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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. 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. In Product Messaging and Guidance
      31. Accessible PDFs
      32. New authoring experience
      33. 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. Decline to sign
      8. Allow Stamps workflows
      9. Require signers to provide their Title or Company
      10. Allow signers to print and place a written signature
      11. Show messages when e-signing
      12. Require signers to use a mobile device to create their signature
      13. Request IP address from signers
      14. Exclude company name and title from participation stamps
    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. Required fields
      8. Attaching documents
      9. Field flattening
      10. Modify Agreements
      11. Agreement name
      12. Languages
      13. Private messages
      14. Allowed signature types
      15. Reminders
      16. Signed document password protection
      17. Send Agreement Notification through
      18. Signer identification options
        1. Overview
        2. Signing password
        3. One-Time Password via Email
        4. Acrobat Sign authentication
        5. Phone authentication
        6. Cloud-based digital signature
        7. Knowledge-based authentication
        8. Government ID
        9. Signer Identity reports
      19. Content Protection
      20. Enable Notarize transactions
      21. Document Expiration
      22. Preview, position signatures, and add fields
      23. Signing order
      24. Liquid mode
      25. Custom workflow controls
      26. Upload options for the e-sign page
      27. 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

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 page overview
    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. In-line Images
        3. Stamp Images
      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. Edit a data export
      3. Refresh the data export content
      4. 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

Support and Troubleshooting

  1. Customer Support Resources 
  2. Enterprise Customer Success Resources 

Stamp Image fields are available to individual, team, business, and enterprise levels of service


Overview

Stamp Images bring to electronic signatures the opportunity to replicate the “stamping” of a document with an official company seal, or to mark a document with a custom image stamp like 'Received', 'Completed', etc.

Stamp images fill a space between using an image as a signature, and the in-line images designed for collecting image data from Recipients.

Example use cases:

  • A document that needs to use a Hanko Stamp as the only signature.
  • A document that needs to have a signature and a Hanko Stamp (Japanese stamp) side by side. The Signer already uses the signature field for written signature and needs another image field for attaching the Hanko stamp
  • Companies that want to mark every agreement they sign with their corporate stamp, as part of their legal process
  • Government agencies that have "stamps" that they need to affix on documents as part of their authentication process
  • Companies that want to use only their corporate stamp image to electronically sign agreements

How it’s used

For Senders, Stamps can be added to templates by placing them using the Authoring environment, the use of Text Tags, or editing the name of a text field when building a form in Acrobat.

Stamp images are designed to either support the signature process with Company required stamps, or replace the Signature field for companies that prefer to sign with a company seal. As a result, the Stamp image inherits many of the properties of Signature fields:

How to use Stamp Images
Click to open video

  • Stamps can be applied from both desktop and mobile devices, just as a signature image is.
  • One Stamp image is allowed per Signer, though you can have multiple instances of the stamp throughout the document. The one Stamp image is replicated to all Stamp fields
  • Stamp Images are not extractable from the document
  • If a Stamp image is included for a Recipient, but a Signature field is not, the Stamp image is accepted as the Signature field, and a Signature Block is not added to the document (if configured to do so)
  • Stamp images are not auto-saved if the Signer closes the browser
  • The Name value of the signer is still captured (like with Signatures)
  • The Stamp field is adjustable in-so-far as the Width-Height of the Stamp place holder
  • Signers are able to fit the image to the placeholder
  • The Stamp field allows a signer to upload an image via Cross-device Signature Capture

Currently, the Stamp object can only accept a .png or .jpg/.jpeg file.


Using Drag and Drop Authoring

Placing Stamp fields on a document is best done in the Authoring environment because you have precise control of the field footprint.

In Authoring, you can find the Stamp object in the Signature Fields section. 

The Stamp field is anchored at the top left corner, and is adjustable by "grabbing" the bottom right corner and dragging the field to the desired width and height.

The final image size is expressed within the Stamp field.

When placing the Stamp field using the Authoring environment, the field is flagged as Required by default.  This can be changed by opening the field properties (double-click the field) and unchecking the Required box.


Text Tag Syntax

The Stamp Text Tag is uncommon as the tag must specify a height for the placeholder that is greater than the font used to create the tag (which is how field height is normally determined).

The argument to create a Stamp field is :stampimage(X)

Where X is the number of lines to be added to the field height.

The height of a "line" is determined by the font size used to create the tag.

For example: {{Stamp1_es_:signer1:stampimage(28)}} : height of field = 28 lines

Below is an example of the text tag on the right, and the resulting field on the left.

