Stay Up to Date with Adobe’s Latest Innovations - Acrobat Sign February 2026 Release

Transcript

Welcome everyone. Thank you for joining us today to our Acrobat Sign webinar about the February release. We got an hour packed of good content and question and answers for you today.

Before we get started, let me just have a quick round around the Adobe team that’s on the call today. My name is Jonas. I’m your main presenter for today. I’ll be going through all the content we prepared for you about the feature highlights of the February release. I’ll walk you through little by little. But in the background, I have a team here who are going to assist me with any questions coming in through the Q&A functionality and Teams. We got Dave and Andrea from a product management team with different areas of expertise. Also, for my engineering team, we have Shilpa, Nelson, and Ritom, who will help out on the more technical questions and bits.

This is the team that will be with you today. So if you see these names pop up in the Q&A bar, don’t be shy. These are all part of the Adobe team.

In terms of our agenda for today, I’ll do a quick intro in terms of the webinar setup and how we think about Acrobat Sign from a product level. Then we’ll dive into the three topics really of the February release, productivity, recipient delight, and the new look and feel that we’ve been introducing to the product before we’ll break out into 15 minutes of Q&A. Now, because we’re expecting quite a couple of hundred of attendees, the Q&A is not going to be live and we won’t be doing any activation of microphones.

How we’re going to do this, and if you’ve been with us for the last one, you’ll know how this goes. We will look essentially at the questions posted through the Q&A functionality in Teams. You’ll find that at the top bar, as a little Q&A icon, this will pop out on the right, and there you can ask a question.

Once you ask a question, this will be listed just below and one of our team will look at it. But what’s really important here and how we’re going to prioritize for the Q&A, and I’ll just grab my laser pointer here for a second for this. There’s an upvoting feature, what you’ll see here. This is an arrow to the top.

This basically allows you to vote for certain questions. Maybe you have the same question or similar questions. Maybe you want us to dive a bit deeper into a specific one.

Please hit that because we will prioritize based on the upvoting and go through those upvoted questions first during the Q&A.

Also, if we don’t get to all the questions, depends on how many will come up, we’ll try our best, but in case we don’t, please put that question towards our support team or the Adobe account team, based on the nature of your question and they will get to it.

Now, the other part we’ll do as part of this webinar is polls and surveys. This just helps us grab a bit of feedback from you to get you familiarized with how that works. Let me just start a little intro poll here to find out where all of you are joining us from today.

It’s always a bit really interesting to see where people are joining us so we can get a bit of a feeling on who’s in the room.

This should now come up on top of your screen.

I can already see the first responses here coming in. I think we’ll have a strong presence from everyone out of North America, a couple out of Europe and South America, I see, and wonderful. Welcome to you all. Enough for some of you. This is later towards the afternoon and early in the evening. For others, it’s early morning. So always tricky to find the right time, but I’m glad we got good coverage here. Okay. With that being out of the way, let’s move forward with our intro of the webinar. To anyone who’s new to Acrobat Sign or any type of feature release, really let me do a quick intro.

Acrobat Sign is Adobe’s global e-signature platform. It’s designed really for enterprise customers like yourself who are managing agreements very often in different jurisdictions. When we think about what to put in our new releases, we think of it in four different areas.

You see these kind of outlines here. The first is all around effortless signing, sending, and management experience. So this is really all about user experience, making things as easy as possible for you, whether you’re someone who sends an agreement or an administrator or a signer. These are the key experiences we keep on iterating on, updating, and improving. You’ll see a couple of these as part of February release as well. The second one here on the top right is all around compliance and trustworthiness. So this is where we need to, on the one hand, of course, and shall we keep up to date with any legislation that’s changing in mature markets like North America or the EU. This is fairly easy because this is well-administrated. In some other smaller countries, we need to be a bit more quicker because these changes are introduced with less time off front. Really, this is part of what we do with every release. Obviously, if laws change, we need to change our tool accordingly.

On the bottom left here, this is around our turnkey integrations. So things like Microsoft Teams, Salesforce, Workday, and many, many others are turnkey integrations that your enterprise can utilize together with Acrobat Sign, which means you can start sending agreements or signing agreements directly in Microsoft Teams, for instance, or you can send a customer purchasing contract directly out of Salesforce with a click of a button. So there are many different scenarios, but there’s a huge set of turnkey integrations that we offer for Acrobat Sign that you can utilize. So very often, you either update these or, in some cases, bring out new integrations to utilize them more effectively.

