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Adobe Acrobat Sign Release Schedule and Prerelease Notes

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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. In Product Messaging and Guidance
      31. Accessible PDFs
      32. New authoring experience
      33. 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. Decline to sign
      8. Allow Stamps workflows
      9. Require signers to provide their Title or Company
      10. Allow signers to print and place a written signature
      11. Show messages when e-signing
      12. Require signers to use a mobile device to create their signature
      13. Request IP address from signers
      14. 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. Required fields
      8. Attaching documents
      9. Field flattening
      10. Modify Agreements
      11. Agreement name
      12. Languages
      13. Private messages
      14. Allowed signature types
      15. Reminders
      16. Signed document password protection
      17. Send Agreement Notification through
      18. 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
      19. Content Protection
      20. Enable Notarize transactions
      21. Document Expiration
      22. Preview, position signatures, and add fields
      23. Signing order
      24. Liquid mode
      25. Custom workflow controls
      26. Upload options for the e-sign page
      27. 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. Edit a data export
      3. Refresh the data export content
      4. 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 

Adobe Acrobat Sign release schedule and prerelease documentation

Adobe Acrobat Sign plans to deliver at least three releases each year, categorized as "major" or "minor" releases. Additional minor releases may be introduced to resolve customer-facing or system-processing issues as needed.

  • Major releases contain large-scale updates, impactful new features, and a larger volume of minor updates and experience changes.
  • Minor releases are added to the schedule as needed and when a launch date is established. Minor releases generally include smaller features and experience adjustments. Typically, there is one minor release between the major releases. 
Note:

In the spirit of continuous improvement, Acrobat Sign will be releasing features not only in our major releases but also in minor releases (usually one minor release between each major release). To avoid disruption, we will continue to have these features behind enablement flags, meaning an account or group admin must explicitly turn them ON (check a checkbox).

Customers in the Health and Life Sciences field that require specific compliances should note that Acrobat Sign coordinates with a third-party vendor to provide a validation package for every release containing features to minimize your risk factor. 

The prerelease schedule and notes are listed below.

Documentation

Documentation for release notifications and new/updated content is typically published as follows:

  • 6-8 weeks before the production release (typically four weeks before the Sandbox launch), a summary of the expected features and updates is published on this prerelease page.
    • If features are added or removed from the release after this point, they are noted in the Errata section at the bottom of the page.   
    • Resolved issues are not published at this time.
  • 2-4 weeks before the production release (typically in alignment with the Sandbox launch), this prerelease page is updated with links to complete documentation of all new features and updated content.
    • Links to the prerelease support documentation are provided on this page as needed. Prerelease documentation is in US English only.
    • The first draft of the Resolved issues section is added. Resolved issues will likely change and be updated throughout the next four weeks.
  • Launch day, the official release notes are updated to reflect the newly published features and updates with links to the production support documentation. This prerelease page is updated to remove the launched content and showcase the next release.
    • The documentation is published after the release is complete, and functionality is verified in the live system. This takes a variable amount of time, depending on the amount and complexity of the new content. The official publication should not be expected before 7pm Pacific time and may be significantly later.
    • The complete list of Resolved issues is updated in the US English version of the release notes. Localized versions may have out-of-sync data due to localization.
  • Government Cloud updates typically happen one or more weeks after the production release. Due to the nature of the government environment, some features may need additional evaluation before enabling them.
Note:

Sandbox documentation is designed for the production environment. Links found in the prerelease content target production URLs, meaning those links may lead to older existing documentation or 404 results if the target page is new and hasn't been published yet (e.g., when the link is pointing to a new feature in the same release).

When the release is published, the new pages will also be published, and links will properly resolve to their production URLs.

Sandbox availability

Customers accessing the Acrobat Sign Sandbox environment can typically access the new release functionality four weeks before launch.

  • The Sandbox environment must pass all production quality assurance procedures at the same quality level as the regular production environment.
  • The Sandbox is expected to have 99.9% availability and uses the same status page and outage procedures as the regular production environment.
  • The Sandbox leverages the regular production SLA and support process to facilitate reporting issues.

Releases

Alert:

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

November 2024 (Major feature release)

Sandbox deployment: October 22, 2024

Production deployment: November 12, 2024

GovCloud deployment: November 19, 2024

Improved Functionality

  • Restart Agreement - Allow recipients to reset the agreement's signature cycle back to the first recipient. Any previously filled fields will remember the field values as the new default value but can be edited by the recipient they are assigned to.
    Available environments: Sandbox, Commercial, Government | Available tiers of service: Acrobat Sign Solutions | Configuration scope: Group, Account
    Review the document for the Restart agreement workflow option >
     
  • Improved signer experience:
    • Mobile friendly forms and agreements - Improve your forms to help recipients better fill in field content on mobile devices by designing a stripped-down field list.
    • Mobile Signature Capture - The new recipient e-signing environment now supports cross-device mobile signature capture.

Available environments: Sandbox, Commercial, Government | Available tiers of service: Acrobat Standard, Acrobat Pro, Acrobat Sign Solutions | Configuration scope: Group, Account

  • Share templates with multiple groups—Create one template and share it with one or more groups. Updating the template will propagate across all groups with which it has been shared.
    Available environments: Sandbox, Commercial, Government | Available tiers of service: Acrobat Sign Solutions | Configuration scope: Group, Account
    Review the controls to allow sharing a template with multiple groups >
     
  • Send in Bulk improvements:
    • Government ID authentication - Send in Bulk now supports Government ID as a recipient authentication method.
    • Delegator roles - The Delegator role has been added to the Send in Bulk list of roles when using a CSV file to add recipients.
    • Bulk download - Download all of the child agreements related to a parent Send in Bulk template with one action.

