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
Understand the features available on the e-signing page.
The e-Sign page layout and feature summary.
The e-signing page is loaded after a recipient accesses the agreement through the email link or the signing URL and agrees to the Terms of Use (if challenged to do so). This is the environment where all agreements are reviewed and signed.
A good understanding of the e-signing page can be very helpful in efficiently completing, delegating, or declining to sign an agreement.
Acrobat Sign Solutions tiers of service have controls to enable the new esigning experience.
This updated version of the e-signing experience supports the most common features that senders rely on. However, not all features are supported at this time. Updates delivered in future releases will support additional features.
The e-sign page is highly customizable. If you don't see a feature in your environment, the sending group has explicitly disabled the functionality.
The logo displayed in the upper-left corner of the page is defined by the group that sent the agreement.
If no logo is configured at the group or account level, the default Adobe Acrobat Sign logo is used.
Clicking into the logo area opens the Acrobat Sign login page for the account that sent the agreement.
The Agreement Name is displayed at the top-center of the page.
This is the same name displayed on the Manage page and presented in the recipient emails.
If the agreement name is truncated, you can hover your pointer over the name to cause a balloon to pop out under the name, showing the full string.
The Options list provides
- The Global and Private messages for the recipient
- The actions available to the user that don't directly support completing the agreement on the e-sign page:
- Decline to sign - Decline and cancel the agreement.
- Delegate signing to another - Allows the recipient to delegate their authority within the agreement.
- Clear document data - Clear all changes to fields assigned to the recipient, restoring them to their original values.
- Download PDF - Download a PDF of the agreement content.
- View document history - Open the agreement Activity list which shows all of the logged events for the agreement up to the current time.
Selecting the question mark in the upper-right corner of the page opens a submenu for support and legal notices:
- User Guide
- Tutorials
- Contact Support
- Legal Notices
- Adobe Copyright
- Adobe Trademark
- Terms of Use
- Privacy Policy
- Cookie Preferences
- Third-party notices, terms, and conditions
The elements of the e-signing page within the control of Acrobat Sign are all localized, and the recipient may change those elements to any one of the languages visible in the Language dropdown.
Changing the language selector updates the recipient experience in real time.
The Language selector does not translate the contents of the agreement itself. Only the labels and text that are part of the global Acrobat Sign service.
The body of the agreement may have fields with which the recipient can interact. Only fields intended for the recipient are available to fill. Some may be required, and others may not be. All required fields must be interacted with before the recipient can complete their actions for the agreement.
Use the navigation arrow or the Tab key on your keyboard to advance the cursor focus through the fields (left to right; top to bottom).
Agreements are created from one or more files with one or more pages concatenated into one PDF file.
To the right of the agreement's main body are the page controls containing three functional groups:
- Page navigation:
- There are two numbers at the top of the control set.
- The top number is the page that is currently displayed. Editing this number changes the page display to the entered number.
- The bottom number is the total number of pages in the agreement.
- The chevron symbols pointing up and down will move the visible page up and down (respectively) by one page.
- There are two numbers at the top of the control set.
- Page display - The page icon can be selected to adjust to fit the page content within the existing window or fit the content to fill the width of the window.
- Page Magnification - Two magnifying glass icons, one with a plus and one with a minus symbol, will increase and decrease (respectively) the magnification of the agreement within the current window size.
Required fields are summarized in the required fields remaining counter.
The counter highlights how many required fields are left for the recipient to fill before the recipient can complete their signature process. Non-required fields are not included in the count.
Arrows on either side of the counter advance the field focus to the next or previous required field.
The classic interface documentation is available for users who are still using the classic experience.
Things to know
- If the group sending the agreement has Download individual documents enabled, the new esigning environment will not be available for recipients. The classic page will be used instead.
- If Bio Pharma settings are enabled, the new resigning environment will not be available, and the classic page will be used instead.