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Adobe Acrobat Sign Notarize Integration

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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 

Overview - Notarize Integration

Adobe Acrobat Sign has partnered with Notarize, Inc. to provide online notarization services.

Acrobat Sign's integration with Notarize Inc.'s online notarization service is only available for use in the US with business and enterprise service plans.

Specifying the notarization requirements for a participant when composing a new agreement

When the notarization feature is enabled for the Acrobat Sign account, the sender can select Requires notarization by selecting the ellipsis on the right side of the recipient record. 

The notarization option is only available for recipients with a Signer role.

Send page highlighting the Notarize signer configuration

Note:

The option to include other authentication methods is still available to vet user access to the agreement before the online notarization session.

Once the sender selects Next, additional information is requested on the Notarization details page:

Notarize details configuration

Specify Notary Service

Notary Service Options available to the senders are based on the Notarize Transactions enabled for the sender based on the configurations defined by the admin in Send Settings. Notary Service Options are determined by purchased entitlements of Notarize offers obtained directly from Notarize Inc.

  • Use the On-Demand Notary service from Notarize, Inc. - Available for senders with access to the On-Demand Notary service. 

When using the On-Demand Notary service, there is an option available for the sender to specify that payment for the transaction needs to be made by the signer. When this option is selected, the signer will be prompted by Notarize to make the payment before the completed document can be made available. The Notarize Transaction quota for Notary on Demand associated with the sender account isn't deducted when the signer pays Notarize, Inc. for the transaction.

  • Use notary provided by my organization - Available for senders with access to Notarize Inc.'s In-House Notary service. 

You can optionally include the email address of the in-house notary while initiating notarization requests.

Confirm Files to be notarized

Allows senders to select all or a subset of documents to be marked as requiring notarization.

Additional Notary Options

Allows senders to optionally specify a meeting schedule and add additional instructions to the notary.

The status of agreements can be tracked via the Acrobat Sign Manage page. Once the signers requiring notarization have completed the pre-notarization review step and the agreement is out for notarization, the agreement status changes to “Out for Notarization.”

Recipient experience 

  1. Notary Signer recipients receive an email asking them to review the agreement content and fill in any fields placed for them. If another authentication method is configured, the recipient must satisfy that authentication requirement before viewing the document.

    First email notification

    Note:

    Signature fields are suppressed in this first review of the document.

    All other field types are available for the recipient to provide content.

    Once all required fields are completed, the recipient is prompted to Proceed with initiating the Remote Online Notarization process with Notarize, Inc.

    Notarize footer for the field filling phase

    Note:

    Steps 2-12 take place on the Notarize platform. The details below are provided by Notarize Inc. Please refer to Notarize Inc.'s documentation for additional details or questions on the use of Notarize's services.

  2. A second email is delivered to the recipient immediately from Notarize, Inc. indicating that they should start a notary session.

    Note:

    Notarize Transactions that have multiple recipients will receive the email from Notarize, Inc. after all recipients have completed their review of the agreement.

    This link opens a session with the Notarize system. 

  3. A window opens with the Notarize landing page.

    The recipient clicks the Get it Notarized button and is delivered to an input screen where they are prompted to enter their name information as it appears in their ID:

  4. An image of the agreement is displayed for the recipient to review.

    Clicking Done Reviewing advances the recipient to the next stage:

  5. Audio and Video connectivity is then verified, and the recipient is requested to allow access when prompted:

  6. After the connection is confirmed, the recipient is requested to:

    • Verify their full name

    • Provide their date of birth

    • Provide their US Social Security number (At least the last four digits)

    • Provide their home address

  7. The recipient is asked to validate their identity by answering five questions in two minutes or less.

    • If the recipient answers incorrectly or takes longer than two minutes, the validation process fails.
    • The recipient is given one more chance to answer five more questions.  If they fail the second attempt, the session fails and the recipient cannot try again for 24 hours.

  8. After passing the five question verification process, the recipient is asked to provide a valid, government-issued photo ID.

    The recipient has the option to take images with a mobile device, or use the web browser and their web camera:

    After selecting a method, the recipient is asked to declare what type of ID they are using.

