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Adobe Acrobat Sign Guide

What's New

  1. Pre-Release Notes
  2. Release Notes
  3. Important Notifications

Get Started

  1. Quick start guide for administrators
  2. Quick start guide for users
  3. For Developers
  4. Video tutorial library
  5. FAQ

Administer

  1. Admin Console Overview
  2. User Management
    1. Adding users
      1. Add a User
      2. Add Users in Bulk
      3. Add Users from your Directory
      4. Add Users from MS Azure Active Directory
    2. Create function-focused users
      1. Technical accounts - API driven
      2. Service accounts - Manually driven
    3. Check for users with provisioning errors
    4. Change Name/Email Address
    5. Edit a user's group membership
    6. Edit a user's group membership through the group interface
    7. Promote a user to an admin role
    8. User Identity Types and SSO
    9. Switch User Identity
    10. Authenticate Users with MS Azure
    11. Authenticate Users with Google Federation
    12. Product Profiles
    13. Login Experience 
  3. Account/Group Settings
    1. Settings Overview
    2. Global Settings
      1. Account tier and ID
      2. New Recipient Experience
      3. Self Signing Workflows
      4. Send in Bulk
      5. Web Forms
      6. Custom Send Workflows
      7. Power Automate Workflows
      8. Library Documents
      9. Collect form data with agreements
      10. Limited Document Visibility
      11. Attach a PDF copy of the signed agreement 
      12. Include a link in the email
      13. Include an image in the email
      14. Files attached to email will be named as
      15. Attach audit reports to documents
      16. Merge multiple documents into one
      17. Download individual documents
      18. Upload a signed document
      19. Delegation for users in my account
      20. Allow external recipients to delegate
      21. Authority to sign
      22. Authority to send
      23. Power to add Electronic Seals
      24. Set a default time zone
      25. Set a default date format
      26. Users in Multiple Groups (UMG)
        1. Upgrade to use UMG
      27. Group Administrator Permissions
      28. Replace recipient
      29. Audit Report
        1. Overview
        2. Allow unauthenticated access on the transaction verification page
        3. Include reminders
        4. Include view events
        5. Include agreement page/attachment count
      30. Transaction Footer
      31. In Product Messaging and Guidance
      32. Accessible PDFs
      33. New authoring experience
      34. Healthcare customer
    3. Account Setup
      1. Add logo
      2. Customize company Hostname/URL    
      3. Add company name
      4. Post agreement URL redirect
    4. Signature Preferences
      1. Well formatted signatures
      2. Allow recipients to sign by
      3. Signers can change their name
      4. Allow recipients to use their saved signature
      5. Custom Terms of Use and Consumer Disclosure
      6. Navigate recipients through form fields
      7. Restart agreement workflow
      8. Decline to sign
      9. Allow Stamps workflows
      10. Require signers to provide their Title or Company
      11. Allow signers to print and place a written signature
      12. Show messages when e-signing
      13. Require signers to use a mobile device to create their signature
      14. Request IP address from signers
      15. Exclude company name and title from participation stamps
    5. Digital Signatures
      1. Overview
      2. Download and sign with Acrobat
      3. Sign with Cloud Signatures
      4. Include metadata for Identity Providers
      5. Restricted Cloud Signatures Providers
    6. Electronic Seals
    7. Digital Identity
      1. Digital Identity Gateway
      2. Identity Check policy
    8. Report Settings
      1. New report experience
      2. Classic report settings
    9. Security Settings
      1. Single Sign-on settings
      2. Remember-me settings
      3. Login password policy
      4. Login password strength
      5. Web session duration
      6. PDF encryption type
      7. API
      8. User and group info access
      9. Allowed IP Ranges
      10. Account Sharing
      11. Account sharing permissions
      12. Agreement sharing controls
      13. Signer identity verification
      14. Agreement signing password
      15. Document password strength
      16. Block signers by Geolocation
      17. Phone Authentication
      18. Knowledge-Based Authentication (KBA)
      19. Allow page extraction
      20. Document link expiration
      21. Upload a client certificate for webhooks/callbacks
      22. Timestamp
    10. Send settings
      1. Show Send page after login
      2. Require recipient name when sending
      3. Lock name values for known users
      4. Allowed recipient roles
      5. Allow e-Witnesses
      6. Recipient groups
      7. CCs
      8. Recipient Agreement Access
      9. Required fields
      10. Attaching documents
      11. Field flattening
      12. Modify Agreements
      13. Agreement name
      14. Languages
      15. Private messages
      16. Allowed signature types
      17. Reminders
      18. Signed document password protection
      19. Send Agreement Notification through
      20. Signer identification options
        1. Overview
        2. Signing password
        3. One-Time Password via Email
        4. Acrobat Sign authentication
        5. Phone authentication
        6. Cloud-based digital signature
        7. Knowledge-based authentication
        8. Government ID
        9. Signer Identity reports
      21. Content Protection
      22. Enable Notarize transactions
      23. Document Expiration
      24. Preview, position signatures, and add fields
      25. Signing order
      26. Liquid mode
      27. Custom workflow controls
      28. Upload options for the e-sign page
      29. Post-sign confirmation URL redirect
    11. Message Templates
    12. Bio-Pharma Settings
      1. Overview
      2. Enforce identity authentication
      3. Signing reasons
    13. Workflow Integration
    14. Notarization Settings
    15. Payments Integration
    16. Signer Messaging
    17. SAML Settings
      1. SAML Configuration
      2. Install Microsoft Active Directory Federation Service
      3. Install Okta
      4. Install OneLogin
      5. Install Oracle Identity Federation
    18. Data Governance
    19. Time Stamp Settings
    20. External Archive
    21. Account Languages
    22. Email Settings
      1. Email header/footer images
      2. Permit individual user email footers
      3. Customize the Signature Requested email
      4. Customize the To and CC fields
      5. Enable Linkless Notifications
      6. Customize email templates
    23. Migrating from echosign.com to adobesign.com
    24. Configure Options for Recipients
  4. Guidance for regulatory requirements
    1. Accessibility
      1. Accessibility Compliance
      2. Create accessible forms with Acrobat desktop
      3. Create accessible AcroForms
    2. HIPAA
    3. GDPR
      1. GDPR Overview
      2. Redact a user
      3. Redact a user's agreements    
    4. 21 CFR part 11 and EudraLex Annex 11
      1. 21 CRF part 11 validation pack
      2. 21 CFR and EudraLex Annex 11 handbook
      3. Analysis of shared responsibilities
    5. Healthcare customers
    6. IVES support
    7. "Vaulting" agreements
    8. EU/UK considerations
      1. EU/UK Cross-border transactions and eIDAS
      2. HMLR requirements for deeds signed electronically
      3. The impact of Brexit on e-signature laws in the UK
  5. Download Agreements in Bulk
  6. Claim your domain 
  7. Report Abuse links

