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Field types

 

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 a User
    2. Add Users in Bulk
    3. Add Users from your Directory
    4. Add Users from MS Azure Active Directory
    5. Create function-focused users
      1. Technical accounts - API driven
      2. Service accounts - Manually driven
    6. Check for users with provisioning errors
    7. Change Name/Email Address
    8. Edit a user's group membership
    9. Edit a user's group membership through the group interface
    10. Promote a user to an admin role
    11. User Identity Types and SSO
    12. Switch User Identity
    13. Authenticate Users with MS Azure
    14. Authenticate Users with Google Federation
    15. Product Profiles
    16. Login Experience 
  3. Account/Group Settings
    1. Settings Overview
    2. Global Settings
      1. Account tier and ID
      2. Self Signing Workflows
      3. Send in Bulk
      4. Web Forms
      5. Custom Send Workflows
      6. Power Automate Workflows
      7. Library Documents
      8. Collect form data with agreements
      9. Limited Document Visibility
      10. Attach a PDF copy of the signed agreement 
      11. Include a link in the email
      12. Include an image in the email
      13. Files attached to email will be named as
      14. Attach audit reports to documents
      15. Merge multiple documents into one
      16. Upload a signed document
      17. Delegation for users in my account
      18. Allow external recipients to delegate
      19. Authority to sign
      20. Authority to send
      21. Power to add Electronic Seals
      22. Set a default time zone
      23. Set a default date format
      24. Users in Multiple Groups (UMG)
        1. Upgrade to use UMG
      25. Group Administrator Permissions
      26. Replace recipient
      27. 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
      28. In Product Messaging and Guidance
      29. Accessible PDFs
      30. New authoring experience
      31. Healthcare customer
    3. Account Setup
      1. Add logo
      2. Customize company Hostname/URL    
      3. Add company name
      4. 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. Decline to sign
      8. Allow Stamps workflows
      9. Require signers to provide their Title or Company
      10. Allow signers to print and place a written signature
      11. Show messages when e-signing
      12. Require signers to use a mobile device to create their signature
      13. Request IP address from signers
      14. Exclude company name and title from participation stamps
    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
      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. Recipient groups
      6. Required fields
      7. Attaching documents
      8. Field flattening
      9. Modify Agreements
      10. Agreement name
      11. Languages
      12. Private messages
      13. Allowed signature types
      14. Reminders
      15. Signed document password protection
      16. Signer identification options
        1. Overview
        2. Signing password
        3. One-Time Password via Email
        4. Acrobat Sign authentication
        5. Phone authentication
        6. Cloud-based digital signature
        7. Knowledge-based authentication
        8. Government ID
        9. Signer Identity reports
      17. Content Protection
      18. Enable Notarize transactions
      19. Document Expiration
      20. Preview, position signatures, and add fields
      21. Signing order
      22. Liquid mode
      23. Custom workflow controls
      24. Upload options for the e-sign page
      25. Post-sign confirmation URL redirect
    11. 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. Custom email templates
      6. Enable Linkless Notifications
    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. eOriginal vaulting for chattel paper
    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 

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 page overview
    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 - manual recipients
      3. Send in Bulk - CSV upload
      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. In-line Images
        3. Stamp Images
      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. 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. Edit a data export
      3. Refresh the data export content
      4. 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. Track Power Automate usage
    4. Create a new flow (Examples)
    5. Triggers used for flows
    6. Importing flows from outside Acrobat Sign
    7. Manage flows
    8. Edit flows
    9. Share flows
    10. Disable or Enable flows
    11. Delete flows
    12. 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

Support and Troubleshooting

  1. Customer Support Resources 
  2. Enterprise Customer Success Resources 

Overview of authored fields

Authoring a document allows the placement of fields to collect recipient data. This data can range from the ubiquitous signature and initial fields to more exotic options like calculated values, hyperlinks to external web pages, and external file attachments.

