User Guide

Understanding signer identity in API-based signing workflows

 

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 
  6. Enterprise Trial

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
      6. Migrate users between Admin Console organizations
    2. Admin Console SSO
    3. Create function-focused users
      1. Technical accounts - API driven
      2. Service accounts - Manually driven
    4. Review users who haven't completed verification
    5. Check for users with provisioning errors
    6. Change Name/Email Address
    7. Edit a user's group membership
    8. Edit a user's group membership through the group interface
    9. Promote a user to an admin role
    10. User Identity Types and SSO
    11. Switch User Identity
    12. Authenticate Users with MS Azure
    13. Authenticate Users with Google Federation
    14. Product Profiles
    15. Login Experience 
  3. Group management
    1. Groups overview
    2. Create a group
    3. Edit group settings
    4. Edit group name
    5. Add users to a group
    6. Delete a group
  4. 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. PDF/A workflows
      34. Healthcare customer
      35. New request signature experience
      36. New custom workflow experience
      37. New create template experience
    3. Account Setup / Branding Settings
      1. Overview
      2. Add logo
      3. Customize company Hostname/URL    
      4. Add company name
      5. 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. Bulk digital signatures config
      5. Require digital signatures per recipient
      6. Include metadata for Identity Providers
      7. Restricted Cloud Signatures Providers
    6. Electronic Seals
    7. Digital Identity
      1. Digital Identity Gateway
      2. Identity Check policy
    8. Report Settings
      1. Enable classic Reporting
      2. New report experience
      3. 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. Agreement creation experiences
      3. Require recipient name when sending
      4. Lock name values for known users
      5. Allowed recipient roles
      6. Allow e-Witnesses
      7. In-person signing config
      8. Recipient groups
      9. CCs
      10. Required fields
      11. Attaching documents
      12. Field flattening
      13. Modify Agreements
      14. Remove recipients from in-flight agreements
      15. Agreement name
      16. Languages
      17. Private messages
      18. Allowed signature types
      19. Reminders
      20. Signed document password protection
      21. Send Agreement Notification through
      22. 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. Digital Identity authentication
        10. Government ID
        11. Signer Identity reports
      23. Populate form fields with identity-verified data
      24. Content Protection
      25. Enable Notarize transactions
      26. Document Expiration
      27. Preview, position signatures, and add fields
      28. Signing order
      29. Enable hybrid signature flows
      30. Add myself
      31. Send only to internal recipients
      32. Download agreement link
      33. Form field borders
      34. Liquid mode
      35. Custom workflow controls
      36. Upload options for the e-sign page
      37. Post-sign confirmation URL redirect
      38. Restrict access to shared agreements
    11. Message Templates
      1. Overview of Message Templates
      2. Creating new Message Templates
      3. Editing Message Templates
      4. Deleting 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
      1. Data Governance overview
      2. Configure retention rules
      3. Manage retention rules    
    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
  5. 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. Delete a user
      3. Delete 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
  6. Download Agreements in Bulk
  7. Claim your domain 
  8. Report Abuse links
  9. System Requirements and Limitations
    1. System requirements
    2. Transaction limits

