Adobe Sign Term Guide

DocuSign and Adobe Sign offer similar core functionality as electronic signature solutions, but they are not a 1:1 match. Key differences exist in nomenclature, user interface, and specific feature sets. Users are advised to refer to comparison table below for a detailed overview.

DocuSign Nomenclature

Adobe Sign Nomenclature
Envelope Agreement
Envelope ID Agreement/ Transaction ID
Template

Adobe Sign templates consist of two components: document & reusable form fields and workflow.

  • Document template: a reusable document shared across all teams.
  • Form field template: a reusable set of form fields that can be applied to an document
  • Workflow: defines the routing order, roles, and settings for sending the template.
PowerForm Web Form
Bulk Send

Send in Bulk

  • Note: a minimum of 2 recipients is required to initiate the Mega Sign or Send in Bulk feature.
Signing Group Recipient Group
Certificate of Completion Audit Report
Initiator/ Requestor Sender is a recipient who initiates the sending of an agreement for signing or approval.
Preparer Form Filler is a recipient who enters data in an agreement but is not required to provide a signature. 
Needs to Sign

Signer is a recipient who is required to sign their signature on an agreement.

Each signer must have at least one required signature form field assigned to them. If the system does not detect a signature field for the Signer, it will automatically generate a signature block at the end of the document.
Needs to View Acceptor/ Approver is a recipient who is not required to provide a signature on an agreement but they must open and review it, then either accept or approver it. 
Receives a Copy Carbon copy (CC) is a recipient who receives a complete copy of the agreement, no action is required of them.
Delegation of Authority

Delegator is a recipient that can reassign their signing or approval responsibility to someone with the appropriate Delegation of Authority (DOA).

  • Note: The Delegator role can be assigned in the workflow and/ or configured in the user's account settings.
Account Admin

Group Admin is a designated department user who can assist and support with:

  • Creating and maintaining templates, workflows, and webforms.
  • Collaborating with  business process owners to update templates, workflows, and webforms.
  • Report Adobe Sign issues and relay user feedback
  • Participate in regular cadence with the Quality Assurance team.