Quick account setup guide

Signature preferences!

There are many options to consider with these settings, so let’s dig in!

Navigate to Account > Signature Preferences

The first two settings control the automated formatting of the line that the signature sits on, and the signature data that is inserted under the line:

• Use well-formatted signatures and initials
  • Enabling this places the line and signature content under it
  • Disabling this places just the signature without the markings that indicate the signature is electronic
• Dynamically adjust line below the signature and initials 
  • Enable this to dynamically adjust the line under the signature to be just a few pixels longer than the actual signature/initials
  • Disabling this prints the full line for the length of the original signature field

Allow recipients to sign and initial by

The next section controls how your recipients can apply their signature. In general, unless you have a specific business purpose to constrain the options, we recommend allowing recipients to apply their signature in the manner they prefer.

There are three options:

• Typing their name and initials - Typing in the name is the easiest process for most signers as it requires no extra action. The recipient types in their name and a script-like font is applied.
  • Dynamically choose signing font - There are multiple script-like fonts available in the Acrobat Sign system. By default, they are applied in a fixed order.  If this option is enabled, then the start point for the font used is randomized
• Drawing a handwritten signature and initials on the screen using mouse, stylus or their finger - If this option is enabled, recipients will have the option to physically draw their signature.
• Uploading an image of their signature and initials - If enabled, recipients will be allowed to upload an image of their signature from their local system.

Allow recipients to use their saved signature

This section of options dictates if your recipients can use an existing saved signature (Biometric and Image-based signatures are saved).  If you elect to disallow use of saved signatures, the recipient will have to explicitly type, draw or upload their signature, depending on the types of signature you allow.

The options are:

• All recipients - If selected, all recipients will be allowed to use their saved signatures.
• Internal recipients - This option will allow only the recipients that also exist as users in your Acrobat  Sign account to use their saved signatures.
• No one - Disallows use of a saved signature by all recipients.

There is an additional check box in this section:

• Allow users in my account to upload an image and save to their profile as their signature and initials - Enabling this option will allow users in your Acrobat Sign account to upload an image of their signature in their Personal Preferences section.

Adding your company branding is an excellent way to customize Acrobat Sign for the users in your account, as well as your signers.

Company name and URL hostname

In this section, you will set the company name and a hostname for your account. These may seem basic, but they will personalize your account. 

These two settings are Account-wide and cannot be adjusted at the Group level.

Log in as an Account Admin and navigate to: Account > Account Settings > Account Setup

Company Name

The value you enter into this field is automatically populated into Company Name field for new users when they are created in the account.

By default, Acrobat Sign permits users to edit their personal settings, and this includes the Company Name value for their individual users.

If you would like to update the Company Name value in the profile of all users in your account:

• Check the Set company name for all users in account box
• Click Save

All user profiles will adopt the value in the Company Name field as the Company value in their user profiles.

Hostname

Setting the hostname for your account changes the URL your users log in to and the URL where agreements are hosted for your signers.

The result is a customized URL with your hostname.

The Global Settings section of the Account tab is one of the more feature-rich sections, and all the settings are use-case specific.

Below we briefly describe each option and explain our recommendation, but it’s entirely likely that your use case will vary from "most common usage."

Navigate to Account > Account Settings > Global Settings.

• Attach a CSV with form data to the sender's signed agreement e-mails
  If you are using forms and want to get a CSV of the field data for every signed document, then check the box. However, individual CSVs for every transaction can be a bit unwieldy.
  
  If you need to collect data or push data back into your CRM, then you might be better served taking the time to build out an API solution.
  


• Limited Document Visibility
  This feature allows you to reveal designated files in your transaction only to your various signers. Getting the most out of Limited Document Visibility requires that you have a strong understanding of your signature flow relative to the documents you are sending and how you attach those documents.
  
  If you are thinking that you want to send a large, multi-file transaction to multiple signers and you want to hide parts of that document from one or more signers, then this setting is for you! Here’s a quick video if you are still undecided.

• Attach a PDF copy of the signed document in e-mails sent
  Once your transaction is complete, everyone involved will get a copy by default. This setting allows you to change that so that copies will be sent to internal only, external only, both, or neither.
  
  How you set this setting will likely depend on the nature of your documents. If you are collecting sensitive information, it may be worthwhile not to e-mail out the signed copies. Doing this is the best option for security, but it introduces the possibility that your customers will contact you for a copy of the document. In these cases, we recommend having the signer register with Acrobat Sign for a free account and pull a copy direct from Acrobat Sign.
  


• Attach audit report to completed documents
  If you need audit reports attached to the copy of the signed document we e-mail to you, then enable this at least for the Sender.
  


