Administrators overview

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

Migrate Docusign templates

Learn how to seamlessly migrate Docusign templates and workflows

Add a new user

Learn how to add new users to Acrobat Sign

Enable automatic user assignment rules

Learn how to set up automatic assignment rules granting users access to Acrobat Sign in the Admin Console

Add a new account administrator

Learn how to create a new user or promote an existing user to the Acrobat Sign Admin role

Assign Product & Support Admin roles

Learn how to assign an Acrobat Sign user Product Admin and Support Admin role in the Admin Console

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

Create a reusable template

Create a reusable document template for speed and consistency

Reporting and transaction usage

Learn how to generate reports and track transaction usage

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 in Bulk

Collect thousands of signatures at once for any document

Build a custom workflow

Learn how to create and use custom workflows to speed up the process of creating and sending an agreement

Audit reports

Learn how to access, utilize, and configure audit reports

Configure notifications for events and alerts

Configure notifications for events and alerts for your account

Configure and govern Modify Agreement

Learn how to configure and govern Modify Agreement

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

Bulk Download tool

Learn how to use the Bulk Download tool to quickly download all your signed agreements

Acrobat Sign Text Tagging

Build Acrobat Sign form fields by text tagging using Adobe Acrobat

Using Bio-Pharma settings

Set up Bio-pharma settings that allow you to meet FDA 21 CFR Part 11 requirements

How to set up privacy admins

Learn how to set up and use privacy admins