User profile and configurable features

  1. Address Book
    1. Overview
    2. Delete address book emails
    3. Reusable recipient groups

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. Compose in-person agreement
    6. Recipient signing order
    7. Hybrid recipient workflow
    8. 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
      1. Text Tags - Overview
      2. Text tags - Basics and syntax
      3. Text tags - Supported field types
      4. Text tags - Examples
      5. Text tags - Advanced behaviors
      6. Text tags - Calculated fields
      7. Text tags - Troubleshooting
    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. Checkbox group
        12. Radio button
        13. Drop-down menu
        14. Link overlay
        15. Payment field
        16. Attachments
        17. Participation stamp
        18. Transaction number
        19. Image
        20. Company
        21. Title
        22. Stamp
      2. Field content appearance
      3. Field validations
      4. Masked fields values
      5. Setting show/hide conditions
      6. Calculated fields 
      7. Verified forms
    5. Authoring FAQ
  4. Sign Agreements
    1. Sign agreements sent to you
    2. Fill & Sign
    3. Self-signing
    4. Host in-person signing
  5. Manage Agreements
    1. Manage page overview
    2. Copy an Agreement
    3. Delegate agreements
    4. Replace Recipients
    5. Limit Document Visibility 
    6. Cancel an Agreement 
    7. Create new reminders
    8. Review reminders
    9. Cancel a reminder
    10. Access Power Automate flows
    11. 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
    12. Bulk actions
      1. Hide multiple agreements
      2. Digitally sign multiple agreements
  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. SMS Transaction Usage
      6. 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

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. Manage Shared Templates
  4. Transfer ownership of web forms and library templates
  5. 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
  6. 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
  7. 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. Integration keys
    1. Integration key overview
    2. Obtain access
    3. Create a key
    4. Retrieve a key
    5. Revoke a key

Acrobat Sign Developer

  1. REST APIs 
    1. Methods documentation
    2. Embedded signing identity
    3. SDK/Developer Guide
    4. 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. Acrobat Sign Server Status
  2. Customer Support Resources 
  3. Enterprise Customer Success Resources 

Applies to: Acrobat Sign REST API ·  GET /agreements/{agreementId}/signingUrls

Acrobat Sign supports a powerful integration pattern that lets you embed the signing experience directly inside your own application. This article explains how signer identity and authentication work in that pattern, what Acrobat Sign records in the audit trail, and what your application is responsible for — so you can design integrations that are secure, legally sound, and appropriate for your use case.

How Embedded Signing Works

In a standard Acrobat Sign workflow, Adobe sends the signing invitation by email, and the signer authenticates before they can access the document. In an embedded workflow, your application takes on that role.

The flow works like this:

  • Your application creates an agreement via the API and specifies who the signers are.
  • Your application calls GET /agreements/{agreementId}/signingUrls to retrieve a signing URL for each participant.
  • Your application presents that URL to the signer — typically by embedding the signing page in an iframe or a webview inside your portal.
  • The signer completes signing inside your application. Acrobat Sign records the event in the agreement's audit trail.
Note

In plain terms, authentication responsibility in embedded signing is shared. Acrobat Sign authenticates signers when they use Adobe-provided methods (such as Acrobat Sign login or Email OTP). When you retrieve a signing URL and present it in your own application, your application is responsible for verifying the signer's identity before giving them access to that URL.

Who Is Responsible for Authenticating the Signer

This is the most important concept to understand when building an embedded signing integration.

When a signer accesses the signing page through a URL your application retrieved, Acrobat Sign does not independently verify that the person opening the URL is the intended signer. The signing URL itself is not tied to a login — it is a direct link to the signing session for that participant.

This is by design. The integration model assumes that your application controls the session and has already established who the user is. Just as a user who is logged into your portal to access their account is understood to be authenticated by your system, a user who reaches the signing page through your portal is understood to have been verified by you.

Note

This pattern is widely used across industries — financial services firms presenting agreements in advisor portals, HR systems surfacing onboarding documents in employee dashboards, and service management platforms embedding approvals in existing workflows are all common examples.

It is also how every other major e-signature platform supports API-based integrations.

There are two ways to satisfy this responsibility:

Option A — Use your own application's authentication

If your signers are already authenticated users of your application, that authentication serves as the identity verification. Examples:

  • An employee accesses a signing request through your HR system after logging in with their corporate credentials.
  • A client signing a contract after authenticating in your customer portal with their account credentials and a second factor.
  • An advisor completing a form inside your platform after passing your firm's identity verification step.

In these cases, your application's authentication records — login events, session tokens, MFA logs — serve as evidence of the signer's identity. These records should be retained alongside the Acrobat Sign audit trail.

