Start the transaction by selecting the Fill and sign a document button on the Home page.
What's New
Get Started
- Quick start guide for administrators
- Quick start guide for users
- For Developers
- Video tutorial library
- FAQ
Administer
- Admin Console Overview
- User Management
- Adding users
- Create function-focused users
- Check for users with provisioning errors
- Change Name/Email Address
- Edit a user's group membership
- Edit a user's group membership through the group interface
- Promote a user to an admin role
- User Identity Types and SSO
- Switch User Identity
- Authenticate Users with MS Azure
- Authenticate Users with Google Federation
- Product Profiles
- Login Experience
- Account/Group Settings
- Settings Overview
- Global Settings
- Account tier and ID
- New Recipient Experience
- Self Signing Workflows
- Send in Bulk
- Web Forms
- Custom Send Workflows
- Power Automate Workflows
- Library Documents
- Collect form data with agreements
- Limited Document Visibility
- Attach a PDF copy of the signed agreement
- Include a link in the email
- Include an image in the email
- Files attached to email will be named as
- Attach audit reports to documents
- Merge multiple documents into one
- Download individual documents
- Upload a signed document
- Delegation for users in my account
- Allow external recipients to delegate
- Authority to sign
- Authority to send
- Power to add Electronic Seals
- Set a default time zone
- Set a default date format
- Users in Multiple Groups (UMG)
- Group Administrator Permissions
- Replace recipient
- Audit Report
- Transaction Footer
- In Product Messaging and Guidance
- Accessible PDFs
- New authoring experience
- Healthcare customer
- Account Setup
- Add logo
- Customize company Hostname/URL
- Add company name
- Post agreement URL redirect
- Signature Preferences
- Well formatted signatures
- Allow recipients to sign by
- Signers can change their name
- Allow recipients to use their saved signature
- Custom Terms of Use and Consumer Disclosure
- Navigate recipients through form fields
- Restart agreement workflow
- Decline to sign
- Allow Stamps workflows
- Require signers to provide their Title or Company
- Allow signers to print and place a written signature
- Show messages when e-signing
- Require signers to use a mobile device to create their signature
- Request IP address from signers
- Exclude company name and title from participation stamps
- Digital Signatures
- Electronic Seals
- Digital Identity
- Report Settings
- New report experience
- Classic report settings
- Security Settings
- Single Sign-on settings
- Remember-me settings
- Login password policy
- Login password strength
- Web session duration
- PDF encryption type
- API
- User and group info access
- Allowed IP Ranges
- Account Sharing
- Account sharing permissions
- Agreement sharing controls
- Signer identity verification
- Agreement signing password
- Document password strength
- Block signers by Geolocation
- Phone Authentication
- Knowledge-Based Authentication (KBA)
- Allow page extraction
- Document link expiration
- Upload a client certificate for webhooks/callbacks
- Timestamp
- Send settings
- Show Send page after login
- Require recipient name when sending
- Lock name values for known users
- Allowed recipient roles
- Allow e-Witnesses
- Recipient groups
- CCs
- Recipient Agreement Access
- Required fields
- Attaching documents
- Field flattening
- Modify Agreements
- Agreement name
- Languages
- Private messages
- Allowed signature types
- Reminders
- Signed document password protection
- Send Agreement Notification through
- Signer identification options
- Content Protection
- Enable Notarize transactions
- Document Expiration
- Preview, position signatures, and add fields
- Signing order
- Liquid mode
- Custom workflow controls
- Upload options for the e-sign page
- Post-sign confirmation URL redirect
- Message Templates
- Bio-Pharma Settings
- Workflow Integration
- Notarization Settings
- Payments Integration
- Signer Messaging
- SAML Settings
- SAML Configuration
- Install Microsoft Active Directory Federation Service
- Install Okta
- Install OneLogin
- Install Oracle Identity Federation
- SAML Configuration
- Data Governance
- Time Stamp Settings
- External Archive
- Account Languages
- Email Settings
- Migrating from echosign.com to adobesign.com
- Configure Options for Recipients
- Guidance for regulatory requirements
- Accessibility
- HIPAA
- GDPR
- 21 CFR part 11 and EudraLex Annex 11
- Healthcare customers
- IVES support
- "Vaulting" agreements
- EU/UK considerations
- Download Agreements in Bulk
- Claim your domain
- Report Abuse links
Send, Sign, and Manage Agreements
- Recipient Options
- Cancel an email reminder
- Options on the e-signing page
- Overview of the e-sign page
- Open to read the agreement without fields
- Decline to sign an agreement
- Delegate signing authority
- Restart the agreement
- Download a PDF of the agreement
- View the agreement history
- View the agreement messages
- Convert from an electronic to a written signature
- Convert from a written to an electronic signature
- Navigate the form fields
- Clear the data from the form fields
- E-sign page magnification and navigation
- Change the language used in the agreement tools and information
- Review the Legal Notices
- Adjust Acrobat Sign Cookie Preferences
- Send Agreements
- Authoring fields into documents
- In-app authoring environment
- Create forms with text tags
- Create forms using Acrobat (AcroForms)
- Fields
- Authoring FAQ
- Sign Agreements
- Manage Agreements
- Manage page overview
- Delegate agreements
- Replace Recipients
- Limit Document Visibility
- Cancel an Agreement
- Create new reminders
- Review reminders
- Cancel a reminder
- Access Power Automate flows
- More Actions...
