What's New
Get Started
- Quick start guide for administrators
- Quick start guide for users
- For Developers
- Video tutorial library
- FAQ
Administer
- Admin Console Overview
- User Management
- Adding users
- Create function-focused users
- Check for users with provisioning errors
- Change Name/Email Address
- Edit a user's group membership
- Edit a user's group membership through the group interface
- Promote a user to an admin role
- User Identity Types and SSO
- Switch User Identity
- Authenticate Users with MS Azure
- Authenticate Users with Google Federation
- Product Profiles
- Login Experience
- Account/Group Settings
- Settings Overview
- Global Settings
- Account tier and ID
- New Recipient Experience
- Self Signing Workflows
- Send in Bulk
- Web Forms
- Custom Send Workflows
- Power Automate Workflows
- Library Documents
- 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
- Merge multiple documents into one
- Download individual documents
- Upload a signed document
- Delegation for users in my account
- Allow external recipients to delegate
- Authority to sign
- Authority to send
- Power to add Electronic Seals
- Set a default time zone
- Set a default date format
- Users in Multiple Groups (UMG)
- Group Administrator Permissions
- Replace recipient
- Audit Report
- Transaction Footer
- In Product Messaging and Guidance
- Accessible PDFs
- New authoring experience
- Healthcare customer
- Account Setup
- Add logo
- Customize company Hostname/URL
- Add company name
- Post agreement URL redirect
- Signature Preferences
- Well formatted signatures
- Allow recipients to sign by
- Signers can change their name
- Allow recipients to use their saved signature
- Custom Terms of Use and Consumer Disclosure
- Navigate recipients through form fields
- Restart agreement workflow
- Decline to sign
- Allow Stamps workflows
- Require signers to provide their Title or Company
- Allow signers to print and place a written signature
- Show messages when e-signing
- Require signers to use a mobile device to create their signature
- Request IP address from signers
- Exclude company name and title from participation stamps
- Digital Signatures
- Electronic Seals
- Digital Identity
- Report Settings
- New report experience
- Classic report settings
- Security Settings
- Single Sign-on settings
- Remember-me settings
- Login password policy
- Login password strength
- Web session duration
- PDF encryption type
- API
- User and group info access
- Allowed IP Ranges
- Account Sharing
- Account sharing permissions
- Agreement sharing controls
- Signer identity verification
- Agreement signing password
- Document password strength
- Block signers by Geolocation
- Phone Authentication
- Knowledge-Based Authentication (KBA)
- Allow page extraction
- Document link expiration
- Upload a client certificate for webhooks/callbacks
- Timestamp
- Send settings
- Show Send page after login
- Require recipient name when sending
- Lock name values for known users
- Allowed recipient roles
- Allow e-Witnesses
- Recipient groups
- CCs
- Recipient Agreement Access
- Required fields
- Attaching documents
- Field flattening
- Modify Agreements
- Agreement name
- Languages
- Private messages
- Allowed signature types
- Reminders
- Signed document password protection
- Send Agreement Notification through
- Signer identification options
- Content Protection
- Enable Notarize transactions
- Document Expiration
- Preview, position signatures, and add fields
- Signing order
- Liquid mode
- Custom workflow controls
- Upload options for the e-sign page
- Post-sign confirmation URL redirect
- 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
- External Archive
- Account Languages
- Email Settings
- 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
All support requests must be submitted via an Admin (group or account level) - End-users (in multi-user accounts) must contact their group or account administrators to submit new support requests. Only admins have the authority to request changes to the system. By limiting new case creation to admins only, there is less thrashing to get authorization to begin corrective work.
Administrators can request that other parties be included as contributors to the case by:
- Including the email address(es) when the support request is created
- CCing any other users when replying to the case email
- Forwarding a case email to another user and having them use that email to reply back to the support team
For Adobe Acrobat Sign assistance:
1. Open the Support environment:
- Navigate to https://adobesign.com/public/login
- Log in as your administrator userID (Only Admins can submit new cases)
- Click on the Question mark (?) link in the upper-right corner of the page
- Select Contact Support from the drop-down menu
There are two distinct Contact Support experiences:
2. Click the Support tab
3. Select Create Case
- Choose Administration for Admin-related queries like SSO, User Sync, tools, etc.
- Choose Product for a specific product-related query (follow the screens and enter all relevant information - Priority, Product, etc.
Chat and Phone options may also be available
Contacting Acrobat Sign Support using the new process for accounts that have yet to migrate.
All support requests must be submitted via an Admin (group or account level) - End-users (in multi-user accounts) must contact their group or account administrators to submit new support requests. Only admins have the authority to request changes to the system. By limiting new case creation to admins only, there is less thrashing to get authorization to begin corrective work.
Administrators can request that other parties be included as contributors to the case by:
- Including the email address(es) when the support case is created.
- CCing any other users when replying to the case email.
- Forward a case email to another user and have them use that email to reply to the support team.
-
Open the Support environment:
- Navigate to https://adobesign.com/public/login.
