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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
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- User Identity Types and SSO
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- Product Profiles
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- Settings Overview
- Global Settings
- Account tier and ID
- New Recipient Experience
- Self Signing Workflows
- Send in Bulk
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- 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
Enable the option to send your recipients their agreement links directly to their smart phones.
Overview
The SMS link notification feature allows for an agreement's URLs to be delivered directly to a recipient's smartphone without requiring them to have to access their email. This is particularly useful when time is a factor and getting a signable document in front of a recipient is urgent.
Enabling the SMS link option for a recipient ensures that all of the signer-related links are delivered directly to the provided phone number, including signing, reminder, and completed agreement links.
SMS links can be delivered in addition to, or in replacement of, the classic email format.
Availability:
SMS link notification is available for enterprise license plans only.
Configuration scope:
The feature can be enabled at the account and group levels.
How it's used
When the SMS link option is enabled, senders have the option to select if they want to send the agreement signing links via e-mail, SMS, or both. If the SMS option is selected, a phone number must be included by the sender.
- If only Email is selected, nothing changes, and the recipient's email is used to deliver the links via email.
- If only SMS is selected, the recipient record updates to accept a phone number. The country code is selectable from the dropdown to the left of the phone number field.
- If both options are selected, the recipient record updates to add an additional field for the phone number (which is required).
- The default record configuration when both email and SMS are available is to have Email enabled and SMS disabled. Senders must explicitly enable SMS every time.
SMS links are configured per recipient.
Ad hoc recipient groups are supported. Each member must be individually configured and all members of the group are notified per their configuration.
Recipients get a short message identifying who sent the agreement, the agreement name, and the link that delivers the signer directly to the agreement e-signing page.
If authentication is configured, the recipient will be required to pass that before being able to interact with the agreement.
Best practices
Enable SMS link notifications if you have an identified business reason. SMS link notifications consume the same premium transactions as Phone authentications, and you'll want to budget for the consumption of these premium transactions.
Pay close attention to your consumption if you are using both SMS link notifications and Phone authentications. Once the transaction pool is depleted, link notification (and phone authentications) will fail, and the agreement process will stall until transactions become available again.
When the setting is disabled, the recipient record shows that Email is selected, and the ability to manipulate the settings are suppressed.
When the setting is enabled, the sender is given control over how the links are delivered.
By default, Email is selected and SMS is disabled.
Consumption of SMS link notifications
An SMS transaction is consumed when a recipient is first notified about their agreement participation. This one consumed transaction from the SMS pool includes up to three notifications to the recipient:
- The initial Please Sign message with a link.
- One Reminder message with a link.
- Only one Reminder notification is ever sent via SMS. If the recipient is configured to get multiple reminders (e.g., Daily), one reminder will be sent, after which the reminder will be canceled.
- One Completed Agreement or Delegated message with a link (depending on how the recipient completes their action).
Recipient group members are all notified at the same time. If a recipient group has five members, and three are configured to receive SMS notifications, then three SMS transactions are consumed.
If link expiration is active, and a new link is requested, the new link is delivered without consuming another SMS transaction.
Every reminder configured after the first reminder will be charged one SMS transaction and will send only one SMS link. (e.g., If you configure a weekly reminder, one SMS link will be charged, one SMS link will be sent, and then the reminder will be terminated.)
If Email delivery is configured in addition to SMS, the email reminder cycle is not truncated and will deliver email notifications per the configured schedule.
It's important to remember that SMS link notifications consume transactions from the same pool as Phone authentication.
Delegation
Delegation of the signature through any method is not supported and will result in the delegated-to recipient getting the links delivered in e-mail form.
Track available volume
To monitor the volume of SMS transactions available to the account:
- Navigate to Account Settings > Send Settings > Send Agreement Notifications through
- Hover your pointer over the Track Usage link:
Records on the Manage page
When viewing the agreement on the Manage page, the email address (or recipient name) is listed in the Recipients column if the agreement is sent with email enabled.
If only SMS is enabled, the partly masked phone number in the form of an email address is displayed in the Recipients column. (e.g., XXXXXX1212@sms.adobesign.com)
When viewing the individual recipient records (when replacing the recipient or editing the authentication type), the phone number is presented unmasked:
Agreements sent using only the SMS link option (no email notifications) will not be listed on the recipient's Manage page.
Audit Report and Activity log
The Audit Report and Activity log clearly identify when SMS is used for the initial request for a recipient to sign the document.
The Audit Report will also record reminder events if the group is configured to do so.
- Only the last four digits of the phone number are exposed.