What's New
Get Started
Administer
- Admin Console Overview
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User Management
- Adding users
- Create function-focused users
- Check for users with provisioning errors
- Change Name/Email Address
- Edit a user's group membership
- 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
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Guidance for regulatory requirements
- Accessibility
- HIPAA
- GDPR
- 21 CFR part 11 and EudraLex Annex 11
- Healthcare customers
- IVES support
- "Vaulting" agreements
- EU/UK considerations
- Claim your domain
- Report Abuse links
Send, Sign, and Manage Agreements
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Recipient Options
- Cancel an email reminder
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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
- 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
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Authoring fields into documents
- In-app authoring environment
- Create forms with text tags
- Create forms using Acrobat (AcroForms)
- Fields
- Authoring FAQ
- Sign Agreements
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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
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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
Advanced Agreement Capabilities and Workflows
- Webforms
- Reusable Templates
- Transfer ownership of web forms and library templates
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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
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Useful Templates
- Administrator only
- Agreement archival
- Webform agreement archival
- Agreement data extraction
- Agreement notifications
- Agreement generation
- Custom Send workflows
- Share users and agreements
Integrate with other products
- 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
The "Explicit Consent" feature is available to individual, team, business, and enterprise levels of service. Custom Consumer Disclosures are available to customers with enterprise service plans.
The explicit consent with forced review process requires the recipient to open the Consumer Disclosure and positively affirm (in steps 1 through 3) that they agree to the Terms of Use and Consumer Disclosure. Step 6 affirms the consent to do business electronically. These agreements are reflected in a discrete record logged in the agreement Audit Report.
Overview
Terms of Use (ToU) and Consumer Disclosure (CD) documents are a common part of the user experience when using a service like Adobe Acrobat Sign. They help define business relationships in terms of limitations, responsibilities, expectations, and, within the context of electronic signatures, allow the parties to agree to conduct business electronically.
For most use cases, an implicit agreement to these documents is sufficient. To that end, Acrobat Sign makes links to these documents conspicuous when any recipient has access to an Agreement in the signature cycle.
However, some compliance requirements demand a more assertive acceptance of these documents. To fill that need, the Terms of Use & Consumer Disclosure settings allow an Account level admin to require explicit agreement to each document type. These features are available to Customers with individual, team, business, and enterprise plans. Additionally, custom Consumer Disclosures are available to Customers with an enterprise service plan.
How it’s used
In most use cases, the Acrobat Sign ToU and Privacy Policy are presented to the recipient before they can interact with the agreement. There are two notable exceptions to this:
- Recipients that have an active user in the same account as the sender.
- Recipients that access the agreement while logged in to Acrobat Sign.
The Consumer Disclosure is presented to the recipient based on the account configuration.
The default setting (implicit consent) exposes the Consumer Disclosure link at the time the recipient is finalizing their signature.
Enabling Explicit Consent requires the Recipient to actively check a box affirming they agree to the ToU and CD.
Enabling Forced Review requires the Recipient to open each document individually, and then actively check the box agreeing to the terms.
If authentication is in place, the recipient will have to verify their identity first, and then they will be able to accept the ToU/CD.
Logging acceptance in the Audit Report
When Explicit Consent is enabled, the Audit Report reflects the nature of the recipient's actions when accepting the Terms of Use and Consumer Disclosure:
The Implicit Consent setting does not reflect an overt acceptance of the Terms of Use and Consumer Disclosure in the Audit Report:
Configurable options
The account-level settings can be accessed by logging in as an Acrobat Sign account-level admin and navigating to Account Settings > Signature Preferences > Custom Terms of Use & Consumer Disclosure
All controls can also be configured at the group level. Remember that:
- All groups inherit the account level settings by default.
- Group-level configurations override the account-level settings.
- All signature preferences embedded in the agreement are derived from the settings of the group the agreement is sent from.
The options for this feature are:
- Define when the CD and ToU acceptance is displayed to the recipient.
- Define the acceptance process based on the role of the recipient.
Process by consent option:
Adding a custom Consumer Disclosure (enterprise service plans only)
Customers with an enterprise service plan have the option to provide a custom Consumer Disclosure. This option is not currently exposed to the customer interface, so if you would like to take advantage of this feature:
- Make your CD available via a public URL.
- Contact the Support team and provide them with the URL.
- Adobe must review and approve the content of the document.
- Once the content is approved, the URL provided is configured in your account, and the link points to your page.
- Please note, custom Consumer Disclosures should not include any system requirements. If system requirements must be included, include a link to the System requirements for Adobe Acrobat Sign.