From the Home page, click Publish a web form
A signable web form can be created to embed on your website (or send as a web link), allowing multiple people to easily access your form or document and create an agreement.
A web form can be configured to have one or more participants, multiple counter-signers, and multiple CC'd parties as well. The signature flow for a web form is:
From the Home page, click Publish a web form
Enter the Web Form Name
Configure the experience for the first participant:
(The first participant is the person that initially interacts with the web form. In the case where multiple participants are allowed, the first participant supplies the email addresses for all subsequent participants.)
Acrobat Sign Authentication and Government ID are not supported for web form authentication.
(Optional) Add Participant
Clicking the Add Participant link adds an additional participant to the web form.
When Participant 1 has completed their required actions and clicks Submit, they are prompted to Assign the next participant:
Add counter-signers and CC'd parties.
If you want your web form to be counter-signed:
Add CC'd parties by clicking the Show CC link.
Keep in mind, the counter-signers will always be the final signers. The process always starts with the individual who visits the web form.
Drag and drop the files you want to use as a the base for your web form into the Files section, or click Add Files, and navigate to the document on any networked drive or integrated file storage.
Existing Libary templates can also be imported (with authored fields intact).
Configure the Options
Check the Preview & Add Signature Fields option, and then click Next.
The page will refresh and display the uploaded files in the Authoring environment.
Drag the necessary fields from the right side of the page, on to the document as needed.
Make sure that you place at least one signature for each signer, including the initial participants and all counter signers.
Email fields are optional, but if there isn't a field on the form itself, then Adobe Acrobat Sign will prompt the participant to provide an email. In all cases, an email address must be provided for each participant.
Once all of the fields are placed, click the Save button in the bottom-right corner. Saving the document at this point will launch the web form as an active, public URL.
If you leave the authoring window without Saving, the web form is saved as a Draft on the Manage page
You'll arrive at the web form post creation page. Here you can get the URL to the web form, and the iframe/JavaScript code you can use to embed it.
You can also test sign your web form.
Web forms that are still in Draft status can be accessed on the Manage page by selecting the Web forms filter on the left rail.
Draft web forms allow:
Edit the web form name and/or files, then click Next to open the authoring environment.
After adding your fields, click Save to launch the web form.
Escaping from the authoring environment will save the web form in Draft status.
Existing web forms can be modified at the document level.
The owner of the web form can update:
The URL of the web form does not change when the web form is edited, so existing links will continue to work with the updated content.
To edit an existing web form:
Click the Manage tab
Select the Web forms filter
Select the web form you want to enable
Click the Edit button
The configuration page loads, allowing you to add or remove files from the web form.
Click Next when the files are correct
If the creator of the web form has been added to the web form counter-signers, that user may not be edited.
Counter-signer and CC email values can be edited once the web form is Active.
To edit the counter-signer or CC'd email:
Editing an existing web form populates the Activity log with the general update activity and the user's email that committed the update.
Only events that impact the function of the web form template are recorded. Hide/Unhide actions are not recorded as those actions only pertain to the personal view of the person hide/unhiding the object.
When you disable a web form, it is longer accessible by signers, but is visible in your account. You can re-enable the web form under your authority at any time.
To disable a web form:
Click the Manage tab
Select the Web Forms filter
Single-click the web form you want to disable
Click Disable
Select the experience that you want to provide for any user that attempts to access the web form URL
e.g: [https://www.sign.adobe.com/ | Acrobat Sign] displays as Acrobat Sign.
Click Disable
Disabled web forms are still visible on the Manage page.
If you would like to remove the web form from your view, Hide it.
Disabled web forms can be re-enabled at any time and resume function.
To enable a disabled web form:
Click the Manage tab
Select the Web Forms filter
Single-click the web form you want to enable
Click the Enable button
Click Enable when you are challenged
If you would like to remove a web form from the Manage page view, you can hide it.
Hiding a web form only hides it on your view, any other users that have access (via share) will still be able to see it.
