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Automatic field detection after uploading a document

 

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. 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 

Speed up setup with automatic field detection—Acrobat Sign instantly finds and places fields for you.

When you upload a new form to the form-building (Authoring) environment, Acrobat Sign automatically scans the document for visual cues that suggest where form fields may be needed.

Fields located near a signature field are further analyzed. If the field type can be reasonably predicted—such as Full Name, Date, Title, or Company—Acrobat Sign attempts to place the appropriate field type automatically.

As the form author, you can review these candidate fields and choose to accept, move, delete, or convert them to another field type as needed.

How it's used

Field detection is automatic when a document is sent to the Authoring environment. This includes the process of creating a template, a web form, or during an individual sending event.

  • If likely fields are identified, a light blue candidate field is placed on the document. This candidate field is just a suggestion and wont propagate onto the agreement unless it's assigned to a recipient (or the Anyone option).
  • All pages in the document are evaluated, and all candidate fields are placed for each page.
  • Using your pointer, you can tap any candidate field to convert it into an assigned field.
    • The field is assigned automatically to the recipient that is currently selected.
      • You can change the recipient assignment by left-clicking the field and selecting Change recipients.
    • The field color changes to match the assigned recipient.
    • A label is added to the field to indicate the type of field that has been placed. This does not change unless you add prefilled text, in which case the prefilled text is displayed.
    • Moving the assigned field does not remove the original candidate field, and you are free to tap that same field again to assign another field of that type. 

Any fields that are not detected must be manually placed by selecting the field on the left, and dragging it to it's proper position within the document.

At any time you can right-click any assigned field to open the right-click menu for the field. This menu contains the option to Delete the individual field and to Reset Fields,  which will remove all assigned fields and return you to the original state.

The authoring environment highlighting candidate fields, assigned fields, and the two context menus

Note:

Field detection does not trigger if:

The form author should evaluate each field to ensure it is placed correctly and to set its properties, particularly the field name, field assignment, and field type. Field assignment is critical when there is more than one recipient for the agreement.

  • Acrobat Sign does not intuit what the field name should be, so all fields have a generic name applied (for example, Custom Field 1). 
  • Acrobat Sign cannot determine which recipient the field should be assigned to. Each field is assigned to the recipient selected in the recipient list when the candidate field is tapped and converted to an assigned field.
    .
The authoring view with all fields assigned.

Note:

Automatically placed fields support all of the normal field options like field validation rules, conditional statements, font appearance tools etc.

  1. Delete any extra fields that were accidentally assigned.

    There are three paths to delete a field:

    • Select the field and press the Delete key on your keyboard.
    • Double-click the field and select the Delete field link in the Advanced Field Actions (left panel).
    • Right-click or left-click the field and select the Delete field option from the field's context menu.
    Note:

    You can select multiple fields by holding down the Shift key, and then use your pointer to click into the form and draw a box. All fields that touch the described area are selected.

    You can then move or delete the group of fields.

    • To delete multiple fields after selection, use the Delete key.
    • To move multiple fields after selection, click and drag one of the fields. All of the selected fields will move as one unit.
  2. Resize and move individual fields that are poorly placed.

    To resize a field:

    1. Tap into the field to select it. The border of the selected field will be boldened.
    2. Hover your pointer over a corner or edge of the field until you see the two-pointed arrow.
    3. Click-drag the corner or edge to adjust the field shape.
    The authoring environment with a field being resized.

    Hover your pointer over a field until you see the four-pointed arrow, and then click-drag the field to the desired location.

    The authoring environment with a field being moved.

    Tip:

    In many cases it may be easiest to

    1. Resize a field to a much smaller size
    2. Move the field to place the upper-left corner in the correct anchor location.
    3. Resize the field again to fit the field space.
  3. Ensure the fields are identified as the correct Field Type.

    Most placed candidate fields are Text fields. However, they can easily be converted to the other common single-line field types.

    Evaluate your form for the type of content you intend for the field to capture. If it's not simple text, edit the field type and see if there is a more appropriate field type for what you expect.

    To review and edit a field type:

    1. Double-click the field to open the field properties panel to the left of the authoring stage.
      • Or you can left-click the field and select the Customize field option from the context menu.
    2. Expand the Field Type drop-down and pick a type from the menu of fields. The field changes to the new type immediately. 

     

    The authoring environment with the Customize field panel open and the Field type dropdown expanded and  highlighted

  4. Manually place any missed fields by selecting a field from the list of fields in the left-hand panel and drag-dropping it onto the desired location.

    When dragging a field to the stage, the cursor will hold the field in the upper-left corner, making it easy to anchor your field to the upper-left of where you want to field's footprint.

    Then the field can be resized and adjusted as needed.

    Teh authoring environment with a text field being dragged from the list of fields to the file content.

    Note:

    Automatically placed fields attempt to adapt the field size and shape to the line or box that contains the field.

    Manually placed fields are placed using a default field "footprint", and are likely to need to be resized.

  5. Assign the fields as needed.

    If the form requires the first recipient to enter all content, then the default Assigned To value is exactly what you need.

    However, if there is a need for the sender to prefill any fields, or if there are multiple recipients, the Assigned To value should be checked and adjusted to ensure that each field is properly assigned to the correct recipient.

    To adjust the recipient:

    1. Double-click the field to open the field properties panel to the left of the authoring stage.
      • Or you can left-click the field and select the Customize field option from the context menu.
    2. Expand the Recipients drop-down and select a recipient from the list. The field changes to the new assignment immediately, as indicated by the change in the field's color

     

    Edit the field recipient

  6. Provide a meaningful name to each field so that reports are easier to read, and data-mapping is easier to design. Taking the time to provide intuitive names now will improve your experience later when reports are generated.

    To rename a field,

    1. Double-click the field to open the field properties panel to the left of the authoring stage.
      • Or you can left-click the field and select the Customize field option from the context menu.
    2. Click into the Field name input box, and change the generic value (such as Text Field 3) to a field name that anyone could easily understand in a spreadsheet of field values.
       
    The field properties menu highlighting the Field Name input box.

Progress through the document, updating/verifying the fields as you go.

When all fields are in place, select  Save or Send to complete the authoring process.

If you are creating a template, the fields are fully editable from the Manage page.

If you leave the authoring environment before saving or sending, the document can be found on your Manage page in the Draft section, but all field placement is lost.

How to enable or disable

Administrators can enable or disable the Automatic Field Detection feature by configuring the Preview, position signatures or add form fields controls on the Send Settings menu.

Group-level settings are permitted and will override the Account level values. 

Things to Know

Agreements with a total page count over 25 pages will not trigger automatic field detection.

Note:

Automatic Field Detection is processed in one of three server clusters, which may differ from where your other Acrobat Sign data is processed. The server environment used to host the document's authoring determines which server cluster is used for Automatic Field Detection (see below). Please consult with your legal counsel to determine whether Automatic Field Detection is appropriate for your use case.

 Authoring environment   Automatic Field Detection server cluster 
 NA1, NA2, NA3, NA4  Cluster VA6 in Virginia, USA
 EU1, EU2  Cluster IRL1 in Dublin, Ireland
 AU1, IN1, JP1, SG1  Cluster JPN3 in Tokyo, Japan

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