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Self Signing Workflows

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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

Self Signing workflows

Self Signing Workflows are user-initiated agreements where the sender is the only recipient that can interact with the agreement.

After signing, the user can elect to send the agreement to another party or download a copy.

There are two self-signing environments available:

  • Fill & Sign provides a fieldless environment where users click directly into the form and type their content. Signatures are applied from a dropdown menu.
  • Structured Self Sign provides an environment where users can author fields onto the page and include signer authentication.

Enabling the Enable self signing workflows option provides access to the Structured Self Sign environment.

Configuration options

Enabling the Self-sign experience can be done at the account and/or group level.

The option to enable the experience can be found by navigating to Account Settings > Global Settings > Self Signing Workflows

There are two controls to further expand or limit the user experience:

  • Default to the Fill & Sign experience - If enabled, the Fill & Sign experience loads as the default interface when a user opens a self-signing workflow.
    • If disabled, the Structured Self Sign experience loads as the default environment.   
  • Allow users to switch between the Fill & Sign experience and the Structured Self Sign experience - If enabled, the user sees a link to switch between the two experiences.
    • If disabled, the user may not switch environments.

The admin can configure the account/group between the two embedded options to provide access to only one environment or both.

Navigate to the settings

Other configuration options to consider

Digital Signatures can be added as a signature option by enabling Digital Signatures on the account

  1. Navigate to Account > Account Settings >  Digital Signatures.
  2. Enable Download and Sign with Acrobat.
  3. Click Save.
Digital Signature option

If signer authentication is required, admins must configure the account/group to:

  • Enable self-signing workflows.
    • Disable the default to the Fill & Sign experience.
    • Disable the option to allow the user to switch between Fill & Sign and Structured Self Sign.
  • Enable Enforced identity authentication to challenge the user to authenticate themselves when the agreement is opened.
  • Disable Don't challenge the signer to re-authenticate if they are already logged in to Acrobat Sign.
  • Permit Acrobat Sign authentication for internal signers.
    • Acrobat Sign authentication must be a possible authentication method.
      • It is generally recommended to Enable different identity authentication methods for internal recipients and establish Acrobat Sign authentication as the default authentication method.
      • If Acrobat Sign authentication is not the default authentication method, the option to Allow senders to change the default authentication method must be enabled.
         

To configure your authentication methods, navigate to Account Settings > Send Settings > Identity Authentication Methods.

Navigate to Authentication Methods

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