Power Up Your Acrobat Sign Admin Experience

Transcript

Hello everyone. This is Nikhilesh. My name is Nikki. I’m a product manager on the Acrobat sign team. Welcome everyone. Let’s give everyone just about one more or two more minutes before we get started. For those of you who are celebrating or honoring the veterans today, on veterans day, thank you for your service.

Very cool. I think we have a good amount of folks joining in. So let’s give just one more minute. We have a hundred people. So thank you so much everyone for your interest and willingness to come up and learn about Acrobat sign as an administrator. What privileges that you guys have in terms of using and finding the best value for Acrobat sign today. Okay, let’s make sure I’m set up correctly. You guys can see the screen. Can you give me a quick thumbs up if you guys can see my screen and the first slide. Okay, awesome. Thanks for your handout, but I think we will just have the questions at the very end. Okay. You can just give a thumbs up to me. Okay.

Cool. Awesome. So it’s 8.03 AM here in California. Again, my name is Nikhilesh. I go by Nikki. I’m a product manager on the Acrobat sign team. I’m joined today by a couple of my peers. So I’ll just put this slide out. So as I said, I’m better looking on a picture rather than here. So just bear with me today. I have my peers, Kelly, Ria, Gautam and Eunice. They will be supporting me in terms of answering any of your questions. We’ll go through some of the housekeeping just moving forward, just to kind of like give you guys an idea. But these are the folks who are responsible for bringing these enhancements at your fingertips. So we’ve been working very hard for the past one year, especially to work on these enhancements. So we feel admins are much more capable and knowledgeable in terms of like configuring your application.

So moving forward, I will just give a quick agenda on what we will cover today. We’ll start off with a quick introduction, like about Acrobat sign. I know you guys are here to know about it, but just kind of like just giving a quick overview about what Acrobat sign and what we guys offer. At the same time, this is the main agenda topics, right? This is what kind of like prompted you guys to come here. We have the new user management control center in the integrations hub, the DocuSign migration tool that we have developed for like a self-service tool for admins. And last but not the least, for those healthcare customers who process PHI, right? We have the possibility for having that onboarding just done very quickly.

And at the end, we will also have a Q&A. So please feel free to ask your questions. My peers will be helping kind of like moniker those and then we’ll cover those at the very end.

So just a quick housekeeping task, right? Like we have just how the interaction, like I mentioned, we have the Q&A part. So feel free to ask your questions there. The most upvoted questions that we have, we will be kind of looking through those lists once we finish this entire webinar, depending on time. And if we do not have enough time, of course, feel free to reach out to us. I’ll share my email address as well. So we’ll work through and have those questions answered.

And second, the way we interact with this webinar is we usually kind of do some polls. And during this process, just to kind of like see how you’re interacting with us today. So just that is how the process will be. So Kelly, one of my peers here will be just doing a quick poll, just to understand where you guys are coming from and just making sure that we are all engaged in this entire process. So Kelly, why don’t you just share the first poll for us? Awesome. So where are you guys joining from? We have 150 people across in this webinar today. We’ll have more joining in just a few minutes as people are coming in for their first morning meeting or evening meeting at the end of the day. So just add your kind of polls in terms of where you guys are coming from, and then we’ll just do a quick housekeeping on where things are in the process.

We’ll give everyone like about 30 seconds.

I see about like 70% or more coming in from North America. Of course, this is a morning time for us. For all the folks across the globe, thank you so much for joining. I really appreciate you kind of like having this as your last meeting for the day, hopefully, and you get to learn something today. Cool, awesome. Let’s end the poll, Kelly. Let’s just move on to the next slide.

Cool. So just giving a quick introduction about Acrobat saying right, as many of you know, you have purchased Acrobat saying for your use cases, but just giving a very high level of view. It’s an eSignature product. It’s a global platform that’s available across for all enterprises across the world. And we have customers in very different markets. You saw we have 70% of our customers today who are coming in from North America, but we do have that split across for other in Europe, in South America and others. First most important thing, we know you guys are using many different applications. So we help connect you to the different apps through Acrobat sign. And that is kind of one of our major differentiator. We have a large number of turnkey integrations that allow customers to kind of directly integrate with Acrobat sign and send documents for signature right from within their respective app, like our sales force, Microsoft, Workday and many others.

Next, we also have a very, we have been improving our entire signing experience. So you could see that as part of the entire user experience for many of the signers. At the same time, we’ve also been focusing on the sender’s journey as well, which helps you in terms of both sending as well managing your agreements in Acrobat sign. Our third pillar, which is our most important one, is the compliance. That is exactly why you purchased Acrobat sign and have this trust in Adobe for doing all of the different activities that you want as part of your use cases. And this builds trust within the company itself. At the same time, for the signers, they are ensuring that their documents that they’re signing is in a secure and compliant manner. And of course, because we are a global company, we follow laws across different markets. And of course, because for some of those markets are mature, like US and Europe, we also have these Acrobat sign being served in many other countries as well. And we keep a constant look at any of these new laws that are developing and helping kind of improve our TSPs, which is our trust service providers, service, Acrobat sign in those markets as well. And last but not the least, we also have the capability of automation. So you can see as I’ll go through the slides in the future, later on in the slide, we will have a couple of things about APIs or integrations of what all we can do in terms of like using Power Automate, JPL and many of the other things that we have been developing in terms of improving your end-to-end experience.

