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Administer
- Admin Console Overview
- User Management
- Adding users
- Create function-focused users
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- Change Name/Email Address
- Edit a user's group membership
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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
- Include an image in the email
- Files attached to email will be named as
- Attach audit reports to documents
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- In Product Messaging and Guidance
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- Healthcare customer
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- Well formatted signatures
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- Signers can change their name
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- Custom Terms of Use and Consumer Disclosure
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- Require signers to provide their Title or Company
- Allow signers to print and place a written signature
- Show messages when e-signing
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- Request IP address from signers
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- New report experience
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- Agreement signing password
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- Phone Authentication
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- Allow page extraction
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- Upload a client certificate for webhooks/callbacks
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- Show Send page after login
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- Agreement name
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- Signer identification options
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- Message Templates
- Bio-Pharma Settings
- Workflow Integration
- Notarization Settings
- Payments Integration
- Signer Messaging
- SAML Settings
- SAML Configuration
- Install Microsoft Active Directory Federation Service
- Install Okta
- Install OneLogin
- Install Oracle Identity Federation
- SAML Configuration
- Data Governance
- Time Stamp Settings
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- Migrating from echosign.com to adobesign.com
- Configure Options for Recipients
- Guidance for regulatory requirements
- Accessibility
- HIPAA
- GDPR
- 21 CFR part 11 and EudraLex Annex 11
- Healthcare customers
- IVES support
- "Vaulting" agreements
- EU/UK considerations
- Download Agreements in Bulk
- Claim your domain
- 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
- In-app authoring environment
- Create forms with text tags
- Create forms using Acrobat (AcroForms)
- Fields
- Authoring FAQ
- Sign Agreements
- Manage Agreements
- Manage page overview
- Delegate agreements
- Replace Recipients
- 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
- Report charts
- Data Exports
- Rename a report/export
- Duplicate a report/export
- Schedule a report/export
- Delete a report/export
- Check Transaction Usage
Advanced Agreement Capabilities and Workflows
- Webforms
- Reusable Templates (Library templates)
- Transfer ownership of web forms and library templates
- Power Automate Workflows
- Overview of the Power Automate integration and included entitlements
- Enable the Power Automate integration
- In-Context Actions on the Manage page
- Track Power Automate usage
- Create a new flow (Examples)
- Triggers used for flows
- Importing flows from outside Acrobat Sign
- Manage flows
- Edit flows
- Share flows
- Disable or Enable flows
- Delete flows
- 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
- Acrobat Sign for Salesforce
- Acrobat Sign for Microsoft
- Other Integrations
- Partner managed integrations
- How to obtain an integration key
Acrobat Sign Developer
- REST APIs
- Webhooks
Support and Troubleshooting
The Adobe Acrobat Sign Bio-Pharma settings page is available to the enterprise and business levels of service
Overview
The Bio-Pharma Settings page exposes the critical signature elements required for companies looking to comply with Title 21 CFR Part 11:
- Enforced identity authentication - Requires signers to re-authenticate themselves every time they apply their signature
- Signing Reasons - Provides for the signer to apply a reason for their signature
Before diving into settings configuration, admins should review the Analysis of Shared Responsibilities and the Handbook for 21 CFR Part 11 and EudraLex Annex 11 to fully understand the functionality of the Acrobat Sign product within the scope of obtaining a compliant signature in the healthcare and life science domain.
How it's used
The Bio-Pharma Settings page can be configured at the account or group level.
Once the settings are configured, all subsequent agreements will enforce the defined signature requirements.
Senders do not need to alter their process, as the settings come into effect during the signature process.
Enforced identity authentication
The enforced identity authentication settings govern when the recipient is challenged to enter their authentication.
There are three options:
- Challenge when the agreement is opened - Upon opening the agreement, the recipient is challenged to authenticate (before the content is exposed)
- Challenge for each signature - Upon clicking a signature field, the recipient is challenged to authenticate
- Challenge when the agreement is finalized - Upon clicking the Click to Sign button, the recipient is challenged to authenticate
Signing Reasons
When Signing Reasons are enabled, the signer is asked to provide a reason for applying their signature immediately after they type, draw or upload their signature image.
The signature is displayed in a new panel with either:
- An open text field that can accept a custom reason from the signer.
- A drop-down list of acceptable reasons (as defined in Acrobat Sign).
If both options are enabled, then the pick-list will have a line item to allow the custom reason entry (as seen above)
Configuration options
Individual configuration options for the two feature sets are explained in detail on their own respective pages:
However, there are some general recommendations for customers looking to comply with Title 21 CFR Part 11:
Prerequisites
For Enforced identity authentication to work, the signer must be authenticating their identity with either:
- Phone authentication (SMS)
- Acrobat Sign authentication
- One-Time Password via Email (OTPvE)
The authentication method is defined on the Send Settings page in the Identity Authentication Methods section.
General recommendations
With the above prerequisites in mind, the below general Identity Authentication Methods are recommended.
These settings ensure that Enforced identity authentication is applied to all transactions and that the sending agents cannot accidentally disable the feature.
Identity Authentication Methods
- Require senders to specify one of the enabled authentication methods for recipients: Enable.
- You want to require recipient authentication.
- Enable the following identity authentication methods for recipients: Phone Authentication.
- Most external recipients can be expected to have a phone that supports SMS authentication.
- It's generally unknown if the recipient has an Acrobat Sign account to authenticate with.
- Only enable OTPvE if you intend to require a cloud-based digital signature.
- By default, use the following authentication method: Phone authentication.
- For the reasons above.
- Allow senders to change the default authentication method: Disable.
- This ensures a consistent experience for your signers.
Identity Authentication for Internal Recipients
- Enable different identity authentication methods for internal recipients: Enable (probably).
- Enable this if your internal signers have Acrobat Sign accounts or if you have your IDP configured to authenticate through Adobe.
- Enable the following identity authentication methods for recipients: Acrobat Sign authentication.
- Authenticating with the Acrobat Sign log-in is costly and has less friction than the SMS solution.
- By default, use the following method: Acrobat Sign authentication.
- Allow senders to change the default authentication method: Disable.
How to enable or disable
Access to the Bio-Pharma Settings page itself is enabled for all enterprise and business tier accounts.
All settings on the Bio-Pharma page can be enabled at the Account level by the Acrobat Sign Account Admin.
Group level settings are permitted and will override the Account level values.
To access the options, navigate to: Account Settings > Bio-Pharma Settings
Things to keep in mind...
- Signature reasons work with digital and electronic signature fields.
- Signature reasons do not apply when only a Stamp is used as a signature.
Contact Support
If you still have questions you can contact support for assistance.