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Adobe Acrobat Sign Guide

What's New

  1. Pre-Release Notes
  2. Release Notes
  3. Important Notifications

Get Started

  1. Quick start guide for administrators
  2. Quick start guide for users
  3. For Developers
  4. Video tutorial library
  5. FAQ

Administer

  1. Admin Console Overview
  2. User Management
    1. Adding users
      1. Add a User
      2. Add Users in Bulk
      3. Add Users from your Directory
      4. Add Users from MS Azure Active Directory
    2. Create function-focused users
      1. Technical accounts - API driven
      2. Service accounts - Manually driven
    3. Check for users with provisioning errors
    4. Change Name/Email Address
    5. Edit a user's group membership
    6. Edit a user's group membership through the group interface
    7. Promote a user to an admin role
    8. User Identity Types and SSO
    9. Switch User Identity
    10. Authenticate Users with MS Azure
    11. Authenticate Users with Google Federation
    12. Product Profiles
    13. Login Experience 
  3. Account/Group Settings
    1. Settings Overview
    2. Global Settings
      1. Account tier and ID
      2. New Recipient Experience
      3. Self Signing Workflows
      4. Send in Bulk
      5. Web Forms
      6. Custom Send Workflows
      7. Power Automate Workflows
      8. Library Documents
      9. Collect form data with agreements
      10. Limited Document Visibility
      11. Attach a PDF copy of the signed agreement 
      12. Include a link in the email
      13. Include an image in the email
      14. Files attached to email will be named as
      15. Attach audit reports to documents
      16. Merge multiple documents into one
      17. Download individual documents
      18. Upload a signed document
      19. Delegation for users in my account
      20. Allow external recipients to delegate
      21. Authority to sign
      22. Authority to send
      23. Power to add Electronic Seals
      24. Set a default time zone
      25. Set a default date format
      26. Users in Multiple Groups (UMG)
        1. Upgrade to use UMG
      27. Group Administrator Permissions
      28. Replace recipient
      29. Audit Report
        1. Overview
        2. Allow unauthenticated access on the transaction verification page
        3. Include reminders
        4. Include view events
        5. Include agreement page/attachment count
      30. Transaction Footer
      31. In Product Messaging and Guidance
      32. Accessible PDFs
      33. New authoring experience
      34. Healthcare customer
    3. Account Setup
      1. Add logo
      2. Customize company Hostname/URL    
      3. Add company name
      4. Post agreement URL redirect
    4. Signature Preferences
      1. Well formatted signatures
      2. Allow recipients to sign by
      3. Signers can change their name
      4. Allow recipients to use their saved signature
      5. Custom Terms of Use and Consumer Disclosure
      6. Navigate recipients through form fields
      7. Restart agreement workflow
      8. Decline to sign
      9. Allow Stamps workflows
      10. Require signers to provide their Title or Company
      11. Allow signers to print and place a written signature
      12. Show messages when e-signing
      13. Require signers to use a mobile device to create their signature
      14. Request IP address from signers
      15. Exclude company name and title from participation stamps
    5. Digital Signatures
      1. Overview
      2. Download and sign with Acrobat
      3. Sign with Cloud Signatures
      4. Include metadata for Identity Providers
      5. Restricted Cloud Signatures Providers
    6. Electronic Seals
    7. Digital Identity
      1. Digital Identity Gateway
      2. Identity Check policy
    8. Report Settings
      1. New report experience
      2. Classic report settings
    9. Security Settings
      1. Single Sign-on settings
      2. Remember-me settings
      3. Login password policy
      4. Login password strength
      5. Web session duration
      6. PDF encryption type
      7. API
      8. User and group info access
      9. Allowed IP Ranges
      10. Account Sharing
      11. Account sharing permissions
      12. Agreement sharing controls
      13. Signer identity verification
      14. Agreement signing password
      15. Document password strength
      16. Block signers by Geolocation
      17. Phone Authentication
      18. Knowledge-Based Authentication (KBA)
      19. Allow page extraction
      20. Document link expiration
      21. Upload a client certificate for webhooks/callbacks
      22. Timestamp
    10. Send settings
      1. Show Send page after login
      2. Require recipient name when sending
      3. Lock name values for known users
      4. Allowed recipient roles
      5. Allow e-Witnesses
      6. Recipient groups
      7. CCs
      8. Recipient Agreement Access
      9. Required fields
      10. Attaching documents
      11. Field flattening
      12. Modify Agreements
      13. Agreement name
      14. Languages
      15. Private messages
      16. Allowed signature types
      17. Reminders
      18. Signed document password protection
      19. Send Agreement Notification through
      20. Signer identification options
        1. Overview
        2. Signing password
        3. One-Time Password via Email
        4. Acrobat Sign authentication
        5. Phone authentication
        6. Cloud-based digital signature
        7. Knowledge-based authentication
        8. Government ID
        9. Signer Identity reports
      21. Content Protection
      22. Enable Notarize transactions
      23. Document Expiration
      24. Preview, position signatures, and add fields
      25. Signing order
      26. Liquid mode
      27. Custom workflow controls
      28. Upload options for the e-sign page
      29. Post-sign confirmation URL redirect
    11. Message Templates
    12. Bio-Pharma Settings
      1. Overview
      2. Enforce identity authentication
      3. Signing reasons
    13. Workflow Integration
    14. Notarization Settings
    15. Payments Integration
    16. Signer Messaging
    17. SAML Settings
      1. SAML Configuration
      2. Install Microsoft Active Directory Federation Service
      3. Install Okta
      4. Install OneLogin
      5. Install Oracle Identity Federation
    18. Data Governance
    19. Time Stamp Settings
    20. External Archive
    21. Account Languages
    22. Email Settings
      1. Email header/footer images
      2. Permit individual user email footers
      3. Customize the Signature Requested email
      4. Customize the To and CC fields
      5. Enable Linkless Notifications
      6. Customize email templates
    23. Migrating from echosign.com to adobesign.com
    24. Configure Options for Recipients
  4. Guidance for regulatory requirements
    1. Accessibility
      1. Accessibility Compliance
      2. Create accessible forms with Acrobat desktop
      3. Create accessible AcroForms
    2. HIPAA
    3. GDPR
      1. GDPR Overview
      2. Redact a user
      3. Redact a user's agreements    
    4. 21 CFR part 11 and EudraLex Annex 11
      1. 21 CRF part 11 validation pack
      2. 21 CFR and EudraLex Annex 11 handbook
      3. Analysis of shared responsibilities
    5. Healthcare customers
    6. IVES support
    7. "Vaulting" agreements
    8. EU/UK considerations
      1. EU/UK Cross-border transactions and eIDAS
      2. HMLR requirements for deeds signed electronically
      3. The impact of Brexit on e-signature laws in the UK
  5. Download Agreements in Bulk
  6. Claim your domain 
  7. Report Abuse links