- Log in as your administrator userID (Only Account or Group Admins can submit new cases).
- Select the Question mark (?) link in the upper-right corner of the page.
- Select Contact Support from the drop-down menu.
-
After selecting Contact Support, the page reloads to show the instructions to choose a channel for how you want to contact support:
- Phone: Priority 1 (P1) Critical issues - Issues that result in outages or severe interruptions to the service. Call us so we can serve you immediately.
- Web form: Priority 2 through Priority 4 - Create a case through the web form. Responses can be expected from Adobe in one business day.
- Priority 2 - Urgent - Serious interruption to the normal service.
- Priority 3 - Important - Interruption to normal service.
- Priority 4 - Minor - Minimal or no interruption to normal service.
- Chat: Contact our experts in real time.
- Phone: Priority 1 (P1) Critical issues - Issues that result in outages or severe interruptions to the service. Call us so we can serve you immediately.
Unresolved tickets between September 1 and September 17, 2024
If you have an unresolved ticket with Support beyond September 1st,2024, your ticket history and conversation will be manually moved to another system by the assigned support agent, who will confirm the move prior to and after. Future communications between you and Support regarding the unresolved issue will happen on the new system.
Known issues
- No Case Management: You can contact Adobe Support at any time to check on the progress of a Support request.
- Links in emails from Support: You may notice links in the footer of emails sent by Adobe Support. These links may redirect to a page you may not have access to.
- Communication after ticket closure: If you need to follow up on a Support ticket after it's closed, please create a new Support request following the process outlined above and include the previous ticket ID. Replying to a closed ticket will not reach Support.
- Do not re-submit webform requests: If additional information needs to be shared after a webform is submitted or if there was a typo in the request, please wait for a support agent to contact you. You can then update the agent with additional information.
- Admins with public domain email addresses: If you contact Support using a public domain email address and are an Acrobat Sign Enterprise account or group administrator, Support may include another administrator's non-public domain email address from your account in the response.
- Non-admins: Only admins of an Acrobat Sign Enterprise subscription which is not yet on a VIP, VIP Custom or ETLA are authorized to contact Acrobat Sign Support via the above-mentioned workflow. No response will be sent by Support if the requestor is not an account or group admin of such a subscription.
Adobe strongly encourages you to work with your account manager, Client Success Manager, or Adobe Support as soon as possible to migrate your users to a VIP, VIP Custom, or ETLA console and benefit from our advanced Support workflows documented here.
What to include in your case
Each issue requires that you provide some information that allows us to start our investigation.
Below are common support categories with a list of suggested data points that are often needed to quickly isolate what the problem may be:
- The email of the sending user
- The original file being uploaded and/or the name of the library template used
- Were fields added via the in-app authoring tool?
- Were prefill fields used?
- Were fields added via the in-app authoring tool?
- A description of the recipient list
- Number of recipients
- Roles
- Authentication types
- A description of the error/problem (Images if possible)
- Can the problem be reproduced and with what frequency?
- The email of the sending user
- The agreement name
- The time/date the agreement was sent
- The email address of the recipient
- At what point did the signing experience encounter the issue?
- If the error is related to a field:
- How was the field applied (Authoring/PDF/Text Tag)?
- What happened vs what you expected to happen?
- A copy of the uploaded form or the name of the library template
- A copy of the uploaded document or the name of the library template
- The email of the uploading user
- A description of the issue vs what you are expecting
- Images if possible
- The API holder's email address
- The sending user's email address
- A screenshot of the API log with errors
- A list of any integrations being used (if applicable)
- The name of the Integration (Salesforce, Dynamics, etc)
- A description of the unexpected behavior or error message (Images if possible)
- A description of the workflow leading up to the error
- Transaction information (if available)
- The email of the user exhibiting the behavior
- The original file being uploaded and/or the name of the library template used
- Were fields added via the in-app authoring tool?
- Were prefill fields used?
- Were fields added via the in-app authoring tool?
- Detailed steps to replicate the issue
- A description of the error/problem (Images if possible)
- Can the problem be reproduced and with what frequency?
- Is there a transaction number?
Best practices
- Ensure that more than one administrator is set up within the organization
- Subscribe for status updates on the Acrobat Sign service at https://status.adobe.com/document_cloud#
Known issues
When accessing the Home or Manage page, the page is entirely blank.
Test: Attempt to load this page: https://documentcloud.adobe.com/
- If you can not load https://documentcloud.adobe.com/ then you should contact your internal network administration and work with them to unblock the documentcloud.adobe.com domain and any other network domains that your security is filtering.
- If you can access the above link, contact support
Common questions: General
Based on the GDPR requirement to obtain user consent before storing data on the user's device, some users may experience one or more requests to enable cookies:
- Users accessing Acrobat Sign from the locales enforcing GDPR must enable the core service cookies.
- Performance and personal advertising cookies can be enabled or disabled by clicking the Customize button.
