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Adobe Acrobat Sign

Adobe Acrobat Sign

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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. For Developers
  4. Video tutorial library
  5. FAQ

Administer

  1. Admin Console Overview
  2. User Management
    1. Add, edit, and review active users
      1. Review your active users from the Users tab
      2. Add a User
      3. Add Users in Bulk
      4. Add Users from your Directory
      5. Add Users from MS Azure Active Directory
    2. Create function-focused users
      1. Technical accounts - API driven
      2. Service accounts - Manually driven
    3. Review users who haven't completed verification
    4. Check for users with provisioning errors
    5. Change Name/Email Address
    6. Edit a user's group membership
    7. Edit a user's group membership through the group interface
    8. Promote a user to an admin role
    9. User Identity Types and SSO
    10. Switch User Identity
    11. Authenticate Users with MS Azure
    12. Authenticate Users with Google Federation
    13. Product Profiles
    14. Login Experience 
  3. Account/Group Settings
    1. Settings Overview
    2. Global Settings
      1. Account tier and ID
      2. New Recipient Experience
      3. Self Signing Workflows
      4. Send in Bulk
      5. Web Forms
      6. Custom Send Workflows
      7. Power Automate Workflows
      8. Library Documents
      9. Collect form data with agreements
      10. Limited Document Visibility
      11. Attach a PDF copy of the signed agreement 
      12. Include a link in the email
      13. Include an image in the email
      14. Files attached to email will be named as
      15. Attach audit reports to documents
      16. Merge multiple documents into one
      17. Download individual documents
      18. Upload a signed document
      19. Delegation for users in my account
      20. Allow external recipients to delegate
      21. Authority to sign
      22. Authority to send
      23. Power to add Electronic Seals
      24. Set a default time zone
      25. Set a default date format
      26. Users in Multiple Groups (UMG)
        1. Upgrade to use UMG
      27. Group Administrator Permissions
      28. Replace recipient
      29. Audit Report
        1. Overview
        2. Allow unauthenticated access on the transaction verification page
        3. Include reminders
        4. Include view events
        5. Include agreement page/attachment count
      30. Transaction Footer
      31. In Product Messaging and Guidance
      32. Accessible PDFs
      33. New authoring experience
      34. Healthcare customer
    3. Account Setup / Branding Settings
      1. Overview
      2. Add logo
      3. Customize company Hostname/URL    
      4. Add company name
      5. Post agreement URL redirect
    4. Signature Preferences
      1. Well formatted signatures
      2. Allow recipients to sign by
      3. Signers can change their name
      4. Allow recipients to use their saved signature
      5. Custom Terms of Use and Consumer Disclosure
      6. Navigate recipients through form fields
      7. Restart agreement workflow
      8. Decline to sign
      9. Allow Stamps workflows
      10. Require signers to provide their Title or Company
      11. Allow signers to print and place a written signature
      12. Show messages when e-signing
      13. Require signers to use a mobile device to create their signature
      14. Request IP address from signers
      15. Exclude company name and title from participation stamps
      16. Apply Adaptive Signature Draw scaling
    5. Digital Signatures
      1. Overview
      2. Download and sign with Acrobat /content/help/en/sign/config/admin-managed-sharing.
      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
      1. New report experience
      2. Classic report settings
    9. Security Settings
      1. Single Sign-on settings
      2. Remember-me settings
      3. Login password policy
      4. Login password strength
      5. Web session duration
      6. PDF encryption type
      7. API
      8. User and group info access
      9. Allowed IP Ranges
      10. Account Sharing
      11. Account sharing permissions
      12. Agreement sharing controls
      13. Signer identity verification
      14. Agreement signing password
      15. Document password strength
      16. Block signers by Geolocation
      17. Phone Authentication
      18. Knowledge-Based Authentication (KBA)
      19. Allow page extraction
      20. Document link expiration
      21. Upload a client certificate for webhooks/callbacks
      22. Timestamp
    10. Send Settings
      1. Show Send page after login
      2. Require recipient name when sending
      3. Lock name values for known users
      4. Allowed recipient roles
      5. Allow e-Witnesses
      6. Recipient groups
      7. CCs
      8. Required fields
      9. Attaching documents
      10. Field flattening
      11. Modify Agreements
      12. Agreement name
      13. Languages
      14. Private messages
      15. Allowed signature types
      16. Reminders
      17. Signed document password protection
      18. Send Agreement Notification through
      19. 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
      20. Content Protection
      21. Enable Notarize transactions
      22. Document Expiration
      23. Preview, position signatures, and add fields
      24. Signing order
      25. Liquid mode
      26. Custom workflow controls
      27. Upload options for the e-sign page
      28. Post-sign confirmation URL redirect
      29. Restrict access to shared agreements
    11. Message Templates
      1. Overview of Message Templates
      2. Creating new Message Templates
      3. Editing Message Templates
      4. Deleting Message Templates
    12. Bio-Pharma Settings
      1. Overview
      2. Enforce identity authentication
      3. Signing reasons
    13. Workflow Integration
    14. Notarization Settings
    15. Payments Integration
    16. Signer Messaging
    17. SAML Settings
      1. SAML Configuration
      2. Install Microsoft Active Directory Federation Service
      3. Install Okta
      4. Install OneLogin
      5. Install Oracle Identity Federation
    18. Data Governance
    19. Time Stamp Settings
    20. External Archive
    21. Account Languages
    22. 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
    23. Migrating from echosign.com to adobesign.com
    24. 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. Download Agreements in Bulk
  6. Claim your domain 
  7. Report Abuse links
  8. 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. Restart the agreement
      6. Download a PDF of the agreement
      7. View the agreement history
      8. View the agreement messages
      9. Convert from an electronic to a written signature
      10. Convert from a written to an electronic signature 
      11. Navigate the form fields
      12. Clear the data from the form fields
      13. E-sign page magnification and navigation
      14. Change the language used in the agreement tools and information
      15. Review the Legal Notices
      16. Adjust Acrobat Sign Cookie Preferences
  2. Send Agreements  
    1. Send (Compose) page
      1. Overview of landmarks and features
      2. Group selector
      3. Adding files and templates
      4. Agreement name
      5. Global Message
      6. Completion Deadline
      7. Reminders
      8. Password protect the PDF
      9. Signature type
      10. Locale for the recipient
      11. Recipient signature order/flow
      12. Recipient roles
      13. Recipient authentication
      14. Private message for the recipient
      15. Recipient agreement access
      16. CC'd parties
      17. Identity check
    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. Initials field
        4. Recipient name field
        5. Recipient email field
        6. Date of signing field
        7. Text field
        8. Date field
        9. Number field
        10. Checkbox
        11. Radio button
        12. Drop-down menu
        13. Link overlay
        14. Payment field
        15. Attachments
        16. Participation stamp
        17. Transaction number
        18. Image
        19. Company
        20. Title
        21. 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
    9. Check Transaction Usage

