The signer must first authenticate (if authentication is configured for the web form).
What's New
Get Started
- Quick start guide for administrators
- Quick start guide for users
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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
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- 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
Overview
When filling in a web form, the input field values exist only in the user's browser session. Consequently, web form signers must complete all field input in the initial session, submitting the entire form at once. Leaving the browser session for any reason discards all input values and requires the signer to start over.
Acrobat Sign groups that produce complex web forms may want to allow users to save the web form in a partly complete state to resume and complete later.
Once enabled, the signer can save the web form at any time by opening the Options menu and selecting Save.
Additionally, the signer is prompted to save the web form if they attempt to navigate away from the form.
Once enabled, the signer is asked to provide their name, email, and a brief description of the form for use as the form/agreement name. Doing so allows the web form to be saved in the Acrobat Sign system as a discrete agreement.
The signer's experience
When the save process is triggered, the signer must complete a brief questionnaire to save their unique instance of the form.
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The signer must complete a brief form to save their instance of the web form as an in-progress agreement. The required fields are:
- Name
- Email address (twice)
- Name of the form (optionally; controlled by settings)
Select Next or Save when complete.
When Next is the option, additional recipients are allowed to follow the initial signer and a new overlay is presented for the signer to configure as needed. (Additional participants marked as Required on the web form must be completed.)
Select Save when complete.
Saving the web form ends the web form experience for the signer and converts it to a normal agreement experience.
- All filled-in field values are imported into the agreement.
- An email is generated for the signer with a Review and sign link.
How to enable and configure the feature
To enable the option to Allow recipients to save their progress and continue later, navigate to Account Settings > Global Settings > Web Forms.
Check the Allow recipients to save their progress and continue later option and Save the page configuration.
- The setting can be configured at the account and group levels.
- The setting is only available for enterprise and business tier accounts.
- The setting applies to all existing web forms within the scope of the setting.
- Account-level settings are initially inherited by all groups in the account.
- Group-level settings override the inherited account-level setting.
- Changing the setting updates the signer's experience in real-time for newly started instances of the web forms.
- Enabling the setting adds the option for new web forms to be saved, either by the signer's choice or by the optional setting mandate (see below).
- Disabling the setting removes the option for signers to save the instance of their web form.
- Disabling the setting does not impact agreements that have already been saved.
- Disabling the setting does not impact agreements that have already been saved.
- Enabling the setting adds the option for new web forms to be saved, either by the signer's choice or by the optional setting mandate (see below).
When saving web forms is enabled, there are three options that can be configured to further improve the recipient experience:
When enabled, Save on opening the web form triggers the saving process as soon as the initial signer opens the web form and agrees to the Adobe Terms of Use. By default, the signer will have the option to cancel the saving process.
Enabling/disabling this setting applies the effect to all web forms within the scope of the setting (Account or Group) and applies immediately to all newly opened sessions to the web form.
If the web forms created in the group are small, quick, and easy to understand/complete, this setting may introduce more up-front friction than is warranted. However, if your web forms tend to be long, complicated, or contain a lot of fields, enabling this option is a good safety against the signer's session expiring mid-process, forcing the signer to restart the form.
Accounts that have Users in Multiple Groups enabled can create unique groups for web forms that are exceptionally complicated if the account is generally configured for easier web forms that don't warrant saving the web form initially.
When Enforce Save on open is enabled, the option for the signer to cancel the saving process is removed. The signer must complete the save process before they can start filling in the form.
The option to Disable Signer reauth on accessing the web form from emailed links allows the recipient to bypass the authentication process for the web form when they open the agreement from the emailed link.
Enabling/disabling this setting applies to all agreements saved after the setting is saved.
This option eases friction on the signer and improves the likelihood the signer will complete the signature process.
Web forms that leverage the Knowledge-based authentication process should seriously consider if consuming another premium authentication transaction is warranted when accessing a saved web form.
When enabled, recipients can change the name of the agreement to any value they prefer.
Enabling/disabling this setting applies to all agreements saved after the setting is saved.
When recipients rename an agreement, the name value is applied to the agreement, audit report, and all related documents/properties. This directly impacts the ability to search for the agreement by name from the Manage page.
However, the agreement is still directly related to the parent web form and is included in all reporting done using the parent web form.
If this option is enabled, it is recommended that clear instructions regarding how the recipient should name the agreement be conveyed to the signer.