Send, Sign, and Manage Agreements

  1. Recipient Options
    1. Cancel an email reminder
    2. Options on the e-signing page
      1. Overview of the e-sign page
      2. Open to read the agreement without fields
      3. Decline to sign an agreement
      4. Delegate signing authority
      5. Restart the agreement
      6. Download a PDF of the agreement
      7. View the agreement history
      8. View the agreement messages
      9. Convert from an electronic to a written signature
      10. Convert from a written to an electronic signature 
      11. Navigate the form fields
      12. Clear the data from the form fields
      13. E-sign page magnification and navigation
      14. Change the language used in the agreement tools and information
      15. Review the Legal Notices
      16. Adjust Acrobat Sign Cookie Preferences
  2. Send Agreements  
    1. Send page overview
    2. Send an agreement only to yourself
    3. Send an agreement to others
    4. Written Signatures
    5. Recipient signing order
    6. Send in Bulk
      1. Overview of the Send in Bulk feature
      2. Send in Bulk - Configure a parent template
      3. Send in Bulk - Configure the CSV file
      4. Cancel a Send in Bulk transaction
      5. Add reminders to Send in Bulk
      6. Reporting for Send in Bulk
  3. Authoring fields into documents
    1. In-app authoring environment
      1. Automatic field detection
      2. Drag and drop fields using the authoring environment
      3. Assign form fields to recipients
      4. The Prefill role
      5. Apply fields with a reusable field template
      6. Transfer fields to a new library template
      7. Updated authoring environment when sending agreements
    2. Create forms with text tags
    3. Create forms using Acrobat (AcroForms)
      1. AcroForm creation
      2. Creating accessible PDFs
    4. Fields
      1. Field types
        1. Common field types
        2. In-line Images
        3. Stamp Images
      2. Field content appearance
      3. Field validations
      4. Masked fields values
      5. Setting show/hide conditions
      6. Calculated fields 
    5. Authoring FAQ
  4. Sign Agreements
    1. Sign agreements sent to you
    2. Fill & Sign
    3. Self-signing
  5. Manage Agreements
    1. Manage page overview
    2. Delegate agreements
    3. Replace Recipients
    4. Limit Document Visibility 
    5. Cancel an Agreement 
    6. Create new reminders
    7. Review reminders
    8. Cancel a reminder
    9. Access Power Automate flows
    10. More Actions...
      1. How search works
      2. View an agreement
      3. Create a template from an agreement
      4. Hide/Unhide agreements from view
      5. Upload a signed agreement
      6. Modify a sent agreement's files and fields
      7. Edit a recipient's authentication method
      8. Add or modify an expiration date
      9. Add a Note to the agreement
      10. Share an individual agreement
      11. Unshare an agreement
      12. Download an individual agreement
      13. Download the individual files of an agreement
      14. Download the Audit Report of an agreement
      15. Download the field content of an agreement
  6. Audit Report
  7. Reporting and Data exports
    1. Overview
    2. Grant users access to reporting
    3. Report charts
      1. Create a new report
      2. Agreement Reports
      3. Transaction Reports
      4. Settings Activity Report
      5. Edit a report
    4. Data Exports 
      1. Create a new data export
      2. Web form data export
      3. Edit a data export
      4. Refresh the data export content
      5. Download the data export
    5. Rename a report/export
    6. Duplicate a report/export
    7. Schedule a report/export
    8. Delete a report/export
    9. Check Transaction Usage

Advanced Agreement Capabilities and Workflows

  1. Webforms 
    1. Create a web form
    2. Edit a web form
    3. Disable/Enable a web form
    4. Hide/Unhide a web form
    5. Find the URL or script code 
    6. Prefill web form fields with URL parameters
    7. Save a web form to complete later
    8. Resize a web form
  2. Reusable Templates (Library templates) 
    1. US Government forms in the Acrobat Sign library
    2. Create a library template
    3. Change a library template's name
    4. Change a library template's type
    5. Change a library template's permission level
    6. Copy, edit, and save a shared template
    7. Download the aggregate field data for a library template
  3. Transfer ownership of web forms and library templates
  4. Power Automate Workflows 
    1. Overview of the Power Automate integration and included entitlements
    2. Enable the Power Automate integration
    3. In-Context Actions on the Manage page
    4. Track Power Automate usage
    5. Create a new flow (Examples)
    6. Triggers used for flows
    7. Importing flows from outside Acrobat Sign
    8. Manage flows
    9. Edit flows
    10. Share flows
    11. Disable or Enable flows
    12. Delete flows
    13. Useful Templates
      1. Administrator only
        1. Save all completed documents to SharePoint
        2. Save all completed documents to OneDrive for Business
        3. Save all completed documents to Google Drive
        4. Save all completed documents to DropBox
        5. Save all completed documents to Box
      2. Agreement archival
        1. Save your completed documents to SharePoint
        2. Save your completed documents to One Drive for Business
        3. Save your completed documents to Google Drive
        4. Save your completed documents to DropBox
        5. Save your completed documents to Box
      3. Webform agreement archival
        1. Save completed web form documents to SharePoint Library
        2. Save completed web form documents to OneDrive for Business
        3. Save completed   documents to Google Drive
        4. Save completed web form documents to Box
      4. Agreement data extraction
        1. Extract form field data from your signed document and update Excel sheet
      5. Agreement notifications
        1. Send custom email notifications with your agreement contents and signed agreement
        2. Get your Adobe Acrobat Sign notifications in a Teams Channel
        3. Get your Adobe Acrobat Sign notifications in Slack
        4. Get your Adobe Acrobat Sign notifications in Webex
      6. Agreement generation
        1. Generate document from Power App form and Word template, send for signature
        2. Generate agreement from Word template in OneDrive, and get signature
        3. Generate agreement for selected Excel row, send for review and signature
  5. Custom Send workflows
    1. Custom Send Workflow Overview
    2. Creating a new Send Workflow
    3. Edit a Send Workflow
    4. Activate or Deactivate a Send Workflow
    5. Send an agreement with a Send Workflow
  6. Share users and agreements
    1. Share a user
    2. Share agreements

