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- Quick start guide for administrators
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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
- 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
- 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
- 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
Enable Digital Signatures to apply a digital signature to an agreement. Cloud-based digital signatures can also be used as a method of recipient authentication.
Overview
Cloud-based digital signatures backed by reputable identity providers (IdP) deliver a robust identity verification of the recipient. Identity providers strongly vet a user before issuing a digital signature certificate, and users must authenticate to the IdP before the certificate can be applied as a signature.
Acrobat Sign supports a wide range of signature providers in multiple countries. Administrators can configure their account and groups to accept digital signatures from one or more providers.
Acrobat Sign acts only as a platform for the digital signature to be requested and provided, with no additional costs added. One exception to that standard is Aadhaar, which can provide digital signatures at an additional cost. Acrobat Sign accounts with a VIP license can purchase Aadhaar identity transactions through Adobe and track their consumption in the admin menu.
Availability:
Digital Signatures are available to all tiers of service.
Configuration scope:
The feature can be enabled at the account and group levels.
Cloud-based digital signatures can be used in addition to standard authentication methods. The signature field is authored onto the document, not configured by the sender as an authentication method.
The signature process for the recipient
The agreement must be designed with a Digital Signature field to obtain a digital signature.
When the signer selects the Digital Signature field, a secure session is opened to the IdP to authenticate the user before the signature can be applied.
- If the agreement is sent from a group that has only defined one approved IdP, the session automatically opens to that IdP.
- If the agreement is sent from a group with multiple IdPs enabled, the signer is presented with a list of those IdPs. Once one is selected, the session opens.
Every IdP has its own unique interface and process for vetting the signer. If the signer does not have a digital signature certificate, creating one will be possible.
Below are four short example videos that describe different vendor solutions:
Configure an agreement to use cloud-based digital signatures by adding a Digital Signature field
The option to enable cloud-based digital signatures is entirely in the hands of the administrator, who must configure the group to allow the option.
Once enabled, senders only need to ensure that a Digital Signature field is authored onto the document to capture the signature. A standard Signature field only collects an electronic signature. No authentication to the digital signature provider is attempted with an electronic signature field.
10 Digital Signature fields are allowed per recipient. If a recipient requires more than 10 signatures, standard electronic signature fields can be used in addition to the digital signature fields.
Consumption of premium authentication transactions
Consumption of digital identity transactions occurs when the signer successfully authenticates and applies their signature.
In most cases, the customer's relationship with their IdPs is external to the Acrobat Sign system, so there is no tracking of the consumption rate nor the number of signatures available to the customer within the Acrobat Sign interface. Customers must contact the IdP directly for this type of information.
VIP customers that have purchased Aadhaar transactions through Adobe can review their total available transactions on the Digital Signatures tab of the admin menu by selecting the Track Usage link:
Agreements that are canceled after a signature is applied don't refund the transaction back to the account.
Because transactions are consumed when the signature is applied, it's possible to send more requests for signature than the account has available. If a signer attempts to apply a signature when there are no transactions available to the account, an error is generated, indicating the service isn't available:
History and Audit Report
Digital signatures are explicitly identified in the agreement history and the audit report. The audit report captures additional information about the specific IdP involved:
Best Practices and Considerations
Unless you have a compliance requirement to always capture digital signatures, it's likely a good idea to configure your documents such that internal signers don't apply digital signatures. This will save your internal signers time in the signature process and the company resources in terms of the premium identity transactions from your IdP.
Configuration
Digital Signatures allow for the independent configuration of groups to leverage if digital signatures are required and from what vendors they should be accepted.
Separate controls exist for external signers if it's determined that they should have different signature requirements.
To enable, navigate to Account Settings > Digital Signatures
Enable signers to import their digital signature from one or more sources:
- Download and Sign With Acrobat - Allows the signer to use a self-certified signature.
- Cloud Signatures - Enables the option to use cloud-based digital signatures for your signers, making digital signing possible on mobile devices.
- If digital signatures are essential to your signing process, enabling the cloud-based option is strongly recommended.
Select the digital signature providers you'll accept. Only options selected will be available to signers.
You can define a preferred vendor, which sets that vendor as the default.
- If only one vendor is allowed, the selection process is bypassed during the signature process.
Aadhaar signatures
Aadhaar signatures are available to enterprise accounts at an additional per-signature cost, which must be configured before use.
Customers needing Aadhaar signatures can contact their Success Manager or Sales contact to discuss volume and start the configuration process.
External signers are defined as any email address, not within your Acrobat Sign account.
- Internal signers are all of the users defined within your Acrobat Sign account.
If you want to create a different signature experience for external signers vs. internal, you can enable a second set of options that apply only to external signers.
For example, you may want to be more permissive in the signature vendors for external signers or provide different instructions for internal signers on how to obtain a signature.
Cloud signatures from Aadhaar through Acrobat Sign
Customers who manage their users on the Adobe Admin Console and are under a VIP license can purchase cloud signature identity transactions through Adobe. These transactions are used exclusively by the Acrobat Sign product, so consumption tracking is available to admins at any time in the admin menu.
Customers interested in acquiring Aadhaar transactions should contact their sales representative, success manager, or technical account manager to start the process.
Once transactions are purchased, the account is configured to expose the Aadhaar option on the Digital Signatures tab of the admin menu. Admins can enable the Aadhaar option at the account and group levels.
Notification emails are delivered to the administrators on the Admin Console when consumption reaches 75%, 85%, 90%, 95%, and 100% of the total purchase quantity.