Stay Up to Date with Adobe’s Latest Innovations - Acrobat Sign May & June 2026 Release

Transcript

Let’s get started. Welcome again everyone to this webinar on our Acrobat Sign May and June release highlights.

This is the team that is on the webinar right now.

Let’s do some really quick introductions. Hi everyone, I will bring my camera on screen.

Nice to see you all this evening, wherever you may be joining us from. My name is Dave Stromfeld. I’m a Principal Product Manager for Adobe Acrobat Sign. I’ve been at Adobe over 20 years and now manage a number of areas across the Acrobat Sign product. I’m really happy to have you join us today so you can hear about our summer release highlights. Jonas, you want to introduce yourself? Absolutely. Good morning, good afternoon everyone. Excited to have you on this call. I’m your presenter for today. I’m the Senior Product Manager for Acrobat Sign. I’ll walk you through most of the content today and hopefully we’ll get to all your questions just in time.

I’ll go ahead and introduce Andre and Daphne. They are also Principal Product Managers on Acrobat Sign and they are in our Q&A pod ready to answer your questions as you have those when they come in. You will be talking with them through the chat functionality, which we’ll explain in one minute. Let’s go to the next slide.

This is our agenda today. We’re going to give you a really quick introduction right now about how the webinar works. Then we’re going to move into the meat of our presentation. We will be highlighting some sender efficiency upgrades, which we are releasing in the summertime, specifically around using digital signatures in bulk and in-person signing.

Then we’ll be talking with you secondly about some agreement management changes we’ve made, some changes to the homepage, some reporting improvements, some security upgrades. Then we’ll be leaving time at the end to hopefully some of your questions that we weren’t able to answer in the chat pod live.

That will be our agenda. We can go to the next slide.

Let’s give you a little bit of backgrounds on how the webinar works. If you have any technical issues during the webinar, if you lose audio or you lose video, the quickest solution is usually just to close your Teams window and then rejoin the webinar through the Teams link. That will fix the issue in most of the cases. But in case you lose any connectivity, don’t worry, we are recording this and you will get a copy of the recording in your e-mail inbox. You’re welcome to take screenshots and take any notes that you want to, but you don’t need to, we will be sending you a copy of the recording. As I mentioned, we are going to be using our Q&A icon in the toolbar to take your questions. When you open up that pod on the right-hand side, you can type in your question and one of our colleagues will try to get an answer to you in the Q&A pod.

If you see people ask questions that are similar to the questions that you have, please go ahead and upload those.

We use those uploads to make sure that at the end, during our live Q&A portion, we get to as many of the unanswered questions as we can based on the number of people who uploaded it. Please ask questions, upload questions, and we’ll get to as many of those as we can during the webinar.

Finally, we will be doing some polls during the webinar just to get a pulse check from you as to what your thoughts are as we go through some different content. In the spirit of that, let me go ahead and kick off my first poll. I think you can go to the next slide, Jonas.

Let me find that poll here. We launched that. No, not that slide. I guess we don’t. Okay, you can go back. There should be a poll that should be coming up on your screen right now. There you go. This is just a little intro poll. Where are you joining us from? Go ahead and make your selection, click submit. You can close the poll with the X in the upper right when you’re done. Let’s see how people are answering. I see answers coming in right now. Most of you are from North America. A good portion of you are from Europe, and then a small percentage of you from everywhere else, which makes sense.

You go ahead and answer that polling question, close it when you’re done. I think we can go ahead to the next slide, Jonas.

Awesome. Let’s get into the content and let’s get started. If this is your first time joining us on one of these release webinars, I just want to make sure you get the full story. Let’s start at the foundation really of Acrobat Sign and how we think about developing the tool. When we think about new features, new improvements to the tool, we think of it in these four buckets. On the top left here, effortless signing, sending, and management. This is really all about the user experience for us, signers, senders, and administrators. Typically, within every release, we make some improvements here and there to upgrade the experience, help save time, and make things more efficient.

The second bucket on the top right here focuses on compliance and trustworthiness.

As an e-signature platform, I think that just comes with pretty much being in this space, ensuring to meet certain regulations, updated laws, and also maintaining and expanding our ecosystem of different local providers that are required in some countries to sign according to the local laws. That’s a big area for us just to not just maintain and keep up today, but also to expand and allow our users, our customers to adopt e-signatures in many, many other countries.