Moving on, so just kind of giving a quick overview about like where we are in the process, right? As I mentioned, my team and I, we’ve been very focused on doing a lot of improvements. As you can see here, the April release that we had was very much focused on bringing the checklist as we first thought, what is the most important things that admins, especially once they are logging into the product are doing. At the same time, we have redesigned some of the welcome reminder emails just so that if you didn’t kind of see the first email come through, just knowing the value that you’re getting out of Acrobat sign and then kind of going through the entire process. We also introduced some operational emails, giving you a quick monthly overview, like what has happened in your application, which users got assigned, which have full visibility into that. And these were some of the updates that we did in April. Following in July, this is kind of what our major focus is being for this webinar, which is about like adding users natively, right? With Acrobat sign, we don’t have to even navigate to the admin console, which many of you guys are aware of. The integrations hub, the DocuSign migration, and even the BA acceptance process. And last but not the least, which is our most recent release, focusing for admins, we’ve been going to a new user management control center. So we’ll go through each one of them and just bear with me and then we’ll have all the festivities in just a couple of seconds. Cool. So let’s get started, which is the first thing we’ll talk about. This is the onboarding checklist, right? So this is a single one-stop shop for your organization’s configuration needs. So you as an admin, what you need to focus on in terms of setting up the Acrobat sign environment in the best possible way. So all of your users can use all the functionalities that we have to offer. And we’re focused on providing access to the right team members. So you can add yourself and other people as administrators, and we can also add more users so that they can be given appropriate permissions to kind of send agreements for signature. The second, the bottom section is focused a bit more on other functionalities. So I’ll share a quick demo right after this. I know the screen is a bit small, but I’ll just make sure, kind of giving you a high level overview. The immediate next actions that we feel many admins take are about branding. So having your logo right within the Acrobat sign app and also the emails that get sent out to your end users. Governance, creating of groups and kind of having different configurations for different departments that you want to add. And last but not the least, like all of the different, like making sure the HIPAA is configured the right way, or even you migrate your templates if you were a previous DocuSign customer. And last but not the least, like the entry point is always accessible right from within the admin tab. It’s the first tab that you see in the top left corner once you log in into the Acrobat sign application. So let me move forward and do a quick demo. So the first screen here, what you see is the welcome email. The welcome email kind of like gives you an entire overview of what all the things you can benefit from once you log in into Acrobat sign. The call to action takes you inside the Acrobat sign. So you have to enter your password for people who are logging in for the first time, they will be asked to enter their password. You saw the initial dialogue, which kind of gives that entire checklist. And this is the first item that I mentioned about branding, where you go in, you add your logo. And once you save, you will be kind of taken back to if you see the homepage at the that particular logo is also kind of like shown for all the senders and all the users within the application. And that same logo also appears on your emails as well. This is a quick like onboarding checklist for all the admins in the application. Okay, moving on. We’ll talk about user management control center. So like I mentioned, we have those two separate sections, the first section kind of like key curves specifically towards like adding the users and adding administrators. The next we also have many other capabilities that we added right within the UI. So that this could be your single stop shop for adding all the users and having complete visibility into your user status. So the left screenshot kind of like just gives a quick overview about how that particular screen looks like. Again, each of these slides is kind of followed by a demo. So if you guys are interested in looking at your recording afterward, this is how you kind of can go through this list. The first thing on this particular tab is categorized by the difference users take. So we have active, active meaning anyone who has logged in into the application. Second is pending, wherein you have invited the users, but they have either not accepted the consent or have still not logged in into the application. And last but not the least is needs help. So this kind of like gives you a complete visibility. The top section is an entire overview about the users. Then we have other quick actions that you can take across each of these tabs, wherein you can manage auto assignment. And what that means is that you don’t need to explicitly add each and every user. They can be auto added as far once you configure it, they can be auto added using the URL that you share with your users. You have the option to contact support, which is at the bottom left corner. Just we wanted to make it right, very active so that you as admin, if you run into any issues, you have the possibility to reach out to your support team as well. And we also have the link to the admin console in case you need to do another like advanced task. Let’s say you have to do AdSync or any of the permissions like domain enforcement or any of those other complex actions, those things can be done right from within the admin console as well. And last but not the least, like for those users, like if you are navigating from let’s say Acrobat Pro or other Adobe products or specifically Acrobat products, we do understand that many of these users face some kind of login issues. So you as admin can kind of like help resolve those errors right with the design console itself. And I’ll show you that right with the demo as well. Okay, let me move on and just kind of show a quick demo. And I’ll stop in between just so that because this is an entire big section, we’ll just go through the demo.

