Optimize Mobile E-Signing with Acrobat Sign

Transcript

Hi everyone. Good afternoon, good morning, good evening, wherever you’re joining us from. We’re going to give ourselves two minutes here just to let a few more attendees join the call and then we’ll kick off with our webinar. So bear with us, grab a coffee or tea and enjoy. Okay, let’s get started.

Today’s webinar is all around mobile focus, our new mobile optimized view. We have a couple of team members here who will be walking you through today’s webinar and the topic in-depth. My name is George Tussar, I’m a Senior Product Manager for Acrobat Sign, covering all of the innovation and typically you’ll also see me on our release webinars whenever these happen.

Also today on the call, Pranav and I’ll hand over to you to introduce yourself. Hi everyone. My name is Pranav Parekh. I’m a Director of Product Management here at Adobe as part of the Acrobat Sign and Document Cloud Business. I’m really excited to talk about some of the innovations that we have delivered this year, especially around mobile experience for Acrobat Sign agreements. Looking forward to sharing more today. Thank you Pranav and then over to you, Hazem. Hi everyone. My name is Hazem Zemily and I’m a Product Manager, part of the Acrobat Sign team, responsible for mobile-first experiences and I’m really glad to be with you today. Wonderful. With that out of the way, let’s have a look at the agenda just to get you all a bit excited for what’s coming. After my short introduction here, we’re going to start with a short recap of our new recipient experience for anyone who hasn’t heard about it, or touched on it because this is pretty much the baseline of what we’ve built with the mobile focus mode. Then as you can see here in the third line, we’re going to really go deep into the new mobile focus mode and how this can help you in your e-signature journeys to really provide a great mobile experience to users.

We will close with about 15 minutes of Q&A. For this, it’s really important to walk you through how the Q&A works as part of this webinar. The interaction really during this webinar is pretty much all welcome to questions. As you can see, your microphones and videos are turned off. This is just to help us manage the batch of people here.

What you’ll see in the Teams webinar is you have a Q&A section where you can ask questions. As the webinar progresses, we will review those and start answering those. But also you have the option to upload questions. So if you feel like some of these questions resonate with what you have in mind, please do upload because these are the questions we will come back to during the Q&A section at the end. We will also have two polls during the webinar. Just to help us gather a bit more feedback from you here. We’re just going to start with one to help us understand where you’re joining us from today. Just to see all the exciting things you bring along and the background you have there.

Let’s see if your numbers come up now. You should see the poll coming up in the middle of your screen. I can see the first votes coming in. Leading with North America, Europe, but also Asia, Africa, and South America. Okay. That’s great. We’ve got a great global distribution here. That’s good to see. Thank you so much. All right. With that being said, we’ll kick off our first part, your recipient experience, and I’ll hand over to Pranav for this. Okay. Thanks, Jonas.

Today, we’re really excited to talk about some of the new innovations that we have been driving in the recipient experience space. I want to start with how we think about this space and the opportunity for us to really make a difference. We really want to deliver document experiences that just work. That work on any device, anywhere with the accessibility first experience that we really aspire to deliver. This is the foundation of how we think about delivering signing experiences for the agreements that you send out to your end users and signers. We really believe that this is how business gets done faster.

Delivering the best signing experience, if you can go back, Jonas, just one slide. Yeah. Really delivering the best signing experience allows all of you to really drive increased open rate for your e-signature e-mails, increase completion rate of signed agreements, and really decrease time to complete these agreements. That foundationally really drives the efficiency that you hope to drive with an e-signature product like Acrobat Sign. How are we doing that? If you can go to the next slide.

We started with delivering the foundationally different, the next generation of e-signing experience for Acrobat Sign earlier this year. This was a major step change in how we actually power the e-signing experience. To give a little bit of context, historically, all leading e-signature providers offer the e-signing experience through rendering an image of the document, where effectively the document itself is rendered as an image, and the fields and the signing field and the other form fields are really rendered as layers on top of that image. But what that did was the actual experience, the consumption experience of the document was not crisp, and there was very limited opportunity to power complex capabilities like ease of navigation, ease of search, and bunch of other consumption experiences on that document. Earlier this year, we brought together the best of Acrobat technologies and the best of Acrobat Sign technologies to really deliver a new way of powering the e-signing experience.