Integrate with other products

  1.  Acrobat Sign integrations overview 
  2. Acrobat Sign for Salesforce
  3. Acrobat Sign for Microsoft
    1. Acrobat Sign for Microsoft 365
    2. Acrobat Sign for Outlook
    3. Acrobat Sign for Word/PowerPoint
    4. Acrobat Sign for Teams
    5. Acrobat Sign for Microsoft PowerApps and Power Automate
    6. Acrobat Sign Connector for Microsoft Search
    7. Acrobat Sign for Microsoft Dynamics 
    8. Acrobat Sign for Microsoft SharePoint 
  4. Other Integrations
    1. Acrobat Sign for ServiceNow
    2. Acrobat Sign for HR ServiceNow
    3. Acrobat Sign for SAP SuccessFactors
    4. Acrobat Sign for Workday
    5. Acrobat Sign for NetSuite
    6. Acrobat Sign for VeevaVault
    7. Acrobat Sign for Coupa BSM Suite
  5. Partner managed integrations
  6. How to obtain an integration key

Acrobat Sign Developer

  1. REST APIs 
    1. Methods documentation
    2. SDK/Developer Guide
    3. API FAQ    
  2. Webhooks 
    1. Webhook overview
    2. Configure a new webhook
    3. View or edit a webhook
    4. Deactivate or reactivate a webhook
    5. Delete a webhook
    6. Two-way SSL certificates
    7. Webhooks in the API

Support and Troubleshooting

  1. Customer Support Resources 
  2. Enterprise Customer Success Resources 
Note:

This document highlights the new features,  experience changes, and resolved issues in the customer-facing application for the most recent release.

Developer-centric updates to the API and Webhooks are documented in the Acrobat Sign developer guide.

Not all features/changes are guaranteed to be enabled on the date of the release.

Production deployment: November 12, 2024

GovCloud deployment: November 19, 2024

Improved Functionality

  • Restart Agreement - Allow recipients to reset the agreement's signature cycle back to the first recipient. Any previously filled fields will remember the field values as the new default value but can be edited by the recipient they are assigned to.
    Available environments: Sandbox, Commercial, Government | Available tiers of service: Acrobat Sign Solutions | Configuration scope: Group, Account
    Review the document for the Restart agreement workflow option >
     
  • Share templates with multiple groups—Create one template and share it with one or more groups. Updating the template will propagate across all groups with which it has been shared.
    Available environments: Sandbox, Commercial, Government | Available tiers of service: Acrobat Sign Solutions | Configuration scope: Group, Account
    Review the controls to allow sharing a template with multiple groups >
     
  • Send in Bulk improvements:
    • Government ID authentication - Send in Bulk now supports Government ID as a recipient authentication method.
    • Delegator roles - The Delegator role has been added to the Send in Bulk list of roles when using a CSV file to add recipients.

Available environments: Sandbox, Commercial, Government | Available tiers of service: Acrobat Standard, Acrobat Pro, Acrobat Sign Solutions | Configuration scope: Group, Account
Review the new Send in Bulk documentation here >

  • Clear indication of undelivered emails and SMS contacts - A new icon on the Manage page clearly indicates if there has been an issue when delivering a notification to a recipient, allowing the sender to understand and correct the bad email or phone number to get the agreement back on track.
    Available environments: Sandbox, Commercial, Government | Available tiers of service: Acrobat Sign Solutions | Configuration scope: Not configurable
    Review the Manage page overview >

  • eWitnessing is supported in parallel and hybrid signature workflows - Agreements that require parallel or hybrid signature flows can now utilize the eWitness recipient role.
    Available environments: Sandbox, Commercial, Government | Available tiers of service: Acrobat Sign Solutions | Configuration scope: Group, Account

  • Power Automate - Template selection from within the Manage page - Using the Power Automate Set-up Notification or Archive Agreement actions on the Manage page open a menu of templates in the right context panel, making it easier to create flows from existing agreements.
    • This improvement is expected to be delivered after the November 12th launch date.

