- Adobe Acrobat Sign User's Guide
- What's New
- Get Started
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Recipient experiences
- Email options
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E-signing page options
- The recipient's e-signing page
- Open a view to read the agreement
- Decline to sign the agreement as a recipient
- Delegate your authority in the agreement to another person
- Restart the agreement from the first recipient
- Download a PDF of the agreement
- View the events in the agreement history
- View the agreement messages from the sender
- Convert an agreement to be printed and manually signed
- Convert a written signature process back to electronic signature
- Navigate through the form fields of the agreement
- Recipient e-signing experience when using Mobile Focus
- Clear the data you have entered into the agreement fields
- E-sign page magnification and navigation
- Change the language of the page controls
- Review the Legal Notices for Adobe Acrobat Sign
- Adjust your Cookie Preferences
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Users
- Profile and preferences
- Sharing user content
- Address book
- Home page
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Send agreements
- Send page overview
- Recipient signing order - signature cycle
- Compose a hybrid recipient workflow
- Send an agreement with only yourself as a signer
- Request signatures from others
- Send an agreement using e-Witnesses
- Use templates to send agreements
- Obtain a written signature
- Compose an agreement for in-person signing in Acrobat Sign
- Set a completion deadline in Adobe Acrobat Sign
- Add a password to protect viewing of the PDF
- Use clickable links in message fields
- Sign agreements
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Manage agreements
- Overview of the Manage page
- Create a copy of an agreement
- Replace a recipient in an active agreement
- Cancel an agreement in Adobe Acrobat Sign
- Add and edit reminders from the Manage page
- Review an agreement's reminders
- Cancel a reminder for an agreement
- Text search in Adobe Acrobat Sign
- Open and View an agreement
- Create a template from an agreement
- Hide or Unhide an agreement from view on the Manage page
- Upload a signed copy of the agreement
- Modify a sent agreement's documents or fields
- How to edit a recipient's authentication method after the agreement has been sent
- Add, edit, or remove the Expiration Date (Completion Date)
- Add a note to a signing transaction
- Share an individual agreement
- Unshare an agreement
- Download the PDF of an agreement
- Download the individual files of an agreement
- Export the field data for an individual agreement
- Remove a recipient from an in-progress agreement
- Resume a paused agreement
- Bulk actions
- Audit reports
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Reporting and Exporting data
- Reports and Data Exports
- Edit an existing Report chart
- Transaction consumption reports
- Agreement reports
- Create a new report chart
- Download the content of a data export
- Refresh the content in an existing data export
- Edit an existing data export
- Web form data export
- Create a new data export
- Rename an export or chart report
- Duplicate an export or chart report
- Schedule an export or chart report
- Delete an export or chart report
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Form field authors
- In-app authoring environment
- Create forms with text tags
- Create forms with Acrobat
- Form field reference
- Setting form field show/hide conditions
- Add calculated fields to a form
- Verified forms
- Adobe Acrobat Sign Authoring - FAQ
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Advanced users
- Send in Bulk
- Webforms
- Reusable templates
- Custom workflows
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Power Automate Workflows
- Overview and entitlements included with the Microsoft Power Automate integration
- Enable the Power Automate integration
- In-Context Actions for Power Automate on the Manage Page
- Track your Power Automate usage
- Create a new Power Automate flow in the Acrobat Sign environment
- Triggers for Power Automate flows
- Import external Power Automate flows into Acrobat Sign
- Access and manage your Power Automate flows
- Edit Power Automate flows within the Acrobat Sign environment
- Share Power Automate flows to other users in your Acrobat Sign organization
- Disable Power Automate flows
- Delete Power Automate flows
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Useful PA Templates for Admins
- Save all completed documents to SharePoint
- Save all completed documents to OneDrive for Business
- Save all completed documents to Google Drive
- Save all completed documents to DropBox
- Save all completed documents to Box
- Save your completed documents to SharePoint
- Save your completed documents to One Drive for Business
- Save your completed documents to Google Drive
- Save your completed documents to Box
- Save completed webform documents to SharePoint Library
- Extract field data from your signed document and update Excel sheet
- Get your Adobe Acrobat Sign notifications in a Teams Channel
- Generate doc from Power App form and Word template, send for signature
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Administers
- Set up your Acrobat Sign company account
