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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 

Overview

The Manage page contains the records of the agreements that a user has sent as well as any agreements shared or sent to the user from a trusted source.

In addition to agreements, the user can select to access the library templates, web forms, and bulk emails generated/owned by the user.

Users who have accounts shared with them can change the displayed content from their personal data to a view of the shared account's content (with some limitations regarding the available actions).

Overview

Layout and functionality

The central listing of records

The middle section of the Manage page loads a listing of agreements, with each row representing one agreement record.

  • If agreements are waiting for the user's action, the Waiting for You filter is automatically selected.
  • The In Progress filter is automatically selected if no agreements are waiting for the user.

The listing of agreement records has 4-5 columns, depending on the filter selected:

  • Recipient - The recipient value changes based on the status of the agreement:
    • In progress agreements report the current recipient awaiting action.
    • Completed agreements report the first recipient defined for the agreement.
    • Canceled and Expired agreements report the last assigned recipient when it was canceled/expired.
  • Sender - Reflects the name and company of the Sender when the sender is not the logged-in user. Agreements sent from the logged-in user show "Me" as the sender value.
  • Title - Reflects the title of the agreement as it was configured. This is the same title that is filtered when generating reports.
  • Group - Reflects the group wherein the agreement was composed. Only the original sender of the agreement will see the Group value populated.
    • Agreements in the list that were not composed by the logged-in user present a dash ( - ) in place of the group name.
  • Modified - Reflects the last date the agreement was modified by user action (signing, canceling, etc.). The Modified value updates with every action until the agreement reaches a terminal status (Complete/Canceled/Expired).

The agreement list is initially sorted by the Modified date, with the most recently modified agreement being at the top.

Clicking any column header sorts the list by that value in ascending/descending order. If the header is clicked again, the sort order is reversed.

Page headers

Quick actions and indicator icons

The records in the central list have one or more "quick action" buttons and up to two indicator icons that are exposed when you mouse over an individual record.

  • Actions are always hidden until mouse-over.
  • Indicator icons are hidden unless the feature the icon represents has been configured for the individual record.
    • Indicator icons are always visible (in bright blue) when configured for the record.
Actions and icons in the record mouse over

  • Quick action: Open - The Open button opens the agreement for viewing (same as the Open Agreement action in the right rail).
    • Holding down the CMD/CTRL key and left-clicking the Open button opens the agreement in a new tab.
  • Reminder indicator - When a Reminder is active for the record, the blue icon is evident in the record list.
    • Clicking the icon allows a new reminder to be configured.
    • If an existing reminder is in place, a reminder summary is presented with a note indicating when the last reminder was sent.
  • Notes indicator - When a Note has been added to the record by the user, the blue icon is evident in the record list.
    • Clicking the Add Notes icon allows the user to add a personal note to the agreement. This note is not visible or searchable by other users in the system.
    • Mousing over a configured Notes icon exposes the first several characters of the note in a text bubble over the icon.
In Progress

  • Quick action: Open - The Open button opens the agreement for viewing (same as the Open Agreement action in the right rail).
    • Holding down the CMD/CTRL key and left-clicking the Open button opens the agreement in a new tab.
  • Quick action: Sign - The Sign button opens the esign page to accept the user's signature (same as the View & Sign button in the right rail).
  • Notes indicator - When a Note has been added to the record by the user, the blue icon is evident in the record list.
    • Clicking the Add Notes icon allows the user to add a personal note to the agreement. This note is not visible or searchable by other users in the system.
    • Mousing over a configured Notes icon exposes the first several characters of the note in a text bubble over the icon.
Waiting for you

  • Quick action: Open - The Open button opens the agreement for viewing (same as the Open Agreement action in the right rail).
    • Holding down the CMD/CTRL key and left-clicking the Open button opens the agreement in a new tab.
  • Quick action: Download PDF - The Download PDF button triggers a download of the agreement PDF (same as the Download PDF action in the right rail).
  • Notes indicator - When a Note has been added to the record by the user, the blue icon is evident in the record list.
    • Clicking the Add Notes icon allows the user to add a personal note to the agreement. This note is not visible or searchable by other users in the system.
    • Mousing over a configured Notes icon exposes the first several characters of the note in a text bubble over the icon.
Completed

