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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 of Data Exports and Report Charts

The new Reports experience empowers users in the enterprise and business tiers of service to build, save, and manage their own custom reports and data exports in a personalized view.

Reports are templates that return one or more graphs with a summary of the agreement data as defined by the user. The number and type of reports available to the user are dictated by the user's authority level in the system and the permission scope applied to their userID.

Data exports provide a method for users to extract specific field data from the agreements within their authority scope. Users can apply filters to focus the returned data set by user, group, workflow, or agreement name.

Within the set of agreements filtered, the user can define the individual fields to be exported into a CSV file, decluttering the export from any transactional data they don't need.

Example data export

Report types include:

  • Agreements (All users) - Agreement reports return the metrics for agreement activity, such as completion rates,  time to complete, workflow usage, volume trends, and sender/group trends. There are eleven Agreement charts.
  • Transaction consumption (All users) - Returns the transaction volume through the system by user, group, workflow, or overall volume trend. There are four Transaction Consumption charts.
  • Users (In development) - User reports focus on the user metrics such as users/groups created, user/group growth trends, and user activity. There are six planned User charts.
  • Settings Activity Audit (Admins only) - Administrators have access to run a special report that returns the settings level activity for their users, group, or the whole of the account, depending on the authority level of the administrator.
Note:

The Users report type is included in this documentation for awareness, but is currently under development and not available in the current release.

Once logged in, select Reports in the top menu of the home screen.

Log in to Acrobat Sign

The default dashboard (Overview)

When the new Reports experience is first opened, the default dashboard is loaded.

The dashboard automatically loads an overview of the agreement traffic from the previous seven days containing a summary at the top, and three charts displaying the percentage of agreements completed, the total agreement volume trend, and the average time for an agreement to complete.

Default landing page with the four areas of interest numbered

Two buttons are available to the user for creating new report/export content:

Buttons to create new reports or data exports

  • New Export - A new export request allows the user to define a range of agreements, and then export field level values from those agreements.
    • e.g., An RSVP form attached to an event where responders can select a choice of meal and list special considerations
    • The webform creator can then select the agreements (filtered by the web form name) and extract the fields from the form (Name, meal preference, notes, etc) into a CSV file
  • New Report - A new report allows the user to produce a dashboard of agreement data that includes one or more graphs. Different graph types are used depending on the context:
    • Agreements completed is a dial graph
    • Time to complete trend is a line graph
    • Agreements by sender or group is a bar graph
    • Agreement completion by sender is a scatter graph

Both exports and reports allow the user to save the template for future use in their personal list of exports and reports.

Only exports allow the user to download a CSV file of the data requested.

The left rail of the screen provides links to view the content of the user's reports and data exports. The rail has up to five clickable links:

The summary list of all reports available to the user by report type

Overview - Brings the user to the view of their agreement data over the prior seven calendar days. Essentially reloads the default dashboard on the landing page.

Report Types - The three types of reports (Agreements, Transaction Consumption, and Users) each have their own clickable link to open the full list of reports for that report type. Note that Reports always collect the current data for their filter settings (e.g. Last 30 days) when opened to view.

  • The number after the report type denotes the total number of reports available for that type.
  • Reports are listed with the most recently modified at the top.
  • Each report type has two default reports that are always at the top of the list, and may not be deleted:
    • {Type} for the week - Displays a compilation of all available type-specific charts for the previous seven days.
    • {Type} for the month - Displays a compilation of all available type-specific charts for the previous 30 days.

Each report type listing has the same page format with four columns:

  • Report Name - The name as supplied by the report creator.
  • Active icons - If the report has a schedule configured, then a blue calendar icon is visible.
  • Date Created - The time/date stamp of when the report was created. The time zone shift is predicated on the set time zone for the user's primary group.
  • Last Viewed - Indicates the time/date stamp for when the report was last viewed.
Note that mousing over any report record exposes an Open button that can be used as a quick action to view the report.
Additionally, there are several options to manage the report, accessed by selecting the ellipsis on the far right of the record. Those options are:
  • Duplicate - Makes a copy of the report that can then be edited and saved with a new name (as needed).
  • Rename - Opens an editing field to change the name of the report.
  • Delete - Deletes the report. This action is irrevocable.
  • Open - Opens the report for viewing.
    • Same functionality as the Open quick action button.
    • It is also possible to edit the configuration of an opened report and save it under the existing name.
      • If a new name is desired, the report should be duplicated first.
  • (Edit) Schedule - Opens the interface to create a new schedule or to edit an existing schedule.
  • Send it Now - Opens the interface to email a copy of the report immediately.
The reports list with one record highlighted, showing the Open quick action button

Exports (N) - Provides a list of all data exports created and saved by the user. Note that a data export is a static report once generated and must be explicitly refreshed to update the data.

