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Edit a custom send workflow

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  1. Welcome to Adobe Acrobat Sign for Government
    1. First steps for new accounts
    2. Claiming an email domains
    3. Connecting Okta to a federated identity solution
    4. Manually create/edit users in Okta
      1. Creating individual users manually
      2. Creating multiple users via CSV import
      3. Add or Remove a group from a user profile
      4. Elevating a user to Account/Privacy administrator status
      5. Changing your Okta password
  2. Configure Acrobat Sign
    1. Configuration Overview
    2. System requirements
    3. Branding
      1. Company and Hostname
      2. Logos
      3. Email header/footer images
    4. User access to features
    5. User experience within the application
      1. Allowed Signature types
      2. Signature order options
      3. Self Signing workflows
    6. Recipient experience when interacting with agreements
    7. Transaction security
    8. Compliance information
      1. GDPR
      2. HIPAA
      3. eVaulting Chattle paper
      4. IVES
  3. Administrator processes
    1. Admin guide overview
    2. Users
      1. Manage users in the Gov CloudCreating users
      2. Add users to a group
      3. Remove a user from group membership
      4. Update users in bulk
      5. Users in Multiple Groups (UMG)
        1. Overview
        2. Differences in UMG enabled accounts
    3. Groups
      1. Create a group
      2. Delete a group
      3. Modify a group name
      4. Modify group-level settings
    4. Templates
      1. Edit shared templates
      2. Transfer template ownership
    5. Custom workflow designer
      1. Create a custom workflow
    6. GDPR deletion processes
      1. Delete a user
      2. Delete agreements
    7. Sandbox
  4. User environment and processes
    1. Support resources
    2. Transaction limits
    3. Page layouts
      1. Home page
      2. Send page
      3. Manage page
      4. Reports page
    4. Configure your profile
      1. "My Profile" overview
      2. Change your email address
      3. Define your signature
      4. Configure your event and alert notifications
      5. Define your language preferences
      6. Define your personal email footer
      7. Review account sharing
      8. Configure auto delegation
    5. Send agreements
      1. Compose an agreement to send for signature
      2. Recipient signing order
        1. Sequential or parallel signing
        2. Hybrid signing (Both sequential and parallel)
        3. Recipient groups
      3. Written signatures
      4. Send an agreement to yourself only
      5. Send in Bulk
      6. Sending from a template on the Manage page
      7. Sign agreements
      8. Fill and Sign a document
      9. Self Signing
      10. Signing a document from an email link
      11. Sign a document from the Manage page
    6. Custom workflow designer
      1. Overview
      2. Create a new sending workflow
      3. Edit a sending workflow
      4. Activate/Deactivate a workflow
      5. Send agreements using a workflow
    7. Manage agreements
      1. Search for agreements
      2. View Agreements
      3. Activity history and Audit Report
      4. Add a note to an agreement
      5. Set a reminder
      6. Cancel a reminder
      7. Add an expiration date
      8. Modify/Delete an expiration date
      9. Modify the files of a sent agreement
      10. Replace the current recipient
      11. Upload a signed agreement
      12. Share an individual agreement
      13. Download an agreement
      14. Download the individual files of an agreement
      15. Download the audit report
      16. Download the signer identity report
      17. Download the field data from an agreement
      18. Cancel an agreement
      19. Hide an agreement from view
    8. Reporting
      1. Create a report with classic reporting
      2. Report charts and data exports
        1. Overview
        2. User permissions for report charts and exports
      3. Data Exports
        1. Create a data export
        2. Open and edit a data export
        3. Refresh the data in an existing export
        4. Download the CSV from a data export
      4. Report Charts
        1. Create a report chart
        2. Open and edit a report chart
        3. Rename a data export/report chart
        4. Duplicate a data export/report chart
        5. Delete a data export/report chart
    9. API
      1. API Swagger documentation
      2. Webhooks

Editing a custom workflow

Users that have the authority to create workflows can edit their workflows at any time.

Group administrators have the authority to edit the workflows that are created and shared with their groups.  Note that administrators editing a workflow shared to their group by another user have the option to unshare the workflow and return it to a state where only the owner can use it. If the workflow is unshared, the admin loses the ability to access it again until the owner re-shares it with the group.

  • Editing a workflow can be done while the workflow is active in the system.
  • Edits to the workflow that are saved (updated) take effect immediately and are available for the next user that triggers the workflow to create an agreement.
  • Edits to a workflow do not translate to agreements previously sent.
Caution:

Not that if a group administrator changes the scope for who can use the workflow to Only me (meaning the original creator), the workflow falls outside the scope of the group admin, and they will not be able to regain access to edit the workflow.

  1. Select the Workflows tab in the top navigation bar and then select Custom Workflows from the left rail.

  2. In the Workflows list, select a workflow and click the Open <Workflow Name> button.

    Select a workflow to edit

  3. The Workflow Designer displays

    Once the Workflow Designer is open, the workflow is fully editable. All sections can be changed as needed, and no changes will be saved until the Update button is clicked.

    Located on the right-hand side of the rail are the workflow controls:

    A. Clone Workflow  - This allows you to create a clone of the existing workflow under a new name.

    B. Delete Workflow  - This deletes the workflow from the account view.

    C. Close—Closes the workflow. You will be challenged if there are unsaved changes.

    D. Update — Saves all changes to the workflow.

    E. Activate/Deactivate—Click to activate (or deactivate) the workflow.

    • The dot next to the workflow name indicates whether the workflow is draft/inactive (grey dot) or active (green dot).
    Update Tool bar

  4. Edit the workflow.

    Editing the workflow allows for all of the same options and functionality as creating a new workflow

    Administrators editing a workflow created by a user in their group (not their own workflow) show a slightly modified list of options in the Who can use this workflow control on the Workflow tab. Instead of showing the string Only me, the replacement text says Unshare (Return to <Name of owning user>) to indicate that the administrator isn't the owner.

    Unsharing the workflow immediately returns individual control to the owner, removes the authority for the administrator to further edit the workflow, and kicks the admin out of the editing environment.

    Unshare a workflow

  5. When all edits are completed, select the Update button to save the configuration.

    The interface updated and the Update button is greyed out to indicate there are no unsaved edits. At this point you can continue to edit the workflow, Activate/Deactivate it, or close the workflow designer.

    Update the workflow

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