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- Quick start guide for administrators
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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
Overview
When configuring your Acrobat Sign account, it’s important to remember that settings are inherited in a predictable way. All objects downstream from their parent object will inherit the parent object’s setting by default until explicitly changed.
The account is at the highest level in the customer-facing inheritance structure. All groups inherit their default setting values from the account level. When configuring the account settings, decide if you want to preference your account to either:
- Define the most common values that your groups will employ, reducing the time and complexity of your group configurations.
- Define the most secure settings your processes will demand, reducing the exposure of insecure values being applied if the group isn’t completely configured.
Groups inherit their default settings from the account values until they are edited and overridden at the group level. Users and agreements inherit their default values from the group they are related to, and for the most part, users and agreements don’t allow the granular configuration of these settings. For this reason, the group level is where the successful use of Acrobat Sign is defined. Groups define:
- The default signing parameters for users assigned to the group (as the primary group).
- The default values defined on the Send page when opened.
- The templates and workflows that are available to the user.
Users in Multiple Groups
Accounts that have Users in Multiple Groups enabled have the option to allow users to shift between groups, permitting group-level settings to strongly define the default values for specific document requirements. If you have compliance requirements, consider how discrete groups can be defined to best ensure your agreements meet the compliance requirements with a minimum of configuration by your user base.
Users inherit their default setting values from their primary group. These settings are primarily:
- Signing settings. For example:
- The authority to sign documents.
- Self-signing workflows.
- Requirements to authenticate to Acrobat Sign before applying a signature
- Access controls. For example:
- Password strength.
- Login authentication restrictions via IP range.
- The authority to send agreements.
- Access to create templates, web forms, and Send in Bulk agreements.
- Account sharing.
Agreements also inherit their values from the group they are created in. These settings include:
- Default agreement values. For example:
- Reminders and Expiration dates.
- Message templates.
- Authentication methods
- Signature requirements. For example:
- Electronic vs Digital signatures.
- Collecting reasons to sign or decline the agreement.
- Types of signatures allowed (typed, drawn, image)
- Email properties. For example:
- Localization options.
- Attaching the audit report.
- Branding graphics.
- Transaction security. For example:
- Authenticated access to the audit report.
- Document password strength
- Document link expiration.
To access the configurable settings for both the Group and Account-level admins, log in to the Acrobat Sign web portal and navigate to the Account (or Group) tab in the top tab bar.
Acrobat Standard and Pro both access the admin controls through the Acrobat Settings menu in the Acrobat interface.
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Select the user icon in the upper-right corner of the screen to open the user menu.
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Select the Settings option.
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Select the Edit Settings in the E-signing settings section of the user menu.
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Edit the settings as needed, and Save when done.
Configuring the Account-level settings
As mentioned previously, the account level settings are inherited by default for all groups, so have a strategy for how you want subsequently created groups to inherit those values.
Configuring the account-level settings requires the user to be an account-level administrator. When logged in as an account admin, you’ll see:
- The Account tab is in the top navigation bar. Selecting the Account tab opens the administrator menu.
- When the admin menu is open, the Account Settings menu tab is available (and opened).
- Global Settings and Account Setup submenu items.
The configurable settings typically exist within the Account Settings menu. The other tabs available usually pertain to managing specific objects (Users, Groups, Workflows, etc.)
Configuring Group-level settings
Group-level configuration can be completed by account admins, or users privileged as group admins. Group-level admins only have the authority to configure their groups and have no access to the account-level settings, nor other groups they may be members of, but to which they are not explicitly granted admin authority.
Accessing the group-level settings requires the admin to navigate to the specific group, open the Group Settings (if more than one group is available), and then enable the override option for the submenu page that is being configured.
When logged in as a group admin, you’ll see:
- The Group tab is in the top navigation bar. Selecting the Group tab opens the administrator menu.
- When the admin menu is open, the Group menu tab is available.
- When the Group tab is open, the Group Settings and Group Setup submenu items.
- Group Settings aligns with the Account Settings features at the account level.
- Group Setup aligns with the Account Setup features at the account level.
- The Account Setup submenu does not contain all of the same settings as the account level.
- Users in Group aligns with the Users interface at the account level.
