Select the ellipsis to open the action menu, or hover over the agreement record and select the Schedule icon to open the schedule interfce.
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
Customers that use the new reporting environment can configure their reports/exports to update on a regular schedule and then email the updated content to themselves and an optional list of other users.
The schedule can be configured to run daily, weekly, or monthly. Additionally, a Send it Now option triggers an immediate update and delivery of the report/export to an ad hoc list of recipients.
The user defining the schedule can include anyone within their Acrobat Sign account. Included users are delivered an email from Acrobat Sign with a link to either Open a report or Download a data export. The recipient must authenticate to their Acrobat Sign account before receiving the data.
Report schedules are generated with the owner's authority, meaning account-level users can create a report that includes all of the account data and then share that report with non-admin users.
All users can create schedules for their reports and exports with the following limitations:
- Only one schedule can be defined for any one report/export.
- Agreement reports only support the previous 60 months of data.
To create a new schedule:
-
Configure the schedule:
- Schedule frequency - depending on the frequency iteration you select, there may be additional options:
- Daily - The report/export executes at the same time the report was created. Every day.
- Weekly - When selected, the option for the day of the week is presented. The report executes on the selected day at the same time the report was created.
- Monthly - When selected, the option to select the day of the month is presented. The report executes at the same time the schedule was created on the selected calendar day.
- Who do you want to send it to? - The list of recipients for the report/export.
- Select +Add me to add yourself to the list.
- Type in the email address of any other users in your Acrobat Sign account.
- Attempting to add an email address that isn't in the account prompts an error.
- Attempting to add an email address that isn't in the account prompts an error.
- Select +Add me to add yourself to the list.
- Include a message - Provide an optional message that is included in the email to all recipients.
Save when done.
When the schedule is in place, the Schedule icon adopts a blue color and is persistently visible in the listing of reports/exports.
When the schedule executes, a simple email template is delivered to all recipients with a link to Download export data or Open a report graph.
The recipient is required to authenticate to their Acrobat Sign account to receive the content.
- Schedule frequency - depending on the frequency iteration you select, there may be additional options:
Only the original creator of a schedule can edit it. This includes adding and removing users.
To edit an existing schedule, either select the blue icon for the report/export or select the ellipsis to open the Actions menu and select Edit Schedule.
The Schedule interface opens and allows all elements to be edited.
Save the configuration when done.
Only the original creator of a schedule can delete it.
To delete a schedule, either select the blue icon for the report/export or select the ellipsis to open the Actions menu and select Edit Schedule.
The Schedule interface opens. The Delete button is in the lower-left corner of the panel.
Upon selecting Delete, you are challenged to ensure you actually want to delete the schedule.
Select Delete to complete the deletion.
Send it Now is an ad hoc request to refresh the report/export and deliver it to a list of defined recipients that may or may not be part of the scheduled report (if a scheduled report exists).
The Send it Now option can be accessed by selecting the ellipsis to open the Actions menu and selecting Send it Now.
Upon selecting Send it Now, the configuration window opens.
Configure the Send it Now options:
- Who do you want to send it to? - The list of recipients for the report/export.
- Select +Add me to add yourself to the list.
- Type in the email address of any other users in your Acrobat Sign account.
- Attempting to add an email address that isn't in the account prompts an error.
- Attempting to add an email address that isn't in the account prompts an error.
- Select +Add me to add yourself to the list.
- Include a message - Provide an optional message that is included in the email to all recipients.
Select Send when complete.
Things to keep in mind...
- Only one schedule can be configured per report/export.
- Report/export schedules can be created, edited, and canceled by the originator only.
- Reports/exports are generated with the authority of the user that creates the report/export. Account admins that share a report with non-admin users will show the account-level admin data.
- Reports/exports can be scheduled daily, weekly, or monthly. The run time executes at the same time the schedule was saved.
- Scheduled reports/exports are limited to 100 notification emails per day for any one user.
- Only users within the same Acrobat Sign account can be included in the schedule's email distribution.
- Only users on the email notification list will be allowed to view the report/export content.
- When accessing the email link, the user will be required to authenticate to the Acrobat Sign system.
- Emailed links are disabled after seven days from the time the email is delivered.