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 (Library 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 DropBox
        5. Save your completed documents to Box
      3. Webform agreement archival
        1. Save completed web form documents to SharePoint Library
        2. Save completed web form documents to OneDrive for Business
        3. Save completed   documents to Google Drive
        4. Save completed web form documents to Box
      4. Agreement data extraction
        1. Extract form field data from your signed document and update Excel sheet
      5. Agreement notifications
        1. Send custom email notifications with your agreement contents and signed agreement
        2. Get your Adobe Acrobat Sign notifications in a Teams Channel
        3. Get your Adobe Acrobat Sign notifications in Slack
        4. Get your Adobe Acrobat Sign notifications in Webex
      6. Agreement generation
        1. Generate document from Power App form and Word template, send for signature
        2. Generate agreement from Word template in OneDrive, and get signature
        3. Generate agreement for selected Excel row, send for review and 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 integrations overview 
  2. Acrobat Sign for Salesforce
  3. 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 
  4. 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
  5. Partner managed integrations
  6. 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 

Overview

The Send page is where you configure and send new ad hoc agreements. There are five functional sections to configure:

  1. The Send from group (UMG enabled accounts only) - The group selector defines the configurable options and available templates for the agreement. Configure this first, as resetting the group will refresh the page and remove any prior configurations.
  2. Recipients – Recipients are the people that you need to interact with your agreement. There are multiple types of “Recipients”. The available options are dictated by your account administrator.
  3. Message – Where you define the name of the agreement and a message you want to deliver to the recipients.
  4. Options – These options help control the agreement
  5. Files – This is where you select the actual documents you are sending for signature.
Send Page

Sending Agreements

Sending documents and collecting signatures and approvals is what Acrobat Sign is all about! Every customer has different requirements regarding who needs to interact with the document and in what order, so there are a number of workflow features available in the Send page interface you should know about. 

Send page

If you are in an account that has Users in Multiple Groups (UMG) enabled, select the group you want to send the agreement from before configuring the agreement.

  • Setting the Group value loads the group-related properties and templates for you to choose from.
  • When changing the Group, you will notice the page refresh. Any entered content will be cleared away in this refresh.

If you do not see the Send from dropdown at the top of the page, your account is not UMG enabled.

Grouip selector

Define the recipients and the order in which they gain access to interact with the document.

  • Configuring agreements with multiple signers is the same process as a single singer, just with more recipients. Add each and configure them as needed.
  • Adding the same email in the agreement multiple times (eg; if someone has actions at different stages of the process) is allowed.