The Exports page layout contains six columns:

  • Export Name - The export name as defined by the user when created.
  • Active icons - Two icons may be viewable:
    • Edit schedule - If the export has a schedule configured, then a blue calendar icon is visible.
    • Download - If a data export has an export ready, a download icon is visible.
  • Status - The current status of the export. When an export is first created, the compilation of the data can take some time.
    • Ready - When the export has been fully built, a Ready status is displayed. Only exports that are Ready can be downloaded.
    • When an export is still building, a processing bar is displayed until the export is Ready.
  • Data Type - Identifies the type of data the export contains (Agreement, Transaction Consumption, or User)
  • Date Created - The time/date stamp of when the report was created. The time zone shift is predicated on the set time zone for the user's primary group.
  • Last Viewed - Indicates the time/date stamp when the report was last opened. This timestamp does not require that the export be altered and resaved to update.

Note that mousing over any export record exposes an Open button as a quick action. 

Additionally, there are several options to manage the report, accessed by selecting the ellipsis on the far right of the record. Those options are:

  • Refresh - Refreshes the content included in the export to the most current data. If the report has not been refreshed, the previous data is presented.
  • Duplicate - Makes a copy of the report that can then be edited and saved as needed.
  • Rename - Opens an editing field to change the name of the report.
  • Delete - Deletes the export data. This action is irrevocable.
  • Open - Opens the export for reconfiguring the field values to be included in the CSV.
    • Same functionality as the Open quick action button.
  • (Edit) Schedule - Opens the interface to create a new schedule or to edit an existing schedule.
  • Download - Downloads a CSV of the export content. The user is prompted to provide a file name prior to the download.
    • Same functionality as the Download quick action button.
  • Send it Now - Opens the interface to email a copy of the report or export immediately.
Export record with the options menu open and the Open button highlighted

The display stage contains the report summary and chart(s):  

Display stage

At the bottom of the page is a scrolling list of the last used/created reports, with the most recent near the top.  

The two default reports (per report type) are pinned to the top of the list and cannot be edited, renamed, or deleted. They are:

  • {Report Type} for the month - Creates a full dashboard view of the logged-on user's agreement data for the previous 30 calendar days.
  • {Report Type} for the week - Identical to the above report, excepting the time span only covers the previous seven calendar days.
The recent reports section with the options menu exposed and the quick action icons highlighted

Mousing over any report or export record exposes the quick action buttons:

  • Open - Depending on the record type (Report or Export):
    • Reports open a view of the report. The report chart and filters can be changed and the port saved with the new configuration.
    • Exports open the field configuration for the export, allowing the export to be reconfigured and saved.
  • Download (Exports only) - Queues a downloadable CSV file.

Additionally, there are several common options to manage the recent exports/reports, accessed by selecting the ellipsis on the far right of the record. Those options are:

  • Refresh (Exports only) - Refreshes the content included in the export to the most current data. If the report is not refreshed, the previous data is presented.
  • Duplicate - Makes a copy of the report that can then be edited and saved as needed.
  • Rename - Opens an editing field to change the name of the report.
  • Delete - Deletes the export data. This action is irrevocable.
  • Download (Exports only) - Downloads a CSV of the export content. The user is prompted to provide a file name prior to the download.
    • Same functionality as the Download quick action button.
  • Open - Functions are the same as the quick action buttons. Depending on the record type (Report or Export):
    • Reports open an editable view of the report.
    • Exports open the editable field configuration for the export.

Filtering for Exports and Reports

Most accounts generate enough volume to require limiting the agreement dataset to return only the values for a select time frame, event, or workstream.

Both exports and reports use the same primary filtering system to limit the number of agreements being included in the returned dataset.

You can limit the dataset by:

  • Date Range - Limits the returned data set to a time box based on the Creation Date of the agreement
  • Workstream filters - Limits the returned data set based on known workstream values relative to the agreement.
    • If no filter is selected, all agreements within the data range are returned.
    • Workstream filters are additive. All agreements that fit any one (or more) of the filters are included in the returned dataset.
    • The filtering categories are:
      • Sender - Filtering based on the sending users in your account.
      • Workflow - Filters based on the workflow used to send the agreement.
      • Agreement Name - Filter on the name of the agreements. Good for agreements from web forms and other sources that use a common agreement name.
      • Group - Filtering agreements based on the group(s) they were sent from.
      • Status - The current status of an agreement (ARCHIVED, CANCELLED, COMPLETED, DRAFT, EXPIRED, IN PROGRESS).
A data export configuration showing the date and workstream filters expanded

When selected, workstream filters expose a sub-filter to allow the user to explicitly select from values within that filter type known to the user (using a multi-select drop-down list).

The user can type a string into the field to produce a list of values that match.

Multiple values can be selected.

Object sub-filters

 Adobe

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