Usage caps
What's New
Get Started
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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Send Agreements
- Send (Compose) page
- Send an agreement only to yourself
- Send an agreement to others
- Written Signatures
- Recipient signing order
- Send in Bulk
-
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
- 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
Overview
What is Microsoft Power Automate?
Microsoft Power Automate is a cloud-based workflow engine allowing users to easily automate processes with over 500 applications and services, including standard connectors like MS Dynamics, MS Planner, OneDrive for Business, Box, and Dropbox. For example, a Power Automate flow can trigger when an Acrobat Sign agreement completes successfully and then automatically store that signed agreement in a SharePoint directory.
What is Adobe Acrobat Sign Workflow Automation integrated with Microsoft Power Automate?
Adobe has enabled seamless access to Power Automate workflows right within the Acrobat Sign web interface. With this integration, Power Automate workflow creation, management, and execution capabilities are available right within Acrobat Sign. This creates a seamless, integrated experience for users to create and manage advanced workflows to automate their pre- and post-signing tasks regardless of whether they have existing Power Automate entitlements.
How is this feature different from using Acrobat Sign and Power Automate separately?
While Power Automate is usually an external web-based application that requires a separate entitlement from Microsoft, Acrobat Sign comes seeded with Power Automate entitlements and is activated upon feature enablement, eliminating Power Automate procurement complexities. In other words, with this feature, Acrobat Sign enterprise license holders get access to both standard and premium connectors of Power Automate to develop e-signature workflows.
What are some use cases that can be supported with this feature?
Examples of signature related automation workflows that can be supported include:
- Automating contract creation
- Downloading and saving signed PDFs to cloud storage such as OneDrive, SharePoint, Box, and Google Drive
- Automating conditional approver routing or template selections
- Extracting data and pushing it to downstream systems to trigger downstream processing
- Sending reminders and notifications via different channels such as Microsoft Teams or Slack.
Prerequisites
- An Adobe Acrobat Sign enterprise or business license is required to access the integration.
- A Microsoft Work or School account with an Azure Active Directory is required to enable Microsoft Power Automate.
- Instructions are provided on the enablement page if you don't have such an account.
- Third-party cookies must be enabled in the user's browser settings to access the embedded Power Automate widgets.
- Customers need to have the following allow-list settings in place if they have firewall restrictions: https://docs.microsoft.com/en-us/power-automate/ip-address-configuration
Customers familiar with Power Automate will notice that the process builder and functionality are similar to the Microsoft Power Automate stand-alone experience.
Customers that are not familiar with Power Automate should refer to the official Microsoft documentation for full details:
Beginner level:
- https://learn.microsoft.com/en-us/training/modules/get-started-flows/
- https://learn.microsoft.com/en-us/training/modules/email-power-automate/
- https://learn.microsoft.com/en-us/training/modules/input-parameters/
Intermediate level:
- https://learn.microsoft.com/en-us/training/modules/introduction-expressions/
- https://learn.microsoft.com/en-us/training/modules/use-teams-connector/
- https://learn.microsoft.com/en-us/training/modules/advanced-business-process-flows/
Advanced level:
The full list of learning modules can be found here:
Microsoft Power Automate entitlements that are included with the Adobe Acrobat Sign enterprise license
The Power Automate entitlements in the Acrobat Sign integration provide full use of a library of connectors, such as Premium connectors and Microsoft Dataverse, included as part of your Acrobat Sign enterprise license (limits on excessive use apply).
The Power Automate entitlements (referred to here as Included Entitlement) are activated for your organization by activating the Acrobat Sign Workflow Automation feature. The Included Entitlement is capped at usage limits outlined below and governed by Terms of Included Entitlement. Additional Power Automate entitlements can be procured directly from Microsoft for customers with a higher volume of transactions than the capacity below allows. Existing Power Automate customers can also apply their existing entitlements to automated workflows designed or run from within Acrobat Sign.
Terms of Included Entitlement
- Flow created under the Included Entitlement must have at least one Acrobat Sign connector.
- Adobe may discontinue this feature at any time upon notice to you, in which case you'll have the option of directly procuring entitlements from Microsoft to continue using the Power Automate workflows you have developed using this Included Entitlement.
- Upon renewal of your sales order, Adobe may charge a fee for this feature.
Limits on use capacity
Power Automate flows, Dataverse storage, and API calls per month are subject to the following usage caps. Usage caps are calculated against the Microsoft tenant linked to your Acrobat Sign account. You can procure additional capacity at any time directly from Microsoft.
|
Limit |
---|---|
Number of Flow runs per month |
1,000 |
Number of Flows |
50 |
API calls per month |
10,000 |
Dataverse Storage |
1.5 GB |
Known Issues
- Third-party cookies must be enabled in the user's browser settings.
- Power Automate functionality isn't available through account sharing.
- Flows created in the embedded experience will appear under the Solutions section rather than the My flows section in the Power Automate portal.
- Flows created directly in Power Automate under My Flows section don't appear in the Acrobat Sign integration.