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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. Add, edit, and review active users
      1. Review your active users from the Users tab
      2. Add a User
      3. Add Users in Bulk
      4. Add Users from your Directory
      5. Add Users from MS Azure Active Directory
    2. Create function-focused users
      1. Technical accounts - API driven
      2. Service accounts - Manually driven
    3. Review users who haven't completed verification
    4. Check for users with provisioning errors
    5. Change Name/Email Address
    6. Edit a user's group membership
    7. Edit a user's group membership through the group interface
    8. Promote a user to an admin role
    9. User Identity Types and SSO
    10. Switch User Identity
    11. Authenticate Users with MS Azure
    12. Authenticate Users with Google Federation
    13. Product Profiles
    14. 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. Transaction Footer
      31. In Product Messaging and Guidance
      32. Accessible PDFs
      33. New authoring experience
      34. 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. Restart agreement workflow
      8. Decline to sign
      9. Allow Stamps workflows
      10. Require signers to provide their Title or Company
      11. Allow signers to print and place a written signature
      12. Show messages when e-signing
      13. Require signers to use a mobile device to create their signature
      14. Request IP address from signers
      15. Exclude company name and title from participation stamps
      16. Apply Adaptive Signature Draw scaling
    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. CCs
      8. Recipient Agreement Access
      9. Required fields
      10. Attaching documents
      11. Field flattening
      12. Modify Agreements
      13. Agreement name
      14. Languages
      15. Private messages
      16. Allowed signature types
      17. Reminders
      18. Signed document password protection
      19. Send Agreement Notification through
      20. Signer identification options
        1. Overview
        2. Signing password
        3. Knowledge-based authentication
        4. Phone authentication
        5. WhatsApp authentication
        6. One-Time Password via Email
        7. Acrobat Sign authentication
        8. Cloud-based digital signature
        9. Government ID
        10. Signer Identity reports
      21. Content Protection
      22. Enable Notarize transactions
      23. Document Expiration
      24. Preview, position signatures, and add fields
      25. Signing order
      26. Liquid mode
      27. Custom workflow controls
      28. Upload options for the e-sign page
      29. 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
  8. System Requirements and Limitations
    1. System requirements
    2. Transaction limits

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 (Compose) page
      1. Overview of landmarks and features
      2. Group selector
      3. Adding files and templates
      4. Agreement name
      5. Global Message
      6. Completion Deadline
      7. Reminders
      8. Password protect the PDF
      9. Signature type
      10. Locale for the recipient
      11. Recipient signature order/flow
      12. Recipient roles
      13. Recipient authentication
      14. Private message for the recipient
      15. Recipient agreement access
      16. CC'd parties
      17. Identity check
    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. E-signature fields
        3. Initials field
        4. Recipient name field
        5. Recipient email field
        6. Date of signing field
        7. Text field
        8. Date field
        9. Number field
        10. Checkbox
        11. Radio button
        12. Drop-down menu
        13. Link overlay
        14. Payment field
        15. Attachments
        16. Participation stamp
        17. Transaction number
        18. Image
        19. Company
        20. Title
        21. Stamp
      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. Web form data export
      3. Edit a data export
      4. Refresh the data export content
      5. 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
  3. Sandbox
    1. Sandbox overview
    2. Link your Production and Sandbox
    3. Sandbox asset types

Support and Troubleshooting

  1. Customer Support Resources 
  2. Enterprise Customer Success Resources 

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Add users, edit their profiles, and review their current status.

Use the Users page to view and manage the people accessing Acrobat Sign. As an administrator, you can add users, update their profiles, and check their current access status—all in one place.

What you can do on the Users page

You have several options for managing your user list:

  • Search for users by name, email address, or group
  • Filter the list by user status (active, inactive, administrators, etc.) 
  • Add users to your account
  • Export the user list for reporting or backups
  • Edit user-profiles and update permissions
  • Make bulk edits to multiple users at once
  • Review entitlement status to see who has access
The Users page showing the Active Users view

Configuration

Availability:

  • Acrobat Standard and Acrobat Pro: Not supported
  • Acrobat Sign Solutions: Supported; Accounts managing users through the Adobe Admin Console only.
  • Acrobat Sign for Government: Not Supported

Configuration scope:

  • Acrobat Sign Solutions accounts are enabled by default, and may not disable or revert the experience to the classic page.
  • Acrobat Standard and Acrobat Pro accounts don't have access to multiple user management within the Acrobat Siugn application.
  • Acrobat Sign for Government accounts manage their user provisioning through the Okta system.
Note:

The modern Users page is currently available only to accounts with VIP licensing.

Accounts with ETLA licensing still use the classic user management experience. The modern version will be available to ETLA accounts in the future.