The third bucket then on the bottom left here talks about connecting people and apps used every day. Really, this speaks to our turnkey integrations. So integrations where Acrobat Sign simply becomes a part of some of the tools you use. For instance, Microsoft Teams, there’s a little plugin you can all install and have an Acrobat Sign functionality within Teams directly. It could also be a Salesforce, a Workday. There are many, many other turnkey integrations that we have available. Typically, within releases, we either improve those or in some cases also expand and provide new turnkey integrations.

And lastly, on the fourth bucket here, we’re talking about automation.

And automation is a big topic for a lot of big enterprises to help make their processes much quicker. So here, we’re not just talking about the e-signature part. Actually, we’re talking about the full end-to-end document workflow and helping you automate this by providing different APIs from creating a PDF through an API to tagging that through an API, then sending it for signature, and lastly, also extracting critical information from that signed PDF. So it’s really the whole journey that we’re looking at here. But with that, let’s jump a little bit into how we plan and schedule for releases.

We have three major annual releases.

That are kind of spread out throughout the year. For this year, we had the first one in February. We had a second one in May that we’re going to be talking about today. And we’ll have another one in September. Now, in between these major releases, we tend to do minor releases when necessary. So that’s where you see May and June releases here. We had some very, very exciting features come into the product in June that we just wanted to include in this webinar to keep you up to date because in some cases, these minor releases bring new features in.

So, hence, our approach to bring all this together in one webinar in May and June release here.

If you missed any of the past releases, no worries. There is a lot of new functionality that has come into the product. Here’s just a quick overview. I don’t expect any of you to go now and read through all of it. Really, we have the Acrobat Sign release notes page where you can read all about this. Also, all previous webinar releases are recorded and hosted on our experience leak page. So you can simply Google for it and you’ll find our walkthroughs of these other releases from the past nicely tied up there.

And with that, let’s jump into the May and June highlights release. So we’ll be focusing on a couple of key topics.

Firstly, around signer efficiency and secondly, around agreement management, where we’ve done some major improvements and brought new functionality into the tool.

And then in the end, we’ll show you the overview once more. But that’s really our goal for the day. Okay, let’s get started with signer efficiency upgrades. We’ll be talking about two things here. One is signing the digital signatures in bulk. And the other one is about in-person signing. Two very distinctive features, both really targeted at completing signature processes much quicker than before and more efficient.

So let’s get started with signing digital signatures in bulk.

We don’t expect everyone to know exactly what a digital signature is because there are differences. So I’m just going to spend a little bit of time here making sure everyone understands the differences and what this talks about. And then we’ll jump into a demo of the functionality live in the tool.

Okay, to ground us all, if this is new, this term is new to you. And before you always just heard about e-signatures as a term, depending on where you are in the world, there’s different wording being used around different levels of e-signatures. So that’s one important thing to understand. Not all e-signatures are equal. There are differences between e-signatures and different levels. And depending on your use cases and the region you’re in, you might need to use a different one. So this is always a case of how local law allows e-signatures to be used, which kind of e-signature to be used. So there is a bit of complexity that typically you’re working with your legal team to identify and understand which kind of signature needs to be used for this use case.

To simplify this on a global level, we look at this in three different categories. The basic signature, which is often referred to as the simple electronic signature, then we have a verified signature where we have a third party that actually authenticates the signer, but there’s no additional kind of digital certificate as part of the agreement. And then we have the digital signature component here, which is really the third and highest form of e-signature that you can achieve. And in this case, the signers are not only identified by a trust service provider, that’s what they’re called through identity verification methods. So typically, if you’ve done this in the past, it could be a video call where you need to show your passport and you have another human sitting next to you or some of the newer experiences are actually fully app based. So there are differences in how you’re being identified, but there’s always kind of a local party involved in doing that. And then the important part, they will issue a digital certificate, which proves your identity and proves that you signed this agreement. So really, the differences here are in the intensity of signer identification and the proof provided. And with all this comes increased trust, but also increased costs since there are a couple of steps in addition.

So we’re going to be focusing today on the digital signature part, right? The most complex part where a lot of steps the signer actually has to go through. And that’s especially why we wanted to make this a bit easier for these signers.

OK, let me jump forward here. Within digital signatures, we have two options today in Acrobat Sign. One is for locally held and the other one is for cloud space certificates.

The locally held certificates are a bit more old school. If you’ve been around and you perhaps had a certificate sitting on a smart card or USB stick, right? That was the method you were using. So you had to stick with you. That was plugged into your computer and the computer could read the certificate from it and you were able to sign that. And Acrobat Sign still supports that. It requires a download and signing through Acrobat, but it is still there as an option if that is your preferred method for the signer to digitally sign an agreement.