- How search works
- View an agreement
- Create a template from an agreement
- Hide/Unhide agreements from view
- Upload a signed agreement
- Modify a sent agreement's files and fields
- Edit a recipient's authentication method
- Add or modify an expiration date
- Add a Note to the agreement
- Share an individual agreement
- Unshare an agreement
- Download an individual agreement
- Download the individual files of an agreement
- Download the Audit Report of an agreement
- Download the field content of an agreement
- Audit Report
- Reporting and Data exports
- Overview
- Grant users access to reporting
- Report charts
- Data Exports
- Rename a report/export
- Duplicate a report/export
- Schedule a report/export
- Delete a report/export
- Check Transaction Usage
Advanced Agreement Capabilities and Workflows
- Webforms
- Reusable Templates (Library templates)
- Transfer ownership of web forms and library templates
- Power Automate Workflows
- Overview of the Power Automate integration and included entitlements
- Enable the Power Automate integration
- In-Context Actions on the Manage page
- Track Power Automate usage
- Create a new flow (Examples)
- Triggers used for flows
- Importing flows from outside Acrobat Sign
- Manage flows
- Edit flows
- Share flows
- Disable or Enable flows
- Delete flows
- Useful Templates
- Administrator only
- Agreement archival
- Webform agreement archival
- Save completed web form documents to SharePoint Library
- Save completed web form documents to OneDrive for Business
- Save completed documents to Google Drive
- Save completed web form documents to Box
- Agreement data extraction
- Agreement notifications
- Send custom email notifications with your agreement contents and signed agreement
- Get your Adobe Acrobat Sign notifications in a Teams Channel
- Get your Adobe Acrobat Sign notifications in Slack
- Get your Adobe Acrobat Sign notifications in Webex
- Agreement generation
- Generate document from Power App form and Word template, send for signature
- Generate agreement from Word template in OneDrive, and get signature
- Generate agreement for selected Excel row, send for review and signature
- Custom Send workflows
- Share users and agreements
Integrate with other products
- Acrobat Sign integrations overview
- Acrobat Sign for Salesforce
- Acrobat Sign for Microsoft
- Other Integrations
- Partner managed integrations
- How to obtain an integration key
Acrobat Sign Developer
- REST APIs
- Webhooks
Support and Troubleshooting
Overview
Structured Self-signing is one of two methods for users to sign their own documents without including another recipient.
The other method is Fill & Sign, a fieldless process that allows the user to select the page and start typing. No field-enabled library templates or user authentication is possible.
Structured Self-signing uses a launching page similar to the Send page without the recipient stack and allows the user to use a template from the account library.
Additionally, Structured Self-signing can include user authentication, leveraging the "enforce identity authentication" settings.
Auto delegation settings for the user are disregarded for the Structured Self Sign workflow.
How it's used
The below processes all assume that the Structured Self-signing experience is the default. If you are not loading the Structured Self-signing experience, select the Switch to Self Sign link in the window's upper-right corner.
If the link is not available, your admin will need to enable the option before you can use Structured Self-signing.
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The Fill & Sign page loads.
Drag and drop the file you want to sign into the Files field, or select Add Files and attach a document from your local system or a networked location.
- Adding a file from the Library Documents section will add the form, complete with any fields that have already been authored onto the template.
- You are free to add multiple files from multiple sources.
After adding the first file, the Agreement name field will adopt that file name (if a name value has not already been explicitly added).
- The Agreement name value can be changed if the adopted file name isn't acceptable.
Note:There is an option to Password Protect the signed document.
When enabled, the user will be required to supply a password for the final PDF that must be entered before the PDF will open for viewing.
- Select Sign when you're ready to sign the document.
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The signing page opens.
Any existing fields are available to accept input.
- There must be at least one signature field in all cases.
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When you are done signing the agreement, select the Click to Sign button to finalize the agreement.
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The agreement processes for a moment, and then a "Successfully completed" page is delivered.
At this point, you can:
- Send a copy of the agreement - A Send a Copy page loads allowing you to enter one or more email addresses to send the signed document.
- The signed PDF is already attached.
- If you have password protected the signed PDF, then you will need to communicate the password to the recipients out-of-band. (Do not include it in the message with the PDF attachment.)
- Download a copy of the signed document - Downloads a copy of the signed PDF to your local system.
- Manage the agreement - This option loads the Manage page
- Sign another agreement - This option brings you back to the original Self-Signing page, ready to start again.
The signed agreement is available on your Manage page in the Completed section
- Send a copy of the agreement - A Send a Copy page loads allowing you to enter one or more email addresses to send the signed document.
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Start the transaction by selecting the Fill and sign a document button on the Home page.