And the last part here around automation, this place around more custom integrations, but also things like Power Automate local platforms that are simply plugged into Acrobat Sign, where you can then really try and get a grip on the full end-to-end document lifecycle. So from creating a document through an API, sending it for signature, and then once it’s complete, extracting relevant information through API into your system of records. There are many different applications for this, but it’s at the forefront of what we see in our customers and what is becoming more and more relevant.

Good. With that out of the way, let’s have a quick look on the schedule. If you missed it, we had a release in October, another major release with lots of new features coming into the product. We just had the February release. This is what we’ll be focusing on today. And the next release then kind of coming up that the teams from our engineering and product are working on is really for the May 2026 release. So this is what we’re focused on at the moment. And if you missed any of the last releases, here’s a quick overview. We won’t be going into any detail for October or July in this release. But if you want to have a look back, there are the Acrobat Sign release notes that you can simply access through our HelpX page, also directly linked from our product. So you can kind of have a look through what all the things that are new and what you might be able to utilize.

Now, with that being said, let’s jump right into our highlights. I’ll be taking you through our top picks. Let’s start with productivity. So this is everything where we want to save time for you or also for your recipients of agreements to make things more efficient.

And the first big feature we’ve deployed here was what we call dynamic participation. And I have a short demo video here that kind of displays the full flow. If you want to take a look, this is basically the scenario where you’re setting up an agreement. There are three different recipients, and they require three different signatures because that’s the use case you’re picking here.

Very often what we hear from our users is they set up something initially and they send it out for signatures. But then in the middle of the process, let’s say after one person signed the agreement, they find that they actually made a mistake and then they need to adjust and remove one of the other participants. For instance, I’m sending out a big contract and I thought I need to put the CEO here as the last signer, but actually following the kind of guidelines from legal, he doesn’t have to sign. So of course you don’t want to bother them. So here we go with the new feature. What you’ll find is you’ll be able to modify the agreement. And what’s new here really is the ability to remove a recipient. And you’ll see that when you scroll down, this is the kind of outlay of the ongoing agreement. And what you’ll see here is the first signer already signed. That’s why this is grayed out. So you cannot remove someone who signed already. That’s important. But the other two are still out for signature. So at this stage, you’ll be free to delete any of these and remove them from the agreement flow. And that’s important because that avoids another step, makes things quicker, and keeps things without this. Before you might have had to cancel or recreate the whole agreement to start on you. So this is really there to save time. And what is displayed here in the demo now is that also the four fields are correctly continued and assigned on the document on the authoring here. So you can revisit that. You can adjust it even when removing a participant. So it really offers more flexibility to the whole tool.

There we go.

Okay. And then we want to hit update. That’s all complete.

And it was here sent for signature, but without the third signer right there.

Okay. The other part is, and that’s important, this event, the removal of a participant is an important audit event. It’s naturally also tracked in our audit report that always comes along with the agreement. So you see that he has a third event highlighted in the audit report itself and also in the activity tracker that you will find on the manage page that someone removed a certain recipient at a certain time and date.

What’s important to note here for the current stage is there are a few limitations because this feature really touches a lot of points in our application and a lot of different configurations. And as you might know, if you’re an admin, you certainly know there are a lot of settings and configurations you can customize Acrobat Sign with. So at this point here, first and foremost, this functionality is only supported when the agreement is sent through the new request signature UI. So this is the one you just saw, not the classic ones or APIs. And there are a couple of cases where you’ll also find when trying to modify the agreement, you won’t be able to remove a participant. And this is basically because one of the points on the left is relevant. So there are a couple of unsupported scenarios in terms of what you might have configured for the agreement and also in terms of what type of fields you’ve assigned to the agreement that’s also relevant here. So let’s say I’ve assigned a couple of checkboxes to an agreement and now I’m trying to remove a participant. You won’t find that option in there. So this is expected based on the current limitations and we’ll iterate further across the next releases to fill that gap.

One special note here on the Salesforce integration. If you’re using that, make sure you’re upgrading that regularly to be on the latest versions. If your Salesforce version is older than 25.5, this won’t be compatible. It doesn’t mean anything breaks. You’ll still be able to send out agreements, but you won’t be able to remove the participant here. So that’s important to note.

Okay, let’s move forward.

The next feature here is about grouped checkboxes.