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User provisioning
- Authenticate your signers using your SSO solution (and optionally entitle them to use the Acrobat Sign product)
- Enable SSO for direct Acrobat Sign access
- Provision Acrobat Sign users with SSO
- Configure user auto-assignment rules
- Move a user from one Admin Console organization to another
- Create Technical Accounts to send agreements via API
- Create Service Accounts to send agreements under a functional entity
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User management
- Change your email or name in Acrobat Sign
- Edit a user's group membership
- Grant users access to reporting data
- Set authority levels for admins and users
- Edit a user’s Admin Console roles
- Promote users to privacy admin status
- Manage user and group content shares
- Log in to your Adobe Acrobat Sign account
- Group management
- Asset management
- Admin reports
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Settings configuration
- Configuring the Adobe Acrobat Sign environment
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Global Settings
- Enable the modern Recipient Experience
- Configure Self Signing Workflows
- Configure access to Send in Bulk
- Configure Web Forms
- Enable Custom Send Workflows
- Configure access to Power Automate workflows
- Configure access to create reusable library templates
- Collect form data with agreements
- Limit document visibility for agreement participants
- Attach a PDF copy of the signed document in emails sent to
- Suppress the email link to the online signed agreement
- Suppress the image of the first page of the agreement in emails
- Files attached to email will be named as
- Attach audit report to emails and downloads in Acrobat Sign
- Merge multiple documents into one document after signing
- Allow recipients to download individual files
- Empower senders to upload physically signed documents
- Adobe Acrobat Sign delegation settings for internal users
- Set a default time zone to use for agreements
- Configure the default date format to use for agreements and signatures
- Upgrade your account to allow Users in Multiple Groups (UMG)
- Assign users to multiple groups
- Group Administrator Permissions
- Configure the option to replace a recipient on an agreement
- Configure the content of your Audit Reports
- Verify agreement validity
- Include view events in the audit report
- Include page counts in the audit report
- Add the transaction ID and document name to each page of the agreement
- Enable in-product messaging and guidance
- Enforce PDF/A workflows for long-term archiving
- Enable the Acrobat Sign Smart Assistant Chatbot
- Configure the New request signature experience
- Enable the New custom workflow experience
- Enable the modern Create Template experience
- Account Setup / Branding Settings
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Signature Preferences
- Configure well-formatted signatures
- Configure how you will allow recipients to sign and initial agreements
- Capture signature on mobile device
- Configure Terms of Use and Consumer Disclosure acceptance
- Hiding Guided Navigation While Signing
- Allow recipients to restart agreements
- Configure Decline options for recipients
- Allow Stamp Images and Signatures
- Allow signers to print, place written signatures and upload the agreem
- Set up Mandatory Mobile Signature Capture
- Request IP address from recipients for the audit report
- Enable drawn signature scaling
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Digital Signatures
- Overview of Digital Signatures in Adobe Acrobat Sign
- Download and sign with an Acrobat certificate
- Enable cloud-based digital signatures
- Configure bulk digital signatures from Manage in Acrobat Sign
- Require digital signatures for specific recipients
- Send metadata to the cloud signature provider
- Configure a restricted Identity Provider
- Configure auto-provisioning for partner applications
- Create electronic seals in Adobe Acrobat Sign
- Digital Identity
- Report Settings
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Security Settings
- Restrict user access to Acrobat Sign using allowed IP address ranges
- Administrator managed sharing
- Configure Account Sharing Permissions
- Agreement sharing controls
- Signer Identity Verification
- Define the complexity of user-applied passwords
- Block signers within a specific geography
- Allow page extraction from agreement PDFs
- Document link expiration
- Stand-alone timestamp certificates for electronic signatures
- Block iframe embedding in Acrobat Sign
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Send Settings
- Configure document editing during authoring
- Agreement creation experiences
- Require recipient name when configuring an agreement or web form
- Lock Name values for known users when authenticating
- Allow various recipient roles
- Configure the e-Witness role for recipients
- Configure in-person signing in Acrobat Sign
- Enable recipient groups
- Configure CC notifications as part of a recipient record
- Configure OneDrive file upload
- Automatically "flatten" PDF documents when uploaded
- Allow User to Modify Agreements
- Remove recipients from in-flight agreements
- Enable private messages to recipients
- Allowed signature types
- Set reminders for the agreement recipients