    The recipient is then asked to take images of their document: 

  9. When the images are collected, the recipient is asked to enter the document number along with their other personal information.

  10. The recipient is then connected to a live Notary Public. This may take a minute or two while the notary is contacted and accepts the session.

    When the notary accepts the session, the agreement document is displayed, with the signature fields visible.  The document remains locked until the notary is ready to witness the signature.

    Both the notary and recipient can see the document and each other, and verbal communication is allowed through the session.

    The notary validates the documents and releases the document for the recipient to sign.

  11. The recipient selects a signature style and applies it to the document.

  12. After the signature is witnessed, the notary applies the notary stamp, and the signature session is completed successfully.

  13. You will receive notification from Acrobat Sign once the transaction is completed.

    For users with an Acrobat Sign account, completed documents and the Audit trail can be downloaded from the Acrobat Sign Manage page   

    Note:

    Individual notarized documents can be retrieved from the file attachments section of the merged PDF file.

Consumption of Notarize Transactions

Note:

This section is only applicable to customers who purchased Notarize Transactions quota.

Track available volume:

To monitor the volume of Notarize Transactions or Subscription available to the account:

  1. Navigate to Account Settings > Send Settings > Enable the following Notary transactions

  2. Click the Track Usage link:

Send Settings page with the Track usage information highlighted

A “Notarize Transaction” occurs each time the Notarize Service is used to enter into a meeting with a notary in which the notary is able to complete a notarization for at least one signatory. 

A Notarize Transaction can have between one and eight signatories.  

Audit Report

A successful notarization event is logged in the Acrobat Sign audit report with a separate section that includes events during notarization as reported by Notarize, Inc.

Audit Report for notary transactions

The appended report only includes the parties involved (Identified by name and email address) along with the "pass/fail" status of the event as reported by Notarize Inc.  This addendum is part of the Audit Report and is purged from the system with any other action that purges the Audit Report (GDPR, Retention).

The Notarize audit trail can also be found attached to individual notarized documents.

Configuration

Availability:

The Notarize integration is available for enterprise license plans only.

Configuration scope:

The feature must be enabled at the account level.

The enablement controls can be accessed by navigating to Account Settings > Notarisation Settings

Notarize enablement page with the API key and enable button highlighted

When the integration is enabled, additional controls are made available, which can be defined at the account or group level.

These controls govern the Notarize Inc services available to the account.

Navigate to Account Settings > Send Settings > Enable the following Notarize Transactions

The control options are:

Send Settings page with the Notarize settings highlighted

Note:

If you do not see the Notarize Transactions on the Send Settings page, check that the account-level settings are enabled.  

Acrobat Sign integrations that support Notarize Transactions

  • Microsoft integration
    • Word
    • PowerPoint
    • Teams
    • SharePoint
  • Acrobat Desktop

Limitations / Incompatible features

  • Localization – US English only
  • The Notarize Integration Feature is not available for Custom workflows, Self-signing, and Web forms.
  • Digital signatures are not supported in transactions that include notarization.
  • Limited Document Visibility is not compatible with notarization and will be disregarded if enabled.
  • The option to keep documents separate is not available for agreements that are notarized.
  • Payment fields cannot be used for participants requiring notarization.
  • The same email cannot be used for two signers (Spousal scenario) in agreements that include notarization.
  • Multiple signers requiring notarizations can be initiated from a single Acrobat Sign transaction, but all signers need to join a concurrent notary session on the Notarize platform.

Frequently asked questions:

Notarize Inc.’s Business Platform FAQs

The Keep documents separate option is not currently supported with agreements involving notarization. However individual notarized documents can be retrieved from the file attachments section of the merged PDF file.

Transactions on the Send Settings page are displayed based on the organization's entitlements to Notarize Transaction types.

Contact Notarize Inc support.

Note:

If there are updates to Notarize managed subscriptions (such as addition of new Transaction types, you may need to reactivate the integration via account level settings  in order for new Notarize managed Transaction types to show in Send Settings .To reactivate the integration, first  disable the integration and then enable again by entering the Notarize API key.

No, witnesses may not be specified.

 Adobe

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