And the way this one works really is it’s more for more complex forms that require a form logic and checkbox logic.

And we’ve kind of laid it out here in two simple steps to set up. One is to create a checkbox group. This is done by basically a new motion that when you select a checkbox, you basically pull it down here with a plus icon and create multiple checkboxes that are part of the group. And you also see that highlighted here on the left-hand side in authoring.

And the second step then is to add a bit of validation logic. And this is where it gets interesting, right? Because you might have five different checkboxes, but actually at the very most, a recipient should select three of them. So this might not be in any case of your forms, but we do have heard from our customers very often they have more complex logic they’re trying to build into Acrobat Science. So in response to that, we’ve been working on this. This is a brand new feature specifically for checkboxes to group them to ensure a certain validation logic is supported. And I’ll show you just now how that actually looks like from a recipient perspective.

This is what you’ll see here now. So there are two checkbox groups on the left-hand side, these first three, and then we have seven on the right-hand side. You see this little arrow tool tip right in red where they need to select at minimum two or at maximum four. So also areas between certain values can be selected. And if more are selected, the user won’t be able to move forward. It will be blocked from signing. So it’s a good way to enforce a certain result without having to adjust your form too much, but simply using group checkboxes here in this scenario.

Okay, we’ve seen that. Now let’s move to the next feature. Copy agreements. This is a great new addition to your toolbox and Acrobat Science, especially when you’re dealing with a lot of agreements and some of them might be very similar or the recipients you need to send to us are similar. This is a huge benefit to your productivity. So let’s have a look in this short demonstration here. For the February release, this supports all type of agreements that are in a terminal state, so cancelled, completed, or expired. And what you’ll see as a new option is this create a copy right here. Just pause this for a second. So when you select it from the manage page, hitting create a copy will then bring you to the compose page. This is where you’re basically setting up a new agreement. So at this stage, it’s a new agreement, but it’s set up with all the little attributes and settings that you’ve created before for specifically that agreement that you selected. So here in this case, you’ll see there are two recipients already filled in. The agreement settings have been configured just as before. And also the document has been taken over, but of course without any signature.

State of the document when it was uploaded.

Now at this stage, you can still make ads. You can remove recipients. You can change them out, add them. So you have all the flexibility when sending a normal transaction, but you’re starting from a certain point that you’ve already created. And that also goes for authoring, right? So the same document that you perhaps tagged before, but you never saved this as a template, you’ll take that and the form will appear just here, which is a great addition. And time saver to send out the same agreement that you already tagged. Again, perhaps just to a different group of people.

So this is all about increasing productivity right here through copying. Also accuracy, right? You don’t, it may be you didn’t remember how you set up something. You’re trying to do it similar, but there’s always some room for error. And also want to make sure you have less steps, less clicks to perform your actions. So a great way to reduce the duplicate work you might need to do in your day to day jobs.

Next, let’s talk about requesting signatures.

This is the new request signature UI that you might see. Depending on your admin settings, you might still be on the classic experience. So this is important to note. If your send page looks different, that means you’re on the classic experience, which is okay. This is still supported and might be preferred at this stage by your company.

However, the classic experience will be retired in our next release in May.

So the only exception here are any customers using our authorization service. All others will be fully transitioned to the new experience. And what we’ve done here in the February release, right, is we’ve been working on the user experience based on a lot of feedback that we’ve received from users around the world, especially for hybrid routing scenarios with recipient groups. So what you’ll see has returned from the classic experience here. Very easily is on the one hand the numbering, but also the different groups that you’ll see here. And what’s now become very easy when you’re dealing with recipient groups and hybrid routing scenarios is to basically utilize hybrid routing right here in this step by simply editing the numbering that you’ll see here on the left-hand side. So this is what the user will do, what we’ll see in the demo in just a second. You can, of course, swap them out as before. But what’s really the new experience is it’s been clicking into the field and then also hitting the same number, which will then bring them together just here. So if you’ve used hybrid routing, this will look very familiar to you. If you’ve never done this and you might not be able to, then it’s a simple setting for Atmos to activate. So hybrid routing basically just allows you to do a mix of sequential, so one signs after the other, and then also participants sign at the same time individually of each other.

All right, good. I’m moving ahead here a bit quicker just to stay in time.

The other experience we’ve upgraded is the new create template experience.

