User Guide Cancel

Share my account

Last updated on May 8, 2023

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

Basic sharing

The basic sharing model establishes a way for users to view the contents of another users account.

There are two discrete pages, one for the inbound shares (View Other Accounts), and one for the outbound shares (Share my Account):

Users request shares by clicking the plus icon and entering an email for the user they want to establish the share with.

After the share is requested, it exists in a “Pending” state until the requested user either accepts or declines the invitation.

Attempting to share an account with an untrusted email address outside of your account prompts an error:

Additional controls to manage shares between accounts

The originator of a “Pending” share can resend the share request to the target user by:

Navigate to the share interface
Single click the share you want to resend
Click the Resend Share Request link
An email is automatically sent to the target user

When a user requests a share, the target user (or group admin in the case of Groups) receives an email with a link to approve the share:

Alternatively, a user can accept or decline a request in the application by:

Navigate to the sharing interface
Single click the pending request you want to accept or decline
Click Accept or Decline

Both sharing models allow either party to cancel a share at any time:

Navigate to their sharing interface
Single click the share you want to cancel
Click the Cancel Share link

Viewing shared content

The content shared to your user is displayed on the Manage tab.

At the top-left of the manage page, you can see a drop-down arrow next to Your Agreements

Click the arrow to expose the list of users/groups that are shared to you
Select the user/group you want to view
There is also an option to select All Shared Agreements, which returns all shared content

Select the drop down arrow on your manage page

The page refreshes to show the Manage page content of the selected user/group:

Note:

The filters in the left rail (In Progress, Completed, Web Forms) filter the content just as they do when you are viewing your content.

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