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Self Sign with authoring and authentication

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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

Structured Self-signing is one of two methods for users to sign their own documents without including another recipient.

The other method is Fill & Sign, a fieldless process that allows the user to simply click the page and start typing.  No field-enabled library templates or user authentication is possible.

 

Structured Self-signing uses a launching page similar to the Send page without the recipient stack and allows the user to use a template from the account library.

Additionally, Structured Self-signing can include user authentication, leveraging the "enforce identity authentication" settings.

Note:

Auto delegation settings for the user are disregarded for the Structured Self Sign workflow.


How it's used

The below processes all assume that the Structured Self-signing experience is the default.  If you are not loading the Structured Self-signing experience, click the Switch to Self Sign link in the upper-right corner of the window.

If the link is not available, your admin will need to enable the option before you can use Structured Self-signing.

  1. Start the transaction by clicking the Fill and sign a document button on the Home page

    Self-sign - Launch from Home

  2. The Fill & Sign page loads.

    Drag and drop the file you want to sign into the Files field, or click Add Files and attach a document from your local system or a networked location.

    • Adding a file from the Library Documents section will add the form, complete with any fields that have already been authored onto the template
    • You are free to add multiple files from multiple sources
    Self-sign - Attach a file

    After adding the first file, the Agreement name field will adopt that file name (if a name value has not already been explicitly added).

    • The Agreement name value can be changed if the adopted file name isn't acceptable.
    Self-sign with added file

    Note:

    There is an option to Password Protect the signed document.

    When enabled, the user will be required to supply a password for the final PDF that must be entered before the PDF will open  for viewing.

     

    • Click Sign when you are ready to sign the document

  3. The signing page opens.

    Any existing fields are available to accept input.

    • There will be at least one signature field in all cases
    Self-sign signing page

  4. When you are done signing the agreement, click the Click to Sign button to finalize the agreement.

    Self-sign - Click to Sign

  5. The agreement will process for a moment, and then a "Successfully completed" page is delivered.

    At this point you can:

    • Send a copy of the agreement - A Send a Copy page loads allowing you to enter one or more email addresses to send the signed document to. 
      • The signed PDF is already attached.
      • If you have password protected the signed PDF, then you will need to communicate the password to the recipients out-of-band. (Do not include it in the message with the PDF attachment)
    • Download a copy of the signed document - Downloads a copy of the signed PDF to your local system.
    • Manage the agreement - This option loads the Manage page
    • Sign another agreement - This option brings you back to the original Self-Signing page, ready to start again.
    Self-sign - Success

     

    The signed agreement is available on your Manage page in the Completed section

    Self-sign - Completed on the Manage page

  1. Start the transaction by clicking the Fill and sign a document button on the Home page

    Self-sign - Launch from Home

  2. The Fill & Sign page loads.

    Drag and drop the file you want to sign into the Files field, or click Add Files and attach a document from your local system or a networked location.

    • Adding a file from the Library Documents section will add the form, complete with any fields that have already been authored onto the template
    • You are free to add multiple files from multiple sources
    Self-sign - Attach a file

    After adding the first file, the Agreement name field will adopt that file name (if a name value has not already been explicitly added).

    • The Agreement name value can be changed if the adopted file name isn't acceptable.
    Self-sign with added file

    Note:

    There is an option to Password Protect the signed document.

    When enabled, the user will be required to supply a password for the final PDF that must be entered before the PDF will open  for viewing.

  3. Send the file(s) to authoring.

    • Check the Preview & Add Signature Fields box.
    • Click Next
    Self-sign Preview option

  4. The authoring environment is loaded.

    If no fields are on the selected/uploaded document(s), automatic field detection will add a bubble in the upper-left corner indicating how many likely fields have been detected.

    • Click that button.
    Note:

    Automatic field detection will not trigger if any of the uploaded documents already contain fields, or if the total page count exceeds 25 pages.

    Self-sign authoring - field detection

     

    Field detection is heavily dependent on the uploaded form, and most fields detected will be Text fields without validation.

    To delete any "extra" fields, single click the field to select it, and then press your Delete key.

    Self-sign authoring - fields detected

     

    Adding additional fields is done via drag and drop from the list of fields to the right.