About user provisioning

User provisioning and entitlement are managed through the Admin Console. Any action that must be completed in the Admin Console will open the relevant Admin Console page in a new tab.

You can quickly access your account's Admin Console from the link at the top of the Users page. This takes you to the Admin Console Overview for your organization.

The admin's User page highlighting the Admin Console Overview link.

Administrators can log in to the Adobe Admin Console to add users. Once logged in, navigate to the Acrobat Sign product page > Document Cloud > Acrobat Sign > Product Profile  > Add User.

Log in to the Admin Console

Understand the user views

Three buttons at the top of the Users page let you switch between different user views. Each view displays a different set of users and offers specific actions for administrators.

The Users page highlighting the three buttons to shift views

Activated Users

This view shows all active users, including those currently inactive or archived (but were once active).

From the Activated Users view, you can:

  • Add new users
  • Export the complete user list
  • Edit user profiles and permissions
  • Make bulk edits to multiple users
  • Search by name, email, or group
  • Filter the list by user status

Pending Invites

This view shows users who have yet to complete their account setup. The userIDs are created, but the accounts remain inactive until the user verifies their email.

From the Pending Invites view, you can:

  • See which users haven't activated their accounts
  • Open a reminder email template and send it to all pending users (BCC'd)

Errors 

This view lists users who encountered a problem during the entitlement process. These errors prevent the system from completing the account setup.

From the Errors view, you can:

  • Review users with entitlement errors
  • Download a report that includes all users with errors and their error details
  • Open a support case with Adobe to resolve the issues



Search for users by name, email, or group

Use the Search field to find users in the active list by name, email address, or group name. The search matches any part of the text—so searching for lio will return results like Calliope.

When searching by group name, the search only checks each user's primary group.

The Users page with the Search field highlighted



Filter the user list

Select the Filter button to narrow the user list by status or role. You can choose to view:

  • Active users
  • Archived users
  • Inactive users
  • Administrators
  • All users

You can also control how many users appear per page: 15, 30, or 50.

The Users page with the Search field highlighted

 

Activated Users

The Activated Users view lists all active or previously activated users. Any administrator accessing this page can edit these users’ profiles and permissions.

The Users page showing the Active Users view


Add new users

Select Add users to open the Admin Console on the Acrobat Sign Product page. From there, you can add new users to your account.

The Users page with the XXX highlighted


Export the user list

To download a list of all users:

  1. Select the three dots to the left of the Add User button to expand the options menu.
  2. Choose Export user list.

Your browser's file manager will notify you once the CSV file is downloaded. This file contains all users' profile information and status within the system.

 

The Users page with the "Export user list" option highlighted


The downloaded CSV file contains the user records including all the elements of the user profile (except the measurement increment):

Example CSV from the download user report showing all included fields.


Edit user details

You can update a user's details within Acrobat Sign, but these changes apply only to the Acrobat Sign service. Updates made here don't sync with the Admin Console and won't affect the user's access to other Adobe products or services.

To edit user details:

  1. Select a user from the list to reveal available actions at the top.
  2. Choose Edit User Details to open the user's profile.

From the profile, you can:

  • Update the user's personal information, including:
    • Default initials
    • Company name
    • Title
    • Time zone
    • Preferred measurement unit (inches or centimeters)

Note: You can't edit the user's first or last name. These values are managed through the Admin Console.

  • Enable or disable the user's ability to:
    • Sign agreements
    • Send agreements
    • Create agreements with electronic seals
    • Create workflows using Power Automate
  • Set the user's Auto Delegation value to reroute signature requests. This is helpful when a user changes roles and agreements must be reassigned.
  • Edit the user's group assignments and group-level admin permissions (available only for accounts with Users in Multiple Groups enabled).
     
The Users page with the Edit User Details link highlighted

Note:

You can only assign group-level admin permissions from the user profile. To assign account- or privacy-level admin roles, use the Admin Console by selecting the Manage Roles in Admin Console link.


Update users in bulk

You can update multiple users at once by uploading a CSV file. The same fields available for individual updates can be edited in bulk.

To update users:

  1. Download the sample CSV file and replace the example values with your user data.
  2. Select the three dots next to the Add users button to open the options menu.
  3. Choose Update users in bulk.
  4. Upload your completed CSV file.
  5. Select Save to apply your changes.

Download

Get file
Example of a bulk user update CSV
The Users page with the "Updarte users in bulk" option highlighted

The user properties that can be updated using the CSV are:

The e-mail address of the user you want to update is mandatory.

The email address is a unique identifier in the Acrobat Sign system, and it is this value that identifies the actual userID to update.

Update the

Defines the value of the user's First Name and Last Name in the user profile.

The first name value is concatenated with the last name value to form the full name which in turn dictates the signature value:

the first and Last name values in the user profile

This value defines the Initials field on the user's profile.

