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Adobe Sign

Adobe Sign

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  • Pre-Release Notes
  • Release Notes
  • Important Notifications

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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. Video tutorial library
    4. FAQ

    Administer

    1. Admin Console Overview
        1. Add a User
        2. Add Users in Bulk
        3. Add Users from your Directory
        4. Add Users from MS Azure Active Directory
        1. Technical accounts - API driven
        2. Service accounts - Manually driven
      3. Check for users with provisioning errors
      4. Change Name/Email Address
      5. Edit a user's group membership
      6. Promote a user to an admin role
      7. User Identity Types and SSO
      8. Switch User Identity
      9. Authenticate Users with MS Azure
      10. Authenticate Users with Google Federation
      11. Product Profiles
      12. Login Experience 
    3. Account/Group Settings
      1. Settings Overview
        1. New Recipient Experience
        2. Self Signing Workflows
        3. Send in Bulk
        4. Web Forms
        5. Power Automate Workflows
        6. Library Documents
        7. Collect form data with agreements
        8. Limited Document Visibility
        9. Attach a PDF copy of the signed agreement 
        10. Include a link in the email
        11. Include an image in the email
        12. Files attached to email will be named as
        13. Attach audit reports to documents
        14. Merge multiple documents into one
        15. Download individual documents
        16. Upload a signed document
        17. Set a default time zone
          1. Upgrade to use UMG
        19. Group Administrator Permissions
        20. Replace recipient
          1. Overview
          2. Allow unauthenticated access on the transaction verification page
          3. Include view events
          4. Include agreement page/attachment count
        22. Transaction Footer
        23. Healthcare customer
        1. Add logo
        2. Customize company Hostname/URL   
        3. Post agreement URL redirect
        1. Well formatted signatures
        2. Custom Terms of Use and Consumer Disclosure
        3. Navigate recipients through form fields
        4. Restart agreement workflow
        5. Decline to sign
        6. Allow signers to print and place a written signature
        7. Require signers to use a mobile device to create their signature
        8. Request IP address from signers
        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
        1. Digital Identity Gateway
        2. Identity Check policy
        1. Allowed IP Ranges
        2. Account Sharing
        3. Agreement sharing controls
        4. Signer identity verification
        5. Document password strength
        6. Block signers by Geolocation
        7. Allow page extraction
        8. Document link expiration
        9. Timestamp
        1. Require recipient name when sending
        2. Lock name values for known users
        3. Allowed recipient roles
        4. Allow e-Witnesses
        5. Recipient groups
        6. CCs
        7. Recipient Agreement Access
        8. Field flattening
        9. Modify Agreements
        10. Private messages
        11. Allowed signature types
        12. Reminders
        13. Signed document password protection
        14. Send Agreement Notification through
          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
        16. Content Protection
        17. Signing order
        18. Liquid mode
      11. Bio-Pharma Settings
        1. Overview
        2. Enforce identity authentication
        3. Signing reasons
      12. Notarization Settings
      13. Payments Integration
        1. SAML Configuration
      15. Data Governance
      16. Time Stamp Settings
      17. External Archive
      18. Account Languages
        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
      20. Migrating from echosign.com to adobesign.com
      21. Configure Options for Recipients
        1. Accessibility Compliance
        2. Create accessible forms with Acrobat desktop
        3. Create accessible AcroForms
      2. HIPAA
        1. GDPR Overview
        2. Redact a user
        3. Redact a user's agreements    
        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
        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. Claim your domain 
    6. Report Abuse links

    Send, Sign, and Manage Agreements

      1. Cancel an email reminder
        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. Download a PDF of the agreement
        6. View the agreement history
        7. View the agreement messages
        8. Convert from an electronic to a written signature
        9. Convert from a written to an electronic signature 
        10. Navigate the form fields
        11. Clear the data from the form fields
        12. E-sign page magnification and navigation
        13. Change the language used in the agreement tools and information
        14. Review the Legal Notices
        15. Adjust Acrobat Sign Cookie Preferences
        1. Overview of landmarks and features
        2. Password protect the PDF
      2. Send an agreement only to yourself
      3. Send an agreement to others
      4. Written Signatures
      5. Recipient signing order
        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
        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
        1. AcroForm creation
        2. Creating accessible PDFs
          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
      1. Sign agreements sent to you
      2. Fill & Sign
      3. Self-signing
      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
        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
      1. Overview
      2. Grant users access to reporting
        1. Create a new report
        2. Agreement Reports
        3. Transaction Reports
        4. Settings Activity Report
        5. Edit a report
        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