Cloud signature is the more recent variant here. And the real difference is the digital signature and the digital ID is hosted by a trust service provider. So there’s no hardware or anything stored locally on your machine.

And that brings in a lot of new innovation because we no longer need you to download an agreement, bring it onto your computer. Everything happens in a Web session. So Acrobat Sign simply connects to different trust service providers. We have a choice of about around 50 trust service provider worldwide that can be connected to and they take care of the identity verification and then store that identity information in the cloud. And this is really what allows us to innovate here as well. By partnering with these providers and then hosting these IDs in the cloud, we can keep everything in the browser and we can basically control more of the flow there for the users because we no longer just expect them to plug in something.

Now, how this works, if this is all new to you. Administrators can enable digital signatures and turn on cloud signature providers in the account settings. That’s one. Right. So there’s a wide choice, as I mentioned, depending on your regions. You might want to use one over the other. Again, work with your legal team here to find out the right one. Once this is enabled, the sender will have two signature fields as a choice in the authoring step. You see them here in the middle. Right. And we differentiate here between the signature and digital signature. So the sender would place a digital signature field for that recipient who’s expected to sign with a digital signature in the agreement.

And lastly, we have the signer experience. I’m going to show this one. But here, really, the signer clicks to sign in a digital signature field. This will start a bit of a pop out experience for them to first basically provide, select the provider if there are multiple choices and sign in, then move forward to basically authenticate with this provider and also authorize the cloud signature for this agreement. So there are a few steps for this user. And that’s exactly why we wanted to make this more efficient when a user, a power signer, has multiple agreements waiting for them to be digitally signed.

Before, they would have to go through each of these and go through the authentication steps every time, which can take up a lot of time. And very often it’s a C-level signing a lot of these agreements with digital signatures. So their time obviously is very limited. So we wanted to help make things more efficient and get things done quicker. So what I’m going to show you next in the demo is our approach to help bulk sign those agreements with digital signatures to save time from repeated operations when digitally signing.

And for this, let me jump out and share a new screen here.

So we can jump right into the tool.

There will be one second. Here we go.

OK, so now we are in Acrobat sign, this user interface should look familiar to you. I’m going to move to the manage page here. Let me remove my video so you can see that a bit more clearly.

Wonderful. And here in this manage page, I have a couple of agreements waiting for me. In total 13, some of them are digital signatures. We’re actually seeing seven of them right here that I’ve prepared. And I’m going to go ahead and mark all of them because I want to sign them in bulk. So this is the new option here that you’ll see once enabled in the digital signature settings. So there is a setting to control this by admins. If you’re not seeing this, this is likely why. So make sure it is enabled for your group and account.

Now, if I click on this here, I’m getting a new screen and basically kind of gives me a bit of guidance about what is going to happen. Very importantly, the user must review all the agreements that were selected. So this is a required step from a legal point of view to make sure they’re not blindly signing something they never saw just to save time. So they must kind of click through all the different agreements they have selected here to just make sure they acknowledge that they’ve read them. When done, they will get the option to sign all agreements with one authorization journey. And that’s the big difference here.

Since we support up to 100 documents to be signed in one bulk operation, this will be queued. So the actions will actually happen in the background once the authorization has been given for the signature. There will also be a bit more guidance, but basically it will take a couple of minutes until all these agreements are signed. And then there’s also an additional status email when this is all completed. But let’s go ahead and move into the view agreement state here.

You’ll see I use the very same agreement. So this is the viewing experience. I have a two-page document.

In my case, these are all the same, but typically it will be different documents that a person would go through. And you see on the right-hand side, I have a couple of actions. I can cancel if I don’t want to sign this way anymore. I can move through the different agreements by clicking next or move back by previous. I can skip an agreement if that’s one I don’t want to sign at this point of time. Maybe there’s something I spotted and I want to get back to the sender for a correction.

And lastly, there’s a sign all agreements great out here. And this is because I have moved through all agreements. So this is a necessity to move through all the agreements before I can actually click this button.

So, yeah, I got seven agreements in here.

Clicking through them right here. Let’s also skip one just to give you a bit of an impression. You might have noticed we went from seven down to six agreements because this is now excluded from the bulk job.

And once I’m reaching here, number six, you’ll see that come up. Now this option is no longer grayed out and I can go ahead and sign all those agreements.

And when I click that button, you get a little pop out and an additional tab. There is just a bit of legal language around acknowledging what you’re doing here right now.