It is recommended that you enter no more than four characters.

  • Only four characters are allowed into an Initials field when signing.
    • Up to 20 characters (alpha/numeric/special) can be entered into the field.

The Initials are automatically suggested when the user accesses an initials field as a recipient:

User Profile highlighting the Initals field

This value defines the Company field in the user's profile.

Up to 255 characters are allowed.

The value is automatically inserted into any Company field assigned to the user during a signing process:

User Profile highlighting the Company field

Defines the Title value in the user profile.

Up to 255 characters are allowed.

The value is automatically inserted into any Title field assigned to the user during a signing process:

User Profile highlighting the Title field

A phone number. Ideally for the user.

Between 7 and 255 characters can be inserted.

  • The only special character allowed is the dash
  • No alpha characters are permitted

This does not populate in any meaningful place other than the user's profile:

User Profile highlighting the Phone number field

This determines the area code associated with the user for the purpose of suggesting return fax area codes.

Any three digits will work.

This does not populate in any meaningful place now that fax based signatures have been deprecated.

This value defines the timezone for the user.

The time zone dictates the time offset applied when the recipient is viewing the agreement activity on the manage page.

User Profile highlighting the Time Zone field

Below are the acceptable values for the Time Zone field. 

Only enter the BOLD type from the below options. The GMT offset value is provided only for reference.

Valid options are:

US_SAMOA (GMT-11:00) AMERICA_MONTEVIDEO_DST (GMT-02:00)   ASIA_CALCUTTA (GMT+05:30)
PACIFIC_HONOLULU (GMT-10:00) ATLANTIC_AZORES (GMT-01:00) ASIA_KATMANDU (GMT+05:45) 
US_ALASKA (GMT-09:00) ATLANTIC_CAPE_VERDE (GMT-01:00)  ASIA_DACCA (GMT+06:00) 
US_PACIFIC (GMT-08:00) EUROPE_LONDON (GMT)  ASIA_RANGOON (GMT+06:30) 
US_ARIZONA (GMT-07:00)  GMT (GMT)  ASIA_JAKARTA (GMT+07:00) 
US_MOUNTAIN (GMT-07:00)  AFRICA_LAGOS (GMT+01:00)  ASIA_BRUNEI (GMT+08:00) 
AMERICA_MAZATLAN (GMT-07:00) CET (GMT+01:00)  ASIA_SHANGHAI (GMT+08:00) 
US_CENTRAL (GMT-06:00)  EET (GMT+02:00)  AUSTRALIA_WEST (GMT+08:00) 
CANADA_SASKATCHEWAN (GMT-06:00)  ASIA_ISTANBUL (GMT+02:00) ASIA_JAYAPURA (GMT+09:00) 
AMERICA_BELIZE (GMT-06:00) CAT (GMT+02:00)  ASIA_SEOUL (GMT+09:00
US_EASTERN (GMT-05:00) AFRICA_DJIBOUTI (GMT+03:00)  ASIA_TOKYO (GMT+09:00)
AMERICA_BOGOTA (GMT-05:00) EUROPE_MOSCOW (GMT+03:00)  ACT (GMT+09:30)
AMERICA_CARACAS (GMT-04:30)  MIDEAST_RIYADH89 (GMT+03:07) AET_QUEENSLAND (GMT+10:00)
AMERICA_HALIFAX (GMT-04:00)  ASIA_TEHRAN (GMT+03:30) AET (GMT+10:00)
AMERICA_LA_PAZ (GMT-04:00) ASIA_DUBAI (GMT+04:00)  PACIFIC_GUADALCANAL (GMT+11:00) 
AMERICA_MANAUS (GMT-04:00) ASIA_YEREVAN (GMT+04:00)  PACIFIC_NORFOLK (GMT+11:30)
AMERICA_SCORESBYSUND (GMT-03:00)  ASIA_KABUL (GMT+04:30) PACIFIC_AUCKLAND (GMT+12:00)
AMERICA_MONTEVIDEO (GMT-03:00)  ASIA_KARACHI (GMT+05:00)  

This defines the locale (language) used in the display of the user's environment when they authenticate to the Acrobat Sign service as well as any inbound email from the service.

