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Remove recipients from in-flight agreements

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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. 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. Create function-focused users
      1. Technical accounts - API driven
      2. Service accounts - Manually driven
    3. Review users who haven't completed verification
    4. Check for users with provisioning errors
    5. Change Name/Email Address
    6. Edit a user's group membership
    7. Edit a user's group membership through the group interface
    8. Promote a user to an admin role
    9. User Identity Types and SSO
    10. Switch User Identity
    11. Authenticate Users with MS Azure
    12. Authenticate Users with Google Federation
    13. Product Profiles
    14. Login Experience 
  3. Account/Group Settings
    1. Settings Overview
    2. Global Settings
      1. Account tier and ID
      2. New Recipient Experience
      3. Self Signing Workflows
      4. Send in Bulk
      5. Web Forms
      6. Custom Send Workflows
      7. Power Automate Workflows
      8. Library Documents
      9. Collect form data with agreements
      10. Limited Document Visibility
      11. Attach a PDF copy of the signed agreement 
      12. Include a link in the email
      13. Include an image in the email
      14. Files attached to email will be named as
      15. Attach audit reports to documents
      16. Merge multiple documents into one
      17. Download individual documents
      18. Upload a signed document
      19. Delegation for users in my account
      20. Allow external recipients to delegate
      21. Authority to sign
      22. Authority to send
      23. Power to add Electronic Seals
      24. Set a default time zone
      25. Set a default date format
      26. Users in Multiple Groups (UMG)
        1. Upgrade to use UMG
      27. Group Administrator Permissions
      28. Replace recipient
      29. Audit Report
        1. Overview
        2. Allow unauthenticated access on the transaction verification page
        3. Include reminders
        4. Include view events
        5. Include agreement page/attachment count
      30. Transaction Footer
      31. In Product Messaging and Guidance
      32. Accessible PDFs
      33. New authoring experience
      34. Healthcare customer
    3. Account Setup / 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. Require digital signatures per recipient
      5. Include metadata for Identity Providers
      6. 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. 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. Recipient groups
      8. CCs
      9. Required fields
      10. Attaching documents
      11. Field flattening
      12. Modify Agreements
      13. Remove recipients from in-flight agreements
      14. Create a copy (of an agreement)
      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. Add myself
      30. Download agreement link
      31. Form field borders
      32. Liquid mode
      33. Custom workflow controls
      34. Upload options for the e-sign page
      35. Post-sign confirmation URL redirect
      36. 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
    19. Time Stamp Settings
    20. External Archive
    21. Account Languages
    22. Email Settings
      1. Email header/footer images
      2. Permit individual user email footers
      3. Customize the Signature Requested email
      4. Customize the To and CC fields
      5. Enable Linkless Notifications
      6. Customize email templates
    23. Migrating from echosign.com to adobesign.com
    24. Configure Options for Recipients
  4. Guidance for regulatory requirements
    1. Accessibility
      1. Accessibility Compliance
      2. Create accessible forms with Acrobat desktop
      3. Create accessible AcroForms
    2. HIPAA
    3. GDPR
      1. GDPR Overview
      2. Redact a user
      3. Redact a user's agreements    
    4. 21 CFR part 11 and EudraLex Annex 11
      1. 21 CRF part 11 validation pack
      2. 21 CFR and EudraLex Annex 11 handbook
      3. Analysis of shared responsibilities
    5. Healthcare customers
    6. IVES support
    7. "Vaulting" agreements
    8. EU/UK considerations
      1. EU/UK Cross-border transactions and eIDAS
      2. HMLR requirements for deeds signed electronically
      3. The impact of Brexit on e-signature laws in the UK
  5. Download Agreements in Bulk
  6. Claim your domain 
  7. Report Abuse links
  8. System Requirements and Limitations
    1. System requirements
    2. Transaction limits