Okay, so starting off, like I mentioned, that was our onboarding checklist. Clicking on add users or add administrators, you will be landing on this particular page or tab. And this tab kind of like you can see on the left, you have the all users. And we’ll talk about the other sections on the page. You can also access this from your admin tab and just going into the user section on the left corner. So the first tab here is the active users. The second is the pending. Like I mentioned, anyone who has a pending user consent or has not logged in, those will show up here. And then the last tab here is talks about users with errors. The first one is the license conflict. So if they had an acrobat teams or acrobat subscription and get on into errors will show up. And then if there are other errors where your admin himself or herself cannot resolve, you will see that here in the other error step. You will see we also have this add user button very highlighted at the top, followed by the archive users on the left. This is all the users that could have been migrated, that have migrated in the past, but are no longer having access to Acrobat sign.

The next section is what we call is the access request tab on the left. So this is a feature that we just rolled out to many of our VIP customers, kind of just highlighting, like if those users are invited by other users in the organization, we want to give admins like yourself control so that you can approve or deny those requests. This is just the visibility into what those requests are. So you don’t have to explicitly add these users, your end users or senders within the application can kind of add these users and it goes through the process of this approval. So once you click approve, you will add them and give them the appropriate role and permissions. So you as admins have full flexibility in terms of like what permissions you want to give them. So moving back to the all users, we’ll do the add user button. So you can see here, this particular dialogue is the first thing that opens up. And like I mentioned to you, we do have you navigate to the admin console if you want to do more complex tasks, complex meaning you need to do an AD sync, you need to do any kind of bulk operations, just go to the admin console, we take care of you. But most often than not, we know like many of you admins, just kind of login right within the application and just add the user one by one just because of the nature of how your business is. You can enter your name, the email address, you do have the option to kind of like select which role that you do assign to this particular user. So we do have three roles, your regular user who is just using for sending agreements for signature, you can add another account administrator. And last but not the least, we also have a privacy admin role, which is like a 10% of all these roles as well. We do have the capability to kind of give you give these users system of product administrator or support administrator roles right within the admin console. So those users can either add more users, that’s when the product administrator role is and the support admin is they can actually raise support tickets right from within the app itself. So once this continues, once I click Save, you will see like a message right here at the bottom of the screen about what that particular user has gone through. And this particular user once I click Save, goes through the back end API’s, gives the permissions to the user and gets added to the system. So you will see like a message like this at the bottom that they have been given access, but they do need to accept that consent before we kind of get added to the application. So that particular user, we can do a look up by search like within the pending user staff. So give it a second and this particular screen will get loaded. And you can see that spending users came up from 9.2.2.6 to 9.2.2.7. And that’s the first user in the top where it says spending user consent. So we do have the option now to kind of send reminders to all of these pending users saying do the steps like if they haven’t taken action, like you will kind of see what that particular user can be just motivated to kind of sign in and start using the app right away. And we just show a quick screen here on the admin console about like how that particular user shows up. And just because these actions were taken within the sign console, we do an exact sync with the admin console as well so that both of new systems are in sync and each other always. And those users have also been given permissions the way that we have intended to kind of do that. Okay, that’s the screen. You can see we were given the permissions. You can also add the users right from here. But our main goal as part of this improvements that you could do as an admin can do all of those functions right from the design UI. And like I mentioned about the bulk actions, you can do that like within the admin console. We currently do not offer that within sign. Of course, just because of the way the different functionalities need to be captured here. Next screen here talks about the manage auto assignment which I mentioned. So administrators like yourself can go into the admin console to configure what this manage auto assignment does. As you go through these steps, the first step in that entire process is to kind of like assign which groups and where exactly would that profile be selected or where those users will get langle once that user is added to the system. As you go through these steps, whether you kind of want to initiate that for all users or only select users within the organization. If there are other users within your admin console, you can restrain that for those specific users as well. And once you get that URL, that URL can be shared with all the users within your organization. And they will be able to start using Acrobat sign once they go through the login process as well. But they will be automatically added. We do also leverage the same technology for the invite user, which I mentioned about access requests. So you do not need to be intervened in terms of adding and approving the approving or denying these requests. Once the user is inviting another user within the application, they will go through the flow of like just accepting the invite and then they’ll just be able to log into the Acrobat sign application. We kind of give you the flexibility to kind of like do both the things at the same time.