- Allow senders to add passwords to protect viewing the agreement PDF
- Send notifications through SMS or WhatsApp in Adobe Acrobat Sign
- Adobe Acrobat Sign Identity Authentication Methods
- Signing Password
- Knowledge-based authentication
- Configure phone authentication
- WhatsApp authentication
- Configure one-time password via email authentication
- Acrobat Sign Authentication
- Cloud-based digital signatures
- Digital Identity Provider authentication
- Government ID authentication
- Signer Identity Report
- Configure Content Protection
- Configure Automatic Document Expiration (Completion deadline)
- Signature order options
- Configure hybrid recipient routing
- Configure internal recipient restrictions in Acrobat Sign
- Configure the Download agreement link
- Form Field Borders
- Liquid Mode for Mobile Web Signing Experience
- Enable Template-Defined Signature Placement in Custom Workflows
- Enable Acrobat Sign to tag uploaded PDFs for accessibility
- Restricted access to agreements
- Message Templates
- Bio-Pharma Settings
- Notarize integration with Acrobat Sign
- Set up online payments
- SAML Settings
- Data Governance
- Set up an archive for your agreements
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Email Settings
- Email header and footer images
- Enable and configure the user's personal email footer
- Adobe Acrobat Sign - Suppress email addresses in agreement notifications
- Adobe Acrobat Sign - Suppress email addresses in To and CC fields of the email header
- Enable linkless notifications
- Use customized email templates
- Understand the Acrobat Sign tracking pixel
- Migrating from echosign.com to adobesign.com
- Customize the Options for Recipients on the e-sign page
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Guidance for regulatory demands
- Accessibility
- HIPAA configurations in Adobe Acrobat Sign Solutions
- GDPR
- 21 CFR part 11 and EudraLex Annex 11
- EU/UK considerations
- Comply with IVES
- Report Abuse links
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Integrations
- Adobe Acrobat Sign Integrations
- Product versions and lifecycle
- Integration keys
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Acrobat Sign for Salesforce
- Acrobat Sign for Salesforce: Install the package (v24)
- Acrobat Sign for Salesforce: Configure the package
- Adobe Acrobat Sign for Salesforce: Upgrade Guide
- Adobe Acrobat Sign for Salesforce: Release notes
- Adobe Acrobat Sign for Salesforce (Lightning profile): User Guide
- Acrobat Sign for Salesforce Mobile
- Enable authentication with digital identity providers
- Adobe Acrobat Sign for Salesforce: Mappings and Templates Guide
- Using Acrobat Sign Document Builder for Salesforce
- Configure Large Documents and Push Agreements Service
- Adobe Acrobat Sign for Salesforce: Customization Guide
- Adobe Acrobat Sign for Salesforce: Developer Guide
- Acrobat Sign for Salesforce: Other Guides
- Adobe Acrobat Sign for Salesforce: FAQs
- Acrobat Sign for Salesforce: Troubleshooting Guide
- Microsoft: Office
- Microsoft: Teams
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Microsoft: Dynamics
- Acrobat Sign for Microsoft Dynamics
- Adobe Acrobat Sign for Microsoft Dynamics 365 Online: Installation Guide
- Adobe Acrobat Sign for Microsoft Dynamics Online: User Guide
- Adobe Acrobat Sign for Microsoft Dynamics 365 On-Premises: Installation Guide
- Adobe Sign for Microsoft Dynamics On-Premises: User Guide
- Adobe Acrobat Sign for Microsoft Dynamics Workflows: User Guide
- Adobe Acrobat Sign for Microsoft Dynamics 365 Talent
- Adobe Sign for Microsoft Dynamics: Upgrade Guide
- Adobe Acrobat Sign for Microsoft Dynamics 365: Release Notes
- Microsoft: Power Automate
- Microsoft: Search connector
- ServiceNow
- SAP SuccessFactors
- Workday
- NetSuite
- Adobe Acrobat Sign for SugarCRM
- VeevaVault
- Adobe Acrobat Sign for Coupa BSM Suite: Installation Guide
- Zapier
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Developers
- REST APIs
- Webhooks
- Sandbox
- System-level resources
- Support
Calculated field formulas and functions in Acrobat Sign
This article contains prerelease information. Release dates, features, and other information are subject to change without notice.
Use field references, literals, operators, and functions to build formulas for calculated fields in Adobe Acrobat Sign.
Enter formulas in the Formula property of a field configured with Value type > Calculated. This reference describes the expression syntax available for building those formulas.
To configure the field itself, see Create a calculated field.
Build a formula
A formula can contain one or more of these elements:
| Element | Use it for | Example |
|---|---|---|
| Field reference | Use a value from another field | price * quantity |
| Literal | Include a fixed number, text value, or date | total * 0.10 |
| Operator | Perform arithmetic, comparison, or text operations | subtotal + tax |
| Function | Perform a predefined calculation or logical operation | max(value1, value2) |
Formulas can also reference other calculated fields.
Reference fields by name
Use the field name to reference its value in a formula.
For example:
price * quantity
uses the values of fields named price and quantity.
If a field name contains spaces, enclose the full name in square brackets:
[Unit price] * quantity
Use meaningful, unique field names so formulas remain understandable as a form changes.
