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- Quick start guide for administrators
- Quick start guide for users
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- Video tutorial library
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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
- 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
- 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
- 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
The "Explicit Consent" feature is available to individual, team, business, and enterprise levels of service. Custom Consumer Disclosures are available to customers with enterprise service plans.
The explicit consent with forced review process requires the recipient to open the Consumer Disclosure and positively affirm (in steps 1 through 3) that they agree to the Terms of Use and Consumer Disclosure. Step 6 affirms the consent to do business electronically. These agreements are reflected in a discrete record logged in the agreement Audit Report.
Overview
Terms of Use (ToU) and Consumer Disclosure (CD) documents are a common part of the user experience when using a service like Adobe Acrobat Sign. They help define business relationships in terms of limitations, responsibilities, expectations, and, within the context of electronic signatures, allow the parties to agree to conduct business electronically.
For most use cases, an implicit agreement to these documents is sufficient. To that end, Acrobat Sign makes links to these documents conspicuous when any recipient has access to an Agreement in the signature cycle.
However, some compliance requirements demand a more assertive acceptance of these documents. To fill that need, the Terms of Use & Consumer Disclosure settings allow an Account level admin to require explicit agreement to each document type. These features are available to Customers with individual, team, business, and enterprise plans. Additionally, custom Consumer Disclosures are available to Customers with an enterprise service plan.
How it’s used
In most use cases, the Acrobat Sign ToU and Privacy Policy are presented to the recipient before they can interact with the agreement. There are two notable exceptions to this:
- Recipients that have an active user in the same account as the sender.
- Recipients that access the agreement while logged in to Acrobat Sign.
The Consumer Disclosure is presented to the recipient based on the account configuration.
The default setting (implicit consent) exposes the Consumer Disclosure link at the time the recipient is finalizing their signature.
Enabling Explicit Consent requires the Recipient to actively check a box affirming they agree to the ToU and CD.
Enabling Forced Review requires the Recipient to open each document individually, and then actively check the box agreeing to the terms.
If authentication is in place, the recipient will have to verify their identity first, and then they will be able to accept the ToU/CD.
Logging acceptance in the Audit Report
When Explicit Consent is enabled, the Audit Report reflects the nature of the recipient's actions when accepting the Terms of Use and Consumer Disclosure:
The Implicit Consent setting does not reflect an overt acceptance of the Terms of Use and Consumer Disclosure in the Audit Report:
Configurable options
The account-level settings can be accessed by logging in as an Acrobat Sign account-level admin and navigating to Account Settings > Signature Preferences > Custom Terms of Use & Consumer Disclosure
All controls can also be configured at the group level. Remember that:
- All groups inherit the account level settings by default.
- Group-level configurations override the account-level settings.
- All signature preferences embedded in the agreement are derived from the settings of the group the agreement is sent from.
The options for this feature are:
- Define when the CD and ToU acceptance is displayed to the recipient.
- Define the acceptance process based on the role of the recipient.
Process by consent option:
The setting option - Agree to terms when signing:
The acceptance process:
- Accept the Adobe ToU and Privacy Policy by selecting the Continue button (after opening the agreement).
- Fill in the agreement fields as required.
- Accept the Consumer Disclosure by selecting the Click to Sign button.
Implicit consent is not explicitly recorded in the agreement Audit Report. The signature event registers the implicit consent of the recipient as described in step 3 of the acceptance process
The setting option - Agree to terms before signing:
The explicit consent with forced review process requires the recipient to open the Consumer Disclosure and positively affirm (in steps 1 through 3) that they agree to the Terms of Use and Consumer Disclosure. Step 6 affirms the consent to do business electronically. These agreements are reflected in a discrete record logged in the agreement Audit Report.
The acceptance process:
- Accept the Adobe ToU and Privacy Policy by selecting the Continue button (after opening the agreement).
- Fill in the agreement fields as required.
- Accept the Consumer Disclosure by checking the box.
- Click to Sign when done.
The explicit consent process requires the recipient to positively affirm (in step 3) that they agree to the Consumer Disclosure and to do business electronically. This agreement is reflected in a discrete record logged in the agreement Audit Report.
The setting option - Agree to terms before viewing the agreement:
The acceptance process:
- Accept the Adobe ToU and Privacy Policy by checking the box.
- Accept the CD by checking the box.
- Select the Accept button to progress to the agreement.
- Fill in the agreement fields as required.
- Click to Sign when done.
The explicit consent process requires the recipient to positively affirm (in steps 1 and 2) that they agree to the Terms of Use and Consumer Disclosure. Step 5 affirms the consent to do business electronically. These agreements are reflected in a discrete record logged in the agreement Audit Report.
The setting option - Click terms, review, and agree before viewing the agreement:
The acceptance process:
- Accept the Adobe ToU and Privacy Policy by checking the box.
- Review the CD by clicking the Consumer Disclosure link.
- Accept the CD by checking the box.
- Select the Accept button to progress to the agreement.
- Fill in the agreement fields as required.
- Click to Sign when done.
The explicit consent with forced review process requires the recipient to open the Consumer Disclosure and positively affirm (in steps 1 through 3) that they agree to the Terms of Use and Consumer Disclosure. Step 6 affirms the consent to do business electronically. These agreements are reflected in a discrete record logged in the agreement Audit Report.
Adding a custom Consumer Disclosure (enterprise service plans only)
Customers with an enterprise service plan have the option to provide a custom Consumer Disclosure. This option is not currently exposed to the customer interface, so if you would like to take advantage of this feature:
- Make your CD available via a public URL.
- Contact the Support team and provide them with the URL.
- Adobe must review and approve the content of the document.
- Once the content is approved, the URL provided is configured in your account, and the link points to your page.
- Please note, custom Consumer Disclosures should not include any system requirements. If system requirements must be included, include a link to the System requirements for Adobe Acrobat Sign.