Click the Manage tab scroll down to the Web Form section.
Select the Web Forms filter
Single-click the web form you want to hide
Click the Hide link located in the right rail options.
If you do not disable the web form before hiding it, people can still access and sign it. A hidden web form is only removed from your personal view.
Business and Enterprise service levels have the option to configure the web form access and signer options.
Web form access and signer options can be enabled or disabled at the account or group level by navigating to Account > Account Settings > Global Settings > Web Forms
Web forms are subject to several general settings that cover all agreements in a specific group. However, the practical use of a web form is often different than an agreement sent directly to a known recipient, and the related settings regarding authentication and email options can be in conflict.
Customers that have enabled Users in Multiple Groups may find it useful to create a new group with customized settings for the web form experience (eg; Internal web forms that require less stringent authentication).
In terms of controls that directly influence web forms only, there are six optional configurations:
If you disable the email authentication of the signature, and you require a legally binding signature, ensure that you are using some form of authentication that identifies a unique person (eg: KBA, Password).
If you need to access the URL code for your web form:
Click the Manage tab
Select the Web Forms filter
Single-click the web form to select it
Click the Get Code action
The page refreshes to show the web form with the URL code at the top of the page:
To insert values into a web form field, there are two things you need to know:
Create or edit a web form to gain access to the fields
Add the text field you want to populate through the URL
Open the properties of the field by double clicking it
Edit the field name to something meaningful. The field name is the first part of the parameter you will use, so shorter is usually better
Check the box that says Default value may come from URL
Click OK to save the parameters
Repeat for all fields that will need to accept a parameter from the URL
Click Save to save the web form
In this example we are creating two fields to be filled by the URL:
Copy the URL from the web form. The easiest way to do this is to:
Web form URLs are very long, so an abbreviated one is used here for an example (yours will look different):
Example URL:
https://secure.na1.adobesign.com/public/esignWidget?wid=CBF2s*
Paste the web form URL into a text editor (like Notepad)
Add your parameters
Example URL with one parameter
https://secure.na1.adobesign.com/public/esignWidget?wid=CBF2s*#Branch_Office=San Jose #621
Example URL with two parameters
https://secure.na1.adobesign.com/public/esignWidget?wid=CBF2s*#Branch_Office=San Jose #621&Emp_ID=429939
Once all of the field=value pairs are added to the URL, copy the full string and paste it into your browser.
The web form will render with the fields populated:
Only when the web form is in a Draft status.
After a web form is created, the name of the web form can not be updated.
The web form creator always receives the completed agreement (unless settings are in place to suppress the notification).
If another party is required to be notified when the web form agreement is signed, the CC field can be used to ensure that party is automatically included.
After the web form is published, the counter-signers can only be edited on the Manage page.
Only the email addresses can be edited. The number of counter-signers may not be changed.
If the creator of the web form has been added to the web form counter-signers, that user may not be edited
Yes.
After a web form is created, you can edit the CC'd parties on the Manage page.
Yes.
Templates in the Acrobat Sign library can be used as the base for a web form by attaching them through the Add Files link.
Yes.
Instruction for disabling the email verification process can be found in the Configuration section.
Disabling email verification does not remove the requirement for the signer to supply an email address.
If you disable the email authentication of the signature, and you require a legally binding signature, ensure that you are using some form of authentication that identifies a unique person (eg: KBA, Password).
Yes.
The URL to a web form is just a URL like any other.
Adding the URL to a web form as a hyperlink does not logically link any agreement generated by the web form to the source agreement.
Data collected on a web form is contained within the transaction ID of the agreement. The data is not populated anywhere else in the Acrobat Sign system, and if the agreement is completely deleted, the data is deleted as well.
Reporting on the web forms pulls the content from the agreement(s) to populate the report but does not save the data in any new locations.
The Activity section of the parent web form template records the major events like Creation, Enable/Disable, and replacing participants
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