Viewing Shared Agreements in Adobe Sign

Steph Hilton Updated by Steph Hilton

This is an add-on feature for Source to Contract and requires an existing Adobe Sign subscription.

This feature applies to the following subscriptions when enabled:

Overview

By default, Adobe Acrobat Sign users can only view the agreements that they have sent or received.

To access agreements owned by other users within your organisation, you must be assigned the Adobe Account Administrator role.

This role is granted when a user is designated as an “eSigner” within the Source to Contract user management area.

Note: “Account” here refers to a user’s Adobe Sign user account in your organisation (not your commercial subscription). “Agreements” are the individual transactions sent for signature.

There are two main steps to access agreements owned by other users:

Enable Advanced Sharing for a site and Share all users with Adobe Account Admin

Enable Advanced Sharing for a site

These steps will guide you to enabling the "Account Administrators manage sharing" setting.

  1. Ensure you are logged in as a user with eSigner permissions
  2. Navigate to your User Profile within Source to Contract and select the "View Adobe Profile" button. This will launch your Adobe profile.
  3. Select “Account Settings” in the left hand menu and navigate down the right hand pane until you find “Manage Account Sharing”
  4. In the “Manage Account Sharing” section, select “Account Administrators manage sharing” and select Save.

Share all users with Adobe Account Admin

These steps will guide you to enabling the account sharing setting.

  1. Ensure you are logged in as a user with eSigner permissions that wishes to view all agreements within the Adobe account
  2. Navigate to your User Profile within Source to Contract and select the "View Adobe Profile" button. This will launch your Adobe profile.
  3. Select "Personal Preferences" followed by "Sharing Status" from the left hand menu
  4. Select "Shared With Me" from the right side of window and then select the "Request account access" button
  1. Next, select the menu button to the right of the Email Address field (three vertical lines)
  2. Select "Default Group" from the list and select Save

With these settings enabled, the Adobe Account Administrator (a permission granted through the eSigner role) will be able to view all agreements by selecting "Manage" from the top menu and then choosing "All Shared Agreements" as detailed below:

For more information about sharing, visit Adobe - Sharing My Account

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