What's New
Get Started
- 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 e-signing page allows recipients an array of options.
Several of these options can be controlled by the settings enabled at the account or group level (group-level settings over-ride account-level settings).
A few require that you contact your success manager to have the feature adjusted.
The interface used has some impact on when settings are available and where they are placed.
- The content below is primarily for the Web experience.
- Mobile (or narrow screen aspect ratios) will move some options normally in the header or footer into the Options menu
- Removing the "chrome" from the page will move some content normally in the header/footer into the Options menu and remove others
- noChrome indicates that the Adobe Acrobat Sign branding is stripped from the page. This is used in applications that embed the Acrobat Sign pages into another interface.
The option for the recipient to delegate their action is available via the "Someone else should sign" option:
You can suppress this option by disabling delegation.
There are two controls for delegation, one for internal recipients and the other for external recipients.
Both can be configured at the Account and Group levels
The UI controls are found by navigating to Account > Account Settings > Global Settings > Delegation for users in my account
"I will not e-sign" is enabled by default.
Allowing the recipient to decline the agreement can be suppressed by navigating to Account > Account Settings > Signature Preferences > Additional Settings
- Uncheck the Allow recipients to decline box and Save
The option to convert an e-signature transaction into a written signature process is disabled by default.
The option to allow recipients to convert an e-signature wirkflow to a written signature flow can be enabled by navigating to Account > Account Settings > Signature Preferences > Additional Settings
- Check the Allow signers to print, place written signatures and upload box
- Click Save
Messages are included in the Options menu for the Mobile experiences.
Web users will find the message in the top rail to the right, activated by clicking the speech balloon.
It is not possible to relocate the message, but it is possible to remove the option.
To remove the in-app message option, navigate to Account > Account Settings > Signature Preferences > Additional Settings
- Uncheck the Show message to recipients when e-signing box
- Click Save
The below options do not currently have controls in the admin interface.
However, enterprise-level accounts can contact support to have the setting adjusted on the backend.
This option opens a PDF view of the agreement in its current state.
- The Read Agreement option is not available in the narrow aspect, Mobile, and noChrome experiences
This option clears all of the field content added by the recipient, restoring the agreement to the original state when the current recipient opened it.
Allows the recipient to download a PDF version of the agreement as they see it.
The copyright mark (as well as some helpful links to support the Acrobat Sign product) are found in the bottom rail of the web browser window.
The narrow aspect window includes this content in the Options menu
The Mobile and noChrome experiences include only the copyright information in the Options menu.
This option displays the history of the agreement's major events.
- View history is not available in the narrow aspect and noChrome experiences
- The Mobile apps present the option to view the history of the agreement prior to opening the e-sign page
The Legal Notices menu item contains the collected notices legal information for the Acrobat Sign application, including:
- Terms of Use
- Privacy Policy
- Cookie preferences
- Copyright and Trademark notices
- Third-party notices
Selecting Legal Notices from the menu produces an overlay with some detailed information, and links to external pages with more in-depth informaiton.
Customers that use the embedded (noChrome) version of the e-signing page employ a version of the Legal Notices panel that links to pages that do not contain any other active links.
Allows the recipient to change the locale used for the Acrobat Sign interface.
Web users can find the locale selector in the footer of the window
Mobile, narrow aspect, and noChrome experiences insert the locale selector into the Options menu
The option to Sign electronically only appears in the Options menu if:
- The agreement was originally sent for electronic signature
- The recipient selected the Print, sign and upload option form the Options menu
If the recipient that chose to Print the document returns to the Options menu, the Sign electronically option allows them to return to the electronic signature process.