And then you will continue to the typical digital signature experience for cloud signatures.

In this case, you might have configured different cloud signature providers.

If there’s only one that you could jump to step and there wouldn’t be a drop down to select from, but really just one provider. In my case, I’m just going to utilize ZL ID.

And with that, let me just re-share another screen here for you.

To give you a bit of an impression of how this looks like. Right, so this is the screen that will pop up then in right there and show how this is done.

So here I’m selecting now that I’m already a ZL ID user or I need to start and download an app. So ZL ID works as an app based solution. You can actually go ahead and download it today if you’d like to try it out. It will allow you to create a qualified electronic signature digital ID.

And when I click continue, it all works through an app based experience. So again, we’re assuming the user has a mobile phone and they have ZL ID installed on their mobile phone. And we will now go ahead and scan this QR code. Now to show you this, I will just change to my contacts here and share another screen.

Dave, thanks for making sure these always become available very quickly. So let me go ahead and share my phone screen now to show you how this actually looks like.

Let’s see.

Can I get a thumbs up if that’s visible now, the phone screen? It’s visible.

Awesome. Okay.

There you go. Now it has timed out. Let me just refresh that a second. So as you can see here, this is the ZL ID app. Every cloud signature provider looks a bit different. I have an existing ZL ID identity, which is basically my digital ID and the certificate that we are going to apply to the document. Now I go and click the option to scan the QR code. There you go. Was spotted and the server is now kind of going through that. This experience now I am authenticating, so I’m logging in with my face ID. Some other providers might use a password, an email and password to authorize this step. And then we’re going through this.

Okay. With that, let’s jump back to what’s happening on my desktop.

Here is second.

There we go.

I recall the switching of windows, but this is a multi-channel experience. So here we go. This is the next step now. Basically now what Acrobat Sign knows that the user has authenticated with ZL ID. ZL ID will provide a certificate. And here I get a little preview of my digital signature. If configured, I can also provide a signing reason. This is more useful for pharma use cases where this is a required option. But here you’ll see this is how my signature will be shown.

And then I’ll go ahead and click next. This will start another QR code and authorization for the signature. That’s important.

Just in the sake of time, I’m not going to show this part. This is another QR code that I need to scan.

And once that’s done, you’ll see this screen gets updated.

After I, of course, authenticated it with my face ID again. So there is this two-step process as you might have seen now. One, I need to authenticate. I need to scan a QR code. And the second I get another QR code to now authorize the signature. And that’s the process really when you have 100 documents sitting there. It takes a lot of time. So in this case, it’s now being reduced to one time and for up to 100 documents. That’s really the beauty of it. Now I can close this screen. And as you can see here, I have confirmation that this bulk sign job is in progress.

And we’ll start working in the background as we go along. So that’s the Signing Digital Signatures and Bulk feature. Now, newly available for cloud signatures.

Sitting right there for you.

Awesome.

If you have any questions, I know this might be a completely new field for some of you. Just put them in the chat. Our colleague webdia experts on the call to help you out with any specifics. And we might be able to get to some of those also in the Q&A. Okay. Now let me just reshare where we are just in terms to make sure you’re all ahead of the agenda.

Talked about signing a bulk. We had the live demo. Now we’re just going to do a quick poll to understand your feedback about this feature. If you think it’s something useful, Dave, if you would so kindly launch it.

Yep. It should be on folks’ screen now. So if you could just quickly answer that polling question about how useful do you think this using digital signatures and bulk will be for your organization.

Yeah, and as I would imagine, for most of you, it looks interesting, but you’re ready to learn more and do some investigation, which makes sense.

Yeah, it’s a topic that needs some exploration, some testing. But yeah, excited that we were able to share with you. And it looks like a good chunk of you are interested enough to hopefully go learn more So go ahead and close that poll after you’ve answered it, and I think we can move on.

Awesome. Okay.

So next, let’s talk about in-person signing via our web app.