    Advanced Agreement Capabilities and Workflows

      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
      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
      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
          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
          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 Box
          1. Save completed web form documents to SharePoint Library
          1. Extract form field data from your signed document and update Excel sheet
          1. Get your Adobe Acrobat Sign notifications in a Teams Channel
          1. Generate document from Power App form and Word template, send for signature
      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
      1. Share a user
      2. Share agreements

    Integrate with other products

    1. Acrobat Sign for Salesforce
      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 
      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
    4. Partner managed integrations
    5. How to obtain an integration key

    Acrobat Sign Developer

      1. Methods documentation
      2. SDK/Developer Guide
      3. API FAQ    
      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
      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 

    The Adobe Acrobat Sign "Signing Reasons" feature is available for the enterprise and business levels of service.

    The Signing Reasons feature allows the signer to provide the reason they are signing the agreement. This type of information is required in some work processes (eg: Title 21 CFR part 11).

    • Reasons can be required or optional.
    • The Reason field can be applied to Electronic or Digital signature fields.
      • Initial fields are not included.
    • Reasons can be selected from a pre-defined list created by the Acrobat Sign admin, or entered into a free-form text field. 


    How it's used

    When Signing Reasons are enabled, the signer is asked to provide a reason for applying their signature immediately after they type, draw or upload their signature image. The signature is displayed in a new panel with either:

    • An open text field that can accept a custom reason from the signer
    Provide a custom reason

    • A drop-down list of acceptable reasons (as defined in Acrobat Sign)
    Select a reason from the provided list

    Note:

    If both options are enabled, then the pick-list will have a line item to allow the custom reason entry (as seen above)

     

    Once the reason is provided, the signer clicks OK, and the form filling/signature process continues as normal.

    Both options produce a signature block that shows the signature, with the reason displayed to the right:

    Custom reason example

    Listed reason example

     

    And both options list the reason in the report CSV for the agreement:

    Signing reason in the report csv file

    Configuration options

    There are four selectable options in terms of capturing the signing reason.

    The first two indicate if a reason should be allowed in the signature process. Electronic and Digital signatures are enabled discretely:

    • Allow signers to provide a signing reason for e-signature workflows - Applies the reason field to electronic signature fields
    • Allow signers to provide a signing reason for cloud-based digital signature workflows - Applies the reason field to digital signature fields

     

    Allowing a signature does not require a reason from the signer.

    However, if you allow for the signature reason, you must either define a list of reasons or allow a custom reason to be entered.

     

    The second two settings provide control over the reasons applied:

    • Require signers to provide a signing reason - When enabled, all signers are required to provide a reason (internal and external signers)
    • Allow signers to provide their custom signing reason - Allows the signer to enter their own reason into a text field
      • If no pre-defined list of reasons is established, this setting must be enabled when signing reasons are allowed
    Signing reason configurable options

     

    Below the selectable options is the list of defined reasons.

    If custom reasons are not allowed, this list must have at least one entry.

     

    To add a new reason, click the plus icon 

    Add a reason interface

     

    An overlay displays the Create dialogue box, allowing you to configure the reason.  There are three elements to the reason:

    • Signing reason name - The nominal name of the reason record. 
      • Provided to facilitate sorting of reasons that may span various languages
    • Signing reason text - This is the actual text that is inserted into the signature and audit report. 
      • The reason text is limited to 128 characters or less
      • The signer will see the full text in the selection window
    • Language - Only reasons that have a matching Language value for the signer's environment are presented as options.  If you send agreements using the French locale, then only the reasons flagged for the French language will be selectable
      • If the signer is using a locale that has no pre-defined Reason match, a custom reason is accepted

     

    Once the reason is properly configured, click Save.

    The reason becomes available for all signers immediately.

    Interface to provide the reason details

     

    To Edit or Delete a reason from the list, single click the reason to select it.

    The options to Edit or Delete appear in the upper-left of the section:

    Edit and Delete option when a reason is selected in the UI

    How to enable or disable

    The Signing Reasons feature can be enabled at the Account level by the Acrobat Sign Account Admin.

    Group level settings are permitted and will override the Account level values. 

     

    To access the options, navigate to: Account Settings > Bio-Pharma Settings

    Navigate to the Bio-Pharma tab to find the Signing Reasons controls

    Things to keep in mind...

    • Signature reasons work with digital and electronic signature fields.
      • Each signer can have only one digital signature field and multiple electronic signature fields.
    • Signature reasons do not apply when only a Stamp is used as a signature.

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