So when or if you’re upgrading experience, again, you might be on the classic if yours looks different, but the new create library template experience is now really a parity with what we call classic. And the last bit that really was missing here was the ability to share a template to multiple groups, and this is what you’ll see here in this quick demo, where you’ll select you want to share this template with users in one more group, and then by start typing, you can start picking from the groups that you’re a part of. So that’s important to note. If you’re only part of one group, of course, you cannot share it with other groups. You will need to be part of that group or administrate multiple groups to be able to share it across. So that’s really the message here, and once done, you’ll set up the agreement just as before, but the difference is you’ll set up a template and not just for one group, but for multiple groups, which saves a lot of time on your end.

Good. Okay, this was the first bit that we wanted to cover for productivity.

With that, let’s take a quick pause and hit our next poll just to get a bit of feedback from all of you. I’m sure you’ll have a lot of questions. Keep putting that in the chat.

But for this poll here, we’d love to hear what you think is your favorite productivity feature from those that I’ve just showcased.

Some of you might have other preferences, but it’s always really interesting to hear what you’ve been enjoying the most, so where you see the most value in your day-to-day jobs.

Wonderful. Thank you so much. We’ll see a lot of entries here.

It seems like dynamic participation is the winner, and second comes copy agreements.

Okay, we’ll let that run and let you all answer as you get to it, and I’ll hop on to the second topic of today, which is really around the recipient and recipient delight.

Recipients are really the key to any business success when you think about signing contracts. Business only gets done if all parties sign the contract. So as much as we want to delight the senders when signing, the recipients also have a great experience. And if you missed it, a couple of releases back, we introduced the new eSign experience, which was a big move forward and innovation around how we display documents. And to sum it up short, what we’re doing here is we’re actually displaying the PDF and no longer the image of the PDF of the document. And that unlocks a lot of benefits to user experience, to accessibility, and also to consumption. And the way we’ve done this is through technology from Adobe Acrobat. If you’re using Acrobat, this will look very familiar to you, just like the modern viewer, which is basically the same experience you’ll get here now in Acrobat Sign with the new eSign experience. And on top of that, there are a lot of functionality that has come in. Coming from the Acrobat Viewer experience, things like being able to do a text search in the document, which of course on an image, if you think back on an image, is very tough because on an image, the only thing you can really use is OCR, and OCR is not really a perfect technology. So by moving to the PDF technology, we’ve made a huge step forward in unlocking new features and functionalities for the recipient so they can much, much quicker find relevant parts and sign the document because the quicker they sign, the better for business. And that’s the mantra we’ve been following here.

Now, the eSigning experience, again, touches a lot of configuration settings on our end. So we launched this with a few limitations, things that weren’t just yet supported, didn’t mean anything broke. But basically, whenever you send an agreement and you were kind of expecting a new eSign experience and you might have seen the classic one, then usually the reason is that you used one or more things that weren’t yet supported. And some important things, especially for enterprise customers, is authentication, especially recipient authentication. And there are many different ways in Acrobat Sign to authenticate recipients. So in the February release, we’ve looked at the most used ones in Acrobat Sign and have now full support for that on the new recipient experience.

First one is Adobe ID. This is basically asking the recipient to log in to Adobe Acrobat Sign. Great solution for internal use cases where your colleagues have an Adobe ID. So you can easily utilize that to get a two-factor authentication right there on your document, which is also tracked in the audit report. Password, second one, this is a custom password that can be set up by the sender. They somehow transmit that over to the recipient and in that way make it work. And the third one is phone authentication. This is probably very well known across the globe, a simple TAN phone code that you receive by text message to your phone, which in addition to the email, right, to clicking on that link to read you and sign the agreement, you will then request that phone code to your mobile phone and are asked to enter that to really access the agreement and sign it. All these three options are now supported for the new recipient experience since the February release.

Good. Okay, let’s jump forward. Now, before I jump to the next feature, I just want to recap. Perhaps some of you are not aware, so this is a quick recap of the Digital Identity Gateway. This has been around for a while at Acrobat Sign and was introduced for higher level of identity assurance and really low friction. So we just talked about phone authentication, other authentication methods, right, that are fairly straightforward.

But for some cases, you might need higher level of assurance. So you need to be much more sure that the person who’s signing is actually the person who is signing. And there are a couple of different ways to do this. And mostly it’s through so-called identity providers. And the Digital Identity Gateway really supplies an ecosystem of local and global providers to you to set that up and basically embed them pretty much just as a phone authentication Acrobat Sign. But with the big difference that the user, the recipients, will go through a couple more hoops to actually authenticate themselves so you have a higher level of assurance.

