Manage Documents

Create a signature

When you first attempt to sign a document using Adobe Acrobat Sign, you are prompted to create and save your signature for future use as well. At any time you can modify or delete your saved signature.

To create a signature:

  1. Open a document and tap signicon

  2. Tap on the signature field.

  3. In the Signature dialog that opens, create your signature using one of the following methods:

    • Type: Type your signature.

    • Draw: Draw your signature.

    • Image: Tap the image icon, select an image, and choose Done.

  4. Check Save if you want to reuse this signature. Note that the label may vary based on whether you’re logged in.

  5. Tap Done.

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Note

If the camera or photo access is blocked, see Allow access to camera, photos, and more. To change or clear a signature, see Change your signature.

Save a signature

If you have a Document Cloud or Adobe Acrobat Sign account or are using Single Sign On (SSO), you can save your signature for future use. Note the following:

  • Typed signatures are automatically saved for later use.

  • Drawn signatures are not saved unless you toggle the Save slider to on.

Allow file access

Signing workflows require access to the files that require signing. Granting Adobe Acrobat Sign access to your local and online files streamlines subsequent workflows.

To allow file access:

  1. Initiate any workflow, such as ‘Send for Signature’ or ‘Get Signature in Person’, which requires choosing a document.

  2. Tap one of the following file accesses:

    • Local documents

    • Local files in your gallery

    • Online storage locations (Document Cloud, Dropbox, Google Drive, etc.)

    • Photos you take on-the-fly

  3. If logging in is required, log in and grant Adobe Acrobat Sign access to the new location.

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Search for a document

Document views which display lists of documents provide a search field. To search for a document, tap searchicon. You can search for any part of the text string in the display, including the file name, date, signer’s name, and so on.

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View the quick access menu

Adobe Acrobat Sign allows you to quickly access the pending documents’ details without the need to open each document. From any document list, you can swipe left from the right side of the screen to display the quick access menu. From the quick access menu, you can:

  1. View an agreement’s history.

  2. Send reminders.

  3. Initiate host signing.

Note that the menu items are context sensitive, and some items may not appear on the menu if they are not relevant to that document or to the document list.

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View history

Adobe Acrobat Sign provides audit trails with details about your signature workflows, including when a document was sent, who signed it, and so on. To view a document’s history:

  • Open a document and tap historyicon, Or

  • From any document list, show the quick access menu and tap historyicon as described above.

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View files in completed/canceled workflows

The ‘Completed’ and ‘Cancelled/Declined’ views enable viewing documents in finished or ended workflows. Tap Completed or Cancelled/Declined to display the document list. From here you can:

  • Download documents

  • View file history

  • Search for documents

  • Share or print documents

Share and copy files

You can share, copy, and perform other tasks on any file that’s not in an open workflow.

  1. Tap Completed or Cancelled/Declined.

  2. Open a document.

  3. Tap actionicon.

  4. Do one one of the following:

    • Tap Share PDF to perform tasks with other apps such as copying, saving to Dropbox, and so on.

    • Tap Get PDF to copy the PDF to another location such as Acrobat or other 3rd party storage locations.

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Refresh a document list

To verify you are seeing the most recent files in any list, refresh the document list. For example:

  1. Tap any category such as Waiting for others.

  2. Swipe down just below the search bar.

A rotating spinner indicates the page is being refreshed.

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