- Welcome to Adobe Acrobat Sign for Government
- First steps for new accounts
- Claiming an email domains
- Connecting Okta to a federated identity solution
- Manually create/edit users in Okta
- First steps for new accounts
- Configure Acrobat Sign
- Configuration Overview
- System requirements
- Branding
- User access to features
- User experience within the application
- Recipient experience when interacting with agreements
- Transaction security
- Compliance information
- Configuration Overview
- Administrator processes
- Admin guide overview
- Users
- Groups
- Templates
- Custom workflow designer
- GDPR deletion processes
- Sandbox
- User environment and processes
- Support resources
- Transaction limits
- Page layouts
- Configure your profile
- Send agreements
- Compose an agreement to send for signature
- Recipient signing order
- Written signatures
- Send an agreement to yourself only
- Send in Bulk
- Sending from a template on the Manage page
- Sign agreements
- Fill and Sign a document
- Self Signing
- Signing a document from an email link
- Sign a document from the Manage page
- Compose an agreement to send for signature
- Custom workflow designer
- Manage agreements
- Search for agreements
- View Agreements
- Activity history and Audit Report
- Add a note to an agreement
- Set a reminder
- Cancel a reminder
- Add an expiration date
- Modify/Delete an expiration date
- Modify the files of a sent agreement
- Replace the current recipient
- Upload a signed agreement
- Share an individual agreement
- Download an agreement
- Download the individual files of an agreement
- Download the audit report
- Download the signer identity report
- Download the field data from an agreement
- Cancel an agreement
- Hide an agreement from view
- Reporting
- Create a report with classic reporting
- Report charts and data exports
- Data Exports
- Report Charts
- API
Acrobat allows for two types of signature, electronic and written.
All accounts are configured to use electronic signatures by default, but if your work process demands a written signature, that option is available.
- Navigate to Account Settings > Send Settings
- Scroll down to Allowed Signature Types
- Check one or both of the signature workflows (Electronic/Written)
- Select a default value.
- If both options are available, the sender can switch between the workflows as they require.
- Click Save to commit the change.
If only one signature type is enabled for the group, then the option to select a signature type is hidden on the Send page. Both options must be enabled for the option to be exposed and selectable for senders.
Best Practices and Considerations
Accounts that have Users in Multiple Groups enabled are strongly encouraged to identify the workflows that require a written signature or recipient groups and isolate them in their own group if possible. This allows greater application of default values that limit the number of configurable options on the Send page, streamlining the sending process and avoiding configuration errors.
If Written signatures are enabled as an option, there are a few other settings to consider:
- Set the default signature type to Written if your process demands it.
- Enable Upload a Signed Document in the event that a recipient mails the document back to you.
- Enable the option for recipients to convert e-signatures to a Written signature type.
- Enable Written signatures when Limited Document Visibility is enabled.
Enable recipients to convert to a Written signature
The option to allow recipients to convert to a written signature is a useful tool if you encounter signer skepticism of the electronic signature process.
- Navigate to Account Settings > Signature Preferences.
- Scroll down to Additional Settings.
- Check the option to Allow signers to print, place written signatures, and upload the agreement back to Acrobat Sign instead of e-signing it.
- Save to commit the change.
The option to allow recipients to convert to a written signature type is not dependent on the option to allow written signatures when sending new agreements.
Enable Written signatures when Limited Document Visibility is enabled
If you are using Limited Document Visibility (LDV) workflows, and you need to accommodate the option for written signature types, you must explicitly enable Written signatures within the scope of LDV.
If you do not, the option to send agreements with a Written signature type is hidden on the Send page and can not be configured by the sender.
- Navigate to Account Settings > Global Settings (Group Settings when configured at the group level).
- Scroll down to Limited Document Visibility.
- Check the option to Allow sending for written signature. Recipients will always see all the pages when required to use written signature
- Save to commit the change.
As the setting asserts, any agreement sent using both Limited Document Visibility and the Written signature type ignores the LDV workflow and presents the entire document for the recipient to view.