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- Collect form data with agreements
- Limited Document Visibility
- Attach a PDF copy of the signed agreement
- Include a link in the email
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- Healthcare customers
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- Download Agreements in Bulk
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- Report Abuse links
Send, Sign, and Manage Agreements
- Recipient Options
- Cancel an email reminder
- Options on the e-signing page
- Overview of the e-sign page
- Open to read the agreement without fields
- Decline to sign an agreement
- Delegate signing authority
- Restart the agreement
- Download a PDF of the agreement
- View the agreement history
- View the agreement messages
- Convert from an electronic to a written signature
- Convert from a written to an electronic signature
- Navigate the form fields
- Clear the data from the form fields
- E-sign page magnification and navigation
- Change the language used in the agreement tools and information
- Review the Legal Notices
- Adjust Acrobat Sign Cookie Preferences
- Send Agreements
- Authoring fields into documents
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- Create forms with text tags
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- Sign Agreements
- Manage Agreements
- Manage page overview
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- Limit Document Visibility
- Cancel an Agreement
- Create new reminders
- Review reminders
- Cancel a reminder
- Access Power Automate flows
- More Actions...
- How search works
- View an agreement
- Create a template from an agreement
- Hide/Unhide agreements from view
- Upload a signed agreement
- Modify a sent agreement's files and fields
- Edit a recipient's authentication method
- Add or modify an expiration date
- Add a Note to the agreement
- Share an individual agreement
- Unshare an agreement
- Download an individual agreement
- Download the individual files of an agreement
- Download the Audit Report of an agreement
- Download the field content of an agreement
- Audit Report
- Reporting and Data exports
- Overview
- Grant users access to reporting
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- Rename a report/export
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Advanced Agreement Capabilities and Workflows
- Webforms
- Reusable Templates (Library templates)
- Transfer ownership of web forms and library templates
- Power Automate Workflows
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- In-Context Actions on the Manage page
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- Create a new flow (Examples)
- Triggers used for flows
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- Useful Templates
- Administrator only
- Agreement archival
- Webform agreement archival
- Save completed web form documents to SharePoint Library
- Save completed web form documents to OneDrive for Business
- Save completed documents to Google Drive
- Save completed web form documents to Box
- Agreement data extraction
- Agreement notifications
- Send custom email notifications with your agreement contents and signed agreement
- Get your Adobe Acrobat Sign notifications in a Teams Channel
- Get your Adobe Acrobat Sign notifications in Slack
- Get your Adobe Acrobat Sign notifications in Webex
- Agreement generation
- Generate document from Power App form and Word template, send for signature
- Generate agreement from Word template in OneDrive, and get signature
- Generate agreement for selected Excel row, send for review and signature
- Custom Send workflows
- Share users and agreements
Integrate with other products
- Acrobat Sign integrations overview
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Acrobat Sign Developer
- REST APIs
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Support and Troubleshooting
Changing the documents and/or fields on an agreement that has been sent - Enterprise service plans only
If an agreement was sent out for signature and you realize that you need to make some modifications to the agreement after it was sent, you may be able to modify the agreement, instead of canceling it and starting over. The Modify Agreement setting may be enabled globally (at an account level) or on a per-group basis.
You can use modify agreements to:
- Add, delete, replace, and reorder (delete then add), and reorder documents.
- Add, delete, replace, and reorder form fields.
- Edit field properties such as default values, participant assignment, and validation rules.
- Update values applied to a Prefill field in the event that incorrect information was inserted.
- Upon saving a modified form, all Prefill fields must be re-entered.
The modify agreements feature can only be used on documents that meet the “modifiable” criteria. If a document is modifiable, a Modify Agreement link displays on the Manage page when the document is selected. A modifiable agreement is one that meets the following criteria:
- The agreement has not been signed, approved, or delegated to a signer or approver by the delegator to whom it was assigned.
- The agreement does not include a digital signature or written signature.
- The agreement has not been initiated from a custom workflow.
- The agreement is individually created without a template. Agreements created through Workflows and Send in Bulk do not allow modifications.
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Select the agreement you want to modify.
If the agreement is able to be modified, the Modify Agreement link will be available in the right rail
Click Modify Agreement to open a Send page in limited editing mode.
You cannot make changes in the Recipients or Message sections.
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On the Send page, you can add, delete, replace (delete then add), and reorder documents.
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Depending on your Send settings, you may be able to use the Preview & Add Signature Fields option to add form fields to the modified agreement.
- If you do not need to add form fields or do not have the Preview & Add Signature Fields option, then click Update to save your changes.
- If you need to add form fields, enable the Preview & Add Signature Fields option if necessary, then click Update to open the authoring environment. When done in the authoring environment, click Update.
Recipient Interaction with Modified Agreements
The recipient of a modified agreement is notified that the agreement has changed immediatly after clicking the Review and sign button on the email.
The recipient must click OK before they can sign, approve, or delegate the agreement to acknowledge that the agreement is changed.
Known issues
If the first recipient delegates their authority to another party, and the sender modifies the agreement after the delegation, an additional recipient (the delegated to party) will be added to the agreement, and a signature block will be added automatically for their signature.