Prerelease documentation: Add the TransactionId/Doc name to the PDF

Alert:

This article contains prerelease information. Release dates, features, and other information are subject to change without notice.

Overview

Enterprise accounts can configure their account (or individual groups) to insert the transactionId and document name along the bottom of each page of the agreement PDF.

The transactionId is the unique identifier assigned to the transaction when the agreement is created. This number is located to the right of the centerline on every page.

The document name used is the uploaded file's original name (or the template's name). The name is applied to the left of the centerline on each page.

  • If multiple files are used, each page is correctly identified with the name of the original document/template.
  • Files attached as part of the signature process (using File Attachment fields) will reflect the uploaded file's name.
  • If the file name is longer than the bottom of the page would usually allow, the font size is reduced to accommodate the name on one line. Having a file name long enough to drive the font size to 1 is possible (but not recommended).
  • No name value is applied if no file name is available or if the page isn't part of an uploaded file. For example, if a new page has to be added by the system to accommodate a signature field.

 

Example of the document name and transactionId at the bottom of an agreement page.

Note:

The ID and document name(s) are not applied to the agreement pages until the agreement is sent to the first recipient. They are not visible in the Draft or Authoring stages but will be visible to all agreement participants.

Availability:

The option to automatically apply the document name and transaction number to each page of the agreement is available for Acrobat Sign Solutions license plans only.

Configuration scope:

The feature can be enabled at the account and group levels.

Configuration

To review and edit the feature controls:

  1. Log in as an administrator, and navigate to Account Settings > Global Settings > Transaction Footer:
The "Global Settings" admin menu highlighting the "Transaction Footer" controls.

When the feature is enabled, all newly created agreements will display the document name and transactionID. 

When the feature is disabled, all newly created agreements will not display the transactionId and document name.

There is no way to add or remove the ID and name for agreements that are already in process or resolved.

There is no option to enable only one of the two values. When the feature is enabled, both values are added to the agreement pages.

 Adobe

Get help faster and easier

New user?