• Merge multiple documents into one document after signing
  When you upload multiple files for one transaction, Acrobat Sign concatenates these files into one PDF before sending it for signature.
  
  This setting dictates whether your Signed and Filed e-mails contain that one large PDF, or whether the document is split back into several files.
  

• Send an extra copy of every signed agreement to these e-mail addresses

It’s the External Archive again, but this setting can be configured at the group level (for business and enterprise-level customers), which allows you to route completed Sales contracts to Accounting, or completed NDAs to the Legal team (for example).

• Upload Signed Document
  If you allow signers to print the document, sign it, and fax it back, you should enable this setting. Someday, someone will print off a document and mail it to you, and if this setting isn’t enabled, you won’t be able to close out the transaction in Acrobat Sign.
  
• Delegation for users in my account
  Delegation in this case means permitting a different signer (e-mail address) to sign the document in your stead. Delegating does not remove access from the original party, it just grants another user authority to sign.
  
  In general, we advocate for making the signing process as easy as possible, and that means allowing delegation. However, some use cases have a strong need for only a designated party to sign.
  

• Delegation for users outside my account
  Just like the above setting, but this feature is specific for users that are not in your Acrobat Sign account.
• Authority to Sign
  This setting dictates what the default access to sign a document is for the users in your Acrobat Sign account.
  In general we recommend allowing everyone to sign by default. If you intend to use Acrobat Sign for any HR-type purpose, you definitely need to let everyone sign.
  If you elect to deny everyone signing privileges by default, you will need to explicitly enable the signers that do need to sign.
  Tip!: As the Admin, you are not grandfathered in as a signer. So if you need to sign documents, and you are denying signing by default, the next thing you should do is go to Users and Groups, click your e-mail address, and enable your signing privileges.
• Set a default time zone to use for agreements created by users in this account
  This sets the time zone for the time/date stamps on your transactions.
  
• Group admin-related settings
  Business and enterprise service level customers can have groups, and if you have groups, you might want to have admins for just those groups.
  These settings will allow group admins to add new users or change their group level settings to customize how users in teir groups can configure agreements..
  

Send settings are the features that are exposed to your sending agents on the Send tab. This section is dedicated to all the configurations that are available on that page.

Much like the Global settings, these are very use-case specific.

It’s also a bit long, so grab a beverage and navigate to Account > Account Settings > Send Settings.

• Show Send Page after logging in 
  This setting will route your users to the Send tab after they log in to Acrobat Sign (instead of the Home tab).
  If you are experiencing annoying lag when first logging in, it’s likely because of the scripts that run on the Home tab to make those cool reporting dials reflect accurate data. If your users would rather get right into the sending process and not review their Home tab data, this is the feature for you!
  
• Recipient roles
  Does your workflow require the approval of one or more people, or do you have a recipient expected to fill in form content without needing to apply a signature? Enabling recipient roles allows you to build complex workflows with specialized roles defined.
  

• Attaching Documents
  This setting enables all the various channels that permit a user to attach a document. If you have a strong need for version control over your documents, then you will likely want to disable everything except for the library where the current versions of your forms are.
  
• Languages
  This setting allows users to set external signers' signing language on the Send page.
  

• Message Templates
  A great time saver for high-volume agents. The message templates will allow you to set a new default message and further define a large array of other custom message templates. If you find that you are sending the same documents with the same message multiple times a day, take some time to configure this.
  
• Private Messages to Recipients
  It allows sends to include a private message to each recipient.
  
• Allowed Signature Types
  By default, only e-signature is enabled. However, there are still a fair number of people in this world that want to print and fax back their documents. If you might have some customers that feel this way, enable the Fax Signature option.
  
• Sender Signature Settings
  These settings are designed for cases in which the sender will be the countersigner for the document. And if you are allowing senders to countersign, it’s worth setting up the defaults per your workflow just to minimize the amount the senders have to adjust in each transaction.
  
• Reminders
  If your process requires that you set up reminders, this setting allows you to configure the default reminder iteration and message, further reducing the cycle time for your senders.
  
• Signed Document Password Protection
  With this enabled, the user would have to enter a password before they could open the signed PDF or view it online.
  It’s a little friction, but good security.
  
• Signer Identification Options
  Acrobat Sign allows for several second-factor authentication methods for signers. Depending on your use case, you may want to allow one or more of these options, and you may or may not want to allow senders to pick their method.
  

• Document Expiration
  If your use case includes "windows of opportunity," like a special price that is only available for the next XX days, then you can define that window and force the document to expire if not signed in the required time.
  If you do enable this option, it is recommended that you consider enabling the option Allow modification of expiration settings after document is sent. You don’t have to extend the deadline, but it’s nice to have the option.
  
