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- 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
- 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
The One-Time Password via Email (OTPvE) authentication method is a single-factor identity verification method that requires the recipient to enter a passcode that they must retrieve from the recipient's email box.
Because the one-time passcode is delivered to the same email address as the original signature link, the OTPvE authentication method is considered a single-factor authentication method. However, OTPvE does not require the user to create an account or otherwise log in to another application (as Acrobat Sign authentication does). Access to the email box is all that is required, making this method lower friction in many cases, particularly for external users.
Using OTPvE provides additional security beyond simply relying on the email link. For example:
- Access to an email does not mean that the email box is compromised. In the event that an email link is exposed but the email box is secured, the OTMvE authentication will maintain the security of the agreement.
- If an agreement email is improperly forwarded (vs. proper delegation), the OTPvE challenge will prevent the agreement from being accessed, preserving the audit report integrity regarding the identified signer's email and the actual signer.
Successful authentication requires the recipient to enter the passcode within 60 seconds of requesting the code.
Availability:
One-Time Password via Email is available for enterprise license plans only.
Configuration scope:
The feature can be enabled at the account and group levels.
One-Time Password via Email is not a metered service. There is no charge for use, regardless of volume.
How it's used
After selecting the Review and sign link, the recipient is delivered to the one-time verification code page.
The recipient must select the Send Code button to have the code delivered to their email address.
Once the code is obtained, copy and paste it into the Verification Code text box and select Verify.
Once the authentication is passed, the recipient can interact with the agreement.
If the recipient closes the agreement window for any reason before completing their action, they must re-authenticate to resume.
Configuring the One Time Password method when composing a new agreement
When OTPvE is enabled, the sender can select Email OTP from the Authentication drop-down just to the right of the recipient's email address:
Best Practices and Considerations
- OTPvE isn't a second-factor authentication and should not be used when the signature requires additional authentication (beyond email authentication).
- OTPvE requires that the recipient have direct access to the email box to which the agreement was delivered.
- The OTPvE method is best used for external authentication that requires some form of logged authentication method but does not demand a second-factor authentication.
- When recipients access agreements directly from the Acrobat Sign Manage page, OTPvE is the primary (and only) authentication factor. The email link (typically providing the default primary authentication element) is bypassed and replaced with the authenticated session to Acrobat Sign.
Configuration Options
OTPvE authentication has two sets of controls, which are available to be configured at the account and group levels:
- Send Settings, which control the sender's access to the password option
- Security Settings, which govern the recipient's experience
Send Settings
Group and account-level admins can enable and configure the OTPvE Send Settings by navigating to Send Settings > Signer Identification Options.
There are five valuable controls relevant to the OTPvE method:
- Email One Time Password - The core feature; checking this box enables access to the authentication method for senders when composing agreements.
- By default, use the following method - Defines the default value inserted into the recipient's Authentication option on the Send page.
- Identity authentication for internal recipients - Enabling this option allows internal recipients to be configured with different authentication options and defaults.
- Don't challenge the signer to re-authenticate if they are already logged in to Acrobat Sign - When enabled, the recipient isn't challenged to re-authenticate when opening an agreement if they are already authenticated to the Acrobat Sign service.
- This requires the agreement to be opened in the same browser as the authenticated session to Acrobat Sign.
- Support contact - By default, the challenge page for the recipient requiring them to request the one-time passcode provides the email address of the sender if the recipient needs to contact someone. The optional Support contact field replaces the sender's email address with either a phone number or an email address, providing a funnel for inbound queries to a resource dedicated to resolving issues.
Security Settings configuration
The Security Settings page has one control for the OTPvE method to limit the number of failed attempts that a recipient can try before the agreement is automatically canceled.
Audit Report
The audit report clearly indicates when the recipient successfully applies the Email OTP authentication method.
Automatic agreement cancelation when a recipient fails to authenticate
If the settings restrict the number of authentication attempts, and the recipient fails to authenticate that number of times, the agreement is automatically canceled.
The agreement's originator is sent an email announcing the cancelation with a note identifying the recipient who failed to authenticate.
No other parties are notified.
The audit report reflects the cancelation and the reason: