Administrators overview
- Topics:
- Administration
- Deploy
- Workflow
- Report
- Web Forms
CREATED FOR:
- Intermediate
- Admin
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
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 |
Configure notifications for events and alerts Configure notifications for events and alerts for your account |
Add and manage users for Acrobat Sign |
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 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 |
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 |
How to promote a user to an admin role Learn how to promote a user to an Acrobat Sign admin role using the Admin Console |
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Advanced tasks
Edit product settings globally for your entire organization or for specific groups |
Set up view-only access to transactions in another user's account |
Set up account sharing to allow admins and users to delegate their send, modify, and view permissions |
Learn how to use the Bulk Download tool to quickly download all your signed agreements |
Build Acrobat Sign form fields by text tagging using Adobe Acrobat |
Set up Bio-pharma settings that allow you to meet FDA 21 CFR Part 11 requirements |
Learn how to set up and use privacy admins |
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Acrobat Sign
- Overview
- Getting started
- Advanced tasks
- Administer
- Overview
- Getting started
- Getting started for new administrators
- Up and running for admins
- Configure notifications for events and alerts
- Adding users
- Creating and managing groups
- Setting up an external archive
- Creating a template
- Reporting and transaction usage
- Report options for users
- Creating a web form
- Modify an existing web form
- Send in Bulk
- Building a custom workflow
- Audit reports
- How to promote a user to an admin role
- Advanced tasks
- Digital ID
- Integrations
- Overview
- Microsoft
- Filling and signing in Outlook
- Send for signature in Outlook
- Send for signature in SharePoint Online
- Tracking in SharePoint Online
- Integrate a web form with SharePoint Online
- Auto archive files in SharePoint with Power Automate
- Document automation with Acrobat Sign for Microsoft Power Platform
- Send for signature in Microsoft Teams
- Live Sign in Adobe Acrobat Sign for Microsoft Teams
- Documents tab integration for Microsoft Teams
- Create a simple workflow in Power Automate
- Create an advanced workflow in Power Automate
- Microsoft Dynamics 365 for Customer Service
- Microsoft Dynamics 365 for Field Service
- Microsoft Dynamics 365 for Sales
- Notarize
- Salesforce
- Workday
- Marketo
- Send notifications using Acrobat Sign for Salesforce and Marketo
- Send reminders using Acrobat Sign for Salesforce and Marketo video tutorial
- Send reminders using Acrobat Sign for Salesforce and Marketo configuration guide
- Send notifications using Acrobat Sign for Microsoft Dynamics and Marketo
- Send reminders using Acrobat Sign for Microsoft Dynamics 365 and Marketo
- Industries and departments
- Develop
- Deploy
- Mobile