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- Quick start guide for administrators
- Quick start guide for users
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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
- 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
- Transaction Footer
- 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
- Restart agreement workflow
- 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
- CCs
- Recipient Agreement Access
- 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 of Send in Bulk
The Send in Bulk (SiB) feature allows users to create a one-use "parent" template of an agreement and supply a list of recipients. A "child" agreement is generated for each recipient record when the Send in Bulk transaction is sent. Up to 1000 child transactions can be effected, and all child agreements are discrete agreements and autonomous insofar as the other agreements generated.
However, because the child agreements are all created from the same parent template, users can review the Send in Bulk parent transaction on the Manage page and review the overall status of the child agreements.
There are two methods to add the list of recipient records to the template:
- Manually - In this use case, the sender manually types (or pastes) in the user email addresses.
- This option limits the number of recipients to one external recipient,
- The sender can be included as an optional recipient after the external recipient signs.
- Comma-Separated Value (CSV) file upload - The CSV is a spreadsheet where each row is a recipient record, and the various columns define properties of the agreement, each of which can be personalized for the recipients of the agreement. This gives the sender much broader control over how the agreement can be customized for the recipients. The advantages of the CSV file method are:
- You can have multiple recipients. (Up to 100 per agreement.)
- Per recipient personalization:
- Recipient name
- Role
- Authentication method
- Private recipient message
- Agreement level customizations:
- Agreement name
- Localization
- Global agreement message
- Expiration deadline
- Signature flow
- Custom merge fields where the CSV inserts a value into a field on the agreement, allowing recipient-specific details to be added to the agreement, such as a street address, list of goods or services, prices, and discounts.
Availability:
Send in Bulk is available for Acrobat Pro and Acrobat Sign Solutions license plans.
Configuration scope:
The controls for Send in Bulk can be enabled at the account and group levels.
Reporting for Send in Bulk
There are several options for generating report data for the agreements included in a Send in Bulk. The option used will depend on the type of information you want to collect.
All reporting explicitly tied to the Send in Bulk parent object can be accessed on the Manage page by selecting the Bulk Sends filter and then opening the specific Send in Bulk parent template you want to review.
If you want to review only the base completion rate or drill down to find an individual agreement, the Agreements summary table is available in the Actions list.
A printable table of all child agreements can be generated using the View Activity Report action.
A CSV-based definition of the agreement, along with full field-level input per recipient, is available using the Download Form Field Data action.
The standard reporting environment can produce printable charts and graphs and provide field-level data in CSV format.
Some errors are not detected as issues during the CSV upload process, but they are discovered while the child agreements are being generated. For example, assigning a role or authentication method to a recipient that is in conflict with the group settings. These run-time errors are logged in an error report that you can download from the Manage page by selecting the Download Error Report action for the parent template:
The system adds a line to the error log containing the recipient's row information when errors are discovered.
Processing of the CSV file resumes and generates a child agreement for every row of the CSV that doesn't trigger an error.
Recipients identified on the error report must have the agreement re-sent to them in a new transaction.
No overt alert is delivered to the sender for run-time errors.
Senders should always check the downloadable report for the parent template after the generation of child agreements is completed.
The parent template includes a summary table in the Actions list for all child agreements. The table identifies the number of agreements in each status.
Clicking into the summary table opens a sortable view of the individual child agreements. The records on the summary table are active link to the agreements, allowing for easy manipulation of individual agreements as needed.
The View Activity Report option in the Actions list provides a Document Execution Report. This report provides a more detailed (and printable) summary of the child agreements by status.
The Download Form Field Data activity downloads the field data for all child agreements created by the parent template.
Each row of the CSV represents one agreement record. The record is structured to provide:
- All of the recipient information first:
- Recipient name (captured when the signature is applied)
- Recipient email
- Recipient role
- Recipient authentication method and value
- Recipient private message
- The agreement information after the recipient info:
- CC'd party emails
- Locale
- Reminder information
- Expiration information
- Agreement name
- Agreement global message
- Order of signatures
- Custom field data is listed after the agreement fields. This includes all fields included in the document template or authored onto the documents.
- Custom fields are listed alphabetically based on their field name.
- The Agreement ID is the last field.
Standard agreement reporting captures the child agreements but only understands them as regular agreements. No broader relationship is understood in terms of some agreements related through a parent agreement template.
Using the name filter can allow you to generate reporting based on that value if you use unique naming conventions in your Send in Bulk campaigns.
Customers that heavily leverage Send in Bulk may opt to dedicate a group to the purpose. This allows for finer tuning of the recipient experience and allows reporting to filter agreements based on the group.
Download all completed child agreements from the Manage page
After a Send in Bulk transaction is sent and recipients have started completing the child agreements, the sender can download all of the completed agreements related to the parent transaction from the Manage page.
When the download is triggered, only agreements with a Completed status are downloaded. Canceled, declined, expired, and in-progress agreements are not.
Best practices
Use well-tested templates for your base documents. This is particularly critical if you have multiple recipients. A few rounds of field-level testing to ensure the fields are properly assigned and capturing the correct content with useful validations takes significantly less time than canceling hundreds of individual agreements.
When building your templates, use meaningful field names so your reporting returns meaningful column headers.
Configuration considerations with regard to Data Governance
Send in Bulk has a property called the "roll-up" that dictates how many notifications the sender receives with regard to the number of child agreements created by the SiB template. The default value is three, meaning the sender is only notified when three or fewer child agreements are generated. The roll-up setting isn't exposed to customers and may only be altered by the Acrobat Sign support team.
Data Governance dictates how soon an agreement is deleted from the Acrobat Sign system after it reaches a terminal status (Complete, Canceled, or Expired).
Customers who need to interact with completed agreements sent through a Send in Bulk process may want to extend the roll-up number (possibly to an "unlimited" value) to ensure they receive the "Completed" notifications of child agreements before they are deleted automatically from the system by Data Governance.
It may be worth investigating the Power Automate integration to automate any post-completion activities to reduce both the manual work of users and to safeguard against gaps where an agreement might be lost to data governance rules.
Things to know
- The new Send in Bulk interface is still in development, and more options are anticipated in future releases (e.g., additional authentication methods, agreement-defined CC'd parties, agreement-defined reminders).
- The option for Sender Signs First found in the classic version of Send in Bulk is currently not in the new version but is expected in a future release for the manual process. Customers that are using the CSV upload method must add the sender to the CSV as a recipient in each record where the sender must sign.
- Changing the group selector does not change the logo on the sender's page. The subsequent emails and signing experience do use the correct logo for the group from which the agreement is sent.
- Canceling all child agreements of a Send in Bulk transaction at the (parent) template level is only possible if no child agreements have been signed. If any child agreements are signed, the Cancel activity is removed from the template's interface, and existing agreements must be canceled at the agreement level.
- The CSV file option has a lot of optional fields, but only an email is required. Getting familiar with the CSV process will make the more advanced field options (like merge fields) less daunting and open up the more valuable possibilities that the CSV offers.