Send, Sign, and Manage Agreements

  1. Recipient Options
    1. Cancel an email reminder
    2. Options on the e-signing page
      1. Overview of the e-sign page
      2. Open to read the agreement without fields
      3. Decline to sign an agreement
      4. Delegate signing authority
      5. Restart the agreement
      6. Download a PDF of the agreement
      7. View the agreement history
      8. View the agreement messages
      9. Convert from an electronic to a written signature
      10. Convert from a written to an electronic signature 
      11. Navigate the form fields
      12. Clear the data from the form fields
      13. E-sign page magnification and navigation
      14. Change the language used in the agreement tools and information
      15. Review the Legal Notices
      16. Adjust Acrobat Sign Cookie Preferences
  2. Send Agreements  
    1. Send page overview
    2. Send an agreement only to yourself
    3. Send an agreement to others
    4. Written Signatures
    5. Recipient signing order
    6. Send in Bulk
      1. Overview of the Send in Bulk feature
      2. Send in Bulk - Configure a parent template
      3. Send in Bulk - Configure the CSV file
      4. Cancel a Send in Bulk transaction
      5. Add reminders to Send in Bulk
      6. Reporting for Send in Bulk
  3. Authoring fields into documents
    1. In-app authoring environment
      1. Automatic field detection
      2. Drag and drop fields using the authoring environment
      3. Assign form fields to recipients
      4. The Prefill role
      5. Apply fields with a reusable field template
      6. Transfer fields to a new library template
      7. Updated authoring environment when sending agreements
    2. Create forms with text tags
    3. Create forms using Acrobat (AcroForms)
      1. AcroForm creation
      2. Creating accessible PDFs
    4. Fields
      1. Field types
        1. Common field types
        2. In-line Images
        3. Stamp Images
      2. Field content appearance
      3. Field validations
      4. Masked fields values
      5. Setting show/hide conditions
      6. Calculated fields 
    5. Authoring FAQ
  4. Sign Agreements
    1. Sign agreements sent to you
    2. Fill & Sign
    3. Self-signing
  5. Manage Agreements
    1. Manage page overview
    2. Delegate agreements
    3. Replace Recipients
    4. Limit Document Visibility 
    5. Cancel an Agreement 
    6. Create new reminders
    7. Review reminders
    8. Cancel a reminder
    9. Access Power Automate flows
    10. More Actions...
      1. How search works
      2. View an agreement
      3. Create a template from an agreement
      4. Hide/Unhide agreements from view
      5. Upload a signed agreement
      6. Modify a sent agreement's files and fields
      7. Edit a recipient's authentication method
      8. Add or modify an expiration date
      9. Add a Note to the agreement
      10. Share an individual agreement
      11. Unshare an agreement
      12. Download an individual agreement
      13. Download the individual files of an agreement
      14. Download the Audit Report of an agreement
      15. Download the field content of an agreement
  6. Audit Report
  7. Reporting and Data exports
    1. Overview
    2. Grant users access to reporting
    3. Report charts
      1. Create a new report
      2. Agreement Reports
      3. Transaction Reports
      4. Settings Activity Report
      5. Edit a report
    4. Data Exports 
      1. Create a new data export
      2. Web form data export
      3. Edit a data export
      4. Refresh the data export content
      5. Download the data export
    5. Rename a report/export
    6. Duplicate a report/export
    7. Schedule a report/export
    8. Delete a report/export
    9. Check Transaction Usage