Send, Sign, and Manage Agreements

  1. Recipient Options
    1. Cancel an email reminder
    2. Options on the e-signing page
      1. Overview of the e-sign page
      2. Open to read the agreement without fields
      3. Decline to sign an agreement
      4. Delegate signing authority
      5. Restart the agreement
      6. Download a PDF of the agreement
      7. View the agreement history
      8. View the agreement messages
      9. Convert from an electronic to a written signature
      10. Convert from a written to an electronic signature 
      11. Navigate the form fields
      12. Clear the data from the form fields
      13. E-sign page magnification and navigation
      14. Change the language used in the agreement tools and information
      15. Review the Legal Notices
      16. Adjust Acrobat Sign Cookie Preferences
  2. Send Agreements  
    1. Send (Compose) page
      1. Overview of landmarks and features
      2. Group selector
      3. Adding files and templates
      4. Agreement name
      5. Global Message
      6. Completion Deadline
      7. Reminders
      8. Password protect the PDF
      9. Signature type
      10. Locale for the recipient
      11. Recipient signature order/flow
      12. Recipient roles
      13. Recipient authentication
      14. Private message for the recipient
      15. Recipient agreement access
      16. CC'd parties
      17. Identity check
    2. Send an agreement only to yourself
    3. Send an agreement to others
    4. Written Signatures
    5. Recipient signing order
    6. Send in Bulk
      1. Overview of the Send in Bulk feature
      2. Send in Bulk - Configure a parent template
      3. Send in Bulk - Configure the CSV file
      4. Cancel a Send in Bulk transaction
      5. Add reminders to Send in Bulk
      6. Reporting for Send in Bulk
  3. Authoring fields into documents
    1. In-app authoring environment
      1. Automatic field detection
      2. Drag and drop fields using the authoring environment
      3. Assign form fields to recipients
      4. The Prefill role
      5. Apply fields with a reusable field template
      6. Transfer fields to a new library template
      7. Updated authoring environment when sending agreements
    2. Create forms with text tags
      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
  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
  6. Audit Report
  7. Reporting and Data exports
    1. Overview
    2. Grant users access to reporting
    3. Report charts
      1. Create a new report
      2. Agreement Reports
      3. Transaction Reports
      4. Settings Activity Report
      5. Edit a report
    4. Data Exports 
      1. Create a new data export
      2. Web form data export
      3. Edit a data export
      4. Refresh the data export content
      5. Download the data export
    5. Rename a report/export
    6. Duplicate a report/export
    7. Schedule a report/export
    8. Delete a report/export
    9. Check Transaction Usage

Advanced Agreement Capabilities and Workflows

  1. Webforms 
    1. Create a web form
    2. Edit a web form
    3. Disable/Enable a web form
    4. Hide/Unhide a web form
    5. Find the URL or script code 
    6. Prefill web form fields with URL parameters
    7. Save a web form to complete later
    8. Resize a web form
  2. Reusable Templates (Library templates) 
    1. US Government forms in the Acrobat Sign library
    2. Create a library template
    3. Change a library template's name
    4. Change a library template's type
    5. Change a library template's permission level
    6. Copy, edit, and save a shared template
    7. Download the aggregate field data for a library template
  3. Transfer ownership of web forms and library templates
  4. Power Automate Workflows 
    1. Overview of the Power Automate integration and included entitlements
    2. Enable the Power Automate integration
    3. In-Context Actions on the Manage page
    4. Track Power Automate usage
    5. Create a new flow (Examples)
    6. Triggers used for flows
    7. Importing flows from outside Acrobat Sign
    8. Manage flows
    9. Edit flows
    10. Share flows
    11. Disable or Enable flows
    12. Delete flows
    13. Useful Templates
      1. Administrator only
        1. Save all completed documents to SharePoint
        2. Save all completed documents to OneDrive for Business
        3. Save all completed documents to Google Drive
        4. Save all completed documents to DropBox
        5. Save all completed documents to Box
      2. Agreement archival
        1. Save your completed documents to SharePoint
        2. Save your completed documents to One Drive for Business
        3. Save your completed documents to Google Drive
        4. Save your completed documents to DropBox
        5. Save your completed documents to Box
      3. Webform agreement archival
        1. Save completed web form documents to SharePoint Library
        2. Save completed web form documents to OneDrive for Business
        3. Save completed   documents to Google Drive
        4. Save completed web form documents to Box
      4. Agreement data extraction
        1. Extract form field data from your signed document and update Excel sheet
      5. Agreement notifications
        1. Send custom email notifications with your agreement contents and signed agreement
        2. Get your Adobe Acrobat Sign notifications in a Teams Channel
        3. Get your Adobe Acrobat Sign notifications in Slack
        4. Get your Adobe Acrobat Sign notifications in Webex
      6. Agreement generation
        1. Generate document from Power App form and Word template, send for signature
        2. Generate agreement from Word template in OneDrive, and get signature
        3. Generate agreement for selected Excel row, send for review and signature
  5. Custom Send workflows
    1. Custom Send Workflow Overview
    2. Creating a new Send Workflow
    3. Edit a Send Workflow
    4. Activate or Deactivate a Send Workflow
    5. Send an agreement with a Send Workflow
  6. Share users and agreements
    1. Share a user
    2. Share agreements