Keep in mind that the tag anchors the top of the field, and the number of lines added extend below the line where the tag is described.

This makes precision field sizing somewhat difficult, so if you need to have a precise field size, you may need to adjust the field in Authoring before saving the template or sending the Agreement.

Note:

Stamp fields may not be defined as "Read Only".

Adding a ! to the beginning of the text tag has no effect, and the field is accessible to the designated recipient.


Building forms in Acrobat

Adding a Stamp field when building your forms in Acrobat requires that you insert the Text Tag syntax into the Name property of a text field (minus the braces on each end).

This hybrid approach does two useful things:

  1. The size and shape of the text field you place on the form is respected when the document is generated in Adobe Acrobat Sign. This is helpful in assuring your field fits properly into the space allocated without guessing to the number of lines that must be added.
  2. The arguments added to the text tag are respected. This means you can use Showif/Hideif arguments, as well as most other common Text Tag arguments.

Note:

When placing a field in Acrobat, no argument can alter the size and shape of the field.  If you include any number of lines in the text tag syntax, they are ignored, and the field size remains how you have explicitly placed it.


How Recipients interact with the field

Recipients upload the Stamp graphic by clicking into the field, and selecting from two methods of import:

  • Upload from the local system using the Image option
    • The Image option opens a browsing window to navigate to, and select, an image on your local system.
  • Upload from a mobile device using the Mobile option (this triggers cross-device upload)
    • The Mobile option instructs the recipient to enter a phone number for a mobile device that can then attach an image from the gallery on the device, and relay that back to the Agreement

Once the image is in place, a large X is visible in the upper right corner of the field.  Clicking this deletes the image from the field and returns it to its original state.

In all cases, the uploaded graphic retains its width to height size ratio. The image is not distorted by stretching or compression simply to fill the footprint of the field.

If the image is smaller than the field footprint. The image displays with its actual dimensions as uploaded, and is centered in the field footprint.

Below is an example of an undersized graphic centered in the field.

If the image is larger than the footprint of the field in either width or height, the image is scaled down until the whole graphic can fit the field footprint. This may result in the other dimension being smaller than the field space allowed.

Below you see a graphic that is scaled down until the width fits the field. The height of the graphic is relatively smaller than the field, so the graphic is centered in the field, leaving space above and below the graphic.


Using the Stamp Field as a Signature field

When enabled by the Account administrator, Stamp images can be used in place of a Signature field.

The Audit Log still captures the email and name of the person applying the image, but the typeset or written signature image is replaced by the company seal, or whatever graphic the company decides to implement.

There are a few things to remember when using the Stamp field as a signature:

  • The Stamp field must be Required
    • Just like with signature fields, if all Stamp fields are left as "optional" then a signature block is placed to ensure that a signature is captured
  • Stamp images cannot be saved as a signature for users. If stamps are to be used as the signature graphic, they need to be uploaded each time
  • Stamps can be used in support of text signatures.
    • For example, if a Signer needs to sign with a text signature and a Hanko stamp
  • Only one Stamp field can be assigned to a recipient. If you have a need to apply multiple stamp like images, then you can use In-line Images.

 

Useful Tips...


Adjusting the Measurement Unit

The default unit of measure in the application is inches (in), but can readily be changed to centimeters by the User for their personal use.

Individual users can make this change on their Profile page by hovering over their name in the top right of the window, selecting My Profile, and then clicking Edit to open the profile in edit mode.

Change the unit to the desired standard, and click Save

Administrators can request that the default be changed at the Account or Group level by contacting Adobe Acrobat Sign Support or their Success Managers.

Note:

Changing the unit of measurement applies to all increments of measure that are displayed in the application, not just in Image fields.


Adjusting the default minimum size

The default minimum size of a stamp field is 1.6 (inches or centimeters) square.  

During Authoring, the stamp can be re-sized larger than this size, but no smaller.

It is possible to have the default minimum size of the Stamp field changed to another value by request to the Acrobat Sign Support team. This absolute minimum size cannot be set at lower than 1 centimeter, or 0.393700787401575 inches.

Attempting to force a field size below the absolute minimum size results in a 1 cm field.

How to enable/disable

Navigate to Account > Account Settings > Signature Preferences > Additional Settings

Stamp settings can be enabled/disabled at the Group level through a request to the Acrobat Sign Support team.

 

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The Creativity Conference

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Oct 14–16 Miami Beach and online