Now, I don’t want to go into all of the different providers here, but this is what you’ll currently see. If you’re an admin in Acrobat Sign on the Digital Identity in the settings, you’ll see this mix of different providers and services, some other local, as I said, others are global. So if this is of interest to you, I’d recommend reaching out to your Adobe account teams to walk you through that in a bit more detail. This won’t be on our agenda for today. But what is on the agenda today is really what we call verified form fields. It is a very exciting new feature that we’re bringing into Acrobat Sign that works together with the Digital Identity Gateway. And I have a quick demo here for you just to walk you through how that looks like for users.

But basically what it does is it allows you to tag an agreement with form fields in a certain way to then auto-populate and receive verified information from the identity provider who’s grabbed that through the verification of the identity and directly post that into the agreement itself.

So I’ll show you step two here.

Once done, Ron’s going through the authentication, as I mentioned, with the identity provider, and these differ based on the service you select.

But once that’s done and based on the available data that the identity provider holds through the registration, typically it’s the name, could be an address, could also be any personal identification number, depending on what you’re doing there, you will now be enabled to automatically populate the form with that information. And that is not just great for the recipient who no longer needs to type that in manually. But it’s also great for you because you can be sure there’s no typo in there because that comes from a passport or some other form of identification. And secondly, this is not something the recipient has just came up with, created themselves. This is coming from a verified data source. So it really provides that higher level of assurance and also makes not just the signature kind of verified, but also the information here on the form through the IDP.

And lastly, here, you’ll also find that in the so-called signer identity report, each of these verified form fields will appear here in a certain fashion. Now, there are a couple of configuration options here when setting this up and when using this.

So some of these, you might want to allow the user to edit this in case this information is no longer up to date, but you can also stop them from editing any of this information. So in any case, we are tracking what has been verified and kept as it is and what has been edited from the original input from the identity provider. So there’s a topic that needs more time in explaining, but if this is something of interest to you, again, I’d highly recommend reaching out to your Adobe account team to walk you through this specifically for your use case.

Good. In connection with that, we’ve also introduced the Digital Identity Gateway as a default authentication method. This is more for the admins out of you, but if you’re looking to enforce Digital Identity Gateway more and more, you now have the option to select that and do that as the default authentication methods. Again, same time and making things a bit easier for senders, this should be your default way of authentication.

And the third one here, this is around digital signatures. Digital signatures are certificate based signature that are usually done for certain agreements that require digital signature. It depends on the use cases that you’re looking for. But what we’ve done here is, again, we’ve added more controls to now allow you as senders to enforce recipients to sign with digital signatures. So that can be configured on a recipient level and applied right there. If done so, the user will need to sign with at least one digital signature. So that’s the experience. What’s to note here? Again, this feature is only available for the modern request signature experience and via API. So keep that in mind when trying to set this up. But that’s around our recipient delights. Okay. With that walkthrough, let’s do another quick poll just to see where you’re all at. I’m going to kickstart this now to get a bit of feedback from you all. And again, we’d just love to hear what you think is the most helpful of your favorite recipient delight feature from the ones we’ve just been walking through. Give us a vote and we’ll get a quick feedback. Okay. That’s great. Looks like a good mix here. It seems the new recipient experience and the updated authentication support is running up in front. Okay. We’ll let that poll go and come back to it at the end to see where we landed. So thank you for that. Good. Let’s come to the last area for today before we jump into Q&A. This is the area that we call new look and feel. So there are essentially two parts that we want to present here on the new look and feel. This is some modernized content and actually new content that we brought into Acrobat Sign. Let’s start with the login page. The login page here has been updated to match the new design across Adobe. So I’ll just pause this here for a second. If you’ve been visiting the login page for a long time with Acrobat Sign, then you know it has a certain style and look to it. So what we’ve done is really we modernized the whole look and feel. What’s important to note is depending on how you access the login page, there are essentially two ways. One is the public URL that’s up here. So this is basically the URL for any user who would like to log in. And this will have a little promotion and show free class and contact sales links for those users who might not have an Acrobat Sign account. Now what you’ll usually see in accounts like yours where you are an enterprise customer and your admins would have created a custom URL, something like adobe.adobesign.com or any kind of organizational name you’ll have could be up in front here. And this is what we call a custom URL because this is the one that you customized. And typically in enterprises, this is the one you would use to log into Acrobat Sign. And this one does not show free trials or any contact sales links just to keep that noise away from you as you’re logging in because you would already be a licensed user. That’s the assumption we’re making here. Otherwise it does the same as before. It’s pretty much a login page, just a few less clicks and a much sleeker look and feel to make you feel right at home.