Advanced Agreement Capabilities and Workflows

  1. Webforms 
    1. Create a web form
    2. Edit a web form
    3. Disable/Enable a web form
    4. Hide/Unhide a web form
    5. Find the URL or script code 
    6. Prefill web form fields with URL parameters
    7. Save a web form to complete later
    8. Resize a web form
  2. Reusable Templates (Library templates) 
    1. US Government forms in the Acrobat Sign library
    2. Create a library template
    3. Change a library template's name
    4. Change a library template's type
    5. Change a library template's permission level
    6. Copy, edit, and save a shared template
    7. Download the aggregate field data for a library template
  3. Transfer ownership of web forms and library templates
  4. Power Automate Workflows 
    1. Overview of the Power Automate integration and included entitlements
    2. Enable the Power Automate integration
    3. In-Context Actions on the Manage page
    4. Track Power Automate usage
    5. Create a new flow (Examples)
    6. Triggers used for flows
    7. Importing flows from outside Acrobat Sign
    8. Manage flows
    9. Edit flows
    10. Share flows
    11. Disable or Enable flows
    12. Delete flows
    13. Useful Templates
      1. Administrator only
        1. Save all completed documents to SharePoint
        2. Save all completed documents to OneDrive for Business
        3. Save all completed documents to Google Drive
        4. Save all completed documents to DropBox
        5. Save all completed documents to Box
      2. Agreement archival
        1. Save your completed documents to SharePoint
        2. Save your completed documents to One Drive for Business
        3. Save your completed documents to Google Drive
        4. Save your completed documents to DropBox
        5. Save your completed documents to Box
      3. Webform agreement archival
        1. Save completed web form documents to SharePoint Library
        2. Save completed web form documents to OneDrive for Business
        3. Save completed   documents to Google Drive
        4. Save completed web form documents to Box
      4. Agreement data extraction
        1. Extract form field data from your signed document and update Excel sheet
      5. Agreement notifications
        1. Send custom email notifications with your agreement contents and signed agreement
        2. Get your Adobe Acrobat Sign notifications in a Teams Channel
        3. Get your Adobe Acrobat Sign notifications in Slack
        4. Get your Adobe Acrobat Sign notifications in Webex
      6. Agreement generation
        1. Generate document from Power App form and Word template, send for signature
        2. Generate agreement from Word template in OneDrive, and get signature
        3. Generate agreement for selected Excel row, send for review and signature
  5. Custom Send workflows
    1. Custom Send Workflow Overview
    2. Creating a new Send Workflow
    3. Edit a Send Workflow
    4. Activate or Deactivate a Send Workflow
    5. Send an agreement with a Send Workflow
  6. Share users and agreements
    1. Share a user
    2. Share agreements

