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  • Release Notes
  • Important Notifications

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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. Video tutorial library
    4. FAQ

    Administer

    1. Admin Console Overview
        1. Add a User
        2. Add Users in Bulk
        3. Add Users from your Directory
        4. Add Users from MS Azure Active Directory
        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. Promote a user to an admin role
      7. User Identity Types and SSO
      8. Switch User Identity
      9. Authenticate Users with MS Azure
      10. Authenticate Users with Google Federation
      11. Product Profiles
      12. Login Experience 
      1. Settings Overview
        1. New Recipient Experience
        2. Self Signing Workflows
        3. Send in Bulk
        4. Web Forms
        5. Power Automate Workflows
        6. Library Documents
        7. Collect form data with agreements
        8. Limited Document Visibility
        9. Attach a PDF copy of the signed agreement 
        10. Include a link in the email
        11. Include an image in the email
        12. Files attached to email will be named as
        13. Attach audit reports to documents
        14. Merge multiple documents into one
        15. Download individual documents
        16. Upload a signed document
        17. Set a default time zone
          1. Upgrade to use UMG
        19. Group Administrator Permissions
        20. Replace recipient
          1. Overview
          2. Allow unauthenticated access on the transaction verification page
          3. Include view events
          4. Include agreement page/attachment count
        22. Transaction Footer
        23. Healthcare customer
        1. Add logo
        2. Customize company Hostname/URL   
        3. Post agreement URL redirect
        1. Well formatted signatures
        2. Custom Terms of Use and Consumer Disclosure
        3. Navigate recipients through form fields
        4. Restart agreement workflow
        5. Decline to sign
        6. Allow signers to print and place a written signature
        7. Require signers to use a mobile device to create their signature
        8. Request IP address from signers
        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
        1. Digital Identity Gateway
        2. Identity Check policy
        1. Allowed IP Ranges
        2. Account Sharing
        3. Agreement sharing controls
        4. Signer identity verification
        5. Document password strength
        6. Block signers by Geolocation
        7. Allow page extraction
        8. Document link expiration
        9. Timestamp
        1. Require recipient name when sending
        2. Lock name values for known users
        3. Allowed recipient roles
        4. Allow e-Witnesses
        5. Recipient groups
        6. CCs
        7. Recipient Agreement Access
        8. Field flattening
        9. Modify Agreements
        10. Private messages
        11. Allowed signature types
        12. Reminders
        13. Signed document password protection
        14. Send Agreement Notification through
          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
        16. Content Protection
        17. Document Expiration
        18. Signing order
        19. Liquid mode
        1. Overview
        2. Enforce identity authentication
        3. Signing reasons
      12. Notarization Settings
      13. Payments Integration
        1. SAML Configuration
      15. Data Governance
      16. Time Stamp Settings
      17. External Archive
      18. Account Languages
        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
      20. Migrating from echosign.com to adobesign.com
      21. Configure Options for Recipients
        1. Accessibility Compliance
        2. Create accessible forms with Acrobat desktop
        3. Create accessible AcroForms
      2. HIPAA
        1. GDPR Overview
        2. Redact a user
        3. Redact a user's agreements    
        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
        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. Claim your domain 
    6. Report Abuse links
      1. System requirements
      2. Transaction limits

    Send, Sign, and Manage Agreements

      1. Cancel an email reminder
        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. Download a PDF of the agreement
        6. View the agreement history
        7. View the agreement messages
        8. Convert from an electronic to a written signature
        9. Convert from a written to an electronic signature 
        10. Navigate the form fields
        11. Clear the data from the form fields
        12. E-sign page magnification and navigation
        13. Change the language used in the agreement tools and information
        14. Review the Legal Notices
        15. Adjust Acrobat Sign Cookie Preferences
        1. Overview of landmarks and features
        2. Completion Deadline
        3. Password protect the PDF
      2. Send an agreement only to yourself
      3. Send an agreement to others
      4. Written Signatures
      5. Recipient signing order
        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
        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
        1. AcroForm creation
        2. Creating accessible PDFs
          1. Common field types
          2. E-signature fields
          3. Checkbox
          4. Radio button
          5. Image
          6. Stamp
        2. Field content appearance
        3. Field validations
        4. Masked fields values
        5. Setting show/hide conditions
        6. Calculated fields 
      5. Authoring FAQ
      1. Sign agreements sent to you
      2. Fill & Sign
      3. Self-signing
      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
        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
      1. Overview
      2. Grant users access to reporting
        1. Create a new report
        2. Agreement Reports
        3. Transaction Reports
        4. Settings Activity Report
        5. Edit a report
        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