The way we did this was instead of delivering the e-signing experience through an image of the document, now we power that using the Acrobat technology. And what that means is when the signer actually opens the agreement to sign, they really experience the native PDF document that really delivers the crisp reading experience, along with all the native Acrobat tools like search and page navigation, and different ways of organizing pages and viewing the documents on desktop versus mobile. And that foundationally changes how your signers really perceive the e-signature experience in your brand through that. We’re really proud of what we have delivered here. And once we sort of delivered this foundational change, we started thinking about how to even make it better for mobile experiences. So, Hazen, if you can go to the next one.

So, one of the key challenges with e-signing on mobile is when it comes to long forms with many form fields. Now, think about a form like this and filling it on mobile. If your signers were to fill something like this on mobile, it takes a long time to sort of navigate through all of these different form fields. You have to zoom and pinch and zoom and tap on these form fields and really kind of enter the details on the small screen and zoom out and go to the next one. And it kind of becomes problematic when you really have to drive efficiency and time to completion for your forms getting filled on mobile when the forms are complex and long. And that’s where we really started thinking from the ground up in terms of how we deliver a different type of experience while making sure that we’re not really adding complexity for the senders for delivering a mobile-first consumption and e-signing experience for forms.

So, this is where we have something new. Hazen, if you could go to the next one.

We’re calling it Mobile Focus Mode. I’m really proud to introduce this and talk a lot more about this. We’re really delivering form-filling experiences at scale powered by the same technology that we have for Acrobat sign in general, but optimized for mobile form-filling, where the sender experience is a no-code, no-additional-work type of experience. So, we’ll go through that today and, Hazem, I’ll hand it over to you.

Thanks, Pana. Hi, everyone.

Now, let’s dive into Mobile Focus Mode. Mobile Focus Mode is a dynamic mobile-optimized representation of your form that ensures the recipient gets a clean, readable, and guided experience. It does not replace your PDF. Instead, it provides a mobile-friendly layer on top designed to eliminate friction. Recipients can always switch back to the traditional PDF view if needed. This slide illustrates the difference between the traditional PDF view and the new Mobile Focus view. On the left is the classic PDF experience on mobile. The text appears tiny, filling the form will require heavy zooming and constant panning, fields are hard to tap, and no guided flow available.

This is one of the biggest reasons why form-filling on mobile is so hard. The experience simply was not designed for mobile screens.

On the right, you’re seeing the Mobile Focus version of the same document. The content has been reflowed automatically, text is readable without zooming, fields appear in clear step-by-step sequence, buttons and inputs are touch-friendly, navigation feels natural and fluid, and the signer always knows what to do next. The contrast between the two views makes the benefit of Mobile Focus obvious. The mobile view becomes dramatically easier and faster, which directly improves completion rates and drop-off rates. This is where Mobile Focus truly shines. When an agreement is sent with Mobile Focus enabled, the recipient will first land on the standard PDF view, but immediately be prompted to switch to Mobile Focus. With a quick toggle, the form instantly transforms into mobile-optimized data.

The experience feels modern and intuitive, a clean interface tailored for mobile users. It eliminates pinching and zooming, adapts to any device, and guides the recipient smoothly from start to finish.

This fast, effortless flow is what makes Mobile Focus better for mobile form-filling. So once the form-filler completes all required fields, a next button appears on the top right. This clearly guides them to the final step of submitting the document. No scrolling needed.

Before submission, Mobile Focus automatically presents the form-filler with a PDF view of the completed document, showing all fields filled in. This gives the form-filler a clear opportunity to review everything exactly as it will be finalized. From there, they simply confirm and submit, completing a clean guided end-to-end signing experience. Now let’s switch gears and see how account admins can enable this feature to senders.

Enabling Mobile Focus is simple and done directly in the Sign UI. Your account admin goes to Admin, Account Settings, Global Settings, and turns on the Mobile-friendly view setting.

Once enabled, senders will see the new Mobile Focus panel on the Agreement, Author, and Compose page. Senders can choose whether to send the agreement with the optimized mobile experience or keep the classic PDF view. For senders, Mobile Focus is fully integrated into Acrobat Sign. There’s no need to rebuild your forms, introduce new tools, or re-implement existing workflows. With a simple toggle, senders can generate a mobile-friendly view of their form where all placed fields automatically appear. From there, they can add sections, edit labels, and reorder fields as needed, all using the same familiar sign interfaces.

