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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
    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
      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. 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. 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. CCs
      8. Recipient Agreement Access
      9. Required fields
      10. Attaching documents
      11. Field flattening
      12. Modify Agreements
      13. Agreement name
      14. Languages
      15. Private messages
      16. Allowed signature types
      17. Reminders
      18. Signed document password protection
      19. Send Agreement Notification through
      20. 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. Government ID
        10. Signer Identity reports
      21. Content Protection
      22. Enable Notarize transactions
      23. Document Expiration
      24. Preview, position signatures, and add fields
      25. Signing order
      26. Liquid mode
      27. Custom workflow controls
      28. Upload options for the e-sign page
      29. 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
  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
    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. Radio button
        12. Drop-down menu
        13. Link overlay
        14. Payment field
        15. Attachments
        16. Participation stamp
        17. Transaction number
        18. Image
        19. Company
        20. Title
        21. Stamp
      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. 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 

Review the Technical Notifications listed and bookmark the ones that are important to you.

Tip:

The Technical Notifications page is updated regularly with new information, making its content highly dynamic. While localized versions are available, the translation process may cause slight differences from the authoritative US English version. Always refer first to the US English page for the most accurate and up-to-date information.

[Next Release] The next Adobe Acrobat Sign release is scheduled for May 20, 2025

This minor patch release will address customer-reported defects and apply necessary optimization and security updates.

The Sandbox environment will receive these patches four weeks before the scheduled release. A list of resolved issues will be published at that time and updated 14 days prior to release.

Feature Release: Adobe Acrobat Sign – April 22ND Release Completed

The release was completed to all shards with no downtime to any services.

Current Notices:

New items are added to the table as they are reported. The full list is resorted at the beginning of the month.

Status

Issue or Event

Execution Date

New

July, 2025

New

July, 2025

New

Next Release

May 20, 2025

Updated

Next Major Release

July, 2025

Next Major Release

July 22, 2025

Next Major Release

July 22, 2025

Pending 

Next Major Release

Q2, 2025

Pending 

December 1, 2025

Recently
Implemented

Current

Recently
Implemented

Current

April 22, 2025

Recently
Implemented

Current

April 22, 2025

Recently
Implemented

Current

April 22, 2025

Recently
Implemented

Current

April 22, 2025

Recently
Implemented

Current

April 22, 2025

Recently
Implemented

Current

April 22, 2025

Recently
Implemented

Current

March 1, 2025

Informational

Current


[New]
All commercial accounts will have their Custom Workflow Designer environments promoted to the new experience after the July 2025 release. Switch links will be exposed for users to return to the classic environment.

First Reported: April 2025

Current 

This update enables the new Custom Workflow Designer experience for all existing accounts to the newest version through the administrator accessible controls. The admin controls remain in place so that admins can revert their default experience to the classic environment.

New accounts created after the July 2025 Acrobat Sign release will have the new experience enabled by default, and no controls will be present to step back to the legacy version.


[New]
Adobe Acrobat Sign for Government accounts will have access to the new Request Signature experience after the July 2025 release.

First Reported: April 2025

Current 

All accounts using the Acrobat Sign for Government service will gain access to enable the new Request Signature environment, along with several features recently created that are dependent upon it:


The webhookNotificationApplicableUsers parameter is to be removed from the Webhook payload. 
Sandbox is to be updated in the June 2025 release.
Production is to be updated in the July 2025 release.

First Reported: September 2024 - Updated April 2025

Current 

The Webhook 2.0 infrastructure has been rolled out to all customers, and with that completed, signer notifications have been deprecated. As a result, the webhookNotificationApplicableUsers parameter of the webhook payload no longer provides any useful data and will be removed from all webhook payloads.
The Sandbox environment will be updated in the June release.
The Production environments will be updated in the July 2025 release.

The sending userID and email can be found using the initiatingUserId and initiatingUserEmail parameters in the notification payload. 


REST API GET /agreements Optimizations

First Reported: March 2025

Current 

In the May 2025 release, we’re optimizing the GET /agreements API to significantly reduce response times—our internal testing shows improvements of up to 10x.

What’s changing

  • Smaller page sizes: To support these improvements, we’ve reduced the maximum number of agreements returned per request to 500, but this limit may change in future releases. Each response includes:
    • The actual number of agreements returned
    • A link to the next page of results (if available)
  • Dynamic result count: You can still request a specific number of agreements, but the API will return as many as the service can provide. Each response includes:

What to expect

In some cases, there may be a slight delay between creating an agreement and retrieving it using the GET /agreements API. This delay is typically very short; a follow-up request should return the new agreement.