Integrate with other products

  1.  Acrobat Sign integrations overview 
  2. Acrobat Sign for Salesforce
  3. Acrobat Sign for Microsoft
    1. Acrobat Sign for Microsoft 365
    2. Acrobat Sign for Outlook
    3. Acrobat Sign for Word/PowerPoint
    4. Acrobat Sign for Teams
    5. Acrobat Sign for Microsoft PowerApps and Power Automate
    6. Acrobat Sign Connector for Microsoft Search
    7. Acrobat Sign for Microsoft Dynamics 
    8. Acrobat Sign for Microsoft SharePoint 
  4. Other Integrations
    1. Acrobat Sign for ServiceNow
    2. Acrobat Sign for HR ServiceNow
    3. Acrobat Sign for SAP SuccessFactors
    4. Acrobat Sign for Workday
    5. Acrobat Sign for NetSuite
    6. Acrobat Sign for VeevaVault
    7. Acrobat Sign for Coupa BSM Suite
  5. Partner managed integrations
  6. How to obtain an integration key

Acrobat Sign Developer

  1. REST APIs 
    1. Methods documentation
    2. SDK/Developer Guide
    3. API FAQ    
  2. Webhooks 
    1. Webhook overview
    2. Configure a new webhook
    3. View or edit a webhook
    4. Deactivate or reactivate a webhook
    5. Delete a webhook
    6. Two-way SSL certificates
    7. Webhooks in the API

Support and Troubleshooting

  1. Customer Support Resources 
  2. Enterprise Customer Success Resources 

Enablement and Configuration Options

Availability:

The enablement of Power Automate is limited to enterprise-licensed accounts.

Configuration scope:

To enable the integration, navigate to Account Settings > Workflow Integration

  1. Log in to Acrobat Sign as an account-level admin.

  2. Navigate to Account Settings > Workflow Integration.

  3. Review the Terms of Entitlement and limits on use capacity.

  4. Select Enable Power Automate Workflows.

    Enable the integration

  5. Sign in to your Microsoft account with your Azure Active Directory user.

    Sign in to your Microsoft account

  6. Accept the permission request to establish the connection between Acrobat Sign and Power Automate.

    The Microsoft permissions required to create the connection

    Accept the permission request to establish the connection between Acrobat Sign and Power Automate.

  7. A separate window opens with a Get Started button. Do not manually close this window, or the installation process will be aborted.

    Select the Get Started button to accept the terms and conditions and allow the integration to access your tenant details.

    Select the Get Started button

    The Enable button converts to a message that says the enablement process can take a few minutes.

    Wait.

    Wait for Microsoft to connect

    Once the integration is successfully connected, an Enabled tag appears at the top of the page.

    The Microsoft organization number and email address for the enabling user are provided to the left of the Enabled tag.

    Enabled landing page

Configure access to Power Automate for the users

Once the integration is enabled, the option to run process flows in Power Automate is enabled for all users, and the ability to build flows is limited to the administrators of your Acrobat Sign account.

Administrators can configure the settings at the account or group level, with group-level settings overriding the inherited account settings.

There are three controls:

  • Enable Power Automate workflows within Acrobat Sign - This setting is enabled by default, allowing all users to discover the feature and run the Power Automate flows that are shared with them (or they create).
    • Disabling this option removes all access to discover, create, and run Power Automate flows for group administrators and non-admin users. Account-level administrators retain access to create and run workflows (as long as the integration is still connected to Microsoft).
    • Group-level administrators retain the authority to enable the option at the group level, thereby gaining access to create and run workflows.
    • Disabling this option removes the in-context access points for the Power Automate Template Gallery on the Manage page for non-admin users. Account and Group admins will always see the access links.
  • Allow users to create Power Automate workflows - This setting governs what authority level is required for creating new workflows in Acrobat Sign. By default, only administrators are granted creation authority. Enabling this option allows non-admin users to create their own workflows.
  • Allow users to enable this feature - When enabled, the Workflows tab is exposed for non-admin users, allowing them to enable Power Automate for their primary group. 

To access the controls, navigate to Account Settings > Global Settings > Power Automate Workflows

Navigate to Power Automate settings

Note:

Before users can execute Power Automate flows, they must log in to Acrobat Sign, select the Workflows tab, and authenticate to their Microsoft account.