    Advanced Agreement Capabilities and Workflows

      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
      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
      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
          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
          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 Box
          1. Save completed web form documents to SharePoint Library
          1. Extract form field data from your signed document and update Excel sheet
          1. Get your Adobe Acrobat Sign notifications in a Teams Channel
          1. Generate document from Power App form and Word template, send for signature
      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
      1. Share a user
      2. Share agreements

    Integrate with other products

    1. Acrobat Sign for Salesforce
      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 
      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
    4. Partner managed integrations
    5. How to obtain an integration key

    Acrobat Sign Developer

      1. Methods documentation
      2. SDK/Developer Guide
      3. API FAQ    
      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
      1. Sandbox overview
      2. Link your Production and Sandbox
      3. Sandbox asset types

    Support and Troubleshooting

    1. Customer Support Resources 
    2. Enterprise Customer Success Resources 

    Use document templates to streamline workflows, reduce errors, and keep your team working with the latest version of every form. 

    Library templates let users create reusable, interactive documents. These templates can range from simple agreements with a single signature field, like non-disclosure agreements, to complex forms for tax filings or employee onboarding.

    If you frequently use the same file to define an agreement, a template can streamline the process by speeding up document delivery, ensuring consistency in the final signed contract, and keeping your team aligned with the latest version.

    Types of Templates

    Library templates can be created in two ways:

    • Form Field Layer templates – These templates contain only the fields applied to an uploaded file. They’re ideal for organizations that generate contracts dynamically with custom content but follow a standardized format. Upload the file and apply the field layer to position all fields.
    • Document templates – These templates include both the base file and predefined fields. They work best for static, boilerplate documents that don’t require dynamic content, such as tax forms, applications, and non-disclosure agreements.
    Note:

    The user who creates a template is its owner.

    Only the owner can edit the template or change its permission level unless it's shared with their group or the organization:

    • Account-level admins can edit the template from the Shared Libraries section in the admin menu if shared with the organization.
    • Group-level admins can edit the template from the Shared Libraries section in the admin menu if shared with a group in which they have admin authority.
      • Account-level admins also have access to all documents shared with any groups.

    Account-level admins or the group admin overseeing the original creator can transfer template ownership to another user.

    Create a library template

    1. To create a library template, navigate to the Home tab, then select Create a reusable template

      The Home page highlighting the "Create a reusable template" tile.

    2. The Create a Library Template configuration page loads.

      Enter the name of your template into the Template Name field.

      If you do not explicitly enter a name for the template, the field will adopt the name of the first document added.

    3. Drag and drop your files into the Files section, or select the Add Files link at the upper-right corner of the Files field to browse your system.

      Multiple files can be attached to build one larger template if desired.

    4. Configure the Template Type:

      • Reusable document - This option saves the full document, content and form fields
      • Reusable form field layer - This options saves just the form field layer to be applied to a different document (different content with the same layout)
      • Both - Both types of templates will be available
      Note:

      At any time you can change the type of template by editing the template properties.

    5. Configure Who can use this template.

      This setting will grant access to the template based on the uploading user:

      • Only me - This option will only make the template available to the uploading user.
      • Selected Groups (Enterprise only) - Enterprise accounts have the option to associate a template with multiple groups. If the option is not available to you, contact your administrator to request the option be enabled.
      • Any user in my group - Setting the template at the group level will create a logical association between the template and the group the uploading user is currently part of. All members of the group will have access to the template.
        • Moving the user who uploaded the template to another group will not break this template-group association.
        • The template is made available to edit for the account-level admin and the group-level admin of the user's group in the Shared Libraries menu.
        • Changing the Group relationship of the template will remove it from access for the previous group, but will not impact agreements that have already been sent using the template.
        • Accounts that have Users in Multiple Groups enabled will have a dropdown field to select the group the template should be related to when sent.
      • Any user in my organization - Every user in the account will have access to use the template.
        • The template is made available to edit for the account-level admin in the Shared Libraries menu.
      Note:

      The owning user of a template can always delete the template.

      The owning user and the group/account admins can edit the template.

      Other users can manipulate the template after it has been applied to an Agreement by selecting Preview & Add Signature Fields during the send process.  This edits the properties of the template for the discrete agreement, and does not change the root template.

    6. Select Preview & Add Fields to send the template to the authoring environment.

      The "Create a Library Template" page showing the expanded Template Properties.

    7. The Drag and Drop authoring environment opens. Drag fields from the right rail onto your document in the desired places.

      Note:

      All fields placed are assigned to the first recipient by default. You can change who the placed fields are assigned to by accessing the Recipients drop-down list and changing the selected recipient.

      The template Authoring environment with the Signature field highlighted and placed on the form.

    8. Save the template when you're done.

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