Okay, let’s move on. I know that there’s a lot to kind of like we’ll just go one more forward and then we can take a quick break later. So the next thing that we’ll talk about is the integrations hub. Like I mentioned, I just started what Acrobat sign does, we know your workflows are across like different systems. And we do not want you to kind of come to Acrobat sign percent agreements for signature, we want to leverage Acrobat sign integrations right within your apps. So I will talk about just a quick overview about what this particular integrations hub is. And let me share this. So the integrations hub, this is something that we just again, show added very recently to Acrobat sign product, this gives you visibility into all the different 12 featured apps that we currently have. And that’s just the featured apps, right? We do have extensions across many other applications over 75 plus and those will also be visible in the integrations hub. Once you navigate to the bottom of the page, we’ll go through that once in the demo as well. So the feature integrations are Salesforce, Microsoft Workdays, APR and many others. We do also have the option of creating your own integration. What that means is that you will be able to create your API app and use the Acrobat sign API, which you have full access without any additional cost right from within the sign application. You create the application and then you start using API still to start using that within whatever custom integrations that you guys have. And last but not least is, as I mentioned, not just the 12 feature, we also have 75 plus so we do work with multiple vendors. And we provide these Acrobat sign integrations right within the Sign UI. And you have the option to explore those as well. So let me move forward and just talk a bit more about that demo I mentioned. So just to start off on screen, right, like you can see here for a new administrator, we do have the onboarding checklist banner. What that means is that we just want you to make sure that you have gone through that entire checklist and know that you have taken all the steps. So if you haven’t, we’re kind of just giving you a quick idea about what the steps that you will, you just need to kind of like look through and can either continue or like eager and that is not relevant for you, you can skip those steps as well. But this is the home screen. So we’ll go through where are the different touch points that we have added for the administrators. So the first thing here is within the admin tab, right. So like I mentioned, this is the onboarding checklist, you can say setup integrations, and it will navigate you to that integrations tab that we have added right within the admin. So this is the integrations tab in the bottom left corner. If you go and see that right within your screen, just scroll on the left navigation, and you will be clicking on integration. This is the page that will show up. We do have a direct experience. So as you can see here in the screen, we kind of walk you through what those different like the main sections within the document, within the page are. So that’s the last one is the exploring new integrations that we guys have.

So first step here is how do you create your own integration, right. So this takes you to the API information page, giving you different access to the Acrobat sign API’s and also giving you the ability to create that application. Each of these tiles on the screen kind of like have a learn more and a connect button, the learn more takes you to the respective documentation, and the connect button takes you to the respective app source, whether it’s for Salesforce, whether it’s Microsoft and all the others, it will take you to the respective page and kind of help you install that particular app for your integration. And that last screen was about the different integrations that we also have. The other thing here, like I mentioned at the start, we have the top navigation, we also have here on the home screen and account management home tiles where here you have this particular integration stuff where you can navigate from. So you don’t need to explicitly go into the checklist and find that button. You can do that right here from the home tab anytime you kind of log in into the application.

Clicking that again kind of takes you to the same page, giving you the ability of what those things are. So moving forward, we’ll just kind of give you a quick demo of how do you connect to a Microsoft 365 integration, right? And I know that is one of the most important integrations many of our customers come to Acrobat sign for. So something to kind of learn about. This particular UI was currently done in stage environments. That’s why you don’t see all the apps because we wanted to show how that entire end-to-end experience looks like. So as a user, this is also the integrations hub that’s also available for users. We will cover that in just about a second. But this is how an admin or user will kind of like log in and connect their Microsoft 365 integration. So you click the connect button. And once you click the connect button, it goes through the process of getting the app right from the Microsoft store. So we just directly wanted to kind of like show you what will happen once the Acrobat sign app is installed within the Teams application. And that could happen either from the integrations hub or you can just find it by going to the Microsoft app store. You get the app and then install that app for your use. In some cases, we have identified that Microsoft admins do need to approve whether that particular app is available for you. So do reach out to your Microsoft admin if you go and see the Acrobat sign app within your app store. Whether it is on your Outlook, Word, or PowerPoint, any of those places. So this is the interface that you will see with the Acrobat sign app right within the Teams application, as you can see. And the first step on the screen, like I was showing you, you have to log in into Acrobat sign. So the assumption is that you already have an Acrobat sign license that you have that you log into. So once you log in with your credentials and you finish that entire process, which is accepting. And the next thing you have to do is accepting the permissions. So you can see the screen about different permissions that you accept. Once you complete that, you will be able to use the Acrobat sign app right within the Teams application. And you can see this, you have the manage tab, you have the documents tab, and everything. And right now, if I just refresh the integration tab, you can see that it’s connected. So this is a very, very simple step in terms of like having that interface right from within the integration tab. So you can go navigate to the Microsoft and start using and sending agreements for signature right from within your Teams app or any of your other Microsoft 365 integrations. This is a quick interface that is also from a user standpoint. So if you have, if your users reach out to you for questions, like this is how their screen would look like. And as you can see, you saw earlier, there are tile, especially for exploring integrations. And that same kind of like list of integrations also show up here on your screen, the same things that you also have access to. However, we understand that certain apps require admin approval. And that is why you can see for the Microsoft and the ZPR integration and directly have a connect button because it’s directly at the user level. However, we also have like the Salesforce app, for example, where the action that a user can take is actually contacting the admin. And clicking on contact admin opens up your email client or the user’s email client. And it kind of sends an email to the users saying that I want access to Acrobat Send, why don’t you help install for the entire organization. So you are you as admin are notified via email, and then you can take the action of connecting by following the steps highlighted in the Learn More button. So this email is sent to all account admins within the application so that you have the idea, just you as an admin or many other admins have the idea that some of the users within your organization want to use the Acrobat Sign-in integration within Salesforce and your respective apps.