Available environments: Commercial, Government | Available tiers of service: Acrobat Sign Services, Government | Configuration scope: Enabled by default; Not configurable


The classic Compose page will be retired and removed from the commercial interface in the July 2025 release.

Note:

This update only applies to the Commercial version of the Acrobat Sign service. Government Cloud accounts are not impacted.

First Reported: June 2024 - Updated January 2025

Current 

Final Transition to the New Request Signature Experience

With the July 2025 release, the classic Compose interface will be fully removed from availability, finalizing the transition to the new Request Signature experience.

  • All commercial accounts that have not yet set the new Request Signature environment as their default will be automatically switched to it as the only option for configuring new agreements.
  • The ability to configure the experience or switch between environments will be removed from admin menus.
  • Customers using the Notarize integration will not be affected by this change.


The classic Send in Bulk environment will be removed from service in July 2025.

First Reported: March 2024 - Updated February 2025

Current 

Note:

This update only applies to the Commercial version of the Acrobat Sign service. Government Cloud accounts are not impacted.

Final Transition to the New Request Signature Experience

With the July 2025 release, the classic Send in Bulk interface will be fully removed from availability, finalizing the transition to the modern Send in Bulk experience.

  • All commercial accounts that have not yet set the modern Send in Bulk environment as their default will be automatically switched to it as the only option for configuring new bulk transactions.
  • Switch links to access the classic experience will no longer be available.
  • The ability to configure the experience will be removed from administrator menus.


Classic reporting to be removed from service in the first half of 2025

First Reported: September 2022 - Updated March 2024

Current 

Classic reporting will be completely removed from the Acrobat Sign interface in the first half of 2025. This includes the switch link that allows changing between environments. Once removed, customers will not be able to return to the classic environment to review classic reports, and scheduled reports will stop executing.

The modern reporting environment will remain as the only reporting solution.

All customers are strongly encouraged to recreate all of their existing reports in the new environment as soon as possible.


Deprecation of the Adobe Acrobat Sign REST API v1-v4.
End of support and removal of legacy REST API versions on December 1, 2025.

First Reported: September 2024

Current 

Action Required

All customers using the API must update their APIs to utilize the version 6 endpoints as soon as possible to ensure uninterrupted availability. 

Versions 1 through 4 of the Acrobat Sign REST API have been deprecated and will be removed from service on December 1, 2025.

Updating APIs can involve considerable effort, so all customers are strongly encouraged to scope and budget their update as soon as possible so that support can be fully engaged to resolve any questions or problems that arise before the December 2025 cutoff date.

While REST API v1-4 are deprecated, they will continue to function, and your applications will continue to work until December 1, 2025, when the REST API v1-4 will be removed.

After December 1, 2025, applications built on the REST API v1-4 will cease functioning.

 


External source drives to be removed from support in the new Request Signature experience

First Reported: May 2024

Current 

The option to use an external drive for uploading files will be limited to OneDrive only in the new Request Signature experience.

It's recommended that customers who use other options for file upload use the vendor-specific application to provide a networked drive that can be accessed through the native file picker on the user's local system.


Additional Resources


Adobe Acrobat Sign SSL Certificate updates in January, 2025

First Reported: December 2024

Removed from Current list: February 2025

Adobe Acrobat Sign will rotate the Adobe Acrobat Sign SSL Certificate on January 22, 2025.

In addition, a new SSL certificate is being deployed to support the WAF network changes being made in January 2025This new certificate directly impacts access to the Acrobat Sign service and must be installed before the WAF goes online.

Action Required

  • Every customer account that explicitly secures network activity must include the new WAF SSL certificate in its list of stored certificates.
  • If you have custom-built integrations with Acrobat Sign using either the SOAP or REST APIs and if any of these integrations have ‘pinned’ the existing public key, no other action is required.
  • If you are using Acrobat Sign’s SSL certificates for SSO, or if you’re pinning the certificate itself (or using other methods), you can find the new Acrobat Sign SSL certificates in the Adobe Acrobat Sign System Requirements.
    • If your SSO configuration supports multiple public certs/chains, you can add the new certificates now and remove the old public cert/chain from your configuration after the January switch.
    • If your SSO does not support multiple public certs/chains, you will need to sync your SSL switch with Acrobat Sign on January 22, 2025.  

The new SSL certificates will be active on January 22, 2025.

Archived Notifications

Listed by the date when the notice was removed from the current notice list, most recent to oldest.

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