selector (Optional)
Accounts that have enabled account sharing can click the Your Agreements title to open a list of the accounts currently shared with the user. This list acts as a filter that populates the manage page with the contents from the selected user or group. The option to choose All shared agreements is also available.
Upon selecting an option:
- the clickable title changes to the name of the filter
- the central list of records is populated with the shared content
- two new columns are added to the list of records to indicate the source of the content:
- GROUP - the group that contains the record
- SHARED BY - the name of the user sharing the content
Below is a list of the agreement-specific features and actions that users can employ.
Known Issues
Known Issues
Problem: When switching to the new Manage page, the page is entirely blank, with no agreement content.
Test: attempt to load this page: https://documentcloud.adobe.com/
- If you can not load https://documentcloud.adobe.com/ then you should contact your internal network administration and work with them to unblock the documentcloud.adobe.com domain.
- If you can access the above link, contact support
The Home and View Agreement pages are similarly impacted.