Good. And with that, let’s jump to the last one here. And this one is a really new area for us that we introduced with the February release. This is what we call the resource hub. So the resource hub is located right here in the top bar navigation for any admin or user. And you’ll see it also highlighted nicely as in this screenshot. And what we’re introducing with the resource hub really is a direct path into our educational content. This is especially designed for users who might be new to Acrobat Sign who are just trying to figure out how to use it and how to use certain settings or features. So what we’ve done here is a bit of a mix. We have a selection of videos for beginners, also for more advanced functionalities. And if you are an administrator, you’ll also see that there are some tutorials for our admins out there to help you get started, help you get comfortable with Acrobat Sign and see what’s new. So that’s the part one, video tutorials, which you’ll see here. These appear new and bring you a lot of good starting material to get started with Acrobat Sign. A lot of these tutorials have been updated. Again, if you’ve been with us for a long time, you know that certain experiences have changed. Also, tutorials have changed, obviously, with these changing user experiences. So if you haven’t been on our tutorials in a long time, I recommend you check it out. There’s a lot of new content out there that we keep on adding more to it. So this is really a home to all the good content towards the features we’re developing and we have developed in the future. The second part you see here, what’s new, is basically a bit of a tracker, a banner that helps you stay up to date. This will have links to webinars like this as we post them to the homepage. We also see the banner that is not in this screenshot right here. But if you’ve recently visited the homepage, you know there’s a new banner with some promoting certain content or webinars with participation. So all this content will also land here. So if you click on what’s new, you’ll see a nice list of all the different activities we had. So you can always go back to it if it disappears from it. Good. That being said, it’s time for our last poll.

And I’m sure there are lots of questions in the Q&A we can get to in a moment. But this one, we’ll keep it very open. I would just love to hear from you what you’d like to see coming to the resource type of content. This is a word cloud, so you just type in what you feel like and it should match that up nicely. See what comes up. Just need to type in something and this will show accordingly. Okay.

Wonderful. I see the first answer is here already. We’ll keep that open and keep an eye on it as we go forward. I see some things around bulk upload, tutorials, best practices, specific rules.

Okay.

Great. Thank you for that. We’ll keep monitoring this one. But I think with that being said, it’s now time for our Q&A. And just before we jump there, I’d like to just invite all of you and we’ll also post a link in the chat here to a survey. The survey really aims to just grab feedback from you about this webinar format, also about Acrobat Sign Itself. So if you have any specific feedback you’d like to share with us, this is the best way to also share some feedback around the product. Maybe there are some things you’d like to see us add to the product. So this gives you the option to do that and should be a quick scan with your phone or use the link in the chat that one of my colleagues is going to put in there to go to that survey. It’s pretty quick. I think it’s just four or five questions and then you’re out of there.

Good. I’ll leave that open for a moment and we’ll start with questions. Let me just have a look at our questions from the Q&A bar. Thank you, Dave, for sharing that survey.

Okay. As I mentioned, we’re going to focus on the most upvoted questions first.

And let me see and walk you through a couple of the most upvoted ones. There we go. Okay. I see the first one from Danette. She was asking, can you replace the recipient without canceling the routing? Can you add a recipient? So to the first question, yes, you can replace the recipient without canceling. That is already possible. If you just navigate to the user in the manage page, there should be an easy little button that says replace and there you can enter the new recipient. So this is not about removing, but simply replacing an existing recipient. Adding a recipient is another topic that is not possible yet. So right now you can delete participant, but adding a participant is not yet supported. That just requires a bit more work and revisitation from our end to before that is possible.

Okay. Let me see the next one here. Run up on the second place with six upvotes. Could you send the recording to the participant? Yes. This will be sent to you via Teams, actually. Probably by end of the week, you’ll see it there. We just need to do some small editing and then you’ll have a link to the recording in your inbox. So you can always get back to it. Also share it with some of your colleagues.

The Q&A itself is not part of that recording. So that’s not supported in Teams, unfortunately.

