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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

Overview

"Ownership" of an asset, such as a library template or web form, is originally based on the user that creates the asset.

The owner of an asset has the authority to edit the template fields, properties, and distribution scope.

However,  when the owner of an asset changes their role in the company, it may become necessary to change the ownership of an asset so an active user in the Adobe Acrobat Sign system has full authority to manage and update it.

Changing the owner of an asset can be done by any administrator in the account that has access to it.

The admin can assign the asset ownership to any user under their authority.

  • Account-level admins have access to all shared assets and all users. Therefore, account-level admins can reassign the ownership of any library template or web form to any other user in their account
    • If the asset is configured to only be available to one user, it is not shared and therefore unavailable to reassign to a new owner
  • Group-level admins can only access library templates and web forms within the groups where they have administrator authority
  • Group-level admins can only reassign an asset to a user whose primary group falls under their admin authority

Ownership of an asset can be observed in two places:

  • The Shared Libraries tab of the admin menu will show all of the shared templates that the admin has access to:
Shared Library assets

  • Within the properties of the template the owner is identified in the top-right corner just under the asset name:
Ownership identified on a template

Note:

Only Library Templates and Web Forms are available for ownership transfer.


How to transfer the template or web form to a new owner

  1. Log in to Acrobat Sign as an administrator

  2. Navigate to the Manage tab

  3. Single click the library template or web form you want to assign to a new owner

    • The Actions panel opens on the right side of the window

  4. Click the New Owner action

    • You may need to click the See More link to expose all of the available actions
    Navigate to New Owner action

  5. Enter the email address of the user that will be the new owner of the asset

    Ente rthe email of the new owner

  6. Click Save

    • A success message is displayed
    Success message

Limitations

  • Administrators can only change the ownership of the Web Forms they own. Web Forms owned by other users are not transferable.
  • Templates shared with the Account-level scope can not be transferred by Group-level administrators. 

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