Okay, I think that covers it. And then last but not the least, as you can see, we do have the option. So if you see there are certain apps that you don’t see in this list and want the user, we do have the option to suggest that using our user voice. So we as product managers monitor that particular site if there is any interest in other integrations that you would like to use. And that can be just shared from within the user voice that we have. So that’s the first thing that we do. And then we have the option to request that as well. And that’s accessible not just for users, but also for administrators too. Okay, I think that covers the entire end to end demo. So let’s move this. I know we kind of talking for a lot of time. So let’s do a quick poll in terms of where, like, what’s your interest, like what you’ve kind of observed so far, and what which integration that you’d like to kind of like know the best. So Kelly, why don’t we launch the next poll.

So we know many of our customers are Microsoft. So you can see our poll is a bit skewed towards that. But of course, feel free to kind of like choose others if that’s of interest and we’d like to learn more about that integration as well.

Awesome. That’s about the same way that we kind of like expected before. So I think everyone in the same geo is kind of interested in the Microsoft 365 integration. Let’s give about like 15 seconds more for folks to kind of like pulling their words and then we can move on to the next section. Okay.

Okay, I hope you guys are learning and thank you so much again for kind of like working, helping us to give you guys the guidance about how to use Acrobat Sign the best possible way.

Okay. With that, let’s call this poll complete. We have about 70% who are Microsoft or about 68% who are interested in Microsoft 365. That’s great. I hope the recording will kind of like help you feel free to refer to that we will be sending this recording out after the entire session. So bear with us I think until the end of the day to kind of send this recording out for all of the users. Awesome. Let’s move on. So we’ll talk about I think one of the most important things that we have identified many of our customers do come from DocuSign. I know this particular section may be relevant for you or maybe not. But if you are a multi vendor shop, you also use Acrobat Sign, you do have certain departments who use DocuSign. We do give you a quick ability for moving those templates from DocuSign into Acrobat Sign without any hassles. And I will walk you through again the very simple three step process in terms of how to make that happen. So this is the screen that you will kind of like see right within the sign interface. There’s only three steps, right? Very simple. The first thing importing templates from DocuSign. The way you import that is you create you go into your DocuSign application, where you have the templates tab, you click download and it will download it into a zip file. That zip file can be uploaded right within the Acrobat Sign application. And we do all the steps for you. We start the migration, we convert that specific DocuSign templates, we convert them into Acrobat Sign workflows, because that’s what we have our equivalent like one is to one that you can imagine. And then once you once those workflows are created, you can actually start using those Acrobat Sign workflows for all of the users in the application. That’s how simple we have made this entire process. And with that, let me just go into the demo. I think that is much more clear for everyone to kind of like follow along. So you’ll see like again, some of these demos were done by many of my other team members. So you won’t see the same interface always. But let’s see here how it works. Right. So this is the home home screen for the admins. And we do have a tile for migrating templates, you can directly land here. You also have the options from the onboarding checklist. So again, that is the kind of one of the other interface or the touchpoints that you have. And if you don’t want to go too eager of those, you also have the admin tab. And if you go scroll down on the left side, you do have the option to migrate templates from there as well. So the first step here, like I mentioned, downloading the templates, right. So we’ll just do a quick demo on how that happens within DocuSign. I know we’re just all in the Acrobat Sign world, but we do understand many of our customers are DocuSign shop. So in order for you guys to download and start using Acrobat Sign much more effectively, we understand you want to move those templates over. So this is a screen within DocuSign, many of you or some of you might be aware, here you can do download my templates, or you can choose like all the templates within your organization and download everything. In this particular case, we have selected three templates, and then we click the download button. Like I mentioned, once you click download, it will download it into a zip file and save it in your desktop or wherever the choice of folder that you have. So once you select that particular zip file, as you can see here in this particular downloads folder, we just navigate back to the Acrobat Sign application. And at this point, you just have to upload the templates. We do have a 100 MB limit. So if there are more templates and you see the size of that is a bit more than that, just click it down into certain like batches, right, and just kind of like import those templates. And we do have timestamps, we do have different things to kind of like help you differentiate them as well. So as you saw that button, that particular button kind of helps you start the migration process. And we just give you a quick indication of like number three templates, how many of them are completed. And then as we are going through that migration and conversion, how is that particular template kind of like showing up within the Acrobat Sign application. So two of three are complete, three of three. If it just took you a couple of seconds, it would actually even navigate you to the custom workflow space, like I mentioned before. But here, it just took I think a bit more than 30 seconds for that entire thing to process, and then you can just take a look at the size of your templates as well. So if you have more, it could take more time. And you can just leave that on. We do have this particular migration summary tab, which gives you a list of all the different migrations that you have started. This is a shared resource between all of the admins. So it doesn’t matter whether you as admin are logging in using one, and one of your colleagues is logging in and they’re seeing something else, everyone will see the same interface. You can click the refresh button. If there are those migrations in progress, those will get updated right here within the screen itself. So let’s move on. So here there are three templates that were migrated and three of them were successful. You came here and this is the workflows tab that we have. So you can see all of those three templates got migrated and we also have a migrated tab to just differentiate these things from any other workflows that you have created. So clicking on that particular, let’s show some name is there. You can do configurations. We create these templates for all users in the application. So that way everyone can start using it. And if there were any specific documents or in our world, in the Acrobat sign world, those are called as templates. Those will show up in that particular list. And then clicking on the view button actually takes you to the respective view template. So you can see the entire document and you can take different actions. If you want to add more form fields, if you want to do any other configurations, everything is possible like within Acrobat sign. So you come here, this is the place like the way users would be actually like benefiting from using these workflows is from the home tab. To start from library, you will see this particular dialogue which shows like workflows and you can see here all of those workflows that we just created are visible for your 10 users. So you click, if you select one of them, you click start. And that template that you had within the Acrobat sign is now an Acrobat sign workflow. So you can see how those different steps are shown here like within the UI. There was a template that was already selected. There was a name of that document. Of course, that’s what we default with and you had already assigned that particular user as a signer. So everything is all there. All the users need to do is just send that agreement out for signature. And now it’s out and the agreement is just a quick send here. So that agreement is sent out. I’m just giving you a quick Easter egg. Again, we are working on one of our new features of creating a coffee and that will show up like very soon in our application too as well. So just a quick sneak peek into something that we are working on in the future. So like I mentioned here, this is the admin tab. Again, you can also navigate from within the checklist. So the checklist will have that. We also have the migrate templates from DocuSign. That’s the section I mentioned to you before. If there were already some migrations that happened in the past, you will always land on the migration summary and you can start that another new migration right from within the button in the top right corner. It’s the main CTA that you see in the top right corner. And you can always revisit your all templates that you had added for each individual migration and those will always show up. You can do the migration summary gap right from within the UI. So feel free to kind of like just play around with this if this is something of interest for you guys. Awesome. So let’s move on. And this is the last topic. I know this also may not be beneficial for everyone, but at any point of time, if some of your use cases are about PHI or you process any kind of protected health information, this is the first step that you have to take. We want to make sure you are, we as Acrobat Sign are processing your documents in a much more secure manner. And that’s what kind of like helps you do this, get your account HIPAA ready. So the steps that we kind of need to follow, the first thing is you as an admin, again, from the checklist itself, just once you click that particular checklist again, as I go through them, you will see that you as an admin needs to review these Adobe policies saying we will be processing the PHI data and you kind of like submit all the prerequisite information we need in terms of like initiating that process. Once you request it, we have some backend processes, wherein our support personnel send a business associate agreement. That is the form that kind of like binds Acrobat Sign with your organization saying all the data that we will be processing is kind of is making sure that we are following those policies appropriately. And we also kind of enable a configuration like within for your account and the backend, making sure that like all those steps are now complete and an organization like yourself can start processing PHI data like from within the Acrobat Sign and all senders, whoever are sending agreements, that’s how it will follow. So let’s do a quick demo and kind of like you see how that entire process looks like. This is the again, the checklist you can see here at the bottom of the screen, there is a row item which says like enable HIPAA. You click this, this is the first screen that opens up, talking about the applicability of that HIPAA. You click yes. And you kind of move forward, you kind of provide the steps in terms of what are the who as a signatory will be kind of like signing on behalf of the organization. So you can do this like extra step between identify who that person will be and kind of like include that information through this. And what will happen, it will go into a pending status. I just want to just inform you that it is in pending. What that specifically means is that we initiate our back end processes to send that business associate agreement. So the signing authority whose information you enter, they have to sign the BA and the support team takes care of like doing all the steps of enabling your particular account and making that HIPAA ready. And at the same time, that particular step which was spending will be marked completed once that process is complete and going. Usually it takes about two to three business days. But if you don’t hear that and you haven’t still found the account being turned on or HIPAA ready, then you can contact the support. Again, that is available right from the UI itself. Then move on. And this is particular demo kind of go on through the steps and just took a couple of seconds for us. But here you can see that completed state. So that will kind of like show up in your checklist. And the other thing also just to kind of like do a quick check is here within the account settings and global settings. If you go into global settings in the bottom of the page, there is a section for healthcare customer which says, whether the HIPAA was linked for your account. If that’s the case, it will use particular checkbox will be marked check for you. And last but not the least, like I mentioned, once we finish this process, we send an automatic email to all the account admins indicating that the VA has been successfully completed. And then account can kind of like start processing for our protected health information. I think that’s the end of the demo. Cool. I think we are at the very end. Thank you so much for bearing with me. I know some of you are kind of some of these items may not be as much beneficial to you. But we just want to make sure like you guys got all the value from from this particular webinar informing you the different functionalities and features that we as a team has been working on, especially for the admins, right, making sure your job is very easy. So Kelly, why don’t we launch the next poll, just kind of giving a quick understanding of which is the most interesting feature that many of our users like today.

Awesome. Thank you. It’s kind of like just playing around with between the user management control center integration hub, we are at like 5050 just about now. 5031. This gave a couple of seconds. Let’s see the integrations hub is something that will like move forward. I’m rooting for that.

Okay, I see there are not a lot of people who have moved to not design today, but at least something that you can kind of tell your users or other departments. We definitely would appreciate kind of like no reaching out to other departments within your organization and kind of informing them about the user factor back sign. Again, you can create multiple groups within Acrobat sign, and each group will have their own configuration. So you don’t have to kind of just worry about like whether other groups will be able to see your agreements and things like that. And I see a couple of customers today. Okay, interesting. So we feel free to follow the process. If you don’t hear back, feel free to reach out to support. Okay, with that, let’s end the poll. We have about 90 responses. So 50% in the user management, that’s great to hear a hope of the other benefits that we have rolled out like the monthly overview email like I talked about, then kind of gives you much more idea about like without even logging into Acrobat sign and others. And hopefully you guys use all of the integrations that we have lined up for you guys. Okay, with that, I think I am just sitting about time. So this is a quick survey link. I’ll keep this open. But I think we’ll just move on to the Q&A section, which we had reserved about 15 minutes for. So I’m just about right on time. Let me go into Q&A and see what other questions that we can kind of like help here. Okay, so I don’t see a lot of okay, sure. When will the drag and drop facility be available in a workflow? You currently have to add a document via the floor, which is a pain, drag and drop. Okay, I did not know an answer for this question in. But we will definitely like follow up this is should be a minor improvement and we should be able to make that happen. I think we just have to manage for those customers who have those documents already created just manage that with the ability kind of like drag and drop as well. And I don’t think that shouldn’t be much of a problem. We’ll take that as a feedback and get that to work as an in group option. Can you review in person signatures? So Kate, we are working through this and we will have like another session in the future kind of like talking a bit more about those in person signatures. That entire workflow should be beneficial and we can show that to you guys. Sorry. Okay. What happens if the DocuSign template has a power form? I believe that shouldn’t be a problem. But I will follow up on that Bernard. We just maybe get our specific use cases that we kind of have some constraints over today. So do try it out. If you run into a problem, I think we will identify it. But I’ll check on that and kind of like follow up on these questions like ask them. One of the big questions I get asked is the document length difference between DocuSign and AcrobatSign. In practice, the 500 page limit. Are there any upcoming changes to AcrobatSign to align with DocuSign of 5000 meters? So, Phil, thank you for your question. You can reach out to support if that is a use case that you guys have. You can request for increasing the number of features that can be used in the document. Of course, there are some limits that we have to abide by. So do reach out to support and they can help you in terms of increasing the default limit that we usually have between the applications. What are the benefits of Microsoft integration versus opening documents are stored on OneDrive via Adobe Sign? So the Microsoft integration, usually you are in your workflows, whether you’re using Word or Teams or Outlook or anywhere, right? You understand that that is kind of your major use case. And the sending is just a very simple step as part of that. So we are just helping you in terms of like getting that part of the workflow just right where you spend most of your time. And that’s how these Microsoft integrations benefit you. Opening documents and stored, I think it is mainly for like what the end process is. So what many of our customers do is using Power Automate, or sorry, using Power Automate. So what that happens is once you complete signing of the signature or all the participants in the document or agreement have finished signing, we do have like connectors that help you store those agreements within OneDrive or SharePoint. So that’s something that we kind of usually do and kind of like share that. That’s usually the case that we have heard in terms of like storage. I hope that answered your question too.

For those who choose others for integration, what do you use when you comment below? Okay, I think that’s someone. Oh, thanks. Okay. Another question. Is there anything on your roadmap to enable migration of templates and workflows between accounts? It’s a great question, Scadi. We do have some enhancements that we kind of like are interested to kind of make. But definitely like we want to see like how much interest there is and then what exactly like would that entail? Like would we kind of like just migrate certain templates or like what are the constraints that we have to abide by just in terms of that migration? I know today we support Sandbox for ETLA customers, and they have the ability to move those templates in Micah and workflows between the Sandbox and production accounts. But again, I think we can leverage that same technology here to like I think we have those things in your roadmap, nothing planned as of yet.

Are there any updates on the future of sign in mainland China? So I think so far we have blocked actually signing, sending all accesses from mainland China. So I don’t think there would be any change unless like some there are legal changes that would happen within the entire system or across the world. So for now we have restricted access completely to mainland China. Can I purchase identification transactions or do I need to contact my account manager? June, yes, you can contact your account manager and he or she can help you purchase that. I think what we do offer 50 transactions or 50 like SMS or 50 phone transactions to start off with. So we’ve been start using it and if that’s beneficial for you, just reach out to your account manager and they can help you with that process. When using add user, if their email address is not there signing and login is a very good ID, which is different than their email address, is the email still the same email address? It’s a very good question. Okay, I do have to follow up on this. I think the processes whichever email they would be using in terms of signing in, that is the email address that they need to use. If it’s a federated ID, I think that can be set up right from within the admin console itself. So they don’t need to be explicitly added here. Once you do your AD sync or maybe any other sync federated processes that the admin console offers, I think those users will automatically be given the Acrobat sign license once they log in.

