From the Home page in Adobe Acrobat Sign, select the Fill and Sign a document tile.
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
- 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
Fill & Sign is one of two available methods for a user to sign their own document without involving another recipient.
The other option is the Self-signing method, which allows for the use of group selection, templates, authoring, and CFR 21 part 11 compliant signatures.
Fill & Sign is designed to be a quick and easy method for a user to upload a document, fill in any needed content, and then optionally apply their signature.
Text is entered through a direct "click and type" interface that does away with the need to place elaborate fields.
- Auto delegation settings for the user are disregarded for the Fill and Sign workflow.
- Group selection is not available. All Fill & Sign transactions are created in the user's primary group. Use the Self-signing method to select a new group for transactions that require only their signature.
How it's used
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Add the files that need to be signed.
- Files can be added via drag and drop or from the Add Files link, just like attaching files on the Send page.
- Multiple files can be added and reordered via drag and drop.
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Provide an Agreement name.
- By default, the Agreement name field adopts the name value of the first file dropped in the Files section.
- This value can be edited if desired.
- By default, the Agreement name field adopts the name value of the first file dropped in the Files section.
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When the files are added and in the correct order, check the Preview & Add Signature Fields box and select Next.
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The Fill & Sign interface loads, showing the document files you uploaded in the order they were listed.
Fill in the document by:
- Select a field type.
- Click on the document where you would like to add the field content.
- Text fields present a cursor and field "footprint" to type in.
- Graphics are placed once per click of the mouse.
All fields can have the font size adjusted and can be moved easily to ensure accurate placement.
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Work your way through the document placing input where needed.
Once the document is filled out, select Done in the upper right corner of the window.
Note:A signature is not required in the Fill & Sign process.
Success!
After selecting the Done button, the page reloads to the "Successfully Signed" page.
This page contains a thumbnail of the document you just signed on the left, and four "next steps" that you can select:
- Send a Copy - This option starts a new workflow that delivers the signed document to one or more email addresses.
- Download a Copy - Clicking this link opens a copy of the signed PDF on your local system.
- Manage This Document - This option opens the Manage tab.
- Sign Another Document - This link opens the Fill & Sign upload page again, so you can sign a different document.
Input types
A. Text Input – Click this option, and then click anywhere on the document you want to add text. To move to another section of the document, you must explicitly click in the new area and start typing. Text input respects carriage returns, so it's easy to type into multi-line note fields.
B. Checkmark Input – This option places a simple Checkmark graphic. Ideal for checkboxes.
C. Filled Dot Input – Filled Dots are also simple graphics that are traditionally used with Radio Button sets but can be applied in checkboxes as well.
D. Signature Field – The Signature field allows the user to place a signature. If you have a signature saved to your account, that is used by default. Otherwise, you are presented with the normal Signature options allowed by account settings.
E. Initial Field – Mirroring the Signature Field, Initials use any saved image and allow the normal input options if a saved image isn't in place.
Changing the font size
All input types can have their size adjusted to be larger or smaller than the default size, and all input types maintain their size settings discretely from the other input types.
It is possible to have multiple size examples within one Agreement for any given input type.
Text, Checkmarks, and Filled Dots support a "stepped" sizing mechanic that adjusts the font to the next pre-defined size, either smaller or larger.
At the top of each of these fields is an interface that contains a Delete icon (the garbage can on the right side) and two examples of the letter "A".
The left "A" is smaller and reduces the font size by one "level".
The right "A" is larger and increases the font by one "level".
Changing the font size for any input type is persistent for any subsequent fields of the same type.
For best results, type some text into the first field, and then step the size of the font up or down so that it appears proportional to the font on the underlying document. Once you have a good size, you should not have to resize the font again.
Checkmarks, Filled Dots, Signature, and Initial fields have the ability to be dynamically sized by dragging the blue "handle" on the input field box.
Again, resizing in this manner is persistent until the input type is resized again (by either method).
Moving the input fields
All input fields can be moved after they are placed. Depending on how the form is constructed, it may be easier to type your input in a separate section of the form and then move it into place.
To move a field:
- Single-click it to select it. You'll see the field bounding box appear.
- When the cursor is over the field, it changes to the four-direction arrow. Click and hold your mouse button to drag the field to where you need it.
How to enable/disable
By default, the Fill & Sign / Self Sign feature is available to all users at all levels of service.
Admins that would like to remove the Fill & Sign / Self Sign feature from the Home page can do so by navigating to Global Settings > Fill & Sign.
This setting is also available at the group level.
There are two options you can set to expose the option you prefer:
- Default to new Fill & Sign experience
- Checking this option sets the default Home page workflow as Fill & Sign
- Unchecking this box leaves the default Home page workflow as the structured Self Sign experience
- Allow users to switch...
- Checking this box enables a link that allows the user to freely switch between the two workflows
Other configuration options to consider
Digital Signatures can be added as a signature option:
- Navigate to Account Settings > Digital Signatures.
- Enable at least one of the digital signature methods: Cloud or Download.
- Select Save.
The Digital Signature option is found as the third option in the Sign menu
Adding a Digital Signature kicks off the process of adding the digital certificate, bringing the signer directly to the option to select their signature provider.
Once the signature is completed and Done is selected, the document is stored in the Signed section of the Manage tab.