What's New
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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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Account/Group Settings
- Settings Overview
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Global Settings
- New Recipient Experience
- Self Signing Workflows
- Send in Bulk
- Web Forms
- Power Automate Workflows
- Library Documents
- Collect form data with agreements
- Limited Document Visibility
- Attach a PDF copy of the signed agreement
- Include a link in the email
- Include an image in the email
- Files attached to email will be named as
- Attach audit reports to documents
- Merge multiple documents into one
- Download individual documents
- Upload a signed document
- Set a default time zone
- Users in Multiple Groups (UMG)
- Group Administrator Permissions
- Replace recipient
- Audit Report
- Transaction Footer
- Healthcare customer
- Account Setup
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Signature Preferences
- Well formatted signatures
- Custom Terms of Use and Consumer Disclosure
- Navigate recipients through form fields
- Restart agreement workflow
- Decline to sign
- Allow signers to print and place a written signature
- Require signers to use a mobile device to create their signature
- Request IP address from signers
- Digital Signatures
- Electronic Seals
- Digital Identity
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Report Settings
- Security Settings
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Send settings
- Require recipient name when sending
- Lock name values for known users
- Allowed recipient roles
- Allow e-Witnesses
- Recipient groups
- CCs
- Recipient Agreement Access
- Field flattening
- Modify Agreements
- Private messages
- Allowed signature types
- Reminders
- Signed document password protection
- Send Agreement Notification through
- Signer identification options
- Content Protection
- Signing order
- Liquid mode
- Bio-Pharma Settings
- Notarization Settings
- Payments Integration
- SAML Settings
- Data Governance
- Time Stamp Settings
- External Archive
- Account Languages
- Email Settings
- Migrating from echosign.com to adobesign.com
- Configure Options for Recipients
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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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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
Senders can require a password to restrict access to an agreement PDF, ensuring only authorized viewers can open it.
When enabled, senders can set a password on the compose page, requiring it for every PDF view. This added security helps protect sensitive content.
Senders must define the PDF viewing password in Agreement Settings before sending the agreement. It cannot be added or changed later.
This feature must be allowed (or required) by the sender’s group. If the option isn’t available, it hasn’t been enabled for your group.
Availability:
This feature is available to the Acrobat Sign Solutions tier of service.
Configuration:
Only an Acrobat Sign administrator can configure this feature.
The configurable options for this feature can be found here >
Configure a view-protected agreement
When composing a new agreement, the sender can set a password to restrict viewing access.
This is configured in the Agreement Settings section of the compose page:
Required protection
Some groups or documents may require a viewing password for all agreements. In these cases, the group administrator can enforce view protection.
When this is required, the compose page highlights the Password field to ensure visibility. The agreement cannot be sent without setting this password.
Two things to keep in mind:
- Every time someone views the agreement—online or as a downloaded PDF—they access the password-protected PDF and must enter the password.
- Adobe cannot recover embedded passwords such as these. Before you enable the feature, ensure you have a secure storage and retrieval method.
Password requirements
The requirements for password strength are defined by the administrator of the group from which the agreement is sent.
- Password requirements appear as you type in the password field.
- The system displays a red alert icon until the password meets all requirements.
- Unsatisfied password elements appear in red; acceptable ones turn green:
Symbols include "special characters" such as ` ~ ! @ # $ % ^ & * ( ) _ + - = [ ] \ ; ' , . / { } | : " < >?
Spaces count as characters in terms of the total character count but are not counted as a letter, number, or symbol.
Identify and access view-protected agreements on the Manage page
Users who have access to the agreement in Acrobat Sign will see an icon indicating it's view-protected. Every time someone tries to open the agreement, they must enter the password before viewing it.
Attempting to open the agreement presents a challenge to enter the password.
Failure to provide a password results in an on-screen notification that the file is password protected:
Things to consider
- Store passwords securely. Since passwords cannot be recovered, establish a method for storage and retrieval.
- Create a standardized pattern. Use a method that allows authorized users to reconstruct passwords without relying on the original sender (e.g., a combination of the recipient’s email and customer number).
- Communicate passwords securely. Never include the password in the Message or Private Message fields. Instead, share it verbally or through a separate secure channel.