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Administer
- Admin Console Overview
- User Management
- Adding users
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- 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
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- Authority to sign
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- Users in Multiple Groups (UMG)
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- In Product Messaging and Guidance
- Accessible PDFs
- New authoring experience
- Healthcare customer
- Account Setup
- Add logo
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- 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
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- 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
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- Signing order
- Liquid mode
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- 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
Restart agreement workflow allows the current recipient of an agreement to return the agreement back to the first recipient of the agreement and restart the signature process.
The restarted agreement retains all of the configured elements (such as reminders, expiration date, authentication methods, and recipient groups) with the exception of private messages. Private messages for all recipients are replaced by a message from the restarting recipient intended to provide a reason for why the agreement was restarted.
Previously entered field data (with the exception of signatures and initial fields) is retained as default values to expedite re-signing.
For example, if an originator sends an agreement to three sequential signers, the second or third signer could restart the agreement back to the first signer. If the third signer restarts the agreement, the agreement is restarted back to the first signer. All of the information they originally entered is still present and editable.
Configuration
The feature can only be enabled or disabled. There are no further configuration options.
Availability:
The option to allow restarting an agreement is only available to the enterprise tier of service.
Configuration scope:
The feature can be enabled at both the account and group levels.
- All groups inherit the account level setting by default.
- Groups can be configured to override the inherited account setting.
To enable the option for recipients to restart the agreement workflow, navigate to Account Settings > Signature Preferences > Restart agreement workflow.
How it works
When enabled, the recipient's Options menu includes a new action to Restart agreement workflow.
The option to restart the agreement workflow is not currently supported in the new recipient experience.
Agreements will default to the classic recipient e-sign experience if the option to restart the agreement is enabled.
Upon selecting the Restart agreement workflow action, the recipient is presented with a dialogue to enter a message for the previous recipient(s) to indicate why the agreement was restarted. This message replaces the private message of all recipients.
The recipient can either cancel the restart process, or select Restart to return the agreement to the first recipient.
If the agreement is restarted, a verification message is displayed to the recipient affirming the action:
The originator is immediately notified by email that the agreement has been restarted:
Additionally, the first recipient is delivered a new email with a prominent note that the agreement has been returned to the recipient and who committed the restart action. The private message containing the reason for the restart is conspicuously displayed under the Review and sign button.
The agreement follows the normal signature process, notifying each recipient in turn until the agreement completes.
All recipients of the agreement can review the reason to restart by selecting the private message icon in the e-signing window:
Recipients subsequent to the first receive a slightly different Review and sign email when it becomes their time to interact with the agreement:
Audit report
The action to restart the agreement is explicitly identified in the audit report.
Following the restart event, the audit report records the events normally, starting with the first recipient and following the normal series of events.
Things to know
- Written signatures are not supported.
- The agreement sender cannot restart the agreement.
- The agreement's first recipient cannot restart the agreement.
- Agreements that contain a Digital Signature or Electronic Seal may not be restarted.
- Agreements waiting for notarization may not bee restarted.
- Agreements that have a Witness signature already applied may not restart the agreement.
- Agreements that contain a payment field may not be restarted if the payment has already been collected.
- The agreement can only be returned to the first recipient. There is no option to return the agreement to any other point in the signature cycle.
- The original private message to all recipients is replaced by the message supplied when the agreement is restarted.
- Only recipients that have already signed the agreement are notified that the agreement was restarted.
- Prefill fields are not available to be edited. Prefill fields are entered before the first recipient, and restarting the agreement workflow returns the signing process to the first recipient.
- Prefill fields are not visible during the re-signing process.
- Recipients only have access to the fields that they have previously filled and available fields assigned to Anyone.
- The fields that were previously filled by the recipient are presented with the previously input values stored as default values. The fields are editable, but not highlighted like empty fields.
- Fields assigned to Anyone can have their previous values deleted, releasing that field for subsequent recipients to fill.