Will you be reviewing creating users with SSO functionality during this demo? Unfortunately not or we will, I think you could find that within the help-x documentation. We will share that link also in the follow-up email with the recording so that feel free to check that out from like from within. I don’t have a question, just a comment. I don’t have some of the options in the admin tab. It is somewhat different. I don’t have the onboarding checklist and for users I have pending and entitled. So Bernard, feel free to reach out for support. They can help you get right configurations. We currently have exposure to only a subset of customers, specifically the ones who have VIP or VIP MP contracts. So VIP is the value incentive plan and the value incentive plan marketplace if you work with including resellers and only a subset of EKLA customers. So if you don’t see that and are interested, feel free to reach out for support and we can help you in the process. What is AEM Designer for Adobe Sign? I am not sure what that thing is. I’ll follow up on that really. What’s the difference between a FagRaker user and just Adobe users when I assign users for making the system assigns automatically your FagRaker in Adobe and I do not have to select this. Does this matter? No, it doesn’t matter. Brianna, the difference primarily is the FagRaker is not available to any of your sync tools. Whether it is using of the Microsoft Azure AV sync or Google or many of the other tools that the admin console offers. The Adobe users are just what we call as business ID users and those are the ones that get directly added to the Adobe system itself. That’s the main difference. Both users should have access to Acrobat Sign once you give them the appropriate permissions. In the recent updates to user management, the control for managing account sharing which was previously available for administrators is no longer accessible. Could you please confirm that this feature will be introduced in upcoming enhancements or it has been permanently removed from the system? I don’t believe we have removed it Shadi. This is already available for the users and all of course admins too. You do have the option to share account access. You do have the option of doing that like the entry points that we have added both from the home page as well as the manage page and from there you can share the account but then once as an admin if there is some kind of an approval process, admins can kind of approve those shares as well. So if you go and see that, I will add my email address like in the chat or once I send the emails out, feel free to reach out and we can follow up on that while you don’t see that particular access. Can we have the access to presentation after the webinar? Yes, we will send these recordings right after so don’t have to worry about that. I don’t have an admin tab. Unfortunately for him, you aren’t assigned as an account admin so that’s why you weren’t given access. So feel free to reach out to your account admin and he or she can help you out in terms of giving you the admin. Where is the onboarding checklist? Okay good. I think William these questions are just in the same context of being an admin so move on. Is there a sign support team that are able to help with technical questions to do launching a sign environment? I have a decent op and was monster and never got anything concrete back hence keen to know where the focus is. I’m so sorry if you feel like you have to go through that process. Feel free to reach out to me after once we send out the recording for these questions. I will connect you to the right folks. We do have a good onboarding team as well who can help you set up the application the right way and also educate your users how to use Acrobat sign as well so we can help you connect to that.

What’s the difference between Adobe sign and Acrobat sign? Are these names interchangeable? Yes the name Adobe sign was a previous like name that was used for the product. We currently are calling or gaming it Acrobat sign so that’s something that you would be kind of like should be using across or Adobe Acrobat sign specifically.

Okay I think I answered all the questions. Oh one second there are a few more which I couldn’t get through. Is there a way to set up a user’s group when adding a new user via the admin console? Currently it adds user spending and only then I can assign that user so unfortunately not yet. We don’t have that ability however the admin console does give you a user sync tool and what that does it’s just a command line tool that helps you add those users and there we have that capability of adding the groups. Unfortunately within sign we what we usually do is adding the user to the default group first and from there you can reassign them and add other groups as well. So we are working on some of those enhancements to make that group availability right at the start so hopefully in the near future you will be able to make use of that.

Will the webinar video be available? Yes we’ll send the recording over. Will there be an easier way to mass download out of Adobe to your computer or SharePoint? Well as I said before we do have automate integration so that you can set up in such a way that those signed agreements can automatically be sent to SharePoint. We currently do not offer a bulk download tool directly to customers right away. If you do need that we could reach out to our support team and they can help you with that process. You have a time frame of when you’ll be doing a presentation for in-person signatures. Kate probably give us I think maybe around this particular feature probably will be released around January of next year so you can think about like having that webinar or presentation right after that. Why can’t we copy a template so we can save time? A very good question Juan unfortunately we do not have that capability today but it’s something that we can take as a feedback and kind of work through and improve that.

So I think I covered all the questions that were there in the chat or in the Q&A board.

Of course thanks Kate thank you for coming to the webinar as well. I think we’re just about time. Any just last minute questions or something that you guys and hopefully thank you feel free to use your phones and kind of filling the survey. We definitely like would like to learn your feedback and kind of always improve upon our webinars right so just feel free to do that and we’ll also send a survey link also in the email when we send out the recording as well.

Okay I think we are at time. Thank you so much. I really appreciate everyone joining for some of you who are in the west coast like early in the morning for some of you in other time zones. Thank you so much for staying late and kind of like listening to the recording. We will send links again so feel free to check out the recording and kind of like send your questions over.

Awesome so with that let me stop sharing and thank you so much for your time.

I will end the event. Thank you everyone. Bye.