Available environments: Sandbox, Commercial, Government | Available tiers of service: Acrobat Standard, Acrobat Pro, Acrobat Sign Solutions | Configuration scope: Group, Account
Review the new Send in Bulk documentation here >

  • eWitnessing is supported in parallel and hybrid signature workflows - Agreements that require parallel or hybrid signature flows can now utilize the eWitness recipient role.
    Available environments: Sandbox, Commercial, Government | Available tiers of service: Acrobat Sign Solutions | Configuration scope: Group, Account

  • Power Automate improvements:
    • Enhanced AI-driven assistant to build flows - A new AI assistant is available to help users create new flows in the Power Automate system. Using the AI assistant, users can easily identify what they want to automate and what systems (Sharepoint etc.) they want to use. The AI helps configure the objects under the hood and delivers useful automation quickly.
    •  Template selection from within the Manage page - Using the Power Automate Set-up Notification or Archive Agreement actions on the Manage page open a menu of templates in the right context panel, making it easier to create flows from existing agreements.

Available environments: Sandbox, Commercial, Government | Available tiers of service: Acrobat Sign Solutions | Configuration scope: Group, Account
Review the new experience for the Power Automate actions on the Manage page >
Review the new AI-driven flow creation >

 

  • Identity Check improvements - The Identity Check policy  has been improved to allow for name matching through the user interface (not just API) and to allow for partial name matching.
    Available environments: Sandbox, Commercial, Government | Available tiers of service: Acrobat Sign Solutions | Configuration scope: Group, Account

  • Data Exports for Library Template and Web form based agreements - The Data Export option now has additional columns to help generate reports on library template and web form usage.
    Available environments: Sandbox, Commercial, Government | Available tiers of service: Acrobat Standard, Acrobat Pro, Acrobat Sign Solutions | Configuration scope: Available by default; Not configurable

  • Expanded options to notify CC'd parties - CC'd parties can be associated with specific recipients to ensure notification happens to the right CC'd party at each stage of the agreement signature process.
    Available environments: Sandbox, Commercial | Available tiers of service: Acrobat Sign Solutions | Configuration scope: Group, Account
    Learn more about recipient-related CC notifications >

  • Add the agreement name and transaction ID to the footer of every page of an agreement - Enable an option to affix the agreement's Name and Transaction ID to the bottom right of every page of the transaction.
    Available environments: Sandbox, Commercial, Government | Available tiers of service: Acrobat Sign Solutions | Configuration scope: Group, Account
    Review the option to add the transactionID and doc name to the agreement pages >

  • Authenticate the first signer of a web form using a digital identity - Configure web forms to authenticate the first signer using a digital identity when they initially access the web form's public link.
    Available environments: Sandbox, Commercial, Government | Available tiers of service: Acrobat Sign Solutions | Configuration scope: Group, Account
    Review the Create a Web Form documentation >

  • IDP Onboarding - New Identity Providers have been added for digital identity:
    • Australia Post DigitaliD (AU) 
    • IDPartner (US BankID)

Available environments: Sandbox, Commercial, Government | Available tiers of service: Acrobat Standard, Acrobat Pro, Acrobat Sign Solutions | Configuration scope: Group, Account

Experience Changes

  • Removal of the redundant Workflow tab - The Workflow tab in the administrators menu has been removed. Access to Power Automate and Custom Send Workflows is now strictly through the Workflows tab in the top navigation bar.
  • Users that have their authority to sign agreements removed can no longer use self-signing workflows - Users who have had their signature authority removed but who are still active users in the service can no longer sign a document using Fill & Sign and Self-signing workflows.

Integrations

  • Support Digital Identity Gateway (DIG) in the Sign for Salesforce integration
  • Include additional recipients from SAP. Record "Declined" status into SAP SuccessFactors

REST API/Webhook Updates

The below updates are presented in the prerelease notes for disclosure purposes. Full documentation for API and Webhook updates can be found in the Acrobat Sign developer documentation when the version update is delivered to the production servers.

  • Updated API interface - The API Swagger documentation has been updated to a new version (OAS 3.1) that changes the overall appearance of the page. The content remains the same.
  • New Webhook for when agreements are restarted - The Restart Agreement webhook AGREEMENT_RESTARTED has been added to support the event when a recipient restarts their agreement.

Release errata

There are no items that have slipped from this release as of this time.

  • Password protection for PDFs has been refined to only apply to PDFs that have been downloaded - As new interfaces have been developed, Acrobat Sign has started retrieving the actual PDF for the user to view or interact with (instead of an image, which was the legacy  process). This has caused agreements with embedded password protection to challenge users to enter the password, even though the PDF remains within the Acrobat Sign system. With this release, password protection will be embedded when the PDF is downloaded, ensuring that PDFs within  Acrobat Sign remain accessible and only PDFs that are removed from the system (downloaded) have the password embedded.

December 2024 (Minor feature release)

The December 2024 release is a minor release containing relatively minor feature updates and fixes for customer-reported issues.

  • Sandbox release: November 11, 2024
  • Production release: December 9, 2024
  • GovCloud release:  February 17, 2025

February 2025 (Minor feature release)

The February 2025 release is a minor release containing relatively minor feature updates and fixes for customer-reported issues.

  • Sandbox release: January 13, 2025
  • Production release: February 10, 2025
  • GovCloud release:  February 17, 2025

Previous Releases

RELEASE NOTES: 2024

RELEASE NOTES: 2023

RELEASE NOTES: 2022

RELEASE NOTES: 2021

RELEASE NOTES: 2020

RELEASE NOTES: 2019

RELEASE NOTES: 2018

RELEASE NOTES: 2017

RELEASE NOTES: 2016

RELEASE NOTES: 2015

RELEASE NOTES: 2014

 Adobe

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