Let me just establish what it actually means and what the use case is for, and then we’ll also do a quick demo on it. This one’s going to be a bit faster than before. In-person signing via web application. Really, this one focuses on a use case that is in-person. Very often, a point of sale use case where you have someone coming to, let’s say, a car sales deposit, they’re trying to obtain a car, they need to sign a couple of documents. And for some reason, maybe because you’re in a remote location, they don’t really have a good connection with the phone. So usually, you would send them a document for signature. But here, that’s not really working. And you can’t really offer them a Wi-Fi to log into that. So you’re a bit in a puddle there. The other use case really is for other users who might not have an email, especially in older generations. Not everyone has an email or remembers their email. Maybe they have lost access to their email, right? And this can really become a blocker when you’re trying to close a deal. And that’s what we wanted to provide a new option for. An option that you can use in those in-person scenarios, not just for car sales, but think also about other areas. If you’re in manufacturing and you have visitors to a manufacturing hall who need to sign in, this could also be quite handy just because manufacturing halls are typically a bit more remote. So many, many different use cases around here, depending on the industry you’re working on and your in-person scenarios. But really, it’s there for two things. One, the signer might not have a good Wi-Fi connection or internet connection at all. So they’re struggling to receive it, the link and sign. And two, users might not have an email. So that’s the other blocker here. So we wanted to provide an easier way for you to manage those scenarios.

And that’s why we developed a new role, a new signer role to help with that. And again, I’m just going to switch my context here a little bit and jump back into Acrobat Sign.

Okay, good.

So the in-person signer, first of all, it’s the role that needs to be enabled by your administrator. Actually, why don’t we just go ahead and just have a quick look, right? If you’ve never seen the admin panel, this is how it looks like. Lots and lots of different configurations and settings that unblock certain things. And up here, you see allowed recipient roles. And here we have this new option, allow senders to mark recipient as an in-person signer. So this is really a new one. There’s also a new sub option for this specific role, which will allow senders to specify an email address.

We’re going to keep it very straightforward for this demo and just simple with the standard setting here.

And as usual, I’m going to select one of my templates to start an agreement.

This UI should not look new to you since you’re all Acrobat Sign users, but really here is where the role would show up, right? And you might have a lot less options. Again, this is because your admin has enabled more, but this is the new role. You simply select it and then you’ll see a new kind of options here. So first, we will need the email of the host. And this is just to bind it to one unique email.

I’m just going to go ahead and use my own here.

And then we will have a signer. So this is the person where we might not have an email. They don’t have internet connection, remember? And I’m just going to use my friend Dave’s name here since we’re technically sitting alongside. Because it’s just going to remove any multi-factor authentication option from here. And with that, I am set up. Now, I could go ahead and add other signers afterwards, add another in-person signer. Perhaps I’m capturing multiple signatures in an in-person scenario for the same agreement.

So you still have all those options.

But we’re going to go ahead and with this simple use case of one in-person signer. And what you’ll see here as well is on this document, I have a standard template, couple of fields.

They’re all been tagged for the first recipient. And that stays this way. So just because I have a host, the signer doesn’t become recipient too, if you’re thinking about text tagging here. So because the host really is just there to authenticate the signer and then hand over their device. So they remain the recipient number one, just to avoid any confusion there.

Now, I’m going to send this. And because I am the, obviously, also the host, I get automatically routed to the signing URL in which I can now host this session, this signing session.

So you see a bit of text here that’s quite important. And we’re just going to spend a minute on.

The host has some responsibilities here to make sure this is all being done correctly.

So the host needs to be physically present with the signer. Again, this is for this specific scenario.

The host also needs to verify the signer identity as David Stromfeld. So Dave should show me his, ideally, his ID, or I should know him very well so I can actually say, okay, I verified this person, right, as part of this process. This is because we don’t have an email. We don’t have any unique ID besides the name, really, to tie his personality to. So we need the host to have a strong verification as part of this.

And then we’re passing on to the control and observing them as they sign the document. And lastly, I also need to make sure they get a copy of the signed agreement because if we don’t have an email, right, we cannot send that signed document to them. So these are all the kind of steps and responsibilities for the host. Their only option now is to click this blue button and pass on the device, perhaps an iPad or a phone or a laptop, right, could be anything because this is web-based so we no longer are restricted to a specific device.

Once I click this, I am now kind of handing this over to Dave.

And here’s an option for Dave to provide his email address right now. This is totally optional and just helps to get a copy of the signed document.

So you can also simply go ahead and just review and sign. And as you see, I didn’t provide an email address. I have the whole document right here now in front of me. And Dave can now go ahead and sign this document as usual or fill in some fields.

Click to sign.

And there you go. We’re all set and can complete the signature.

And that’s done. So to recap, we’ve now obtained a signature in person without requiring an email from the actual signer, but with making sure the user is authenticated through that host. And that’s all that is for this specific use case here.

Awesome. I’m sure you have some questions. Roma, put them in the chat.

We might get back to them. I need to watch the clock here a little bit and move on to the next topic. But before we get there, we actually have another poll for you.

Let me bring that up right now, Jonas.