This article provides a brief summary of each field family and the included unique fields in that family. A link to a more detailed article is available for  


Common vs. Advanced form fields

Where all accounts have access to the common field types, higher tiers of service have access to an additional set of advanced form fields and functionality:

Signature Fields:

  • Signature
  • Digital Signature
  • Initials
  • Signature Block
  • Stamp

Signer Info Fields:

  • Title
  • Company
  • Name
  • Email
  • Date

Data Fields:

  • Text Input
  • Drop Down
  • Check Box
  • Radio Button

Transaction Fields:

  • Participation Stamp
  • Transaction Number

Data Fields:

  • Image

More Fields:

  • File Attachment
  • Hyperlink

Payment Fields:

  • Payments (Payment fields are unique in that they require the integration of a third-party service.)

 

In addition to the above field types, "advanced form fields" also permit the below functionality:

  • Conditional field visibility - Available to all field types except the Hyperlink and Transaction Fields
  • Calculated field values - A property of the Text Input field
  • Field validation: Custom - Regular Expression - A validation option for the Text Input field that allows use of a custom coded regular expression
  • Field validation: Custom - Formula - A validation option for the Text Input field that allows use of a calculated value


Field-level field type selection

Within the properties of most field types, there s a drop down value that allows you to change the type of field to another field type.

This will significantly speed up form creation when used in conjunction with Automatic Field Detection.

Digital Signature


Signature fields

The Signer fields

Required check box on the field properties

By default, signature and initials fields are mandatory, as the red asterisk denotes. You can deselect the Required check box in the field properties if you want to make them optional. Each signer needs to have been assigned a required Signature field. If a signer does not have a required signature field assigned, or has only been assigned an optional signature field, Adobe Acrobat Sign adds a Signature block at the bottom of the document.

Initials field

Signature Block field

The signature block is a group of fields. The signature block field cannot be made optional and is always required.

By default, the signature block contains both a signature field, and an e-mail field.

 

Account Admins can adjust what fields are included in the signature block. Title and company name fields can be included in addition to the signature and e-mail fields.

Signature Block Field with all fields added

They can be added by going to the Account page, Signature Preferences, and check the options labeled:

  • Require signers to provide their job title when e-signing
  • Require signers to provide their company name when e-signing
Note:

If signature blocks are appearing at the end of the document, the system was unable to find a required signature field for one or more signers. All signers must have at least one required signature field assigned to them.

A signature block is also added when Signature Preferences  have been set to "require signers to provide their job title or company when e-signing" and discrete fields have not been added.

web forms require both a signature field and an Acrobat Sign e-mail field to be present for all signers.

Stamp fields can serve double duty as either a stand alone signature, or in support of another signature fields.  For example, you may need to place a personal signature, as well as a corporate seal or Hanko stamp.

Click here for more information on Stamp fields.

Stamp

Signer info fields

The Signer Info Fields

Signer info fields are used to collect specific information stored in Acrobat Sign. Registered users have this information under their profile.

Usually, these fields are automatically populated with the information on record for the assigned user.

Title and Company fields

The Title and Company fields auto-fill with the Title and Company value if the signer already has an Acrobat Sign account. If the signer does not already have an Acrobat Sign account, they can click into these fields and enter a value. That value is then retained and automatically applied to these field types on documents they sign in the future.

The title and company fields cannot be made optional and are always required fields, as the red asterisk denotes.

The title and company fields can be resized by dragging the hashes in the lower-right corner of the field.

Full Name, Email, and Date fields

These fields are read-only fields that are automatically populated with the data on file for the signer. As a consequence of being "read-only," they are not evident on the form when the recipient views the agreement.

The Signer Name field takes the name value entered into the signature field or the name associated with the email address if the recipient has an active Acrobat Sign account.

  • If the agreement includes a name value provided by the sender during composition (e.g., Required recipient names), then the value provided by the sender is automatically populated into the Name field and may not be altered by the recipient.
  • If the recipient has an active Acrobat Sign account, the Name value is populated from the user's profile when the agreement is opened. The Name value can be changed if a new Name value is entered into the Signature field and no other settings lock the name value in place.
  • If the recipient has no Acrobat Sign account and the sender provides no name value, the name field is blank until a signature is applied. After the signer completes a signature field, all Name fields are automatically typeset with the value entered into the signature field.