Integrate with other products

  1.  Acrobat Sign integrations overview 
  2. Acrobat Sign for Salesforce
  3. Acrobat Sign for Microsoft
    1. Acrobat Sign for Microsoft 365
    2. Acrobat Sign for Outlook
    3. Acrobat Sign for Word/PowerPoint
    4. Acrobat Sign for Teams
    5. Acrobat Sign for Microsoft PowerApps and Power Automate
    6. Acrobat Sign Connector for Microsoft Search
    7. Acrobat Sign for Microsoft Dynamics 
    8. Acrobat Sign for Microsoft SharePoint 
  4. Other Integrations
    1. Acrobat Sign for ServiceNow
    2. Acrobat Sign for HR ServiceNow
    3. Acrobat Sign for SAP SuccessFactors
    4. Acrobat Sign for Workday
    5. Acrobat Sign for NetSuite
    6. Acrobat Sign for VeevaVault
    7. Acrobat Sign for Coupa BSM Suite
  5. Partner managed integrations
  6. How to obtain an integration key

Acrobat Sign Developer

  1. REST APIs 
    1. Methods documentation
    2. SDK/Developer Guide
    3. API FAQ    
  2. Webhooks 
    1. Webhook overview
    2. Configure a new webhook
    3. View or edit a webhook
    4. Deactivate or reactivate a webhook
    5. Delete a webhook
    6. Two-way SSL certificates
    7. Webhooks in the API
  3. Sandbox
    1. Sandbox overview
    2. Link your Production and Sandbox
    3. Sandbox asset types

Support and Troubleshooting

  1. Customer Support Resources 
  2. Enterprise Customer Success Resources 

Remove recipients from agreements that are already in progress without canceling or recreating the agreement, saving time and preventing duplicate transactions.

Agreements that are already "in-flight" can have one or more of the recipients removed from the signature cycle entirely.

  • Any recipient that has not yet participated in the agreement can be removed.
  • Individual recipients in recipient groups can be removed, leaving the other members of the group intact.
  • If the recipient is one of several that have not yet completed their action, they are silently removed, and their assigned fields (if any) are removed.
  • If the removed recipient is the last party the agreement is waiting for, the agreement is updated to a Completed status, and any post-completion automation triggers normally.

The option to allow senders to remove a user is part of the Modify Agreements controls, and is enabled discretely from the option to modify the agreement's files.

Benefits

  • Avoid canceling and recreating agreements to make recipient changes.
  • Maintain audit integrity while removing recipients who are no longer needed.
  • Improve sender efficiency and reduce transaction usage.
  • Keep recipient information and form-field assignments consistent across revisions.

Configuration

Availability:

  • Acrobat Standard and Acrobat Pro: Not Supported
  • Acrobat Sign Solutions: Supported
  • Acrobat Sign for Government: Not Supported

Configuration scope:

This feature can be configured at the account and group level. Learn more about admin access controls.