  • Quick action: Open - The Open button opens the agreement for viewing (same as the Open Agreement action in the right rail).
    • Holding down the CMD/CTRL key and left-clicking the Open button opens the agreement in a new tab.
  • Quick action: Edit - The Edit button opens the Compse (Send) page to allow editing of the agreement (same as the Edit Agreement action in the right rail).
  • Notes indicator - When a Note has been added to the record by the user, the blue icon is evident in the record list.
    • Clicking the Add Notes icon allows the user to add a personal note to the agreement. This note is not visible or searchable by other users in the system.
    • Mousing over a configured Notes icon exposes the first several characters of the note in a text bubble over the icon.
Draft

  • Quick action: Open - The Open button opens the agreement for viewing (same as the Open Agreement action in the right rail).
    • Holding down the CMD/CTRL key and left-clicking the Open button opens the agreement in a new tab.
  • Quick action: Edit - The Edit button opens the template in the authoring environment to allow editing of the template fields (same as the Edit Template action in the right rail).
  • Notes indicator - When a Note has been added to the record by the user, the blue icon is evident in the record list.
    • Clicking the Add Notes icon allows the user to add a personal note to the agreement. This note is not visible or searchable by other users in the system.
    • Mousing over a configured Notes icon exposes the first several characters of the note in a text bubble over the icon.
Library template

  • Quick action: Open - The Open button opens the agreement for viewing (same as the Open Agreement action in the right rail).
    • Holding down the CMD/CTRL key and left-clicking the Open button opens the agreement in a new tab.
  • Quick action: Edit - The Edit button opens the Create Web Form composing page to allow editing of the web form (same as the Edit Web Form action in the right rail).
  • Notes indicator - When a Note has been added to the record by the user, the blue icon is evident in the record list.
    • Clicking the Add Notes icon allows the user to add a personal note to the agreement. This note is not visible or searchable by other users in the system.
    • Mousing over a configured Notes icon exposes the first several characters of the note in a text bubble over the icon.
Web Form

  • Quick action: Open - The Open button opens the agreement for viewing (same as the Open Agreement action in the right rail).
    • Holding down the CMD/CTRL key and left-clicking the Open button opens the agreement in a new tab.
  • Quick action: Download Form Data - The Download Form Data button triggers a download of the form field data for the Bulk Send transaction (same as the Download Form Field Data action in the right rail).
  • Notes indicator - When a Note has been added to the record by the user, the blue icon is evident in the record list.
    • Clicking the Add Notes icon allows the user to add a personal note to the agreement. This note is not visible or searchable by other users in the system.
    • Mousing over a configured Notes icon exposes the first several characters of the note in a text bubble over the icon.
Bulk Send

 

The left rail filters

The left rail of the window shows a list of filters for agreement statuses (at the top) and a group of template objects (at the bottom).

Selecting any filter populates the central list of agreements/templates accordingly.

Filter list

There are two "active" statuses. Each indicates the volume of content parenthetically after the status name:

  • In Progress (N) - Agreements returned in the In Progress status are waiting for participants to complete their actions. Agreements that are waiting for the logged-in user are not returned
  • Waiting for You (M) - Agreements waiting for the logged-in user are captured in the Waiting for You filter.   

There are three "terminal" statuses:

  • Completed - Agreements that are wholly and successfully resolved 
  • Canceled - Agreements that are abandoned for any reason. This includes: 
    • Agreements canceled by the sender
    • Agreements declined by a participant
    • Agreements that are terminated due to repeated failure to authenticate
    • Agreements that suffer from a system error that causes the agreement to become unviable
  • Expired - Agreements that reach an expiration date and are closed automatically

The Draft status contains all of the partially built agreements, typically awaiting field placement.

The template filters contain only the "parent" templates used to generate "child" agreements. The child agreements are captured in the (above) agreement filters.  