I believe you can go into the Teams meeting and especially go to the main Teams room and to this meeting you can do a bit of copy and paste there to kind of save anything you’d like to save for your colleagues. So have a look there.

Good. Let me just update to see if we have any more upvoted ones.

I think we answered removing a participant and adding another one that’s not there yet. And we know you’d love us to see that. So we’ll work on that. We keep note of that.

There’s another question from Yvonne. This year is about including a CC on some documents. And if you forget it, we’ll have to cancel and redo it. That’s true. At the moment, you don’t really have an option in the UI to do that. It would be like adding a participant to the agreement. So it’s very similar with the option above. So we hear you. We’ll consider it for the next releases and see if we can fit it in there. Another question here was about adding an additional document after uploading documents to signature. And as Andrea correctly highlighted, you can make changes until the document is being signed by the first recipient to the document itself. Otherwise, it would create a bit of problems. If you start adding other documents that someone hasn’t seen but signed the agreement first, that would create some legal challenges there. So we need to enforce that.

Yes, another one here. Next one from Angie with four upvotes. This is about, is it possible to create an address book to save frequent recipient email addresses or mobile numbers? We actually worked and released an address book functionality a while back.

There’s the Helix guide from Dave. I think you might want to double check. If it’s not enabled, it’s likely something that needs to be done on your account level. So you’ll need to work with your admin to get that enabled. And this will pull directly from your Outlook or let’s say, Active Directory better, where any type of email addresses would be saved. So if you’re looking for colleagues, pretty much like you would imagine in Outlook today, where you’re looking for an email, you just type that in and it will appear just below.

Okay, let me just again update the list. Keep voting. I’ll keep updating and we’ll look at the most voted features here and questions.

Will there be any tutorials for individuals who we ask to sign a document? Yes, we actually have tutorials for how to sign an agreement, although that should be pretty straightforward. They are on our experience league page, Adobe Experience League, and there’s Acrobat sign product and sign a document. There’s also some documentation that’s pretty straightforward, but if you prefer video, you can utilize that and embed it into your messaging if you like. So that should be there.

Okay, then we have another question here from Joshua with five upvotes. All my recipients go to the same two or three recipients with the same six CCs. I’ve made templates that pull the fields for sign up one, two, three, but is there a way to set the actual recipients and CCs on the template to name them every single time? This sounds like a great use case for using custom workflows in Acrobat sign because this will allow you to not just select the document, so the templates that you always want to send, but also permanently save your recipients and CCs to that. So I would highly recommend checking out custom workflows in Acrobat sign. Maybe we can add the HelpX documentation link there. If you don’t see that at the moment, it’s likely that your admin just needs to allow you to create a custom workflow. That might be the answer, but this should really help you. This is a repeatable use case that always goes to the same recipients and with the same templates, and this is really the answer here for you. I think there was some feedback on the new UX that, as we said, the survey and your feedback is important to us. We keep iterating, so we do want to make this a better experience. If you have any issues or feedback you’d like to share, just send it all away either through the support channel or through the survey. We’ll also get that. Good. Let me see. We had another question here from Angie. When I received the email notification that the document has been fully executed, is there a way to set it up so that a link to the document is included in that email to open Acrobat sign and search for it on the completed items? And as Andrea highlighted, the account can be configured to either attach a document or also have to have the link to the document. Actually, that’s another setting. So, yes, you will need to talk to your admin, and if they need assistance, they can just reach out to the Acrobat sign support and they’ll be able to guide them. So that should be pretty straightforward. This is an existing functionality that’s already supported.

Yeah, I’m jumping over some cases that’s more related to a support case likely, so please find specific cases. Support is always the best way to get that looked at.

Okay. Here’s another question. I think that’s a good one. From Nicole, how can we add the date and timestamp under a signature? I see it on some signatures, but not all. That’s a good observation. So the blue date and timestamp under a signature is what we call a well-formatted signature. They’re available for the simple signatures and for a certain way. It depends on the way the user signs. If they type the signature, they can draw the signature, and they can also upload an image of the signature. So the blue date and timestamp here really are supported for typing and drawing, but when uploading a signature, it will not show up. So that’s not part of it. Also, if you’re using digital signatures, you’ll see a different behavior. So you can enforce that that way. If you’re not seeing it at all ever, then it’s likely that your admin might have disabled it. So it’s worth checking. If you Google for well-formatted signatures in Acrobot Sign, you’ll find a help X link that displays this as well.