Available environments: Sandbox, Commercial | Available tiers of service: Acrobat Sign Solutions | Configuration scope: Group, Account
Review the new experience for the Power Automate actions on the Manage page >
 

  • Identity Check improvements - The Identity Check policy  has been improved to allow for name matching through the user interface (not just API) and to allow for partial name matching.
    Available environments: Sandbox, Commercial, Government | Available tiers of service: Acrobat Sign Solutions | Configuration scope: Group, Account
    Learn more about the Identity Check policy >

  • Data Exports for Web form-based agreements - The Data Export option now has an additional data export for web form usage that includes new filters to help manage the signature process of web forms exclusively.
    Available environments: Sandbox, Commercial | Available tiers of service: Acrobat Sign Solutions | Configuration scope: Available by default; Not configurable
    Learn about the new Web Form Data Exports >

  • Expanded options to notify CC'd parties - CC'd parties can be associated with specific recipients to ensure notification happens to the right CC'd party at each stage of the agreement signature process.
    Available environments: Sandbox, Commercial | Available tiers of service: Acrobat Sign Solutions | Configuration scope: Group, Account
    Learn more about recipient-related CC notifications >

  • Add the agreement name and transaction ID to the footer of every page of an agreement - Enable an option to affix the agreement's Name and Transaction ID to the bottom right of every page of the transaction.
    Available environments: Sandbox, Commercial, Government | Available tiers of service: Acrobat Sign Solutions | Configuration scope: Group, Account
    Review the option to add the transactionID and doc name to the agreement pages >

  • Authenticate the first signer of a web form using a digital identity - Configure web forms to authenticate the first signer using a digital identity when they initially access the web form's public link.
    Available environments: Sandbox, Commercial, Government | Available tiers of service: Acrobat Sign Solutions | Configuration scope: Group, Account
    Review the Create a Web Form documentation >

  • Mobile-friendly forms and agreements - Provide an additional view of agreements for mobile recipients that lists only the field within the agreement available to the recipient. Senders can arrange the field list as they like, and group fields into logical sections to help the signers move through the field input with a minimum of scrolling. Recipients have the option to view the mobile-friendly fields list or the original PDF view with the fields placed within the document content.
    Note: This feature is not deployed with this release, but will be scheduled a few weeks later.
    Available environments: Sandbox, Commercial | Available tiers of service: Acrobat Standard, Acrobat Pro, Acrobat Sign Solutions | Configuration scope: Group, Account

Experience Changes

  • Users who have their authority to sign agreements removed can no longer use self-signing workflows - Users who have had their signature authority removed but who are still active users in the service can no longer sign a document using Fill & Sign and Self-signing workflows.
     
  • The Custom Workflow Designer has a label limit of 100 characters - The customizable label values in the Custom Workflow Designer (CWD) are now limited to 100 characters maximum. Pre-existing workflows will be impacted, triggering an error when the workflow is updated with an explicit error message indicating the problem, and outlining the offending label in red. The Workflow template must be updated in the CWD to ensure that labels don't exceed 100 characters before the template can be successfully updated. All new workflows will constrain the labels to 100 characters before they can be saved.
    Note that preexisting workflows that contain a label with more than 100 characters can still be sent without error.

Mobile application updates

Integrations

REST API/Webhook Updates

API and webhook updates for this release can be found in the Acrobat Sign API documentation.

  • Updated API interface - The API Swagger documentation has been updated to a new version (OAS 3.1) that changes the overall appearance of the page. The content remains the same.
  • New Webhook for when agreements are restarted - The Restart Agreement webhook AGREEMENT_RESTARTED has been added to support the event when a recipient restarts their agreement.
  • The POST /agreements/{agreementId}/deliverableAccess endpoint has changed the API Category to PUBLIC instead of EXTERNAL_PARTNER.