See Form field properties for field-name requirements.
Use literal values
A literal is a fixed value included directly in the formula.
Examples include:
- Numbers: 10
- Text: "Approved"
- Dates used by supported date functions
Enclose text strings in single or double quotation marks.
For example:
"Approved"
Literal values can be combined with fields, operators, and functions.
Supported operators
Use operators to perform calculations, combine text, or compare values.
| Operator | Operation |
|---|---|
| + | Add |
| - | Subtract |
| / | Divide |
| * | Multiply |
| & | Combine text strings |
| = | Equal to |
| != | Not equal to |
| < | Less than |
| <= | Less than or equal to |
| > | Greater than |
| >= | Greater than or equal to |
| % | Return the remainder after division |
| ^ | Raise a value to a power |
Comparison operators return a true or false result and can be used inside logical functions.
For example:
total >= 1000
evaluates whether the value of total is at least 1000.
Math functions
| Function | Result |
|---|---|
| abs(number1) | Returns the absolute value of a number. |
| roundUp(number1) | Rounds a number up. |
| roundDown(number1) | Rounds a number down. |
| round(number1) | Rounds a number to the nearest integer. |
| min(number1, number2) | Returns the smaller of two numbers. |
| max(number1, number2) | Returns the larger of two numbers. |
Example
max(Amount1, Amount2)
returns whichever of the two field values is greater.
Date functions
| Function | Result |
|---|---|
| datePart(part, date) | Returns a specified portion of a date as an integer. |
| dateAdd(part, date, addition) | Adds a specified number of date parts to a date. Use a negative value to subtract. |
| dateDiff(part, date1, date2) | Returns the difference between two dates using the specified date part. |
| daysIn(part, date) | Returns the number of days in the specified portion of a date. |
| date(string) | Converts a text value representing a date into a date value that can be used by other functions. |
| now() | Returns the date and time when the formula is evaluated. |
Date-part values
Use these values for the part argument in supported date functions:
| Value | Date or time part |
|---|---|
| y | Year |
| q | Quarter |
| m | Month |
| d | Day |
| h | Hour |
| n | Minute |
| s | Second |
Example
dateAdd("d", StartDate, 30)
adds 30 days to the value of the StartDate field.
Use a negative number to calculate an earlier date:
dateAdd("d", StartDate, -7)
Logic functions
Use logic functions when a calculated value depends on one or more conditions.
| Function | Result |
|---|---|
| if(logical_test, value_if_true, value_if_false) | Returns one value when the test is true and another when it is false. |
| and(logical1, logical2, ...) | Returns true only when all specified conditions are true. |
| or(logical1, logical2, ...) | Returns true when at least one specified condition is true. |
| not(logical) | Reverses a true or false result. |
| lookup(sourceField, values, default_value) | Returns a value associated with the source field or a default when no match is found. |
Use if to choose between results
For example:
if(Total >= 1000, "Approval required", "Approved")
returns one text value when Total is at least 1000 and another when it isn't.
The true and false results can themselves contain expressions.
Combine logical tests (and, or, not)
Use and when every condition must be true:
and(Age >= 18, Consent = "Yes")
Use or when any condition can be true:
or(State = "CA", State = "OR")
Use not when you need the opposite of a condition:
not(Status = "Closed")
Map one value to another with lookup
Use lookup when a source value should return a corresponding value.
For example:
lookup(State, "CA=California,UT=Utah,WA=Washington", "Other")
returns the mapped state name when a match exists and Other when it doesn't.
This is useful when the source value comes from a defined set of choices, such as a Dropdown or Radio button field.
Formula examples
Calculate an amount
quantity * [Unit price]
Multiplies a quantity by a unit price.
Add several values
subtotal + tax + shipping
Adds values from three fields.
Calculate a percentage
subtotal * taxRate
Multiplies one field by a rate stored in another field.
Return a value conditionally
if(quantity >= 10, [Unit price] * 0.9, [Unit price])
returns a discounted value when the quantity reaches the defined threshold.
Calculate a future date
dateAdd("m", StartDate, 12)
returns a date 12 months after StartDate.
Combine text
RecipientName & " - " & Company
combines field values and literal text into one result.
Build formulas that are easier to maintain
Use descriptive field names and keep related calculations as simple as the form allows.
When reviewing a formula, confirm that:
- Every referenced field exists.
- Field names match the names used in the formula.
- Fields containing spaces are enclosed in square brackets.
- Text literals are enclosed in quotation marks.
- Functions contain the required arguments.
- The calculated field produces the intended value for the expected recipient inputs.
For configuring the calculated field and formatting Number results, see Create a calculated field.