In the Recipients section, the very top switch asks you select the basic signature order:

  • Complete in Order is selected (as shown above), a sequential signing process is observed from one signing step to the next and recipients are numbered to indicate the exact participation order
    • Hybrid signature flows start as a sequential (Complete in Order) workflow
  • When Complete in Any Order is enabled, parallel signing can take place and recipients are not numbered to indicate that there is no specific participation order.

To the right of the signature order switch, you will see two links:

  • Add Me – Click this link to include yourself as the next recipient in the participation order
  • Add Recipient Group – Click this link to create a group of recipients where one needs to participate on behalf of the entire group. For example, create a group for the HR team, where only one person from HR actually needs to sign the agreement.
Note

To change the order of the recipients, you can click and drag the recipients to the correct stack order, or you can directly edit the numbers and the stack will adjust accordingly.

 

Each recipient is created with five elements:

A. Participation Order – When Complete in Order is selected the participation order provides a clear indication of when each recipient will interact with the agreement.

B. Role – How is the recipient best characterized?

C. Email address – This is the recipient’s identifying email address and is used for all email communication with the recipient, including the request to sign.

D. Authentication Methods – How should the recipient be vetted? Do you want to use second-factore authentication?

E. Private Message (optional) – The sender can supply individual instructions to each recipient which appear when the recipient is viewing the agreement.

 

The Show CC link under the recipient list exposes a field where you can carbon copy (CC) any email address that you want to view the agreement, without them having signing/approval authority. 

A “Hybrid” workflow is an instance of the sequential participation order where one or more of the steps includes two or more recipients gaining access to the document at the same time. All of the signers/approvers of the “parallel” step will need to complete their part before the sequential process moves to the next step.

Recipient Groups are useful when you need sign-off from a team or an organization, but not from a specific individual in that group. Any member in the group is authorized to sign or approve on behalf of the entire group. 

The Message section contains two fields that can dramatically improve your success.

The Agreement Name field allows you to enter any string that will identify the agreement.  This string will populate in the Subject line of the recipients’ email (highlighted in yellow below), and also as the name value on the Manage page. Providing a unique and meaningful agreement name will help your recipients identify your email more readily, and can improve your ability to search for the agreement if needed.

Note

If no agreement name is entered before a document is attached, the agreement name will adopt the file name of the first file attached. This value can be edited until the agreement is sent.

 

The Agreement Message is a plain text field where you can enter any instructions or comments that are warranted (highlighted in green below). This message appears on the Please Sign email sent to all recipients (unlike the Private Message which only appears for the recipient it is configured for).

Review and sign email with name and message

Message Templates

Enterprise level customers will have access to Message Templates which are configured by your Administrator. Message templates are directly tied to the Recipient’s Language feature in the Options sections, so when you select “Spanish” from the language drop-down, all of your Spanish templates will become available.  

Note

If you have a language selected that has no templates tied to it, the Message Template option will not be visible on your Send page.

The Options section allows you to better control the agreement after it has been sent:

  • Password Protect - Require recipients to enter a password to open and view the signed PDF file.  This password is defined by the sender and would be communicated out of band. Acrobat Sign does not record this password, so don’t forget it!
  • Completion Deadline - Set the number of days after which the agreement expires and can no longer be completed.
  • Set Reminder - Set the frequency (daily or weekly) of reminders to be sent until the agreement is completed. Only the current recipients will be notified.
  • Recipients' Language - Select the language to be used in emails sent to recipients and during the signing experience.
    • This setting also defines the visible Message Templates if your account is configured to use them.

The File section is where you attach the documents to the transaction.

Acrobat  Sign will combine all documents into one inclusive PDF agreement for the signature process, and will build that PDF based on the order that the documents are listed. Documents can be rearranged by clicking and dragging one document to a new list location.

Files can be attached from the Acrobat Sign library, Google docs, Box.net, Dropbox, OneDrive, uploaded from your local system using file search, or you can drag and drop a file into the Files box.

File types allowed are: Word, Excel, PowerPoint,  PDF, JPG, GIF, TIF, PNG, BMP, TXT, RTF, HTML

Files


Preview & Add Signature Fields

Just under the Files list you will see the Preview & Add Signature Fields check box.  This option allows you to open the documents that you upload and place form fields as needed on them. 

You should place at least the signature fields, but there are many other fields you can use to build complex forms if you like.

Note

If no signature fields are placed, Acrobat Sign will automatically add a new page to accommodate the signatures at the end of the document.

Sending a document to just one recipient is one of the most common agreement workflows and a great way to learn the basic process. All you need is:

  • The recipient’s email address
    • This email must be different than the email you log in with (you cannot send to yourself)
  • A document or file that you want signed
Request signatures


Sending to Multiple Recipients

Sending an agreement to multiple recipients follows the exact same steps with two notable differences:

  • You have to include each recipient in their own line of the Recipients section, in the order you want them to sign.
  • When placing fields, you have to declare which recipient should have access to that field by double-clicking the field and setting the Recipient value.

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