Restricted access to agreements

Overview

The Recipient Agreement Access controls allow a sender to flag a recipient to use a "single-use participant" ID instead of using their Acrobat Sign registered userID to interact with the individual agreement they are configuring.

When a recipient is engaged by Acrobat Sign, the recipient's email is searched for in the Acrobat Sign user database. If found, the agreement is related to the userID associated with the email address. This will populate the agreement on that recipient's Manage page, making it visible to the user and any other users who can view the account through account sharing.

When a recipient's Recipient Agreement Access flag is enabled, a new single-use participant ID is generated for this agreement's specific use. By doing this, the agreement isn't associated with the registered userID and, therefore, cannot be added to the registered userIDs assets, including their Manage page.

Flagging a recipient as a single-use participant does not negatively impact the signature process. The recipient is treated and tracked just like any other recipient that doesn't have a registered Acrobat Sign userID.

Using a single-use participantID is useful in cases that are confidential and should not be visible on the recipient's shared Manage page, like offer letters or pay adjustments

Availability:

Recipient Agreement Access controls are available for the enterprise license plans only.

Configuration scope:

The feature can be enabled at the account and group levels.

How it's used

When the setting is enabled, the Recipient settings section of the agreement configuration process will include the option to hide the agreement from the recipient's Acrobat Sign account.

The sender must enable this option for each recipient to be treated as a single-use participant, and thereby ensure the agreement isn't populated into the Acrobat Sign Manage page.

Best practices

This option is recommended for groups that work with private information that should never be shared with a broad audience. Human Resources for example.

Configuration

The controls for this feature can be assessed by navigating to Send Settings > Recipient Agreement Access

The Admin "Send Settings" menu highlighting the Recipient Agreement Access controls

When the feature is enabled, senders have the option to flag a recipient as a single-use participant in the Recipient settings, ensuring their registered Acrobat Sign ID user is not used, and the agreement is not populated to their Manage page.

The senders view of the recipient settings with the option to hide the recipient's agreement highlighted in the Request Signature interface.

When the setting is disabled, senders do not have the option to configure a recipient as a single-use participant, and the agreement will be populated on the recipient's Manage page (if they have an Acrobat Sign user account).

The senders view of the recipient settings highlighting the area where the option to hide the recipient's agreement would be if it was enabled.

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