    Self-sign authoring - manual field placement

    Below are some key field types and properties that are more common in a self-signing experience. 

    Here is a full list of field types.

    • Signature fields - Odds are good that you need a signature field.  
      • If you don't place one explicitly, the application will add one to the end of the document
      • Digital signatures are supported, but limited to only one.  Additional signature fields must be electronic signature fields
    • Initial fields - If you need to add initials instead of the full signature
    • Date fields - The "Date" field in the UI is read-only, and the application inserts the signing date automatically.
    • Full name fields - A read-only fields that inserts a print-type representation of your name (as supplied when the signature is added)
    • Text fields - For input of general text.  The most common field type for input
      • Multi-line data entry (Property of Text fields) - Allows for text to be entered into a field, line wrapping to allow for more than one line of text

     

    When all of the needed fields are placed, click the Sign button in the lower-right corner.

  5. The signing page opens.

    All of the placed fields are available to accept input.

    Self-sign signing page

  6. When you are done adding the content to the agreement, click the Click to Sign button to finalize the agreement.

    Self-sign - Click to Sign

  7. The agreement will process for a moment, and then a "Successfully completed" page is delivered.

    At this point you can:

    • Send a copy of the agreement - A Send a Copy page loads allowing you to enter one or more email addresses to send the signed document to. 
      • The signed PDF is already attached.
      • If you have password protected the signed PDF, then you will need to communicate the password to the recipients out-of-band. (Do not include it in the message with the PDF attachment)
    • Download a copy of the signed document - Downloads a copy of the signed PDF to your local system.
    • Manage the agreement - This option loads the Manage page
    • Sign another agreement - This option brings you back to the original Self-Signing page, ready to start again.
    Self-sign - Success

     

    The signed agreement is available on your Manage page in the Completed section

    Self-sign - Completed on the Manage page

  1. Note:

    Enforced authentication and the Acrobat Sign authentication method must be enabled before Self-sign authentication will work.

    Start the transaction by clicking the Fill and sign a document button on the Home page

    Self-sign - Launch from Home

  2. The Fill & Sign page loads.

    Drag and drop the file you want to sign into the Files field, or click Add Files and attach a document from your local system or a networked location.

    • Adding a file from the Library Documents section will add the form, complete with any fields that have already been authored onto the template
    • You are free to add multiple files from multiple sources
    Self-sign - Attach a file

    After adding the first file, the Agreement name field will adopt that file name (if a name value has not already been explicitly added).

    • The Agreement name value can be changed if the adopted file name isn't acceptable.
    Self-sign with added file

    Note:

    There is an option to Password Protect the signed document.

    When enabled, the user will be required to supply a password for the final PDF that must be entered before the PDF will open  for viewing.

     

    • Click Sign when you are ready to sign the document

  3. Authenticate to open the agreement.

    • Enforced identity authentication always requires the signer to authenticate upon opening the agreement.
    • Acrobat Sign authentication is the only supported method for Self-signing to authenticate
    Self-sign authentication

    Note:

    Depending on your settings, additional authentication may also be required when applying a signature and/or when finalizing the agreement.

  4. The signing page opens.

    Any existing fields are available to accept input.

    • There will be at least one signature field in all cases
    Self-sign signing page

  5. When you are done signing the agreement, click the Click to Sign button to finalize the agreement.

    Self-sign - Click to Sign

  6. The agreement will process for a moment, and then a "Successfully completed" page is delivered.

    At this point you can:

    • Send a copy of the agreement - A Send a Copy page loads allowing you to enter one or more email addresses to send the signed document to. 
      • The signed PDF is already attached.
      • If you have password protected the signed PDF, then you will need to communicate the password to the recipients out-of-band. (Do not include it in the message with the PDF attachment)
    • Download a copy of the signed document - Downloads a copy of the signed PDF to your local system.
    • Manage the agreement - This option loads the Manage page
    • Sign another agreement - This option brings you back to the original Self-Signing page, ready to start again.
    Self-sign - Success

     

    The signed agreement is available on your Manage page in the Completed section

    Self-sign - Completed on the Manage page

 Adobe

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