User Guide Cancel

Home page layout

Last updated on Apr 4, 2022

Welcome to Adobe Acrobat Sign for Government
Configure Acrobat Sign
1. Configuration Overview
2. System requirements
3. Branding
4. User access to features
5. User experience within the application
6. Recipient experience when interacting with agreements
7. Transaction security
8. Compliance information
  1. GDPR
  2. HIPAA
  3. eVaulting Chattle paper
  4. IVES
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
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
User environment and processes
1. Support resources
2. Transaction limits
3. Page layouts
4. Configure your profile
5. Send agreements
  1. Compose an agreement to send for signature
  2. Recipient signing order
  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
7. Manage agreements
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
  4. Report Charts
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.

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

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

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

> 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:

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

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:

Clicking the Events and Alerts text opens the Recent Notifications 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

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

>> 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

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

> Click here to review Web Forms

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

> Click here to review Send in Bulk

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

> Click here to review more about creating library tempaltes

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

> Click here for more information about the Manage page

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):

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

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

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