This eliminates the time, cost, and complexity for converting PDFs into a web-friendly form through third-party tools or custom development. And importantly, it requires no technical expertise.

Acrobat Sign creates the dynamic mobile-optimized layout for you. The result is higher completion rates, lower friction for your form fillers, and better business outcomes overall. Before sending the agreement, the sender can see exactly how the agreement will appear in Mobile Focus mode. The preview shows the reflow layout, how fields will be organized, and how the navigation will look on a mobile device. This helps senders validate that everything makes sense before sending the agreement to customers. I’d like to give you a high-level view of what Mobile Focus supports today. We have intentionally focused on the most common and highest-value scenarios, the new request signature flow, the new recipient experience, and the old standard field types used in everyday agreements, such as name, text, signature, date, number, checkboxes, and radio buttons.

It’s also available on the Send Agreements service.

More advanced fields, such as digital signatures or workflows, such as authentication, are still not supported. But at a high level, if your use case involves standard fields and simple signature flows, Mobile Focus works out of the box for you today. Now let’s do a quick demo, and I will start with the recipient experience. This is after the sender sends the agreement.

Let’s begin with the form fillers experience and see how a form, such as an enrollment form, looks on a mobile device using Mobile Focus.

This is just a regular PDF with multiple fields that typically forces mobile users to pinch, zoom, and scroll to complete.

I have received the email notification, and when I tap Review and sign, Acrobat sign launched the document directly into my mobile browser. By default, enrollment form first opens in standard PDF view, but I’m immediately prompted with a mobile focus view to switch to the mobile focus view for a better mobile experience.

With one tap, the form instantly transforms into a mobile optimized layout.

I tap first name, the keyboard slides up automatically, and the field expands into an easy edit mode. Then I complete the rest of the form.

Mobile Focus highlights required fields and guides me smoothly from one field to the next. When I reach the signature field, the signing panel opens in a mobile friendly interface. I draw my signature, tap Apply, and I’m returned to the form with the signature placed automatically.

Once all fields are filled in, a next button appears at the top right corner. I hit Submit, and Acrobat shows the PDF view of the completed enrollment form with all the information I entered. This lets me quickly confirm everything looks correct. Now let’s go to the sender experience.

I’m in the new record signature window, and I have uploaded the enrollment form agreement.

With a quick toggle, Acrobat Sign automatically generates a mobile friendly view of the form. As you can see, I’m placing fields exactly the same way I always do. There’s no change to the standard authoring workflow. No form rebuild, no redesign. Now if I want to optimize this form for mobile, I don’t need engineering support or a custom developer.

All the fields I placed are now organized, structured, and labeled in a clean mobile list. I have full control. I can add sections, like for example, this form has two main sections. The first one is personal information.

And the second one is the emergency context information. I can also update labels or reorder fields if needed.

The workflow remains completely intuitive and easy to use. Before sending, the senders might also want to see how the form looks like before sending the agreements, so that I can validate the experience. I click Preview. An Acrobat Sign now displays exactly what the form pillar will see. The default view is standard PDF. When form pillars toggle, they will see the optimized HTML mobile view. The layout is clean, the navigation is logical, and everything is instantly readable.

Now I click Exit Preview and then hit Send to send the agreements.

And that’s it. A fully mobile optimized enrollment form is created and sent in seconds. As we wrap up, I want to leave you with the core value of mobile focus. Mobile focus transforms what has traditionally been a frustrating mobile experience into a fast, intuitive, guided form filling flow. Without requiring any changes to how you send agreements today. For form filling, it offers no friction mobile experience, no pinching, no zooming, and no scrolling, just a smooth mobile first signing experience.

For sender, there’s no new tooling or development required. You continue using the workflows you already know today, with the added confidence of previewing exactly what your customers will see on mobile. And for the business, this means higher completion rates, faster turnaround times, and a better experience for every customer filling forms on their phone.

Mobile focus lets you modernize mobile signing immediately, with no redeployment effort and no workflow changes.

So enable mobile focus today and optimize your mobile form filling instantly. Thank you, and with that, I’ll hand it over to Jonas for a quick poll. Thank you, everyone. Okay, that was great. Thank you, Haza.