Access this feature by navigating the administrator's configuration menu to Send Settings > Modify agreements

Note

If you use Acrobat Sign through the API instead of the web interface, contact your Customer Success team to request this setting change. They can apply the update for you.

The Send Settings menu highlighting the Modify Agreement contro9ls

How it works

When you select Modify Agreement on the Manage page, the agreement moves into an In Revision state.
While in this state:

  • The sender can delete recipients on the Compose page by selecting the delete icon.
    • Recipients who have already signed remain locked and can’t be removed.
    • Recipients who haven’t signed can be deleted, as long as the change doesn’t alter the core workflow (sequential, parallel, or hybrid).
  • Removed recipients lose access to the agreement immediately.
  • All fields assigned to the removed recipient are removed from the agreement.
  • Updated recipients see the agreement resume once the revision is complete.

The agreement returns to its In Progress state after the revision is saved.

An agreement in the In Revision state highlighting the Delete icon that deletes a recipient record.

Agreement behavior

  • In Revision status: Indicates that the sender is actively modifying an in-progress agreement.
  • Core workflow constraints: Changes that alter the workflow type (for example, sequential to parallel) are blocked for legal and technical reasons.
  • Notifications:
    • Recipients who have already signed don’t receive new notifications.
    • Recipients who have received their "Please Sign" email and subsequently removed receive an email notification that their access to the agreement has ended.
    • Recipients receive notifications if the signing order changes and they are "next to sign".
    • If the final recipient is removed and the agreement transitions to a completed state, a completion notification is sent to the sender.

Audit trail and notifications

To ensure transparency and compliance, every recipient management action is captured in the agreement's Audit Report and visible in the Activity list.

Audit trail entries

When recipients are removed, the audit log records who made the change, when it occurred, and which recipients were affected (e.g., Recipient John Doe (john.doe@example.com) was removed by Jane Smith.)

The audit log preserves the whole history of all participants, including those removed, to maintain a complete record of agreement activity.

Activity list visibility

The Activity section in the agreement details shows the same recipient management events in real time, providing both senders and admins with immediate confirmation that changes were successfully applied.

The Activity list and Audit Report highlighting the recipient removal event.

Limitations

Recipient management for active agreements applies only to Request Signature workflows. The following are not supported:

  • Agreements with two or fewer recipients
  • Agreements using Notary Signers.
  • Agreements created through Send in Bulk and Custom Workflow processes.
  • Fill & Sign, Structured Self Sign, Web forms, and Written Signature workflows.
  • Agreements with Limited Document Visibility.
  • The following field types are not supported: Checkboxes, Checkbox groups, Radio buttons, Drop-downs, and Signature blocks.
    •  This limitation applies only when these fields are assigned to a recipient who has not yet completed their action. Once the recipient completes their action, the fields are flattened and no longer count as unsupported field objects.   
  • Salesforce client versions older than v25.5 are not compatible. Integrations using versions of Salesforce older than 25.5 won't break, but they won't be able to use the feature.
    • Customers are encouraged to upgrade to the most recent version.

Known issues and troubleshooting

Core workflow change error
When removing recipients, Acrobat Sign checks whether the change would alter the agreement’s workflow (for example, reducing a sequential flow to a single recipient). If so, the operation is blocked and an informational message appears. To proceed, cancel the agreement and create a new one with the correct routing.

In Revision visibility
While an agreement is being revised:

  • Senders and previous recipients see it under the In Progress filter on the Manage page with the status Under revision.
  • Recipients waiting to sign see it under Waiting for Me with the same status.
  • Removed recipients can no longer access or download the agreement.

Document visibility conflicts
Agreements with Limited Document Visibility (LDV) or per-recipient restrictions may fail when recipients are removed. If removal fails, review document visibility settings or disable LDV before retrying.

Stuck in the In Revision state
If the browser closes during modification, the agreement may remain in In Revision. To resume, locate the agreement under Drafts or In Progress and select Modify Agreement to continue editing or finalize the update.

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