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
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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
- 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
Use the Custom Workflow Designer to create custom Compose pages designed to support your documents, policies, and compliance requirements.
The Custom Workflow Designer provides an environment for users to create workflow templates that produce a custom Compose page when triggered. Through the design process, the custom Compose page is tailored to the business needs, streamlining agreement composition and consistent signing processes. With its intuitive interface, you can define participant details (emails, names, roles, and routings), include specific documents, set pre-filled form fields, manage email distribution, and configure options like expiration dates or passwords.
Benefits of Workflow Templates
Workflow templates promote consistency, reduce errors, and make agreement creation easier by providing custom instructions and pre-defined fields.
For agreements requiring regulatory compliance, workflows streamline complex configurations for signatures and notifications. They ensure consistency by pre-defining controllable elements and enforcing guardrails for sender-added values. This approach saves time and ensures adherence to applicable regulations.
Once you are logged in, select Workflows in the top menu of the home screen.
Access and Actions
- All users: Create workflows for personal use. Access can be assigned to a group or the whole organization (when configured to do so).
- Group admins: Can create and grant access to workflows for the groups they administer.
- Group admins can edit and reconfigure any workflow shared with a group they have admin authority over.
- Account admins: Can create and grant access to a workflow for any user or group in the organization.
- Account admins can edit and reconfigure any workflow shared with a group or with the organization.
Each agreement generated from a workflow template is treated as a distinct agreement, with its history and audit report accessible from the Manage page.
All normal interactions with the individual agreements, such as modifying the expiration date or creating reminders, are allowed.
Reporting and Data Exports
Generate agreement reports and data exports by applying Workflow filters to include specified workflows in your report dataset.
Configuration
Availability:
The Custom Send Workflow Designer is available for the Acrobat Sign Solutions license only.
Configuration scope:
The controls that impact Custom Send Workflows can be accessed at the account and group levels.
The help documentation assumes that the following settings are enabled:
- Enable new Custom Workflow send experience
- Enable template-defined signature placement
If these settings are not enabled for your organization, contact your success manager for assistance with the update.
Error Reporting for common issues in the legacy environments
Due to the new interface's enhanced control and security, some legacy workflow elements can cause errors. To better explain these issues, additional error checks have been added.
If your account is configured to use the modern Send experience and a problematic workflow is launched, users will see a red banner indicating the error:
If the account is still configured to use the classic experience by default, the workflow may continue to work under those rules.
The modern experience displays errors as detected.
In the case where more than one problem is found, all errors detected will be listed.
To make the workflow valid under the new interface ruleset, an admin must edit the workflow and correct the detected issues: