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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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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
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Manage Agreements
- Manage page overview
- Delegate agreements
- Replace Recipients
- Limit Document Visibility
- Cancel an Agreement
- Create new reminders
- Review reminders
- Cancel a reminder
- Access Power Automate flows
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More Actions...
- How search works
- View an agreement
- Create a template from an agreement
- Hide/Unhide agreements from view
- Upload a signed agreement
- Modify a sent agreement's files and fields
- Edit a recipient's authentication method
- Add or modify an expiration date
- Add a Note to the agreement
- Share an individual agreement
- Unshare an agreement
- Download an individual agreement
- Download the individual files of an agreement
- Download the Audit Report of an agreement
- Download the field content of an agreement
- 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
The Adobe Acrobat Sign Custom Email Template (CEMT) feature is available to enterprise-tier accounts under an ETLA license agreement.
Overview
All emails from Adobe Acrobat Sign are generated from an HTML-based template that uses variable fields, customizing each email to the specific agreement and recipients. The large structures, like the page layout, remain static, and only a few variables change (like the agreement name and message) for each agreement sent out.
The custom email templates (CEMT) feature offers the ability to revamp the HTML template that generates emails from your Acrobat Sign account. With CEMT, you could revamp the standard email to match your company’s brand with your familiar branding, color scheme, images, and text. You can also change the typically static structures and customize the page layout, terminology, inserted images, and more.
Enterprise-tier accounts under an ETLA license can work with our Professional Services team to build the perfect email template for your account as a whole or for each group within your account, as needed. Fees may apply.
How it's used
There are currently four templates that are customizable with Acrobat Sign.
- Please Sign
- Signed and Filed
- Reminder
- Canceled
Customized templates can be installed at the account or group level. Account-level templates are distributed down to groups and then down to users. Account > Group > User
Group-level templates replace the account-level templates. The group-level template is then distributed to the users in that group. This provides an opportunity for individual groups to design thematically appropriate email templates.
For example, if the Adobe account has a Photoshop group, emails can be designed to appeal to the sensibilities of the Photoshop audience. Alternatively, the Legal group may want a different vibe, and their email templates can be designed accordingly.
Once the templates have been updated, your Professional Service contact will publish them to a group in your account for testing. You'll then be able to verify that it's working appropriately and request any further changes if needed. Once your Acrobat Sign administrator has verified the template, your PS contact will push the template live to the appropriate group or account.
Users and Admins
Once the email templates are in place, users and admins don't have to do anything. The email templates will be automatically applied.
What can be customized
CEMT allows you to customize the email templates used for transactional emails from your Acrobat Sign account.
Please note that senders (the party sending out the agreement for signature) cannot view the custom email template since their email is predicated on a different template type. Senders will continue to see the default email template.
Each template type can have multiple versions (one version for each supported language). If you're updating the text for an email template in Spanish, you'll need to provide the appropriate localized text so your Professional Service contact can update the Spanish template with the correct vocabulary.
EG: Review and sign:English identifies the Review and sign template and the English locale.
There are two ways to approach how you customize the email templates used for your account or groups:
- Start with the base (default) template and specify what customizations you want to make within that template with your Professional Service contact.
- Start with your own internally built HTML document using the reference guide below.
How to enable or disable
Custom Email Templates can only be enabled and configured in the Acrobat Sign system by the Acrobat Sign Professional Services team.
If you want to enable this feature and currently have an active agreement with Professional Services, contact them to determine the scope of work and additional costs. Otherwise, please submit a support ticket requesting access to the Custom Email Template feature. Support will then route you to the Professional Services team.
Templates can be configured at the account and the group level for each template type and each locale.
Customers may reduce development time and mitigate service costs by designing their templates in-house while referencing the guide below:
Known Issues
If your account is configured to split documents into their original files in the final email, and the agreement contains eight or more files, then no files are returned. There is a hard cap to the number of files that can be attached when using the CEMT mail service.
- Removing the condition to split all of the files resolves the issue for customers who must attach multiple files when creating an agreement.
- The split document can be downloaded from the Manage page without issue.