User Personal Preferences menu highlighting the Language Preferences field

When entering a locale value, only enter the locale string (e.g.: en_US for English - US)

Valid options are:

Basque:  eu_ES German:  de_DE Portuguese:  pt_PT
Catalan:  ca_ES Hungarian:  hu_HU Portuguese - Brazilian:  pt_BR
Chinese (Simplified):  zh_CN Icelandic:  is_IS Romanian:  ro_RO
Chinese (Traditional):  zh_TW Indonesian:  in_ID Russian:  ru_RU
Croatian:  hr_HR Italian:  it_IT Slovakian :  sk_SK
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  • Defines if the user is allowed to sign agreements
    • Two values are valid: True or False
      • If set to False, the user will not be able to sign Acrobat Sign agreements
        • They can still send agreements assuming 'Can send' is set to true
    • Users always sign based on their primary group settings
User Profile highlighting the User can Sign option

  • Defines the status of the user
    • Two values are valid: Active or Inactive
    • Inactive users cannot use the service in any way, including signing
User Profile highlighting the User Status

This field dictates the group(s) that the user is a member of and the authority (per group) the user has within each group:

User Profile highlighting the User Groups

Caution:

Group-level admins do not have the authority to manipulate users with the Groups column.

  • Only account-level admins have the authority to leverage cross-group properties/access via the Create/upload users in bulk feature.

When a group-level admin creates new users via bulk upload:

  • Each user is created in the group from which the admin initiated the process
    • The primary group for the user defaults to the group the user is created in
  • Each user is permitted to sign, regardless as to the group-level settings for the default value

The Groups column contains one or more Group Definitions. Each Group Definition contains the name of one group, followed by one or more status values contained in square braces. eg: Group Name[Status]

  • The Group Name is a literal match to an actual group name, including spaces. eg: Default Group.
  • Multiple status values can be included in one Group Definition eg: Group Name[Status1 Status2].
    • Status values are enclosed in square brackets.
      • There is no space between the group name and the opening square bracket.
    • Status values are delimited by a single space between the values.
  • Multiple Group Definitions can be included, using a semicolon as the delimiter (no spaces).
    • eg: Group Name[Status];Some Other Group[Status1 Status2 Status3];Last Group[StatusA StatusB].
  • The available status values for a group definition are:
    • Primary - Defines the group as the primary group for the user.
    • Send - Allows the user to send agreements from the group.
    • NoSend - Prevents the user from sending agreements from the group.
    • Admin - Defines the user as a group-level admin for the group.
    • Remove - Removes the user from the group.
      • If a user is removed from all groups, the user will reside in the Default group.
         
New bulk upload csv format

In the above example:

  • JohnDoe@emaildomain.com is configured with two Group Definitions:
    • The Default Group is his primary group, he is a group-level admin, and he is allowed to send agreements
    • The Engineering group defines him as a group-level admin, and he can send agreements
  • FredDoe@emaildomain.com is also configured with two Group Definitions:
    • The Procurement group defines him as a group-level admin but disables his ability to send agreements
    • Fred is also being removed from the Sales group


Report options

You can update a user's data access to run reports and exports. By default, users can only report on their own data and any group where they are an administrator.

To edit user details:

  1. Select a user from the list to reveal available actions at the top.
  2. Choose Report Options to open the user's profile.

From the profile, you can select the scope of data the user may access:

The expanded user actions with Report Options highlighted.


Pending Invites

The Pending Invites view shows users who haven't activated their userID using the email link. From Adobe's perspective, the user account exists, but only the email verification is missing.

Administrators should review this list to decide whether the user still needs access to Acrobat Sign:

  • If not, remove the user's entitlement in the Admin Console.
  • If yes, consider sending a reminder to prompt them to activate their account.
The Users page showing the Pending Invites view

Send a reminder to the pending invites

Selecting the Pending Invites button exposes an embedded Send Reminder button.

Select the Send Reminder button to open a new email template that you can use to remind your users to access their Acrobat Sign accounts. 

Once the users access the service, the userID is converted to Active, and the user is moved to the Activated Users list.

And example of the PEnding Invites email template with three user emails in the BCC field


Errors

Displays a list of users that have had entitlement started, but have encountered some error in generating the userID. The root cause of any issue listed on this page requires Adobe Support intervention.

Select the Errors button to view a list of users who encountered provisioning issues. These errors usually require manual intervention from the Support team to resolve.

The Users page showing the Errors view

Download an error report.

When opening a support case to resolve user errors, start by downloading the error report from Acrobat Sign.

To download the report:

  1. At the top right of the user list, select the Download Errors button.
  2. A CSV file will download automatically through your browser. It includes details for each user with an error:
    • Email
    • Status
    • Resolution
    • Date Assigned

Use this file to provide the information needed for your support case.

An example of the downloaded Errors CSV.

Contact Support

The Errors button includes an embedded Contact Support button. Selecting it opens a new browser tab on the Support > Support summary page in the Admin Console.

To create a support case:

  1. Select Create case.
  2. In the case details, include a copy of the downloadable error report, and any additional context that might help (for example, if the user exists in another organization)

Support will locate the user—usually by their email address—and work to fix the issue. In some cases, they may contact your organization's admin to complete the process. All communication happens through the support case so that everything is tracked.

The Errors view highlighting the Copntact Support link and the resulting Admin Console page

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