Again, for the last polling question, in person signing, how interesting is this to your organization? Does this look like something you may be interested in using? If you could all just please answer that polling question. We’ll leave it open for a couple of seconds. And then we can close that when you’re done.

Kind of a mix between interested in learning more and maybe not as relevant as some of the other features for their workflows, which makes sense. So everyone, please answer that question. And, Jonas, we can move on. Thank you.

Awesome. All right. Let’s move forward.

There have been some updates in different parts of our tool to help you manage agreements spread out between homepage reporting and also some security updates.

I’m going to go ahead and actually show all this live in the tool now, because that way we can make sure we stay in time and also have some type of questions in the end.

So bear with me while we get this on screen for you. There we go.

And let’s start. Okay. Let’s start with the homepage.

The homepage has received and got an update and mainly to bring in a new element here. And this element is all about helping you find the relevant documents quicker. So you see this recent agreement table here. It’s a list of agreements that I most recently interacted with. And we’ve put this here because what we’ve seen in the data really when we talk to our when we see the users navigate to the tool, they log in, they land on the homepage. And the first thing they usually do if they’re not clicking on requesting an e-signature is they go to the manage page and find the most recent document that had an action on it to perform an action to view it, to send a reminder, whatever else it might be. So that’s the reason we wanted to take that step away, that one click and give you the most recent agreements right here in the list. If you click view more, you will land on the manage page, but really it’s a way for you to quickly understand where certain agreements are.

You can also filter them by status if you’re looking for a specific one in a specific status. So you can do that in this case, waiting for signature signed and then out for signature. Right. So you have these controls here to help you quick filter this and sort it in the right way. But really, you can see waiting for signature has a quick action to sign. For instance, if you’re looking at a signed one here, you have a quick action to download the PDF or also create a copy. So these quick actions are there to give you kind of a one click experience. Right. Download the PDF.

And not having to go to the manage page, find the agreement and then click on the agreement and click download PDF. So it’s there to to save you a couple of signatures. That’s really what it’s there for. And then once if you want to open one of them, this one is out for signature here.

Obviously, you can jump right into the document, you can set up another reminder and so on. So that’s really what it’s there for.

Now, your screen might look a little bit different than mine here. The homepage does look and this specific element is placed differently. If you’re a user, you will see it in the middle of your screen. Above do more with Acrobat sign, if you’re an admin, you will see why the first to do more with Acrobat sign and then the recent agreements. We’ve done this because typically admins navigate more towards these actions and are less involved with agreements directly. So that’s just something we’ve seen from the from a user research. So that’s why they will see it down here. As a user, you will see it in the middle of your screen because you’re less likely to use any of these options.

Awesome. So that’s the homepage. Let’s move on to reporting.

Let me bring up one poll, if you don’t mind, Janus. Let me find that real quick.

There we go. Home page supposed to be coming up on your screen. How useful do you think this will be for you? Everyone can give us a quick answer.

I don’t want to slow down Janus’ momentum. So we’ll leave that open for three, two, one.

Awesome. Great. Thank you everyone for answering. Janus, keep going.

Awesome. Okay. So this is the new reporting experience that you see here. We’ve updated this from classic a while ago, so you should all see this option.

If not, please check with your admin.

Some users, you might not have access to this reporting tab. Again, it depends on the rights you’re permitted by your admin. But really, this one is there to help you manage and get an overview of all the transactions that are happening that you send or that have been sent within a certain group or in the whole account.

Now, there are two types of reports here. One is an export, which really is an export as a spreadsheet. And the other one is more a report that is simply on screen here. And what we’re doing here now is an export, and I’ll show you what’s new here. So we’re going to focus on transaction consumptions, let’s say within the last 12 months.

And we’re not going to add any filter here at this stage, but move on to the next, where we actually get the choice of which kind of data we want to export from Acrobat Sign.

So again, this will look at all the transactions sent of the last 12 months, in my case for the whole account, in your case, it might just be for what you’ve done or what your group has done.

But what’s new here, besides this picker that’s been introduced a while ago, is we have added support and a way for you to report on SMS and WhatsApp consumption. So if you’re using phone authentication, for instance, or if you’re using an SMS for delivery, these are all SMS OTP or agreement delivery options. So this now allows you to include that in your export and get an understanding of where this is being used for. For any one of you who’ve done this in the past, there was a little ticker in the admin setting, just to give you a feeling of how many were consumed, but you couldn’t really get down to the exact transaction level. So that’s one new thing here that allows you to do this now.

Now, the other option, right, if we move back here, that we added is if you select the report here, for instance, and you can select what kind of chart you want to see, let’s say agreement is completed, and let’s have a look at agreements by sender.

You have a step here, besides selecting the date range, to add a filter. And we added a new filter, which is really for recipient. So you can filter for specific agreements that are coming from specific users. So the use case here really is about, okay, show me all the agreements that I’ve sent to the specific group of recipients to drill down into the result of them. And this is what you see here. Now we’re getting this generated, nicely tied up. It’s only one sender, so it’s not as exciting. And you see different graphs here. But really, we pretty much get a breakdown of all the different transactions that happen in the last 12 months.

And you can start filtering further or tying this together. But that’s the new update here, right on the reporting page.

Great.

We just have a look at the time.

I’ll do one more. This one is more about security. So it’s a new setting we introduced. Again, this needs to be…

I’ll bring up our last poll question about reporting. Let me bring that up on the screen right now.

Leave that open for a couple of seconds. If everybody could quickly give us input on how interesting reporting improvements are to your organization.

Great. Okay, Jonas, why don’t you move into your last feature? Absolutely. Okay.

This one here is a setting to restrict certain usage a little bit more. So that’s why we’re calling it a security feature.

Really, it’s there to help manage use cases. And if you’re an admin, you have different settings for different user groups. Some of these user groups might be only having internal use cases, right? So they’re always sending agreements to internal stakeholders. And you want to prevent that they’re sending it to externals for some reason. So that’s a new setting we’ve identified here. I’m just going to jump ahead and find that for you, since we have a lot of options here. There we go.

This is the new option introduced to being able to only send to internal recipients.

So what that means here is I toggle this on.

And I’m from that point on, either on an account or a group level, right, depending on where you configure this. When I try and send something to a user that is not part of this account, it will not work, right? It will prevent me from doing that. So it just nails down on the security here of your preferences. And depending on the use case, you can help avoid any accidental transactions being sent to externals.

Also, perhaps you have a policy not to send with an HR any kind of letters, employee letters to a Gmail address or any external address. This could also help prevent this. So this is what the feature is for. Obviously, for external use cases, this is not something you want to do, but we are really focused more on internal use cases.

Awesome.

So with that, we’re completing our agreement management session here, and we got 10 minutes left for the next steps. But I think there’s one last poll, Dave, right? Nope, we went through the polls. Oh, my bad.

Let’s finish then on this slide. I think it’s time to get into the questions. And also we have a survey which we’d like you to fill in. This just helps us get a bit of feedback about the webinar itself. And you also have an opportunity to provide feedback about Acrobat Sign, maybe anything, any improvements you’d like us to make to the tool, anything you’re struggling with on a day-to-day basis. This is where we want to hear from you what you really think and where we could improve things. Yeah, I put the survey link in the top of the Q&A pod, or you can just scan that QR code with your phone. So as Jonas said, please fill that in. It only takes one minute. And if there are future webinar topics that you’d like to see, please let us know in that survey as well.

Okay, so why don’t we, we can go over to the Q&A slide, Jonas, or we can leave the survey slide up. And let’s go over into some live Q&A.

Let me ask, and I will ask some of my colleagues to come off the microphone.

And let me get to a couple of questions here.

So one question that came in, I think it was from Stephanie.

And Daphna, maybe if you’re off your microphone, they wanted a summary on Create a Copy. This was a new feature to her, and she was hoping that you could give us a one or two sentence summary of what Create a Copy is, which is one of our exciting new features.

Yeah, I’m happy to.

So we did introduce Copy for agreements. It’s a very useful feature for shortcuts for repeatable processes. So if you have a type of document that you often send out for signature, and the recipients are similar or need similar configurations, you can just go to a document that you’ve sent before, click Copy, and this will take you to the Send page where all the information will be prefilled in that page. So the document, the documents from their previous transaction will be copied over.

The agreement settings will be there as well. All the recipients with their configurations will be there as well. And you can make any edits that you need to. You can change the recipients, you can change your authentication methods, the expiration dates, you can even change the document itself. So think of it as a shortcut to jumpstart a transaction where all the information that you usually need or do is copied over and you can just update whatever you need and send. So this will cut off a huge amount of the time you spend on sending documents. It’s a great productivity tool.