I’ve been busy answering a couple of questions. There are still a lot in the chat, but before we jump into Q&A, let’s do one last poll just to hear a bit more directly from you. And this is where we now gather some feedback from what you’ve heard about just now. So the four quick questions, if you don’t mind, please just give us a bit of a feeling for those that would really help us understand and prioritize also some things. I think as you fill that out, I’m just going to have a look at the questions here. And I think the major question I’ve seen is a few more details around when are we bringing all the other fields and things that are not yet supported and on board for the mobile view.

I think on that, your feedback matters. So please do put that in the poll, because it’s something that we really consider when we think about further improving and expanding this feature.

We’re currently in the middle of planning for the 2026. So we are certainly looking at expanding and broadening the support for mobile focus view on that. I think there was one more question around what things are not supported yet.

I think we can provide you with the documentation here. We have a pretty complete documentation there around what kind of things are supported and which are not yet supported. So let me find that link and answer that to your question so you’ll have it ready. Okay, now is the moment where we’ll move over to the Q&A. If we have them, you don’t mind moving one more slide forward. Okay, great. Let me see the most uploaded questions here. Okay, let’s get started. Do you know if pull-down fields are supported? I think that refers to our drop-down fields, right? Adam, you want to take that one on? Yeah, that’s not supported yet. But again, as Jonas mentioned, that’s something that we are considering as we plan for 2026. Perfect. When we send the second poll, please make sure to mention all of the use cases. We have one question related to the use cases, the type of forms, the volume, and everything. Please include all of those details. This will help us prioritize the next phase of updates. Good. Another question here is around will this experience also be available in web forums? Currently, it’s only available on the Send, Compose page.

We could consider other services, but again, it really depends on your use cases and the prioritization for 2026.

And again, please include all of those use cases and the question that is related to your use cases when the poll is available. One, and I think also related to that is a question here around initials and why are those not compatible yet? I think same answer here, right? Please make sure that’s covered and we’ll consider it in line for 2026. Okay. I think there’s a lot of questions in terms of things that are not yet supported. Let me just update here to see if you’ve uploaded any other things. I see a lot of interest in the web forum, so that’s positive. I think there’s one question around how does this persist, right? And as Haza mentioned, when the author creates the mobile focus view, it can be saved together with the template, so it is reusable from the Send, Compose page.

Yep, that’s correct. Good.

Any other questions? Please feel free to drop in. There’s one question. How can we make the fields mandatory to be filled out? In other words, the Submit button will not be enabled until all fields are filled. I can take that. I think that’s pretty much coming from the field setting, right? So when you’re creating a text field, there is a little checkbox that says required. And if that’s checked, then it will lead to that. Yeah, once you add the field to the forum, click on it, you’ll get a dropdown with a set of options. And you can mark the field as required. And it will add an artistic icon to the field when the agreement is sent, so that the recipient and the form field will know that this is a required field to fill in before submitting. Good. I’m also seeing some simultaneous questions here around, will you be sending this recording to the participants? Yes, recording will be sent as a follow up. So I think in one or two days, you should see that in your inbox. Just takes a bit of processing, that’s all. Hey, and then, what if the admin is unknown to others within my corporation? We cannot find who’s the admin to utilize this feature.

I think that’s a good one for us to take away and help you identify if you don’t. Typically, it sits either with procurement or your IT team who would manage the Acrobat sign licensing. If you’re not able to find someone, either through your support desk, reach out and we’ll try to assist you as much as we can here to identify the right person. But as you know, I think that that’s the question behind it. This needs to be enabled by an administrator for you to use. Okay, Haden, that might be one more for you. Can the receiving user use both the traditional and mobile modes? Yes, there is a toggle that will be always available to the recipient and the form filler as they are filling the form. So as they toggle back and forth, if they toggle to the conventional PDF view, they will be remaining on the PDF view. And if they toggle back to the optimized mobile focus view, they will get the HTML web friendly view of the form.

And once the, let’s say that the form filler is on the mobile focus view, once they finish filling in the form and click on next, by default, we will transition the user back to the PDF view of the form with all of the fields filled in so that they can see the actual PDF document with all of the form fields filled in before they submit. And once they submit, the agreements will be submitted. There’s one more question here. Are we currently limited to two fields only? I think that is talking about two recipients. Otherwise, please, please clarify that one a little bit. It would not let me put in more than one signature spot and one date spot.