  • The challenge to authenticate triggers as soon as the user opens the Workflows tab.
  • This user authentication is persistent, and users should not have to reauthenticate after the first time.

Disabling the integration

Disabling the integration immediately suspends the entitlements provided through Acrobat Sign and disables the user interface in the Acrobat Sign environment. Entitlement acquired directly from Microsoft is not impacted.

  • All workflows will stop unless the customer has purchased an entitlement directly from Microsoft.
  • The Microsoft environment retains all flows that were created. Re-enabling the integration will make the existing flows visible via the integration.
  • The Microsoft environment retains the consumption data of the Acrobat Sign entitlement. Re-enabling the integration recovers that entitlement and does not reset the entitlement volume.

To disable the integration, navigate to Account Settings > Workflow Integration and select the Disable Power Automate Workflows link.

Disable link on the Workflow tab.

Known Issues

  • Localization is limited to US English only.
  • Third-party cookies must be enabled in the user's browser settings.
  • Latency when loading the Power Automate embedded page.
  • Intermittent page load issues during the Workflow Delete and Share experiences.
  • Flows created in the embedded experience will appear under the Solutions section rather than the My flows section in the Power Automate portal.
  • Flows created directly in Power Automate under My Flows section do not appear in the Acrobat Sign integration.

Troubleshooting enablement errors:

The problem that triggers this error: The user does not have Azure Active Directory (AAD) account.

How to fix the problem: Setup an AAD account using the instructions in Get Started link.

Active Directory error

The problem that triggers this error: A transient system error occurred while activating the integration.

How to fix the problem: Try again.

Processing error

The problem that triggers this error: The tenant corresponding to the Microsoft user account entered is already activated for use with another Acrobat Sign account. A single tenant cannot be mapped to more than one Acrobat Sign account.  

How to fix the problem: Work with your Microsoft tenant administrator to identify the Acrobat Sign account mapped to the tenant.  

User conflict error

The problem that triggers this error: The user attempting to enable the service is not part of the Microsoft tenant that the Admin has enabled the feature for.

How to fix the problem: Logout from all Microsoft sessions and try again with another Microsoft tenant/user.

The problem that triggers this error: The user is attempting to enable OAuth with a different username thazn was used previously.

How to fix the problem: Logout from all Microsoft sessions and try again with the Microsoft tenant/user that initially configured the service.

The problem that triggers this error: The tenant that the administrator is linking to (via OAuth) is not a School or Work account.

How to fix the problem: Determine if you have a Work or School account with Microsoft, and ensure you are authenticating to that tenant.

The problem that triggers this error: A pop-up blocker in you browser is denying the pop-up inputs form Microsoft.

How to fix the problem: Turn off pop-up blockers for the site in your browser.

 

The problem that triggers this error: A refresh token for the integration is either expired or has been revoked by the administartor.

How to fix the problem: Refresh the OAuth connection (automatically triggered).

The problem that triggers this error: This is a generic OAuth error triggered outside of the Acrobat Sign environment.

How to fix the problem: Retry the action.

The problem that triggers this error: This is a generic error triggered by the provisioning organization outside of the Acrobat Sign environment.

How to fix the problem: Retry the action.

The problem that triggers this error: This is a generic error message triggered when granting a license to the user flow outside of the Acrobat Sign environment.

How to fix the problem: Retry the action.

The problem that triggers this error: The user has not accepted the Microsoft Terms and Conditions.

How to fix the problem: Accept the Terms and Conditions. (The page to accept the terms and conditions will appear automatically.)

The problem that triggers this error: This is a generic error message triggered when nythinga fails with a miscellaneous error outside of the Acrobat Sign environment.

How to fix the problem: Retry the action.

The problem that triggers this error: Generic error when deprovisioning the integration fails.

How to fix the problem: Retry the action.

The problem that triggers this error: The administrator has not consented to the Microsoft Terms and Conditions and is attempting to connect via OAuth.

How to fix the problem: Accept the Terms and Conditions. (The page to accept the terms and conditions will appear automatically.)

Troubleshooting page load issues:

The problem that triggers this error: The user has disabled third-party cookies in their browser configuration.

How to fix the problem: Allow third-party cookies in the browser configuration.

Problem that triggers this error: The flow has been created without an Acrobat Sign connector.

How to fix the problem: All flows must have an Acrobat Sign connector before being saved.

 Adobe

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