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
Getting started
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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 |
Overview of 7 key areas for administrators to get up & running quickly in Acrobat Sign |
Learn how to seamlessly migrate Docusign templates and workflows |
Learn how to add new users to Acrobat Sign |
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Add a new account administrator Learn how to create a new user or promote an existing user to the Acrobat Sign Admin role |
Configure notifications for events and alerts Configure notifications for events and alerts for your account |
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 |
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Create a reusable document template for speed and consistency |
Reporting and transaction usage Learn how to generate reports and track transaction usage |
Learn how to set up report options for users |
Create a document that can be signed electronically directly on your website |
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Learn how to disable, edit, and re-enable an existing web form |
Collect thousands of signatures at once for any document |
Automate document workflows to quickly get electronic signatures and data |
Learn how to access, utilize, and configure audit reports |
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Assign Product & Support Admin roles Learn how to assign an Acrobat Sign user Product Admin and Support Admin role in the Admin Console |
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