Group-level admins that only manage one group open the Group: <Group Name> menu tab automatically, exposing the submenus available for configuration.
To access the group-level settings:
- Select the Group tab in the top navigation bar.
- Select any submenu tab to display the secured page of settings.
- Enable the override to allow access to edit individual settings.
- If there is no override to enable editing the settings, it's likely that the group admin permissions are locked at the account level.
Administrators that admin more than one group
Administrators that have more than one group under their authority have the additional step of selecting the group before exposing the group-level settings.
To configure the settings for a group when there are multiple groups allowed:
- Select the Account/Group tab in the top navigation bar. This opens the admin menu.
- Select the Groups menu from the left rail of options. This displays all groups available to the admin.
- Select the group to be edited. This exposes the available actions.
- Select the Group Settings option. This opens the submenu list of group settings.
- Select the submenu page to edit.
- Enable the override to allow access to edit individual settings.
Settings that are available at the account level but not at the group level
Most settings are available for configuration at the group level. Below is the list of exceptions sorted by the order they appear in the UI following this format:
Submenu tab
- Settings family
- Individual setting
In the case that a submenu tab or setting family is listed without individual settings, the entire submenu tab or family is unavailable.
Global Settings
- Library Documents
- Allow Users to share library documents to account
- Users in Multiple Groups
- Group Administrator Permissions
Account Setup
- Customize company URL
- Add company name
- Set company name for users in account
Electronic Seals
Report Settings
Security Settings
- Single Sign-on Settings
- Remember-me Settings
- Login Password Policy
- Web Session Duration
- Allowed IP Addresses
- PDF Encryption Type
- API
- User and group info access level
- Account Sharing
- Advanced Account Sharing permissions
- Document Link Expiration
Send Settings
- Post Sign confirmation URL redirect
- Take recipients to Acrobat Sign default confirmation page after they have signed.
Notarization Settings
SAML Settings
SAML Errors
Overview
When configuring your Acrobat Sign account, it’s important to remember that settings are inherited in a predictable way. All objects downstream from their parent object will inherit the parent object’s setting by default until explicitly changed.
The Account is at the highest level in the customer-facing inheritance structure. All Groups inherit their default setting values from the account level. When configuring the account settings, decide if you want to preference your account to either:
- Define the most common values that your Groups will employ, reducing the time and complexity of your Group configurations.
- Define the most secure settings your processes will demand, reducing the exposure of insecure values being applied if the Group isn’t completely configured.
Groups inherit their default settings from the Account values until they are edited and overridden at the Group level. Users and Agreements inherit their default values from the Group they are related to, and for the most part, Users and Agreements don’t allow the granular configuration of these settings. For this reason, the Group level is where the successful use of Acrobat Sign is defined. Groups define:
- The default signing parameters for users assigned to the group (as the primary group).
- The default values that are defined on the Send page when opened.
- The templates and workflows that are available to the User when creating new Agreements.
Users in Multiple Groups
Accounts that have Users in Multiple Groups enabled have the option to allow users to shift between groups, permitting group-level settings to strongly define the default values for specific document requirements. If you have compliance requirements, consider how discrete groups can be defined to best ensure your agreements meet the compliance requirements with a minimum of configuration by your user base.
Users inherit their default setting values from their primary group. These settings are primarily:
- Signing settings. For example:
- The authority to sign documents.
- Self-signing workflows.
- Requirements to authenticate to Acrobat Sign before applying a signature
- Access controls. For example:
- Password strength.
- Login authentication restrictions via IP range.
- The authority to send agreements.
- Access to create templates, web forms, and Send in Bulk agreements.
- Account sharing.
Agreements also inherit their values from the group they are created in. These settings include:
- Default agreement values. For example:
- Reminders and Expiration dates.
- Message templates.
- Authentication methods
- Signature requirements. For example:
- Electronic vs Digital signatures.
- Collecting reasons to sign or decline the agreement.
- Types of signatures allowed (typed, drawn, image)
- Email properties. For example:
- Localization options.
- Attaching the audit report.
- Branding graphics.
- Transaction security. For example:
- Authenticated access to the audit report.
- Document password strength
- Document link expiration.