Yeah, that’s correct. Only one signature field per recipient and up to two recipients per agreements. And well. Then I think here another question. Is there a way to request more than one signature on the document? Yes. In general, there is. But for this feature, as explained, there’s one signature per recipient. So if you do have multiple recipients, not an issue. But if you have one recipient and you have one signature field on the document.

So that’s to keep in mind. It’s just how what’s supported at the moment. But obviously, we’re taking your feedback in here for future enhancements. And as you use the mobile focus feature on the Send Compose page, the mobile focus feature is smart to know which agreements are qualified. So as you place in fields, if you place the field that is not supported yet, we return a message telling you exactly that this is not supported with a link to the HelpX documentation that gives you a full matrix of what’s support to today versus not supported. So you know exactly as you interact with the Compose page, whether your agreement codifies for mobile focus or not. Right. One more question. Does this work on a template? I think this is referring to I have an existing template. How would I go to enable it? Yes, it does. You can just land on your template. And if you have mobile focus enabled, you can enable it for mobile focus and save it and then it should be ready for you. That’s great. That makes life a bit easier here. No need to start from zero. Where can we find information about what is currently supported? Let me grab that link right now to make sure you all get that. And we can actually put it in the recording email that we’re sending out. So you all have it there. If you’ve seen the I’ve also posted in response to one question, a link to our blog on this feature. It also refers back to our documentation. So you can also take that on. And here’s an interesting one not related to mobile view, but will strike payments within the agreement be coming instead of just Braintree? I think that that’s one for us to take back. You’ll have to you have to mobile team here on the call.

But it’s a good match. Let us take that back and get back to you. And then there’s just one clarification question, I think. Are we on this field is not yet supported? That’s right. How’s that right? Could you repeat that bonus again? The initial field is not yet supported, correct? That’s correct. I see there are a couple of questions also around people trying it out already and running into a couple of things. If you are running into any errors, you can obviously always contact our support team. They will look into each case specifically. It might be some sort of setting mismatch or something that you’re running into. So we won’t be able to do this on the call, but do raise a ticket if you’re running into issues that should be working just fine for you. OK, good. Here’s one more. Will you provide validation documentation for FDA 21 CFR Part 11 compliance? I think we do as part of our validation pack, right, Hasam? That’s correct. Yeah, so if you’re not aware, there’s a validation package that is created by our partner Montreo who validate each of our leases against the regulations. So that comes out around there. And these features are basically validated against those regulations. So the answer, the short answer is yes. OK, I’m still seeing. One question here. Can this be integrated with Microsoft Power Automate? I believe there is a way, Hasam. Yeah, that’s a good question. There is an API. Let me take this question back to the engineering team to see if there is any limitation, but we can get back to you with more clear answer. Also very good one. Can we have a video PDF, a PowerPoint of the end user experience makes it easier to tell customer how to proceed.

So two things, right? We will have this recording ready. This might be a bit lengthy to send to a customer who’s just trying to sign. We are going to have a new tutorial for Mobile Focus on how to sign with it very shortly. I think it’s coming out in the next two weeks. So you’ll have that. If you’re not aware, all the tutorials live on Adobe Experience League. So you’ll see a new video coming up there right now in the editing phase. We’ve been working on that. So you’ll be able to forward that to any customer having issues there. Okay, I’m just swapping through the last questions.

See if we missed any. We do have one last chance to post them and we’ll get to it. Oh, this one here. I think we missed that. Is there an additional cost to enable this function, Harald? No, it’s available out of the box for anyone who has signed. There you go. Good news. No cost to that. Okay, I think there was one more question. The tutorial will be posted on experience league, Adobe Experience League.

Let me just grab the link here for you. This is where all the Adobe tutorials live. Just answering that to your questions right there so you can navigate there. I think we’ll put a lot of the information and the questions you have towards documentation in our email that we’ll be sending out together with the recording. So you’ll have it all in one email. No need to copy now from our answers. Okay, I think that’s all questions answered. Thank you so much for staying on with us and for really engaging with us answering the polls. This is super helpful to us and it’s been a pleasure hosting you today.

Thank you so much. We’ll be sending out a survey as well together with the recording. It would mean the world if you answer that. So that also has a question in terms of what topics you would like to see next in the next webinar. So have an eye out for that. And with that, thank you so much and have a great day. Thanks, everyone. Appreciate your time. Thank you.