Parent templates are not agreements themselves but are used to produce high volumes of individual agreements. These parent objects include:

  • (Library) Templates - All of the document and field templates that are available in your document library.
  • Web Forms - Web forms (previously known as Widgets) are agreement templates that can be delivered as links or embedded into web pages.  Web forms are signer initiated, generating a child agreement for every participant that completes the signature process.
  • Bulk sends - Send in Bulk templates (previously known as Mega Sign) accept a list of individual recipients to generate a high volume of discrete agreements using the same form(s). Each agreement is a discrete transaction; the individual recipients are unaware of the others (i.e., Sending an internal expense policy to all employees).

 

Search functionality

The Search bar and accompanying Filters button allow for precise search criteria to help find agreements in what can quickly become an overwhelming number of transactions.

Learn more about how searching works here >

Search filters

 

The right rail context menu

Selecting (single-clicking) any record in the center list triggers the right rail to pop out a context-based menu of actions and metadata relevant to the selected object.

Open agreement

The right rail context menu has different options based on the user's tier of service (individual, enterprise, etc.), the object selected (agreement, web form, etc.), the status of the user (admin, user), and the status of the object (active, in-progress, complete, etc.). If you don't see an option/feature that you expect to be available, check with your administrator to see if you are limited by design (setting configuration, user authority level) or availability (tier of service).

 

The shared account selector (Optional)

Accounts that have enabled account sharing can click the Your Agreements title to open a list of the accounts currently shared with the user. This list acts as a filter that populates the manage page with the contents from the selected user or group. The option to choose All shared agreements is also available.

Upon selecting an option:

  • the clickable title changes to the name of the filter
  • the central list of records is populated with the shared content
  • two new columns are added to the list of records to indicate the source of the content: 
    • GROUP - the group that contains the record
    • SHARED BY - the name of the user sharing the content
Shared account drop-down

Accounts that have Advanced Account Sharing enabled can switch between the shared user accounts to possibly view, send, and sign agreements on behalf of the user (depending on how sharing is configured):

  • Mouse over your name in the upper-right corner of the screen
  • Click Switch Account
  • Select the user account you want to switch to and click OK
Switch Account

Switching to another user's account allows the logged-in user to send agreements on behalf of the "switched to" account:

Switched to account

 

"Agreement" specific data and actions

Below is a list of the agreement-specific features and actions that users can employ.

 

The Name or Title of the agreement is at the top right of the page layout:

Title - Name of agreement

 

The Created date is immediatly under the name of the agreement.

Creation date

 

The current agreement Status is displayed under the name of the agreement and the creation date, in the upper-right of the window.

Agreement Status

 

Who the agreement is From is at the top right. 

  • The From field is only viewable when you are not the sender.
Sent by - From

 

The global Message for the agreement is in the upper-right, just under the Sender

Global Message

 

The current recipient is identified in the new, expanded participant list that clearly shows all recipients and their status as relatavie to the agreement

Recipient list

A user can sign an agreement from the Manage page by selecting the agreement record and clicking the View & Sign button in the right-rail or the Sign quick action on the record in the central list.

View and sign

 

The standard agreement signing interface opens to accept field input and signatures:

Image

The ability to cancel the agreement is found in the right-rail with the actions: Cancel

Full feature details

Cancel Agreement

The ability to set, edit, and delte the expiration date for the agreement is found under the creation date: Expiration Date

Click the pencil icon to open the editing panel.

Full feature details

Edit the Expiration date

The Manage page layout exposes the participants of an agreement, providing:

  • A running status of how many  participants have completed their actions (directly under the email of the current participant)
  • A full list of all participants and their role in relation to the agreement (in the right-rail)
Recipient List

The ability to replace the current participant can be found by mousing over the icon of the current participant, and then clicking the Replace Participant link.