• Preview, position signatures or add form fields
  If you find that you are adding fields to documents on the fly, then you may want to enable the drag-and-drop field tool by default. However, if you are working with version-controlled documents, you will likely want to remove the option for users to adjust fields.
  
• Signing Order
  Most documents (that we see) are signed in sequential order, and that is the default value. However, if you find that your most common workflow leverages a parallel signature process where everyone is asked to sign at the same time, you can configure that here.
  You also have the option to allow the sender to pick which workflow is best for their transactions if you have a foot in both worlds.

Acrobat Sign security settings match the general password security setting you will find for any application that you may have managed — with a couple of oddball document settings.

To set up your security, navigate to Account > Account Settings > Security Settings.

• Single Sign-on Settings
  Do your users authenticate from either an Adobe or Google user base? If so, you should enable the appropriate setting and disable any that you would not expect to use.
  
• Remember-me Settings
  It allows remembering the user's login details for a specified time period. Choose the time period from the drop-down list.
  
• Login Password Policy - For users authenticating to the legacy Acrobat Sign identity system
  This setting sets the parameters for how frequently the password has to be reset, and for how many historic passwords Acrobat Sign will remember to prevent recurring passwords from being installed.
  
• Login Password Strength - For users authenticating to the legacy Acrobat Sign identity system
  The required strength of your passwords is key to ensuring your account security, and we recommend setting this value as high as your users will tolerate.
  
• PDF Encryption Type
  The key to PDF encryption levels is having a good idea of what version of Reader your signers are likely to have installed. The more advanced encryptions require more modern versions of Reader.
  Generally speaking, if your target signer is marginally tech savvy, then you can fairly safely set this value to 128-bit AES. Acrobat 7 was released at the beginning of 2005, and most people have upgraded since then.
  
• API
  It enables you to allow Uncertified partner applications to access data from this account. Also, allow users who aren't account administrators to develop applications that use the Acrobat Sign API.
  
• Allowed IP Ranges
  If you have concerns about external parties attempting to access your users, restricting the IP range is an excellent defensive measure. Just make sure no one has to work from home or on a mobile device off your owned networks.
  
• Account Sharing
  Account Sharing is a great feature for managing agents that report to you, but it may be wise to control to who they share their accounts. Many admins elect to only create account shares when creating new users and disable the account-wide setting.
  
• Signer Identity Verification
  Should your users have to log in prior to signing a document? Depending on your use case, this might be a good security check.
  
• Agreement Signing Password
  It allows you to apply a password policy when protecting document signing or viewing.
  
• Document Password Strength
  Specify a password strength for the Agreement Signing Password.
  

Are you going to use the API? If you have a developer and want to integrate Acrobat Sign into your existing CRM system (or anything else API enabled), then you may want to consider the option.

Acrobat Sign supports a REST API:

Navigate to Account > Acrobat Sign API.

Using Adobe Document Cloud APIs to access user data requires OAuth Tokens.

You can create an integration key if you have a legacy application that does not support OAuth.

If you do not see the link to create an integration key, contact Support.

Also on this page, you will find

• The WSDL link
• The OAuth Tokens link
• A link to the Method Documentation
• And a link to the REST API Samples

Additionally, once the API is enabled, you will see a new link to the left for the API Request Log. This log will show you the inbound XML from your API calls and can be invaluable in troubleshooting if you have any code-based issues.

The REST API is available through the API Applications option.

Once on the page, click the Create a new application link, give your application a name, and click the Create Application button.

Your new Application ID and Secret will generate and display immediately.

Breaking up your users into functional groups can be hugely helpful, especially if you have different signature requirements or reporting structures that need to be observed.

Luckily, creating a group in Acrobat Sign is amazingly simple. Just navigate to
Account > Groups.

Once on the Group page, click the + button at the upper-right corner of the page and enter the new group name into the field.

There is also a link to configure the settings for the group - click the row to see the Group Settings link. These settings are nearly identical to the Global settings you configured at the account level, but because groups are the child object of the account, the group settings will override the account settings.

You will also notice that the group name is always updateable, so if you have to change group names, it's no problem at all.

Finally, it's time to add users!

The modern user administration is managed in the Adobe Admin Console, and there are multiple methods to populate your organization with users and entitle them to use Acrobat Sign.

The Admin Console is documented in the larger Adobe  user management documentation. Below are several of the most relevant pages depending on how you intend to configure you r organization

• Add a User
• Add Users in Bulk
• Add Users from your Directory
• Add Users from MS Azure Active Directory
• Change Name/Email Address
• Promote a user to an Admin role
• User Identity Types and SSO
• Authenticate Users with MS Azure
• Authenticate Users with Google Federation
• Switch User Identity
• Product Profiles