- First steps for new accounts
- Claiming an email domains
- Connecting Okta to a federated identity solution
- Manually create/edit users in Okta
- Configuration Overview
- System requirements
- Branding
- User experience within the application
- Compliance information
- Admin guide overview
- Users
- Groups
- Templates
- Custom workflow designer
- GDPR deletion processes
- Support resources
- Transaction limits
- Page layouts
- Configure your profile
- Custom workflow designer
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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
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Reporting
- Create a report with classic reporting
- Report charts and data exports
- Data Exports
- Report Charts
- API
-
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
-
Configure Acrobat Sign
- Configuration Overview
- System requirements
- Branding
- User experience within the application
- Compliance information
-
Administrator processes
- Admin guide overview
- Users
- Groups
- Templates
- Custom workflow designer
- GDPR deletion processes
Overview
New users and template designers may want to send an agreement only to themselves in order for them to have the full customer experience and vet the functionality of their forms/fields.
To configure an agreement with the sender as the only recipient, select the Add Me link on the agreement configuration page (or enter the sender's email, they are functionally the same).
Upload or attach the document/template, configure any other elements (reminders, different languages, authentication methods, etc.), author any field, and then send the agreement.
Upon sending the agreement, the sender is prompted to sign the agreement within the application. This can be completed at this time, or you can wait until the email is delivered and use the Review and sign link just as other recipients would.
All emails are delivered just as they would be to a recipient that is not the sender, giving a fully replicated experience.
Once the signature is applied, the Signed and filed email is delivered, and the agreement is completed. The agreement can be found in the Completed section of the Manage page and retains its own audit report.