Dave, you’re on mute. I know you’re on mute. I was on mute. Thank you. Another question that came in was around when we showed signing in bulk with digital signatures, and the question was, can this feature be used with the send in bulk as well? So I think, Daphne, you had a thought on how customers could use send in bulk along with sign in bulk. Is that right? Yes, customers can use that as long as the send in bulk agreements have a digital signature. We don’t have signing in bulk for electronic signatures. We do have that for digital signatures, as you’ve seen in the demo. So if you send in bulk to send agreements or documents for digital signatures, then you can use the bulk sign feature.

Great. Thank you.

Gabriela asks, how do you get to create new report? Jonas was sharing that on his screen. If you go to the reporting tab, then there is the option to create a new report under the reporting tab.

We can try to provide a link to our help in your question, Gabriela, or you can just search for that.

I’m scanning through our questions now to see what are the other questions that have come in.

Janice asks, how can I find out how many days a document has before expiring for signature? Daphne, do you want to just quickly highlight setting document expiration and how to see that in the manage page? Yeah, so I will take that. So we have an expiration policy for all the agreements. It is a year, a full year.

And but you can customize that, right? You in every document that you send, you can add an expiration date and customize that if you need to give the recipients a week to sign, you can just edit it to a week. If you don’t do anything, our default is set to a year.

Great, thank you.

I’m going through our questions here.

Let’s see.

I’m sorry, just scanning these to see which ones I can pull out and are ones that we could hopefully give you guys quick answers to.

Victor asks, is there a simple way to create templates? It seems I have to upload a PDF document and recreate everything instead of just using an existing template and renaming it.

So maybe could someone touch on template creation and creating from scratch versus reusing documents? Yeah, I’m happy to take that. I think there are different ways to think about templates. One is if you simply have a document and you’re creating a template for the first time, right, you could tag it in Acrobat itself. It’s a PDF document. So the PDF, you can save that with form fields that will be recognized in Acrobat sign. And you can use that to also edit any content of the document as you go.

If it’s not a PDF document, you could also use what we call text tags, which is another way to implement kind of form fields in the source document. So it’s a little syntax that you add there so we can provide the tool.

But yeah, some other options in the tool, actually, maybe I’ll just grab it here right from the start.

If you’re looking at something that you’ve completed in the past, you could also create a template from that, right? So you have different options to reuse what you’ve done once. So in this case here, I have a document. I tagged it once. I never created a template.

But I could easily create a template from this, and it will inherit all the form fields I’ve attached to that document at the point I send it for signature. So that’s a quick and easy way to reuse something I already did once.

Great. Thank you.

We find another good question here. Tina is asking how to handle in-person and wet signature signing for agreements.

So just basically, what is the process to ask a recipient to sign the wet signature versus an e-signature? Right. I think wet signature, right, if you’re really looking at someone signing on paper, whether you like it or not, right? We have an option here. So if you send out an agreement, and for some reason the signer did not provide their signature electronically, they printed it out and handed you back a wet signature, you have an option here to upload a signed document, which is basically a scan of that paper piece you get back to complete the agreement, right? So this would be the way to keep it an acrobat sign and reusing that wet signature.

Ideally, you want to keep it electronically. So if legally there’s a requirement for wet signature, and please check with your legal person, but normally a digital signature would be required. If we’re talking, for instance, about the EU, you will need a qualified electronic signature, which is a form of a digital signature. So you would go the route of cloud signature if you want to get away from paper itself.

Great. Thank you, Jonas.

Daphne, Eric is asking about modifying signers or other recipients after moving to authoring. Is it possible to edit signers or other recipients, etc., after moving to the authoring step? Could you summarize what Eric’s options are? Oh, it looks like you answered him in the chatbot. I see that now.

Why don’t I just show it quickly for everyone’s benefit, right? So if I’m creating a new agreement here, and I have a couple of signers that I’m setting up, let me just remove that phone authentication here for a sec.

And I’m moving forward to the authoring stage.

Here you will see, right, I now have the different signers. I spot this agreement. I can move back. This is the easiest way, right? You should have this back button right here that will land you back on the Compose page where we’ve just been. And you can delete or add another person if you like before going back to the authoring stage.

Great. Thanks. Jonas, maybe if you wouldn’t mind going back to the survey slide.

Okay. I think we’re at the top of the hour. I want to make sure that we respect everyone’s time here.

The survey link, I think, should still be at the top of the Q&A pod. And it’s on your screen right now. If everyone could give that a quick minute to fill that out, give us some feedback, it would really help us. Why don’t we wrap this up? Thank you, everyone, for attending.

Thank you, Jonas, for a great overview on all of the summer highlights. And we look forward to all of you joining us in our next webinar. Thanks, everyone.

Thank you all. Have a great day.