Resolved Issues

Issue Description
4469029 Summary: Bad email settings error thrown in the Custom Workflow Designer
Fix: The logic controlling the error has been improved.
4472759 Summary: Inconsistent behavior between the new and classic send experience when using "Download and sign with Acrobat" and multiple digital signature fields.
Fix: The classic send experience has been improved to match the new experience.
4474898 Summary: Lag when loading Template data on the Manage page when group sharing is ON.
Fix: Methods have been added to avoid repetitive database calls, improving load times.
4475508 Summary: Unable to update user Group Via Rest Api V5 for users with an apostrophe in the name.
Fix: Code improved to gracefully account for the character.
4476530 Summary: Compose page shows incorrect reminder frequency when creating a draft agreement via the API and then navigating to the request signatures page.
Fix: Logic was added to ensure that the proper object value is not unset, and if a null value is found, the inherited default value is used.
4478261 Summary: Signer unable to complete digital signature using 'Intesi' Cloud Signature Provider on agreements consisting of multiple digital signature fields due to file size of signature images
Fix: Unnecessary images have been removed from the request body.
4478970 Summary: Agreements can be sent out using the wrong locale in the new Request Signature environment
Fix: The logic that applies the localization value has been improved to ensure the right value is applied.
4479498 Summary: Delegatees of an agreement could not have the nextToSign flag returned to False, if someone else signed the agreement
Fix: The logic to update the flag has been improved.
4481738 Summary:  Recipients mentioned in parallel order at the end of the signature cycle are not getting encircled like other recipients who are also kept in parallel order 
Fix: The graphic is now applied to the last pairing.
4481761 Summary: The custom workflow designer doesn't include the e-Witness role for recipients
Fix: The role has been added.
4482080 Summary: Users could see other users not in their group through account sharing menus.
Fix: Content-sharing menus have been updated to observe the settings for user access levels.
4482094 Summary: Viewing an agreement using OTP can cause an error after 5 views that the number of views has been exceeded.
Fix: The code has been updated to use a new threshold value for the "views exceeded" error.
4483719 Summary: When users who have their signing authority removed attempt to use Fill & Sign, an unexpected error is triggered.
Fix: Code has been added to prevent users who don't have the authority to sign from accessing self-signing workflows.
4483914 Summary: In a written signature flow, Signer 2 is unable to open the agreement when signer 1 uploads their document with 256-bit encryption.
Fix: The digital certificates are now removed from the uploaded signed copy when signer 1 is uploading.
4483942/
4488212		 Summary: New Send in Bulk Authoring does not show all Shared Group Templates on the Send page due to an undersized fetch parameter.
Fix: A larger pageSize query parameter has been added when fetching library documents.
4484039 Summary: Text Fields with date validation formats are not saving for Acrobat form fields due to the None value being mishandled.
Fix: Refactored the existing code that handles the "None" use case.
4484055 Summary:  Trying to change the TEXT FORMAT in authoring can produce an error message "An unexpected error has occurred. Would you like to reload the page to try again, or return home."
Fix: New code has been added to manage the error condition and resume editing.
4485315 Summary: Webform with calculated fields enters a repeating loading status due to too many recursive calls to the expression utility.
Fix: Send resulted set of field names as a parameter except re-instantiating it each time when the method is called.
4485677 Summary: Unable to sign a document from Adobe Sign iOS mobile application due to form fields with conditions not being returned in the GET API.
Fix: The API was improved to properly manage the calculated values.
4486008 Summary: Reminder emails were sent ignoring the backend setting SEND_REMINDER_EMAIL = false due to the inheritance ignoring the group setting. 
Fix: The code has been improved to reference the group-level setting.
4486155 Summary: New Send in Bulk experience returns an error 'Column [Recipient_1:Auth_Type]: Invalid authorization type specified.' when using Acrobat Sign as the identity authentication method
Fix: Updated documentation to clarify the CSV values.
