User Guide Cancel

Upload a signed agreement

  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


Upload a signed copy of an agreement

If your recipient signs a document and returns it to you outside of the Adobe Acrobat Sign signature process, you can upload that signed document back into Acrobat Sign and keep your records tidy.

Note:

The Upload signed document action becomes visible when:

  • The agreement is in a sequential signature flow.
    • Parallel signature flows (including hybrid signature flows) do not permit uploading the document back into the signature cycle.
  • Only electronic signatures are used. Agreements with digital signatures are not supported.
  • The next recipient is a single recipient (no recipient groups)
  • The agreement is In Process.
  1. Digitize the signed document.

    • Scan the entire document to be uploaded as a PDF or image (PNG/JPG/GIF)
  2. As the sender of the agreement:

    • Navigate to: Manage > In Progress
    • Expand the action list in the right rail by clicking See more
    Expand the actions

    • Click the Upload Signed Document action
    Click the Upload signed document action

  3. An overlay is added to the screen, allowing the user to attach the file that is the signed copy of the agreement

    • Click the Add file link
    • Browse your local system to find and attach the signed copy of the agreement
      • When the file is uploaded, you will see the file name in the overlay
    • Check the I certify that this uploaded document is a signed copy option
    • Click Upload to upload the file
    Upload signed document - add file

    Note:

    The above image shows the window content for the "Upload signed document" process when you are uploading the document for the last recipient.

    If you upload a document prior to the last recipient, the overlay text is altered to indicate that subsequent recipient(s) will be receiving the uploaded document as their agreement to act on.

    Below you can see the "Upload signed document" process if you are uploading a document in the middle of a transaction.

    Upload signed document - mid-stream

  4. Success!

    Under the Manage page, you can find the agreement in the Completed category (if the uploaded file was on behalf of the last recipient).

    • If the uploaded document is for any recipient other than the last, the agreement remains in the In Progress category
    Success

    Note:

    If the document is taken outside the Acrobat Sign system, then all of the Acrobat Sign fields are removed from the document from that point forward. (So if there were any signers still waiting to sign this document, they only have an auto-generated Signature Block field to enter their Signature and email address.)

     

    The uploaded document is properly reflected in the Activity log and Audit report

    Activity log and audit report

Configuration Options

The option to upload a signed document is available at the account and group level. Keep in mind that:

  • All group settings are initially inherited from the account settings.
  • Explicitly configured group-level settings override the inherited account-level settings.
  • Agreements can only be uploaded in the group from which they were sent.
To enable the ability to upload agreements:
  1. Navigate to Account Settings > Global Settings (Group Settings when configured at the group level).
  2. Scroll down to Upload Signed Document.
  3. Check the option to Allow senders to manually upload a signed copy they received from the signer.
  4. Save to commit the change.
Upload a signed document

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