Set up a company account


Welcome to Adobe Acrobat Sign!

Before you begin using your Adobe Acrobat Sign account, there are some suggested steps to get your account set up and customized for your company’s use. This article provides an overview of the core features of branding, security settings, users, and templates to get you up and running.

Keep in mind there are plenty of additional options and settings to explore that aren’t covered here. The knowledge base is an excellent resource for getting information on the many settings found in Acrobat Sign.

Now sit back, log in, and let’s get you e-signing!

Account Setup

This section will go over the suggested steps for initially setting up your account.

External Archive

Like backing up your computer or phone, it’s a good idea to keep copies of your signed agreements. Instead of downloading the agreements one by one from the Manage page, the External Archive can send a copy of signed agreements to an alternate email address, an Evernote account or a Box account.


Branding your account

Adding your company branding is an excellent way to customize Acrobat Sign for the users in your account, as well as your signers.


Security Settings

Account, user, and document security is Acrobat Sign’s number one concern. Therefore, we provide several security options at the account level. We suggest reviewing the settings in this section and deciding which will work the best for your use case.

Agreement Settings

The settings in this section define the options available to a user when configuring an agreement, and what the default value for those options will be.

In general, the recommendation is to reduce the number of options for the Sender to choose from or configure. Where possible, set a strong default value, and remove the option to edit that value.

This chapter is broken into sections related to their effect on a transaction.

All of these settings can be found by navigating to: Account > Account Settings > Send Settings.

Poznámka:

All of these settings can be configured at the group level to assure that each business unit can customize their sending and signing experience as needed.

Define Recipients

“Recipients” is a term that refers to any userID included in the signature cycle, regardless to the assigned role. The following settings will define what types of roles those recipients can have, and what level of identity authentication you want to employ.

Setting message templates (business and enterprise service levels only)

How users can attach or choose documents

Setting default reminders

Setting a default document expiration

Users and Groups

Users

Users are generally added to an account because they will either be sending out agreements or be group or account level admins. Users that will be signing agreements do not need to be added, unless you want to control their ability to sign with account level settings.

Groups - business and enterprise service levels only

Groups allow you to set specific settings for the users inside that group. This means, for example, your sales team can use Acrobat Sign differently than your accounting department.

Library Documents/Templates

Library Templates

A library template is a reusable document object. Acrobat Sign supports two types of library templates: document templates and form field templates.

  • Document Templates—A document template is a reusable document. Document templates can be shared with other users in your account, allowing multiple users to send out the same document without needing to make any changes.
  • Form Field Templates—A form field template is a reusable field layer that can be applied to any document. Form field templates can also be shared with other users in your account. Form field templates are ideal in the following situations:
    • You have one field layout that works for multiple documents.
    • You have a document that can be sent several different ways.
    • You need to revise document’s content, but the fields remain in the same place.

Instead of creating a new library document every time a document is updated, the same form field layer can be applied. Form field templates can be edited to facilitate changes in the arrangement of fields or field properties. Again, all the tools in the authoring environment are available when creating a form field template.

As a best practice, a single user (Document Administrator) should be responsible for creating and maintaining templates. Creating a Doc Admin userID eliminates confusion as to what templates to use and provides version control for your reusable documents.

We recommend using a distribution list or functional email for the Doc Admin user login. This allows you to control access to this Doc Admin login while at the same time allowing the responsibility to be shared as needed.

Reports - business and enterprise service levels only

The report feature lets you check on how your account is using Acrobat Sign. Build your own reports and gain complete visibility into your document signing process, while seeing how individual groups or users are doing.

Creating a new report

To create a new report, navigate to the Reports page by clicking the Reports tab, then click on the Create a new report link.

Create a new classic report

Získajte pomoc rýchlejšie a ľahšie

Nový užívateľ?