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The Fill & Sign page loads.
Drag and drop the file you want to sign in to the Files field, or select Add Files and attach a document from your local system or a networked location.
- Adding a file from the Library Documents section will add the form, complete with any fields that have already been authored onto the template.
- You are free to add multiple files from multiple sources.
After adding the first file, the Agreement name field will adopt that file name (if a name value has not already been explicitly added).
- The Agreement name value can be changed if the adopted file name isn't acceptable.
Note:There is an option to Password Protect the signed document.
When enabled, the user will be required to supply a password for the final PDF that must be entered before the PDF will open for viewing.
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Send the file(s) to the authoring environment.
- Check the Preview & Add Signature Fields box.
- Select Next.
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The authoring environment is loaded.
If no fields are on the selected/uploaded document(s), automatic field detection will add a bubble in the upper-left corner indicating how many likely fields have been detected.
- Select that button.
Note:Automatic field detection will not trigger if any of the uploaded documents already contain fields, or if the total page count exceeds 25 pages.
Field detection is heavily dependent on the uploaded form, and most fields detected will be Text fields without validation.
To delete any "extra" fields, single-click the field to select it, and then press your Delete key.
Adding additional fields is done via drag and drop from the list of fields to the right.
Below are some key field types and properties that are more common in a self-signing experience.
Here is a full list of field types.
- Signature fields - Odds are good that you need a signature field.
- If you don't place one explicitly, the application will add one to the end of the document.
- Digital signatures are supported but limited to only one. Additional signature fields must be electronic signature fields.
- Initial fields - If you need to add initials instead of the full signature.
- Date fields - The "Date" field in the UI is read-only, and the application inserts the signing date automatically.
- If you need to insert a date that is not the signing date, use a text field with a date validation or calculation.
- Full name fields - A read-only field that inserts a print-type representation of your name (as supplied when the signature is added).
- Text fields - For input of general text. The most common field type for input.
- Multi-line data entry (Property of Text fields) - Allows for text to be entered into a field, line wrapping to allow for more than one line of text.
When all of the needed fields are placed, select the Sign button in the lower-right corner.
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The signing page opens.
All of the placed fields are available to accept input.
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When you are done adding the content to the agreement, select the Click to Sign button to finalize the agreement.
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The agreement processes for a moment, and then a "Successfully completed" page is delivered.
At this point, you can:
- Send a copy of the agreement - A Send a Copy page loads allowing you to enter one or more email addresses to send the signed document.
- The signed PDF is already attached.
- If you have password protected the signed PDF, then you'll need to communicate the password to the recipients out-of-band. (Do not include it in the message with the PDF attachment.)
- Download a copy of the signed document - Downloads a copy of the signed PDF to your local system.
- Manage the agreement - This option loads the Manage page.
- Sign another agreement - This option brings you back to the original Self-Signing page, ready to start again.
The signed agreement is available on your Manage page in the Completed section
- Send a copy of the agreement - A Send a Copy page loads allowing you to enter one or more email addresses to send the signed document.
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Note:
Enforced authentication and the Acrobat Sign authentication method must be enabled before Self-sign authentication will work.
Start the transaction by selecting the Fill and sign a document button on the Home page.
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The Fill & Sign page loads.
Drag and drop the file you want to sign in to the Files field, or select Add Files and attach a document from your local system or a networked location.
- Adding a file from the Library Documents section will add the form, complete with any fields that have already been authored onto the template.
- You are free to add multiple files from multiple sources.
After adding the first file, the Agreement name field will adopt that file name (if a name value has not already been explicitly added).
- The Agreement name value can be changed if the adopted file name isn't acceptable.
Note:There is an option to Password Protect the signed document.
When enabled, the user will be required to supply a password for the final PDF that must be entered before the PDF will open for viewing.
- Select Sign when you are ready to sign the document.
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Authenticate to open the agreement.
- Enforced identity authentication always requires the signer to authenticate upon opening the agreement.
- Acrobat Sign authentication is the only supported method for Self-signing to authenticate.
Note:Depending on your settings, additional authentication may also be required when applying a signature and/or when finalizing the agreement.
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The signing page opens.
Any existing fields are available to accept input.
- There must be at least one signature field in all cases.
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When you are done signing the agreement, select the Click to Sign button to finalize the agreement.
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The agreement processes for a moment, and then a "Successfully completed" page is delivered.
At this point, you can:
- Send a copy of the agreement - A Send a Copy page loads allowing you to enter one or more email addresses to send the signed document.
- The signed PDF is already attached.
- If you have password protected the signed PDF, then you'll need to communicate the password to the recipients out-of-band. (Do not include it in the message with the PDF attachment)
- Download a copy of the signed document - Downloads a copy of the signed PDF to your local system.
- Manage the agreement - This option loads the Manage page.
- Sign another agreement - This option brings you back to the original Self-Signing page, ready to start again.
The signed agreement is available on your Manage page in the Completed section
- Send a copy of the agreement - A Send a Copy page loads allowing you to enter one or more email addresses to send the signed document.