Option B — Use Acrobat Sign's built-in authentication methods

You can configure authentication on the agreement itself so that Acrobat Sign challenges the signer to prove their identity at the point of signing. For example, the following methods establish a verified link between the signer and their Acrobat Sign profile:

Method

How it works

Adobe ID

The signer must log in to their Adobe account before they can sign. Equivalent to the identity assurance of an authenticated portal session.

One time password

A one-time code is sent to the signer's email address. Signing requires entering that code, confirming delivery to the right inbox.

Other authentication methods available in Acrobat Sign — such as passwords — are configured by the sender rather than tied to the signer's identity and are suitable for access control scenarios but do not independently establish that the signer is the person they claim to be.

What the Audit Trail Records — and What It Does Not

Acrobat Sign maintains a tamper-evident audit trail for every agreement. For embedded signing workflows, it is important to understand both what the audit trail captures and where its scope ends.

What Acrobat Sign records

  • The creation of the agreement and who sent it.
  • That the signing URL was retrieved via the API, and by which sender account.
  • That a signature was applied, and which participant's signing step was completed.
  • The timestamp and, if enabled, the IP address of the signing event.
  • Any Adobe-provided authentication steps that were completed (e.g., Email OTP verified).

What the audit trail does not record

  • Authentication steps that happened inside your application before the signer reached the signing URL.
  • The identity verification method your application used — that information lives in your own systems.
Tip

Practical guidance: For embedded signing workflows, the Acrobat Sign audit trail should be read together with your application's own authentication and access logs. Together, these records provide a complete picture of who signed and how their identity was established. Neither record alone tells the full story.

The Key Risk to Understand

Because the signing URL is retrieved by the sender's system, the sender — or anyone operating with the sender's API credentials — technically has access to that URL before it is presented to the signer.

In a well-designed integration, the signing URL is immediately surfaced to the authenticated signer, and the sender's system does not retain or use it beyond that. But if an integration is not carefully designed, or if access controls are insufficient, there is a possibility that someone other than the intended signer could access the signing URL.

This is not a vulnerability in Acrobat Sign — it is a consequence of the integration model, and it is manageable through good integration design. The steps below describe how to address it.

Designing a Trustworthy Embedded Signing Integration

The following practices are recommended for all integrations that use the signingUrls API.

Always authenticate the signer before surfacing the signing URL

The signing URL should only be presented to a user who has been verified by your application. Do not expose signing URLs on unauthenticated pages, in unprotected links, or in emails sent without access controls. The signer should reach the signing page only after your application has confirmed who they are.

Keep the signing URL short-lived and scoped to the signer's session

Retrieve the signing URL as close to the moment of use as possible. Avoid storing signing URLs in logs, databases, or caches where they could be accessed by unintended parties. Pass the URL directly to the signer's session rather than persisting it.

Separate the sender role from the signing workflow

Where your architecture permits, design your system so that the component responsible for creating agreements and retrieving signing URLs does not have the ability to present those URLs to itself. The URL should flow only toward the authenticated signer, not back to the sender's session.

Retain your authentication records

Your application's login and authentication logs are the evidence that the correct person signed. Retain these records in line with your document retention policies and ensure they can be correlated with the Acrobat Sign audit trail if needed for compliance or legal purposes.

Enable IP address recording in the audit trail

Acrobat Sign can capture the IP address from which each signature action was taken. This adds a useful data point to the audit trail that can help with attribution in the event of a dispute. This setting can be enabled by your account administrator.

Consider using Acrobat Sign authentication methods for higher-assurance scenarios

For agreements where the stakes are higher — legal contracts, financial authorizations, regulated documents — consider configuring Acrobat Sign's Email OTP or Acrobat Sign Authentication on the agreement. This shifts identity verification into the signing flow itself and records it directly in the audit trail, giving you a stronger evidentiary record without relying solely on your application's logs.

For more information on configuring authentication methods for your agreements, see the Acrobat Sign API documentation and the Authentication Methods help article.

Adobe, Inc.

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