4486276 Summary: Required fields created from Acrobat are not required on Webforms because the logic between agreements and web forms is different, and their last participant values are different.
Fix: Separated the logic to check if the agreement is based on a web form or not.
4486331 Summary: The default text value In Web Form text fields is removed when the Signer is required to verify their email prior to viewing the form because the fields are cleared when the child copy is created.
Fix: The field values will be fetched from the parent template's default values.
4486748 Summary: The Template Filters are Not Filtering Properly because the group name in the agreement table is not updating properly.
Fix: The agreement table is now updated with the latest info when details are changed.
4486767 Summary: Download PDF Button is missing from Read Agreement View
Fix: The graphic and functionality have been returned to the list of options
4486829 Summary: The Account Administrator is listed as Group Admin on the Primary Group even when not explicitly set as Group Admin when Show Only Admins is selected.
Fix: Improved the filtering to properly reflect the admin status.
4486863 Summary: Emails are not getting triggered for shared notifications intermittently due to null pointer exceptions.
Fix: Added null pointer checks to fix NullPointerExceptions that are causing emails not to be sent
4486893 Summary: If an agreement is not exposed to the signer (due to backend settings being true), then the signer can sign the agreement but not decline it.
Fix: Added a condition to check whether the signer should be allowed to decline the agreement or not 
4486894 Summary: Allowed IP Ranges can be blocked from adding new ranges due to incorrect property inheritance
Fix: More granular arrays have been added to prevent data collisions from external parent objects.
4486919 Summary: When group recipients are configured to notify, participant status is not updated to WAITING_FOR_OTHERS after signing.
Fix: Code updated to ensure the whole participant set is updated when one recipient completes their action.
4486934/
4496641		 Summary: Calculated field loses formatting in final signed agreement/pdf, when signed in a locale using a comma as a decimal separator and one of the decimal digits is not zero
Fix: The number formatting has been improved to manage the locale where the commas are used as a decimal separator.
4487113 Summary: "Error marshaling data" occurs when applying a form field layer while editing a shared template due to an outdated null check .
Fix: Removed the unused parameter and its null check from the method. Updated all calls to this method to reflect the new signature.
4487589 Summary: AUTO_CANCELLED_CONVERSION_PROBLEM (COMMENT: PROJECT_TIMEOUT) due to stack overflow while combining PDF files.
Fix: Improve code to detect XObject Form cycles and AcroForms without fields.
4488298 Summary: Signature panel shows 'Edit' button even though no edit is allowed
Fix: Conditions added to filter out the option when not available.
4488322 Summary: The label is missing in a few agreements on GET /agreements/{agreementId}/documents API call due to it being set too early in the process
Fix: The timing for applying the label has been updated.
4488449 Summary: Any subject that includes a dot in the subject is treated as a link.
Fix: The regex identification for the original template in the Subject line has been removed.
4488647 Summary: GET /users is failing with "Some miscellaneous error has occurred" due to massive full table scans
Fix: A condition to check for single-use users was removed.
4489025 Summary: Sign then Send option not available in the new Request Signature experience.
Fix: The functionality has been added.
4489028 Summary: Web Forms section not visible under Account/Group settings for Developer accounts
Fix: Web Forms have been added to the Developer Tier of service
4489132 Summary: When EXPOSE_AGREEMENT_AFTER_SIGNING_ENABLED is TRUE, the signer is unable to delegate the agreement due to the API providing the wrong status.
Fix: Updated the code to provide the correct response.
4489203/
4489407		 Summary: Unable to download form field data for library templates due to performance issues  with templates and web forms.
Fix: Refactored the fetching code to reduce the number of loops for the same object values.
4489539 Summary: The Last Updated column shows a recent modified date but agreement has not been updated due to the column reflecting the last modified date value.
Fix: LastUpdated column will now use Last Transaction Date instead.
4489666 Summary: Repeatedly clicking the export user data button while the download operation is in progress can generate an excessive number of database queries.
