Welcome to the all-new Document Cloud experience – the new home for Adobe Sign, Send for Signature, and PDF Tools

As an Adobe Acrobat or PDF Pack customer that has been using our Send for Signature tool or Adobe Sign to send and manage agreements, you’ve most likely noticed that your experience has been updated. This new experience has been designed to bring together all the value that Adobe Document Cloud provides relative to your document needs, including e-signatures, an all-new service for collaboratively reviewing documents, and sharing documents with tracking.

The all new Document Cloud user interface has been redesigned to deliver a single web destination for managing all these document-related activities. Moreover, the same interface and experiences are also available from Adobe Acrobat DC and Acrobat Reader Mobile to allow you to access your documents and activities from any screen.

 

What’s changed with Adobe Sign?

While it may appear that the Adobe Sign or Send for Signature functionality that you are familiar with is no longer available, we want to reassure you that those capabilities are still available, but the location of tools such as track and manage agreements has changed.

To help orient you with the new user experience, we’ve created this guide to help you transition to the all-new Document Cloud environment.

What happened to my Adobe Sign Dashboard Page?

Central to the experience available in Adobe Document Cloud is the merging of document and PDF management tools and processes, together with e-signature activities in a single interface. This means there isn’t a dedicated dashboard just for e-signatures. Instead, we’ve incorporated the same e-signature tools and information throughout the Document Cloud interface.

The following are components that were previously available in the Adobe Sign dashboard, along with the new location in Adobe Document Cloud:

A. Send from Library

B. Waiting for Me

C. Recent Events

D. Fill & Sign

Adobe Sign dashboard

A. Send from Library

Documents that were saved as templates to Adobe Sign were previously made available to send for signature using the Get a Signature box’s Send from Library drop-down menu.

In the new experience, your saved templates area available for sending in two different locations.

  1. Choose a saved template from the Send for Signature tool.

    From the Document Cloud home view, select the Send for Signature tool from quick start strip of icons. This initiates the same send for signature process you already familiar with.

    Send for Signature tool

    To use a template, click Add Files, and then select Library Documents to see a list of all of your saved templates. After selecting your template, continue the send for signature process just as you’ve always done.

    Choose from the list of library documents
  2. Choose a saved template from the SHARED For Signature page.

    Filter by agreements or templates
    1. From the Document Cloud home view, click For Signature in the left panel.
    2. Click the arrow next to Sign Agreements.
    3. Select Sign Templates.

    Now you’ll have a list of your saved templates, which can be easily used to start a new signature workflow.

B. Waiting for Me

When you are sent a document requiring action from you, such as e-signing, instead of it appearing in the Waiting for Me box on the previous dashboard (section B in the dashboard image), it now appears in the following locations:

  1. To Do cards: We have introduced a brand-new concept in the Document Cloud called To Do cards. These cards appear on the Document Cloud home view and immediately highlight all the items that require your attention. From here you can easily preview the document or complete your specific action.

    To Do cards
  2. Notification menu: Another new concept that we have introduced is the Notification menu. This menu provides an activity feed of all of the things happening on your documents as well as documents that have been shared with you. When you are requested to sign a document, a new entry will automatically appear in the notification menu.

    Notification menu
  3. SHARED For Signature Page: A list of all your signature agreements is also available in the For Signature section under the SHARED list. You can easily filter and sort this list by status, so you can easily see which documents that have been shared with you that require your action.

    Shared for Signature

C. Recent Events

Information about documents sent for signature that appeared in the recent events box on the dashboard page is now available in the following locations:

  1. Notification menu: When documents that you have sent for e-signature have activity, the notification menu is updated, letting you click the item to view additional details.

    Notification panel showing information about the recent events
  2. Recent List in the Document Cloud Home View: The Document Cloud home view contains a list of your most recent documents, including documents you sent to others for e-signature. To view event activity, select an item by checking the box to the left of the document name and the right sidebar displays the context board for the document selected. You can then click the Activity menu to view all events taken in that document.

    Recent list
  3. SHARED For Signature page: The SHARED For Signature page contains a list of all documents that you have shared with others for signature, or documents shared with you that require action by you. Similarly, to selecting an item on the home view’s recent list and viewing the context board, you can do the same in the SHARED For Signature page by selecting an item and clicking the Activity menu on the content board displayed on the right column of the screen.

    Activity panel

D. Fill & Sign

Fill & Sign is another component of Adobe Sign that was accessible from the dashboard. In the all-new Adobe Document Cloud experience, Fill & Sign is still available, but you select it from the quick start menu at the top of the home view. From there, the experience is very similar, except for a small change once you have completed filling out your form and optionally added an e-signature.

Fill & Sign tool

In the previous experience of Fill & Sign, you would enter a recipient’s email address and Adobe Sign would email the recipient the filled out and signed certified PDF. In the new experience, Document Cloud provides you with a link to the certified PDF, which you can share with any recipient you desire.

What happened to the Manage Agreement page?

Managing your agreements is an important part of working with Adobe Sign. And now that it has been fully integrated with Adobe Document Cloud, we’ve simplified the way we display the documents you’ve sent for signature or need to sign yourself.

The following are components that were previously available in the Adobe Sign manage page, which are now part of the SHARED For Signature page.

A. Filter agreements

B. Working with existing agreements

C. View additional agreement details

Manage Agreements page

A. Filter agreements

At the top of the previously Adobe Sign manage page, you were able to use a drop-down menu to filter agreements by their status (Waiting for Me to Sign, Draft, Out for Signature, Signed, Completed) and search for agreements by document name or recipient name/email address.

The For Signature page includes simplified filtering options that let you display only the agreements that match the filter you chose. The search bar also includes the same search capabilities that were available in the previous manage page, where you can search for agreements by document name or recipient (name or email address).

Filter by status

Another change you’ll notice is that instead of segmenting all agreements in rows designed by the agreement status, you have a single list of all agreements, along with columns that give information like document name, last modified, and status. You can click the column headings to sort the list of agreements.

B. Working with existing agreements

You can still select individual agreements that have been sent for signature to accomplish the following:

  • View agreement activity
  • Set Reminder for the recipients or yourself
  • Cancel agreement
  • Add a personal Note
  • Download Audit Trail

This is accomplished by clicking on an agreement from the For Signature page and selecting your desired activity from the context board on the right side of the screen.

Note: the context board’s agreement actions are also available when selecting an agreement from the home view’s recent document list.

Working with existing agreements

C. View additional agreement details

The previous manage page displayed the name of the recipient alongside the name of the document and its status. The new Document Cloud experience still contains this information, but you need to first select an agreement from the For Signature page or recent documents list on the home view, and view its additional details on the context board on right side of the screen.

A thumbnail of the agreement appears at the top, and the names of the recipients are listed in the Participant list. You can also expand the Activity menu to view all event activity on the agreement.

View additional agreement details

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