- Cookies can be managed at any time by selecting the question mark icon in the upper-right corner of the window and then selecting Legal Notices > Cookie preferences:
Whenever the root domain differs on a page redirect, the user is prompted to enable cookies again (for the new domain).
- Users in accounts migrating to the adobesign.com domain (from echosign.com) may have to configure their cookies twice, as each domain must place unique cookies.
- Accounts that migrate back to echosign.com may also have to re-enable cookies for that domain.
- Accounts that migrate back to echosign.com may also have to re-enable cookies for that domain.
Users can mitigate this problem by updating their bookmarks to point to the adobesign.com domain instead of echosign.com.
Common questions: Email
When a company sets up a domain like "adobe.com," there are DNS records that point all calls to the adobe.com domain at one or more server IP addresses. There are also DNS records for emails that point to the email server/s for that domain.
If Acrobat Sign sent emails from our adobesign.com servers but inserted a "from" email address with a domain that did not match those DNS records, the email domain in the "from" address would not resolve back to that domain's email servers. The receiving email server would identify the email as spam (this is a common way to try to "trick" people into thinking they got an email from a "known good" sender).
As it is not possible to change the sending servers, it isn't possible to change the "from" email value on the outbound emails to anything other than adobesign.com.
The ReplyTo value is the email address of the user that created the agreement, so replying to an Acrobat Sign email will route back to the creating user.
-
Log in to Acrobat Sign and navigate to your Manage page.
-
Find the agreement you want and select it.
- The right rail opens to show the actions available.
-
Download the Audit Report to your local system.
-
Open the downloaded PDF.
- The Transaction ID is at the top of the page in the gray header box.
Common questions: E-signatures
Account and group-level administrators can configure the e-signature field to add or remove the blue signature line and the underlying name/date text of an e-signature.
The blue line can also be configured to shorten to better fit the provided signature.
These options can be configured in the Signature Preferences section of the Acrobat Sign admin menu.
If the signature provided by a recipient is an image, the blue signature line and the underlying name/date text is not present.
- For accounts that log cases in the Adobe Admin Console, go here >
- Accounts that log support requests in the legacy Acrobat Sign portal:
- Log in to Acrobat Sign.
- Mouse over your user icon in the upper-right corner and select Profile Settings from the pop-down menu.
- On your My Profile page, mouse over the question mark next to your Group Name.
- A pop-out balloon with the names of all administrators for your group is displayed (both group and account level).
- Clicking any name opens an email with the address of that person automatically added.
- A pop-out balloon with the names of all administrators for your group is displayed (both group and account level).
- Log in to Acrobat Sign.
Common questions: API/Webhooks
Webhooks that record too many failures in response will automatically disable themselves and notify the customer admin or webhook owner.
When these emails are delivered can be customized to better fit the customer's needs. Three settings govern this function:
- Warning threshold - How many hours must pass after the first failure before a warning email is sent? (Default is 36 hours)
- After crossing the warning threshold, a warning email will be sent every time the webhook fails (until it is disabled).
- Max duration - How long should the webhook be allowed to fail (after the first failure) before it is deactivated (Default is 72 hours)?
- After crossing the max duration threshold, the webhook will be disabled upon the subsequent failure, and an email will be sent.
- Max failure count - How many times must the webhook fail (consecutively) before disabling the webhook? (Default value is 1)
- After crossing the max failure count threshold, the webhook is disabled, and an email is sent.
- After crossing the max failure count threshold, the webhook is disabled, and an email is sent.
The timer and counter rest as soon as the webhook successfully replies.
Who the emails are delivered to is dependent on the scope of the webhook.
If the primary contact isn't available, the secondary contact is notified:
Scope of Webhook |
Primary contact |
Secondary Contact |
---|---|---|
Account |
Account Admins |
The Webhook creator |
Group |
Group Admins |
Account Admins / The Webhook creator |
User |
The Webhook creator |
-- |
Agreement |
The Webhook creator |
-- |
Contact your Success Manager (or open a Support case) to customize the notification thresholds.
Common questions: Workflows
When editing a workflow, a Server error message is triggered if one or more of the documents included have fallen out of scope:
Senders attempting to use a workflow with this problem trigger an error message that indicates the workflow contains documents that are out of scope:
This error means the workflow has lost the authority to use one or more of the attached library templates. Most commonly, this happens when the template access permissions are changed from allowing the account or group access to limiting access to the owner.
Admins should cancel out this error message rather than reload the page.
To correct the error:
- The owner of the template should edit the template permissions to be available to the account/group that the workflow is bound to
- The workflow owner can replace the template with one with the appropriate permissions. To do this, cancel the error condition, edit the workflow, and replace the document.
Additional resources:
- Troubleshooting and Help: https://helpx.adobe.com/support/sign.html
- Community forums: https://community.adobe.com/t5/adobe-sign/bd-p/adobe-sign
- User Guide: https://helpx.adobe.com/sign/user-guide.html
- Tutorials: https://helpx.adobe.com/sign/tutorials.html