Fix: The export button is now disabled while the export is in progress, and re-enabled once the export is completed or if an error occurs.
4489708 Summary: If an unverified signer's wet signature is uploaded by the sender, then an error is thrown, because Acrobat Sign is trying to verify the participant first
Fix: Added a check for the sender's action to allow for this use case.
4489748 Summary: The participant is unable to attach a file in the attachment field due to a conflict with the Content Security Policy.
Fix: Added the documentcloud.adobe.com domain to the internal .jsp
4489806 Summary: The SMS is getting sent to the recipient and the sender is receiving a false email for non-delivery of the SMS.when Custom Email Templates are used.
Fix: Corrected the code that manages notifications to the email address when SMS is used.
4490094 Summary: Exported form field data doesn't contain all data fields for agreements created via new Send in Bulk experience when the template was built in the previous version of Send in Bulk
Fix: Improved the form export from the previous version template to the new environment. 
4491200 Summary: The Send in Bulk environment isn't displaying prefilled calculated date fields for recipients.
Fix: The logic for how prefill fields are related to the child agreement(s) has been updated to ensure the prefill content is populated as expected.
4491429 Summary:  Unable to process payments if payment field is calculated field with a read-only field in the formula, but only when prefill fields are present in the agreement.
Fix: Modify payment logic for prefill case to avoid setting default value for fields that are not present in prefill fields list (like read-only fields).
4491502 Summary: Phone Authentication label text is not legible on smaller viewports
Fix: The font size was increased to 13px.
4492386 Summary: An increase in file size after Document Processing can cause issues with file size limitations.
Fix: A new processing library has been put in place to improve the updated file size.
4493280 Summary: Workflow "completed" emails were not delivered to some recipients due to conflicting roles (recipient and Cc'd party)
Fix: New methods are provided to add logic to utilize the best participation role when multiple roles exist.
4493288 Summary: Time zone does not show the legally correct text for some locales.
Fix: Additional enum values have been added to the time zone selector to include the additional options.
4493570 Summary: The option to limit access to agreements through the transaction number without login are not respecting group level settings.
Fix: The setting has been redesigned to accept the groupId's value.
4493717 Summary: Changing the field type for a field using the new authoring environment on the Edge browser causes flickering due to styling.
Fix: The styling that causes the graphical flickering has been removed.
4494031 Summary: Disabling the new authoring page in favor of the classic compose environment does not respect the configured settings.
Fix: The authoring controller now uses the agreement originator's group membership and respects that group's settings accordingly.
4494284 Summary: New authoring experience does not use the sending group setting for digital signature.  It will use the setting from the primary group.
Fix: The setting has been updated to respect the group configuration.
4496116 Summary: Custom email display name from AGREEMENT_SEND_CUSTOM_FROM_EMAIL_DISPLAY_NAME setting is not shown
Fix: Updated the macro that inserts the name value to use a more reliable source.
4496561 Summary: The feature that enforces the setting to prevent users in a specific group from uploading documents from their computers isn't being respected at the group level.
Fix: Code logic updated to respect group-level setting for local file upload when changing groups
4499981 Summary:  IP ranges UI display is not displaying the saved values nor any of the buttons is accessible due to the size of the div on the page.
Fix: The size of the div has been increased to the height of the element.
4501353/
4503262		 Summary: Send in Bulk transactions intermittently send emails due to a null point exception.
Fix: Logic added to help discover the sender's groupId and default to an empty string if unsuccessful.
4501414/
4503383/
4504559/
4504619/
4504658		 Summary: The new Authoring environment displays fields for participants that aren't added to the agreement and may present error messages preventing authoring.
Fix: Code has been added to ignore field placement for fields assigned to participants that aren't included in the agreement recipient list.
4501428/
4503930

