Navigate to the Acrobat Sign Send page and start an agreement
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Administer
- Admin Console Overview
- User Management
- Adding users
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- 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
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- Users in Multiple Groups (UMG)
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- In Product Messaging and Guidance
- Accessible PDFs
- New authoring experience
- Healthcare customer
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- Add logo
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- 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
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- 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
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- Signing order
- Liquid mode
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- Post-sign confirmation URL redirect
- Message Templates
- Bio-Pharma Settings
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- 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
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- 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
The Adobe Acrobat Sign template library contains three US tax documents as examples of how forms can be created. They are fully valid and functional for use, but are not editable by users as they are shared by all accounts. The below article defines the process to save the Acrobat Sign template to your personal library so you can edit the fields as you like, and then distribute that document to your local account. This process relies on form field templates, so is only viable with team, business, and enterprise service plans.
Overview
Creating a copy of a library template takes about 2-3 minutes, and will give you a version of the document that is fully under your control.
Before you start the below process, you may want to obtain a PDF version of the IRS form you want to replicate from the IRS.gov web site. The government changes these forms on a regular basis, so make sure you have the most current version.
Once you have a PDF of the form, the process is two quick steps:
- Copy the template by sending an agreement
- Update the template properties to make the document available to others (optional)
Additionally, at the bottom of this article, there are steps to upload a new version of the base form, and apply the field overlay onto it.
API using accounts must remember that every template has a different documentID, so if you replicate a template that you are using from the Acrobat Sign library, you will need to update the documentID in your API calls to use the new copy.
Copy the Template
To copy the template, you need to send an agreement, using the existing Acrobat Sign template, through the authoring environment, and saving a copy in the process.
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Configure the agreement for two recipients.
- These recipients do no need to be valid as the agreement does not need to be signed, only copied
- The agreement will be sent, so using a known "unreal" email address is a good idea
- e.g.: noreply@myDomain.dom
Note:Two recipients are defined because the template we are copying identifies fields for two recipients. If you only configure the agreement for one recipient, you will only import the fields for the first recipient.
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Attach the Acrobat Sign template you want to copy.
- Only do one template at a time
- In the below example we are using the I-9, but all templates work the same
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Check the box to Preview & Add Signature Fields, and then click Next
- The authoring environment opens showing the form
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With the authoring environment open:
- Check the Save to document library box
- Click the Send button
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A layover appears asking you to name the new template you are saving to your personal document library.
- You can keep the same name or rename it as you like
- After setting your template name, click the Save and Send button
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Once the Save and Send button is clicked, the document is saved as a document to your personal library.
- The agreement is also sent for signature, which should have no impact if you defined "safe" email addresses
- The agreement is also sent for signature, which should have no impact if you defined "safe" email addresses
Update the template properties
A copy of the form now exists in your personal library, but if other people need to use it, you need to expand the access scope
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Click the Manage link at the top of the window to launch the Manage page
Two new entries will exist on the manage page:
- The bogus agreement that was sent in the Out for Signature section
- The document template in the Library Templates section
Note:At this point it is recommended that you cancel and delete the bogus agreement that you used to copy the template
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Click the Edit Template link for the document template
- This launches the authoring environment
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Once the authoring environment is open, expand the Template Properties section at the top right of the window.
Here, you will be able to :
- Rename the template
- Change the TEMPLATE TYPE (selecting Both is recommended)
- Change the access (WHO CAN USE) scope to your group, or the whole organization, as needed
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Click Save to save the adjusted template properties.
- A "success" page will open indicating the template was properly saved.
Congratulations! The Acrobat Sign template has been successfully copied to your personal account!
Creating a different document version using the existing field overlay
For customers that want to upload a new version of a form (as they change regularly), you can quickly create a new document template and apply the filed overlay from your existing template.
Two steps are involved:
- Upload the new form
- Apply the field overlay
To do this you will need to have a copy of the document version you want to apply the field overlay to. In the case of the IRS documents, you can obtain them from the IRS.gov web site.
You also need to be the owner of the template that you want to use as the field overlay for the new form.
Upload the form
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Navigate to the Home page in Acrobat Sign
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Click the Create a reusable template button
- This opens the Create a Library Template page
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With the Create a Library Template page open:
- Enter a Template Name for you new template
- Ideally something that identifies the template uniquely. The name can be changed later
- Upload the new file that you are basing the new document template on
- Click the Preview & Add Fields button
- This launches the authoring environment
- Enter a Template Name for you new template
Apply the field overlay
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Once the authoring environment opens:
- Click the Field Templates drop-down in the upper-left corner of the screen
- Select the template you want to apply
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With the template selected, click the Apply button
The document will process for a short time while the field overlay is applied.
When done, the form will refresh, and you will see the fields applied
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If the structure of the page was very similar (as IRS forms generally are) the field placement should align very closely.
However, it's worth taking a couple minutes to look over the template and make sure the fields are aligned as you like.
Now is a good time to adjust the fields and their properties as you like to better fit your expectations.
When you are satisfied, click the Save button in the bottom-right corner to save the document template.
Once the document is saved, you will find the new template on your Manage page in the Templates section
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Test your document internally to ensure that everything works as you expect.
When you are confident that the form is correct:
- Edit the new template on the Manage page
- Set the final Template Name that you want displayed
- Change the Template Properties to grant access to your group/organization
Note:Optionally change the legacy form's Template Properties to an access scope of Only Me, keeping it safe in case you need to revert back to the old template