User Guide Cancel

Home page layout

Search
Adobe Sign

Adobe Sign

Open app
  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

Home page overview

The Home page is designed to expose the common features that users need on a regular basis, providing access to sending agreements from templates and workflows, or the options to create templates as library documents, web forms, and bulk transactions.

Image

Options in the Do more with Acrobat Sign section are visible only when the user has the authority to access the feature.  

Feature access is controlled by admins at the account level (in Global Settings) or the group level (in Group Settings).

Elements available on the Home page

Users can gain access to the self-service Help content by clicking the question mark in the upper right corner of any Acrobat Sign window.  Clicking the question mark opens a sub-menu with these options:

  • User Guide - Opens a new tab to the Acrobat Sign user guide
  • Tutorials - Opens a new tab to the Acrobat Sign video tutorials
  • Contact Support - Opens the Support contact portal where email, chat, and phone support can be accessed
    • Support options vary based on the service level of the customer account
    • Requests to change settings, modify the account, or investigate a specific transaction (or other user content) must be made by an account admin for the Acrobat Sign account
  • Release Notes - A link to the current release notes
Help question mark

The In Progress link at the top of the page indicates the number of agreements that are currently in the process of completing their signature cycles.

  • The In Progress filter does not include agreements that are currently waiting for you (the logged in user) to interact with
In Progress

Clicking the In Progress text opens the Manage page with the In Progress filter selected:

Manage page - In progress

> Click here for more information about the Manage page

The Waiting for you link at the top of the page reflectes the number of agreements that are currently waiting for your action:

Image

Clicking the Waiting for you text opens the Manage page with the Waiting for you filter selected:

Manage page - waiting for you

Each agreement listed in the Waiting for you list contains a Sign link that opens the agreement for your action.

> Click here for more information about how to sign via the Manage page

The Event and Alert content can be accessed from the link on the top of the Home page:

Image

Clicking the Events and Alerts text opens the Recent Notifications log:

Events and Alerts log

The Recent Notifications log presents the list of events that your user is configured to log.

  • Events and Alerts are listed in separate tabs
  • A link is provided to each agreement listed.  This link opens a view of the agreement in its current state
  • Configure your Events and Alerts logging by clicking the wrench icon on the right side of the page, just above the dates of the events/alerts

Clicking the Request Signatures button opens the standard blank Send page.

> Click here to read more about how to send an agreement for signature

Image

Start a new agreement by selecting the library template, or custom workflow, by clicking the Start from Library button.  Select either:

  • Recent - A listing of the 20 most recently used templates, listed with the most recently used at the top
  • Library Document - Lists all library templates available
  • Workflow - List all available workflows for the user

Once a file or workflow is selected, click Start

Start from Library

>> Click here to see more about how to send an agreement from a template

Clicking the Fill and sign a document button opens the standard blank Fill and Sign page.

> Click here to read more about Fill and Sign

Image

Clicking the Publish a web form button opens the standard blank Create Web Form page

> Click here to review Web Forms

Image

Clicking the Send in Bulk  button opens the standard blank Send in Bulk page

> Click here to review Send in Bulk

Image

Clicking the Create document templates button opens the standard blank 
Create Library Template page

> Click here to review more about creating library tempaltes

Image

Clicking the Manage and track all agreements button opens the Manage page

> Click here for more information about the Manage page

Image

The Enhance your account button opens a new page that varies based on your highest authority level in Acrobat Sign (user, Group admin, or Account admin):

Image

 

Users see the My Signature section of their Personal Preferences menu, to best support the creation of the users' signature:

>>Click here to see more about setting up your signature

User View

 

Group level admins see the group level logo settings. Setting a logo at the group level over-rides the account level setting:

>>Review more about Logos here

Group Admin View

 

Account-level admin see the full account level setup window, which allows configuration of the:

  • Company Name - The formal name of the company
    • Set company name for all users in account - Checking this option inserts the value in the Company Name field
  • Hostname - The hostname is the sub-domain (or third-level domain) for the specific Acrobat Sign account.
  • Upload logo (Account level) - Define the logo for the account. 
    • All groups inherit the account level logo unless a logo is explicitly uploaded at the group level

>> Review account branding here

Acocunt Admin View

Accounts that have Advanced Account Sharing enabled can switch between the shared accounts:

  • Mouse over your name in the upper-right corner of the screen
  • Click Switch Account
  • Select the user account you want to switch to and click OK

>> Review the Account Sharing details here

Advanced Sharing - Switch Accounts

Switching to another user's account allows the logged in user to Send agreements on behalf of the "switched to" account:

Switched to account

 Adobe

Get help faster and easier

New user?

Quick links

View all your plans Manage your plans
View quick links
Hide quick links

Legal Notices    |    Online Privacy Policy