Summary: Signing is blocked when the recipient's name is not allowed to be edited during the signature process and:

  • when the recipient has changed their registered user's name value after the agreement was sent, but before the signature time.
  • when the recipient has both a digital and electronic signature field.
  • when Acrobat Sign authentication is used.
Fix: Added a check to see if the name matches the saved user name in addition to existing checks. Bypass the check if the participation includes a digital signature field.  Bypass the check for ADOBE_SIGN, KBA, and GOV_ID authentication types.
4501444 Summary: Use "Next" instead of "Finish" for the mobile eSign view field navigation header button label when all required fields are completed.
Fix: Button updated.
4501750 Summary: Signing is prevented when a registered user changes their name and the setting allowing them to edit their name is disabled.
Fix: Logic added to check the name against previous versions, if the signature includes a digital signature, and when using Acrobat Sign, GovID, and KBA authentication types
4502421 Summary:  The sender is being excluded from reminder recipients due to a change in the logic that filters recipients.
Fix:  The code has been reverted and the original logic has been restored.

Previous Releases

RELEASE NOTES: 2024

RELEASE NOTES: 2023

RELEASE NOTES: 2022

RELEASE NOTES: 2021

RELEASE NOTES: 2020

RELEASE NOTES: 2019

RELEASE NOTES: 2018

RELEASE NOTES: 2017

RELEASE NOTES: 2016

RELEASE NOTES: 2015

RELEASE NOTES: 2014

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