Jumpstart your onboarding using the Get Started checklists.
The Get Started checklists are currently available only for customers on the VIP licensing plan. ETLA customers will be included in a future release.
Use the Get Started checklist to quickly set up your account and familiarize yourself with key features. The checklist is available to all users and has tasks tailored to your role.
For Account-Level Administrators
As an account admin, you'll see a Set up account button on the Home page until all onboarding tasks are complete. Select the button to open your checklist, or go to Admin > Get Started.
The checklist includes essential configuration tasks to prepare your Acrobat Sign environment. You must complete Add users before unlocking the rest of the tasks.
If a task doesn’t apply, mark it complete to skip it.
Admin Task List
Each task links to the relevant setup page:
Opens the Users page where you can invite users and assign roles.
Avoid bottlenecks by assigning a backup admin.
Consider using a shared address like AcrobatSignAdmin@yourdomain.com for broader access.
Otherwise, edit one of the added users and change the Acrobat Sign Role to make them an Acrobat Sign Account Admin:
This tack opens the Account Setup page so you can customize your account’s visual identity.
You can configure:
- Company logo: Inherited by all groups, unless overridden at the group level.
- Company name: Applied to new users, potentially overridden at the user level
- Hostname: Set a custom third-level domain to your Acrobat Sign URL (e.g., yourname.adobesign.com)
- URL redirects: Direct recipients to branded post-signing experiences.
Groups help manage workflows, documents, and user permissions. All users exist in one primary group that dictates their access and authority in the system.
To support more complex setups, enable Users in Multiple Groups. This allows you to assign users to one group for management and reporting, while also giving them membership to other groups that control access to specific templates and workflows.
Opens the Integrations hub. Through managed integrations, connect to popular third-party services like CRMs, CMSs, or ERP systems.
Opens the DocuSign migration wizard. Download your templates from DocuSign and upload them here. Acrobat Sign automatically converts them into valid templates.
Start the Business Associate Agreement (BAA) process for HIPAA compliance using the BAA request wizard.
For Users and Group-Level Administrators
If you're not an account-level admin, you'll see a View checklist banner at the top of your Home page. This checklist introduces core features and helps you get familiar with the interface.
Select View checklist to open the task overlay. You can complete the tasks in any order.
User Task List
Each item opens the related page or walkthrough:
Select Skip if a task isn’t relevant to your work. The checklist tracks progress and disappears once all tasks are resolved.
The service is designed to get documents signed, so it's a good idea to familiarize yourself with the standard Compose page on the Send tab.
Sending an agreement is a straightforward process that starts with selecting a document to send, allows for some configuration of the agreement details, and then accepts a list of recipients to contribute to the agreement.
It's a feature-rich environment, and users are encouraged to log in and send test agreements to themselves or a friend at work.
Managing agreements is just as important as sending them, and often takes more time.
The Manage page shows where each agreement is in the signature process and helps you stay in touch with recipients to keep things moving.
Any user who sends the same form or template multiple times is well served by understanding how to create a template to eliminate the need to place fields every time they send an agreement explicitly.
Large organizations may want a dedicated user who creates and manages the versioning of templates for the whole group.
Content sharing can be important for some teams, allowing them to work on resolving documents instead of focusing on one user managing the process from beginning to end.
Managers may want to have at least a view into their individual team members' activities and notification events.
Organizations that want to support one user sending or managing another user's agreements should consider enabling Advanced Account Sharing.
Selecting the View profile button on this page will redirect the user to the User profile configuration page, where they can customize their personal details.
Profile details are chiefly used to auto-populate relevant agreement fields (Name, Company, Title) and adjust the default environment to better suit their needs (Password, set Time zone settings).
As the user completes the list, the Home page banner tracks progress and disappears once the user has resolved all tasks.