The EMail field is automatically populated with the email address you sent the agreement to. The email address is a known value when the agreement is sent to the recipient, so the email value is automatically added before the recipient opens the agreement.

The Date field is automatically populated with the date the agreement is opened.

Note:

If you want a custom date value or manually entered e-mail address, use a Text field configured with a custom validation.

Data fields

The data fields

Data fields are used to collect additional information from the recipient. It also includes objects the recipient can use to make selections or choose options.

The Text Field is the most versatile field type. It is a fillable text field, and by default it can have any kind of data entered such as an address or short sentence.

The form field can be resized by dragging the hashes in the lower-right corner of the field.

Note:

By default, Text Fields only support a single line of text. If you want to create a field that can contain multiple lines of text, open the options window for the form field. Then, select Multi-line Data Entry. Scale the field to an appropriate size to accommodate the multiple lines of data.

Text Field properties

Drop Down Field Properties

The Dropdown field is a list of selections, in which only a single selection can be made from that list. An example would be a drop-down list of states, where the signer can only select a single state from the list.

The drop-down field can be resized by dragging the hashes in the lower-right corner of the field.

Check Box Properties

Checkboxes are toggle objects and can be checked or deselected at any time. This option is useful for "check-all-that-apply" cases, or as a toggle for a single selection, like opting in for future contact.

 

 

Radio Button Properties

Radio buttons are grouped together. The group requires a minimum of two buttons and only allows a single radio button to be selected in the group at any time. If another radio button in that group is selected, the others are deselected. This is ideal for "one-or-the-other" options, like Yes or No.

The Image field can be used to have a recipient attach an image that can later be exported for use. Student ID images, or scanned images of documents like a social security card are possible.

Check here for more details on Image fields

Image

More fields

The More Fields tab

File attachment field properties

The file attachment field can be used to attach documents or images to the transaction.

File Attachment fields can be used to collect supporting documents or images from signers during the signing process. The uploaded documents are included as part of the signed document and are attached at the end of the signed agreement after the signature process is complete.

The file attachment field can be resized by dragging the hashes in the lower-right corner of the field.

Note:

Attachments are limited to 25 pages and 5 MB.

Supported formats: PNG, JPG, JPEG, GIF, BMP, PDF, DOC, DOCX, WP, TXT, RTF, HTM, or HTML

Hyperlink field properties

  • The hyperlink field is available to business and enterprise service plans.
  • The hyperlink field can be resized by dragging the hashes in the lower-right corner of the field.
  • If a hyperlink field is defined as Required, the field must be assigned to a participant.
    • Hyperlinks can be assigned using the Everyone participation role, meaning all recipients can click the link.
  • Hyperlinks can be configured to navigate the user to a location within the document or to an external URL.
    • When a hyperlink is configured with an external target, the recipient is warned that the link is directing them to an external site.
Hyperlink warning to recipients

Transaction Fields

Stamps tab

Participation Stamp Properties

Participation stamps are applied after the assigned recipient signs the agreement. As such, they cannot be accessed or edited by the recipient.

By default, the stamp includes the participant's:

  • Name
  • Signing time
  • Email address
  • Title*
  • Company*

*Title and company values are imported from the Title and Company fields assigned to the participant in the agreement.

  • If the Title and/or Company field isn't present on the agreement, the values are imported from the participant's Acrobat Sign profile (if one exists).
  • Otherwise, the values are left empty
Filled participation stamp

Optionally, the participant's Title and Company values can be excluded by checking the Exclude company name and job title in the participation stamp feature located in that administrator's menu under Signature Preferences > Additional Settings:

Participation field controls

Transaction Number Properties

The Transaction Number stamp will auto-populate with the unique identifying number that indicates the agreement in the Acrobat Sign system.  Recipients cannot directly interact with the field.

 Adobe

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