Good. Okay. There is another question here from Tamara. We have an overtime form in which top section is the pre-approval and the bottom section is when the work checks and has its approvals needed. Any way to make this look like it is? So we don’t print and rescan additional signatures. If I understand your question, right? Yes. Really based on how you design the form so that the workflow of approvers continues one after the other and how you set up that transaction. So as Andrea mentioned, you can play around with different roles in Acrobot Sign. There are approvers, there are signers, there are form fillers. So it really depends on what you’re trying to do. I think if your use case is quite complex, I would work with your admin to reach out to any of the Adobe team to help you out on this because we have certain ways to really simplify things and make it easier for you. So again, I think this is quite an individual case. Those are best discussed with someone from Adobe on the other end that can really deep dive on this.

Okay, let me see. Just updating the Q&A bar here so I get the most updated ones. Bear with me.

Talk about this.

Yeah, okay. Is there a way to get a document signed without flattening the document? I have seen some errors happen on my document during the flattening. Yeah, this is a behavior that happens as Andrea points out as a way to normalize the document and avoid any problematic content that may break the signing workflow later on. So we can investigate what’s causing the issue here. In a support case, that’s really the best way forward. But the flattening is part of normalizing and ensuring everything works as intended.

Okay, just jump to the next one. My colleagues have been busy. I can see that already. Lots of questions here. So apologies. I know we haven’t gotten to all of them, let me start with the next one. This one is from Meredith. She’d like to know how to send back a form, a timesheet where the first recipient made a mistake with the data entry but signed the form anyway. There is a feature we introduced last year called Restart Agreement. Again, this might not be enabled in your account, but it allows you to restart the agreement from the start so that you could ask them to do the entry again correctly and sign the form. That would be the best feature in this case to take it away and make sure the user can do the data entry correctly.

We’ll provide the link to the restart feature. You can also simply Google it and you’ll find the restart agreement feature Acrobat signed quite easily.

Okay, I think the question from Joshua is related, resetting the agreement and sending it for initial signatures again. So that’s a mix, right? So restarting would bring back the document to the initial stage. And then if enabled, again, and people haven’t signed the agreement just yet, you might be able to change the document there and then start from the new. So I think in this case, this restart agreement is really the best track we can give you here to move things forward.

Okay, you see the next one is from Lisa. With regard to the new feature that allows the removing a signer, our documents are typically prefilled with the signer’s name and title. Is there any functionality within Adobe Signer that would allow us to remove the pre-populated name and title and replace them with a different signer’s name and title? Specifically one who’s already listed as a signer directly within the document.

So as Andrea points out, it depends a bit on how you tagged and pre-populated the document.

If you’re doing it in Acrobat itself and without a form field, right, you’re just writing the text just like in Word. That’s going to be tough because it’s pretty much printed onto the document, right? But what we’d recommend in these cases is actually working with the form fields in Acrobat Sign that allow you to have basically the full name, first name, last name, whatever you’re choosing to do. And this will then pull and be based on the recipient you’re sending to. So this can really help you out here because it is populated at runtime as Abir points out as well. So that’s a good one to keep in mind.

Okay, Amy asks, when creating documents we put in the email for it to go but then it also has a name field that isn’t self-populated. Is there a way we can make this self-populated by the email? No, because not every email has both names in it, right? So that’s the struggle here. That name field is optional though. So if you find yourself never actually filling out that name field, your admin can disable that in the experience. If you do prefer having it in there, then you will need to fill it in. Now if you’re working with the address book, right, and that’s another feature we talked about today. If your account is set up with the address book, there might be something you can do. I think that’s something to explore. But otherwise, it wouldn’t be able to just catch that from the email because the email doesn’t always reveal the full name. For instance, my full name is not matching with my email. So that would create a problem here in this case.

Good. And with that, I think we’re at the end of time here. Unfortunately, we didn’t get to all the questions. I can still see lots of them open. So if we didn’t get to your questions, apologies. This is quite tough, but you’ve all done a great job in uploading and I hope we got to the most relevant ones out there. Thank you so much for your attendance and attention today. I hope you enjoyed this. Again, please share your feedback on our survey. This helps make this a lot better. And if you have any specific issues, your Adobe Science support and account is going to help you. So with that, I hope you had a great time and see you next time. Bye bye.