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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
Overview
The Pending page (under the Users tab of the admin menu) is a collection of all users in an organization that have been granted access to the Acrobat Sign product entitlement in the Adobe Admin Console but are not yet active users in the Acrobat Sign environment.
Typically, when administrators add a user to their Acrobat Sign product profile in the Adobe Admin Console, a user is created in the Acrobat Sign environment and is emailed an invite. Once the user accepts the product invite, they have full access to the Acrobat Sign features. Users who successfully complete their activation into the Acrobat Sign account are listed under the Users tab on the Entitled submenu page.
However, some circumstances can delay or complicate the user activation, such as pre-existing user profiles in the Adobe system that conflict with the Adobe Sign entitlement or users that haven't accepted the email invite. All users that have been successfully added to the Acrobat Sign profile in the Admin Console but aren't yet fully activated in Acrobat Sign are listed under the Users tab on the Pending submenu page.
The Entitled and Pending pages are only exposed for accounts that manage their users in the Adobe Admin Console.
Organizations that manage their users directly in the Acrobat Sign environment will not have access to these submenus.
How it's used
Administrators should regularly check the Users > Pending page when users are being added to the system. Particularly be aware if the users added are likely to have existing Adobe accounts. For example, a company that is collecting multiple individual accounts into a consolidated enterprise account.
When reviewing the Pending page, there are four columns per user record:
- Email - The email address of the user as entered in the Admin Console.
- Status - The status of what the system believes the user should do next.
- Resolution - The specific next step to resolve the status issue. The resolution is directly tied to the Status.
- Date Assigned - The date the user was added to the Acrobat Sign product profile and generated the pending status.
Each status has one dedicated resolution:
- Status: Contact Support
- Resolution: Please contact the support team
- This type of entitlement conflict is not something the customer admin can address, and the Acrobat Sign support team should be contacted. Please provide:
- The Email address of the user with the issue.
- The Status comment from the Pending page.
- The Date Assigned from the Pending page.
- Status: Pending user consent
- Resolution: Please ask the user to act on email.
- This error indicates that the provisioning process started successfully, but the user has not yet accepted the emailed invitation. Once the user accepts the invitation, the user should move from the Pending page to the Entitled page.
- To resend the invitation email, you must remove the user from the product profile and re-add them.
- Resolution: Please ask the user to act on email.
- Status: Temporary product assignment issue
- Resolution: Remove and Add user. If problem persists, contact support.
- The customer administrator should first attempt to remove and re-add the user to the Acrobat Sign product profile. In most cases, this can correct the issue and move the user from the Pending page to the Entitled page. If re-adding the user does not correct the issue, contact the Acrobat Sign support team. Please provide:
- The Email address of the user with the issue.
- The Status comment from the Pending page.
- The Date Assigned from the first attempt to provision the user.
- The Date Assigned from the current Pending page.
- The Email address of the user with the issue.
- Resolution: Remove and Add user. If problem persists, contact support.
Administrators can log in to the Adobe Admin Console to add users. Once logged in, navigate to the Acrobat Sign product page > Document Cloud > Acrobat Sign > Product Profile > Add User.
Filtering and pagination
By selecting the Show Menu icon, you can select options to filter the content on the page and adjust the number of records displayed per page.
Administrators can set the filters to display all statuses or individual statuses:
- Show All Users - All user records are shown.
- Show Users Needing to take Action - Only users with a status value of Pending user consent are shown.
- Show Users Needing Support - Only users with a status value of Contact Support are shown.
- Show Provisioning Errors - Only users with a status value of Temporary product assignment issue are shown.
Additionally, administrators can select between 15, 30, and 50 records displayed per page.
Searching for a specific user
The Search with email input box can be used to search for a specific user by entering the complete email address you are looking for.
Configuration
Availability:
The Users - Pending admin tab is exposed by default in the Acrobat Sign web interface for Acrobat Sign business and enterprise accounts.
The Users > Pending tab can be accessed at the account level only. The group-level Users tab only reflects the enabled users that have a membership with the group.