Create a custom Compose page using the Custom Workflow Designer

When the Workflow Designer opens, the Workflow Info panel is displayed:

On the Workflow Info page, provide the following details:

• Workflow Name – Enter a unique name for the workflow.
• Who can use this workflow – Specify who can access and use the workflow.
• Instructions for Sender – Add on-screen guidance for senders using the workflow.

These settings define how the workflow is represented in the menus and UI, provide access to the user or group that should be able to use it, and include the option for clarifying instructions to the sender if needed.

Defining Agreement Information for the custom Compose Page

When configuring the Agreement Information, specify the details that will populate on the Compose page when the workflow is used.

Agreement Details

• Agreement Name – Enter a name for the agreement. This appears on the Manage page and in the Please sign/Please approve email heading.
• Message – Enter a message for recipients. This is displayed on the Compose page.

CC (Carbon Copy) Settings

• CC – Enter email addresses of CC'd recipients. Separate multiple addresses with a comma ( , ) or semicolon ( ; ).
• Minimum – Set the minimum number of CC email addresses allowed.
• Maximum – Set the maximum number of CC email addresses allowed.
• Editable – Enable this option to allow senders to modify CC addresses on the Compose page.

Recipient's Language

• This setting determines if the language selector is available on the Compose page and sets the default recipient language.
  • Do not show language selector – The default recipient language set at the group level is used.

Send Options

• Set password to open downloaded PDF – Allows the sender to set a password for the downloaded PDF.
  • Required – If enabled, senders must set a password, and this option cannot be turned off on the Compose page.
• Completion Deadline – Enables the option to set a completion deadline on the Compose page.
  • Days to complete the agreement – Defines the default number of days recipients have to complete signing. This value is always editable on the Compose page.
• Allow authoring of documents before sending – Lets senders modify form fields in the authoring environment using the Preview & Add Signature Fields option.
  • Enable authoring by default – Automatically enables Preview & Add Signature Fields on the Compose page.

Select the appropriate settings to streamline the sending process while maintaining flexibility for senders.

Select Recipients in the left rail to access the Recipients Routing section

In the Recipients Routing section, you can specify the recipients and the routing order per your requirements. You can build very complex workflows with serial, parallel, hybrid, or nested hybrid routing.  The following instructions highlight the functionality available for Recipient Routings.

• To add another recipient before or after an existing recipient:
  • Select the add icon .
  • Select the role you want to use (all roles enabled for the account will be available).

• To specify a parallel branch, select the add icon above a recipient and select Parallel Branches. 

• To delete a recipient, cursor over the recipient bubble, and select the delete icon .

• To customize a recipient, cursor over the bubble and select the edit icon .

When editing a Recipient, you can configure the following:

• Recipient Label— Customize the label for the recipient. For example, change the default Recipient label to Buyer. 
  • The labels for recipients must be unique within a workflow.
• Recipient—Enter the default email address of the recipient.
• Add Recipient Group - Select this button to add a reusable recipient group from the list of recipient groups available to you.
• Mark as recipient group - When checked, a recipient group is created from the email addresses listed in the Recipient field instead of a standard recipient email record. The recipient group can be left empty or populated with one or more email addresses from the Email field (comma delimited).
• This recipient is the sender - When checked, the sender will be inserted as the recipient.
• Required—Enable this option if a signature from the recipient is required.
  
• Editable—Enable this option to allow the sender to update the email address for this recipient on the Send page.
• Add Private Message—Select this option to provide a private message for the recipient. Private messages are inserted into the recipient's email (in addition to the global message) and on the e-signing page.
• Role—Update the recipient’s role (Signer, Approver, Form Filler, ect.).
• Authentication —Select what type of identity verification is required for the signer. Only the options that have been enabled are visible.
  
  • Single-factor authentications: None (Email), Acrobat Sign, Email OTP.
  • Two-factor authentications: Phone, KBA, Password, and Government ID.

Be sure to Save any recipient configurations made.

Below is an example of Recipient information and a routing where the labels for both signers (Signer and Co Signer) and for the internal recipients (Sales Rep and Exec Approval) have been customized. 

Select Emails in the left rail to move to the Emails section.

In the Emails section, you can manage which notifications are sent during the signature and approval process based on specific events.

For example, you can configure notifications to be sent to recipients and CCs when an agreement is canceled.

Select Documents on the left rail to move to the Documents section.

In the Documents section, you can define how documents are attached and managed in the workflow.

• Document Title – Enter a title for the document. This title appears in the Documents section on the Compose page.
• Files – Select the Add File icon to attach a document from the Acrobat Sign Template Library. The document is automatically included when the workflow is used.
  • If no file is selected, the sender will be required to upload a document when sending the agreement.
  • If a document is marked as Required, it will always be attached when the workflow starts.
  • Delete File – To remove an attached file, select the (X) icon next to the file name.
• Document Name – Enter a meaningful name for the sender to identify the document. The default name is based on the uploaded file but can be edited.
• Required – Specify whether the document must be included in the agreement.
• Add Document – Select Add Document to include additional files. Each document must have a unique title.
• Delete Row – To remove a document, select the (X) icon in the corresponding row.

Below is an example of a configured Documents section:

Select Sender Input Fields on the left rail to access the Sender Input Fields section.

These input fields are mapped to form fields in the attached documents—whether predefined in the workflow or uploaded by the sender.

Senders can use these fields to pre-fill information before sending the agreement to recipients.

In the Sender Input Fields panel, select Add Field for each field that the sender needs to review and potentially complete.

For each row added, configure the following settings:

• Display Name – Enter a title for the field. This appears on the Compose page as a reference for the sender.
• Form Field Name – Enter the field name as it appears in the attached library document. The name must match exactly with the form field in the document.
• Default Value – (Optional) Enter a default value for the field.
• Required – Enable this option if the field must be completed before sending the agreement.
• Editable – Enable this option to allow the sender to modify the default value.
• Delete Row – Select the (X) icon to remove the row.

Below is an example of Sender Input Fields: