Adobe Sign - Managing Documents

 

 

Other Adobe Sign Frequently Asked Questions

Can I store completed documents on Adobe Sign?

Adobe Sign is not a managed storage system and should not be used to store signed documents.

You are strongly encouraged to download signed documents and store them on a shared network directory, on a cloud storage system such as Google Drive or Microsoft OneDrive, or other approved storage.

How long will documents be stored in Adobe Sign?

Adobe Sign is not approved for long-term storage. Any files stored on Adobe Sign that require continued access or retention should be downloaded to a university-managed system such as OneDrive, Google Drive, or a local file server. Please consult with your local IT team for guidance on document storage. Please refer to these instructions for downloading Adobe Sign files.

How can I delete an Adobe Sign agreement that has sensitive data?

Adobe Sign agreements can only be deleted by an Admin with Privacy level access. The sender email address is needed along with the agreement name. Navigate to Account and scroll to the bottom left to find Privacy. Search by the senders email address and then locate the agreement in question. There is a trash can icon for each agreement. 

How do I delete Adobe Acrobat documents?

You can delete Adobe Acrobat documents at https://acrobat.adobe.com/link/documents/files/.

Can I delete Completed documents from my status page if the page is becoming cluttered?

Adobe Sign does not have a Delete option; however, you can HIDE the items in question. You can filter for these if you need to review it at a later date. The agreement in question can be hidden in one of two ways – click on the record so that the Action menu on the right-hand side appears and click Hide; select the check boxes for the records that you want to hide and click Hide Agreement in the right-hand menu. When you want to search for these hidden items, click on the Filters icon next to Search and check the box to “Display hidden content”. 

Is there a file size limit for Adobe Sign transactions?

A transaction occurs each time an electronic document or collection of related electronic documents is sent to a signer through Adobe Sign.

File size per Upload: Adobe Sign limits the size of each file uploaded to 25MB.
If you attempt to upload a document over the limit, you will get an error under the file that says "Upload limit exceeded."

Pages per Transaction: The whole transaction (all files merged together) has a total page limit of 500 pages.
If you attempt to send a document that is larger than your set account limit, you will get the error "Acrobat Sign was unable to create your agreement because the document(s) exceeded your page limit."

Signers per Transaction: A maximum of 25 people can sign a single electronic signature transaction.

Is there any/can we get google (form/drive) integration?

There is no "native" connection to Google or OneDrive.  We are working on a solution using API/Webhooks, though through this method we can only target groups, not individuals.

Do I need to use VPN to upload documents when I am off campus?

Adobe indicates that there should be no restrictions on Adobe Sign.

Where do I find my Templates once they’ve been created?

Navigate to Manage > left hand side and find Templates.

Why can't members of my group see templates I have created for that group?

Templates have three visibility settings labeled as Who Can Use in the Template Properties window:

  • Only me - Only you, the creator of the template, can see and use the template. This is the default selection for new templates.
  • Any user in my group - Only you and members of your group can see and use the template.
  • Any user in my organizations - Any Adobe Sign user in the TAMU organization can see and use the template.

If your group members are unable to see a template you created, make sure that the Any user in my group option is selected.

Why doesn't my template have a group name listed next to it?

Templates whose Who Can Use property is set to either "Only me" or "Any user in my organization" will display only a horizontal line in place of a group name in your template list. Templates that are limited to your group will have the group name listed.

How can I download a Completed agreement?

Navigate to Manage and click on Completed. Locate the Agreement in question and click on that line. From the right-hand menu that has opened, click Download PDF.

When I download a PDF, the Audit Report is automatically included. How can I download the signed agreement without including the audit report?

Navigate to the Status of the agreement you’re looking for and click on the line item so that the Action menu on the right-hand side appears. Click See More and select Download Individual Files. This will show you a list (if there is more than one) of all the associated documents with the agreement. Select the one(s) to download and click on the file name. Open from your Download file and save as needed. 

What is the difference between sharing Templates/Webforms/Workflows with myself, Others in My Group, and the Entire Organization?

  • Sharing the Templates/Webforms/Workflows with yourself simply means that you retain the rights to the Template and no one else has visibility to the Template.
  • Sharing the Templates/Webforms/Workflows with Others in My Group means that all other users in your Group will have visibility to the Templates/Webforms/Workflows and can utilize said item.
  • Sharing the Templates/Webforms/Workflows with the Entire Organization means that anyone within TAMU Adobe Sign will have visibility to the Templates/Webforms/Workflows and can utilize said item. 

What is the difference between a Reusable Template and Reusable Form Fields?

When creating a Template, you have the option to save the Template as a Reusable Template, Reusable Form Fields, or Both. This can be found under Template Properties. Reusable Template refers to both the content and the form fields of the Template whereas Reusable Form Field refers to the form field layer only. If you have fields that can be reused on a dynamically built document, save as Form Field. 

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