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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
The Adobe Acrobat Sign "Signing Reasons" feature is available for the enterprise and business levels of service.
The Signing Reasons feature allows the signer to provide the reason they are signing the agreement. This type of information is required in some work processes (eg: Title 21 CFR part 11).
- Reasons can be required or optional.
- The Reason field can be applied to Electronic or Digital signature fields.
- Initial fields are not included.
- Reasons can be selected from a pre-defined list created by the Acrobat Sign admin, or entered into a free-form text field.
How it's used
When Signing Reasons are enabled, the signer is asked to provide a reason for applying their signature immediately after they type, draw or upload their signature image. The signature is displayed in a new panel with either:
- An open text field that can accept a custom reason from the signer
- A drop-down list of acceptable reasons (as defined in Acrobat Sign)
If both options are enabled, then the pick-list will have a line item to allow the custom reason entry (as seen above)
Once the reason is provided, the signer clicks OK, and the form filling/signature process continues as normal.
Both options produce a signature block that shows the signature, with the reason displayed to the right:
And both options list the reason in the report CSV for the agreement:
Configuration options
There are four selectable options in terms of capturing the signing reason.
The first two indicate if a reason should be allowed in the signature process. Electronic and Digital signatures are enabled discretely:
- Allow signers to provide a signing reason for e-signature workflows - Applies the reason field to electronic signature fields
- Allow signers to provide a signing reason for cloud-based digital signature workflows - Applies the reason field to digital signature fields
Allowing a signature does not require a reason from the signer.
However, if you allow for the signature reason, you must either define a list of reasons or allow a custom reason to be entered.
The second two settings provide control over the reasons applied:
- Require signers to provide a signing reason - When enabled, all signers are required to provide a reason (internal and external signers)
- Allow signers to provide their custom signing reason - Allows the signer to enter their own reason into a text field
- If no pre-defined list of reasons is established, this setting must be enabled when signing reasons are allowed
Below the selectable options is the list of defined reasons.
If custom reasons are not allowed, this list must have at least one entry.
To add a new reason, click the plus icon
An overlay displays the Create dialogue box, allowing you to configure the reason. There are three elements to the reason:
- Signing reason name - The nominal name of the reason record.
- Provided to facilitate sorting of reasons that may span various languages
- Signing reason text - This is the actual text that is inserted into the signature and audit report.
- The reason text is limited to 128 characters or less
- The signer will see the full text in the selection window
- Language - Only reasons that have a matching Language value for the signer's environment are presented as options. If you send agreements using the French locale, then only the reasons flagged for the French language will be selectable
- If the signer is using a locale that has no pre-defined Reason match, a custom reason is accepted
Once the reason is properly configured, click Save.
The reason becomes available for all signers immediately.
To Edit or Delete a reason from the list, single click the reason to select it.
The options to Edit or Delete appear in the upper-left of the section:
How to enable or disable
The Signing Reasons feature can be enabled at the Account level by the Acrobat Sign Account Admin.
Group level settings are permitted and will override the Account level values.
To access the options, navigate to: Account Settings > Bio-Pharma Settings
Things to keep in mind...
- Signature reasons work with digital and electronic signature fields.
- Each signer can have only one digital signature field and multiple electronic signature fields.
- Signature reasons do not apply when only a Stamp is used as a signature.