Administrators overview

Learn about adding users to your account, setting up groups, sharing access, and setting up a workflow, external archive, and shared events and alerts. These tutorials are designed for administrators who are past the installation phase, and are ready to start administering Acrobat Sign. The Advanced Tasks cover topics that expand past the admin setup and move into defining global settings, account access and sharing, and text tagging.

What’s new

• Report options
  Learn how to set up report options for users
• Adding users
  Learn how to add and manage users for Acrobat Sign

Getting started

Getting started for new administrators In this comprehensive video guide, learn about all the tools necessary to get your organization up and running with Acrobat Sign	Up & running for Admins Overview of 7 key areas for administrators to get up & running quickly in Acrobat Sign	Configure notifications for events and alerts Configure notifications for events and alerts for your account	Adding users Add and manage users for Acrobat Sign
Creating and managing groups Create groups, add users to groups, and edit group settings	Setting up an external archive Create an external archive for backup copies of agreements that have been signed	Creating a document template Create a reusable document template for speed and consistency	Creating a report chart Learn how to build, save, and manage your own custom reports and data exports
Report options for users Learn how to set up report options for users	Creating a web form Create a document that can be signed electronically directly on your website	Modify an existing web form Learn how to disable, edit, and re-enable an existing web form	Send & collect signatures in bulk Collect hundreds of signatures at once for any document
Setting up a workflow Automate document workflows to quickly get electronic signatures and data

Advanced tasks

Global settings Edit product settings globally for your entire organization or for specific groups	Sharing account access Set up view-only access to transactions in another user's account	Advanced account sharing Set up account sharing to allow admins and users to delegate their send, modify, and view permissions	Using Bio-Pharma settings Set up Bio-pharma settings that allow you to meet FDA 21 CFR Part 11 requirements
Acrobat Sign Text Tagging Build Acrobat Sign form fields by text tagging using Adobe Acrobat

Business.Adobe.com resources