Depending on yiour acocunt settings, two options exist:

  • Replace recipient - Thios option replaces the current recipient, denying them further access to the agreement
  • Add Alternate Recipient - Adding an alternate recipient includes the new recipient, leaving the original recipient  vin place and capable of completing the agreement

>>Full details for how to replace the current signer can be found here

Replace current recipient options

The sender of an agreement has the authority to change the authentication method for each of the participants, after the agreement is sent.

This is specifically useful if a password was used, but lost/forgotten. The password is simply reset.

The ability to edit recipient authentication can be found by mousing over the icon of the current participant, and then clicking the Edit link next to the Authentication method.

Note:

This setting only pertains to passwords used in recipient authentication.

Passwords used to protect a signed PDF are not impacted

Edit authentication method

The ability to replace the files on a sent agreement can be found in the right-rail actions: Modify Agreement

Full feature details

Modify Agreement

If an agreement is signed outside of the Acrobat Sign signature process (eg: a recipient prints the document and physically signs it), the originator of the agreement can digitize and upload the agreement back into Acrobat Sign.

Image

If your account uses Government ID for recipient validation, and your have elected to store the authentication information, you will have the ability to download the Signer Identity Report.

Download Identity Report

The history of events for the agreement is found in the right-rail at the bottom of the actions: Activity

Agreement Activity

 

Clicking the Activity option replaces the right-rail controls with the full event history of the agreement, listed in chronological order, with the most recent events at the top.

Full feature details

Activity list


Other common actions across objects

To view the content (files) of an agreement:

  • Single click the agreement to select it and open the right-rail
  • Click the Open Agreement action 
Open the agreement

 

The agreement opens for review; the right-rail controls remain in place.

Opened agreement

The ability to create or delete reminders can be found on the right-rail with the actions: Reminder

Full feature details

New Manage page - Reminder

Library templates and web forms have the option for admins to change the owner of the template. The template must be under the authority of the admin to expose the action.

New Owner

Selecting the New Owner option triggers an input box to provide the email of the new owner.

More information about object transfers can be found here >>

Input interface for new owner

The ability to share the agreement is found in the right-rail with the actions: Share

Once an agreement is shared:

  • An email is sent to the user (email) you share the agreement to
    • The email contains a PDF attachment of the agreement in its current state    
  • The agreement record becomes available on the manage page of the user (email address) you shared it to
    • That user can review the agreement as if they were CC'd to the agreement

Full feature details

Share an agreement

The ability to download the agreement and/or the agreement audit report can be found in the right-rail with the actions: Download PDF and Download Audit Report respectively

Download PDF - Audit report

If multiple files are used to create the agreement, and the user does not want to download the entire PDF in one concatenated file, this option allows for the downloading of the individual files (as originally uploaded).

Download individual files

Selecting this option opens an interface allowing each file to be clicked in turn to download a PDF version of that file.

Select the files

The "parent" template objects have the option to download the form field data of all agreements that have been spawned from the template.

 

Download form field data

Selecting this option triggers a download of a CSV format file to your local system with all field content for all child agreements generated from the parent template.

Downloaded CSV

Content can be hidden on the manage page. This content is not deleted, the status is not changed, and the agreement can progress normally through the signature cycle.  The agreement simply is not visible in the user's view of the Manage page.

Note:

To unhide the content, you must first search using the Show only hidden agreements filter

Hide agreement


Known Issues

Problem: When switching to the new Manage page, the page is entirely blank, with no agreement content.

Test: attempt to load this page: https://documentcloud.adobe.com/

  • If you can not load https://documentcloud.adobe.com/ then you should contact your internal network administration and work with them to unblock the documentcloud.adobe.com domain.
  • If you can access the above link, contact support
Note:

The Home and View Agreement pages are similarly impacted.


Known Issues

Problem: When switching to the new Manage page, the page is entirely blank, with no agreement content.

Test: attempt to load this page: https://documentcloud.adobe.com/

  • If you can not load https://documentcloud.adobe.com/ then you should contact your internal network administration and work with them to unblock the documentcloud.adobe.com domain.
  • If you can access the above link, contact support
Note:

The Home and View Agreement pages are similarly impacted.

 Adobe

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