IT asked me to map e-signature permissions across the firm—partners, associates, and paralegals all need different lev…
Log in to the Acrobat Sign web portal as an administrator.
Select the User icon in the upper right corner.
Select Settings from the dropdown menu.
In the left navigation, select E-signing settings.
Select Edit Settings in the E-signing settings section.
Toggle the e-signature features ON or OFF as desired for your organization.
Select Save to apply the changes.
Communicate changes to your users as needed.
Best practiceIf e-signature features are disabled, users will lose access to send or sign agreements electronically until re-enabled. Consider notifying users in advance to avoid workflow disruptions.
Admin Console (web portal)
| Routing Type | Description | When to Use |
|---|---|---|
| Sequential | Signers receive the document one after another in a specific order. | For approvals where one person must sign before the next, like a manager then a director. |
| Parallel | All signers receive the document at the same time and can sign independently. | When the order of signatures does not matter, such as getting agreement from multiple team members. |
Adding authentication, like an email or SMS code, makes your e-signature requests more secure. It confirms the signer is truly the person they claim to be. This is especially important for high-value agreements or sensitive documents, adding an extra layer of trust and legal strength to the signed document.
Yes, if your sender profile name is blank or unusual, some email systems, like Outlook, might reject the e-signature request. It's best to use a clear and recognized sender name to avoid being flagged as spam and ensure your documents reach the recipients.
The Acrobat Sign API is a set of tools that allows computer programs to send and manage e-signature requests automatically. Instead of manually sending documents, you can integrate this API into your own systems. This is useful for businesses that need to send many documents for signature, like automating contract sending from a CRM system, saving time and reducing manual errors.