How to Stop Acrobat Sign from Sending Copies to All Parties in Salesforce
Question details
The user wants to prevent Acrobat Sign from automatically emailing copies of completed PDF agreements to the sender and signer after execution through Salesforce.
- Product
- Acrobat Sign for Salesforce
- Device & OS
- not provided
- Scenario
- Managing document delivery and email notification preferences for finalized agreements routed through Salesforce.
- Observed behavior
- Once an agreement is fully signed, the completed PDF is automatically emailed to both the sender and the signer.
Ensure you have administrator privileges for both your Acrobat Sign and Salesforce accounts, as standard users may not have permission to modify organizational or group-level email notification settings.
Adjust Account and Group Notification Settings in Acrobat Sign
Modify the global or group-level email notification preferences directly in Acrobat Sign to stop sending final copies.
Acrobat Sign provides granular controls over who receives email notifications at various stages of the agreement workflow. By disabling the completion notifications at the account or group level, you can stop the automated delivery of signed PDFs.
Sign in to your Acrobat Sign administrator account and navigate to the 'Account' tab.
From the left-hand menu, click on 'Account Settings' (or 'Group Settings' if you are managing a specific group), then select 'Email Settings'.
Scroll down to the 'Send an email to' section. Locate the setting that dictates who receives a copy when an agreement is signed or completed.
Uncheck the notification boxes for the sender, signer, or any other involved parties as desired.
Click the 'Save' button to apply these new email delivery preferences to future agreements.
Modify Salesforce Agreement Templates and Workflows
Update the Acrobat Sign for Salesforce integration settings to ensure templates do not override your global Acrobat Sign preferences.
Manage and Edit PDFs Easily with WPS Office
While Acrobat Sign handles complex enterprise workflows, WPS Office provides a powerful, free alternative for everyday PDF editing, viewing, and document management. Enjoy a lightweight application with robust tools and seamless compatibility across all your devices.
Frequently Asked Questions
Can I stop completion emails for the sender but still send them to the signer?
Yes, Acrobat Sign typically allows granular control within the Email Settings menu. You can selectively uncheck the notification box for the sender while leaving it active for the signer, depending on your account tier.
Why are completion emails still sending after I disabled them in Acrobat Sign?
In a Salesforce integrated environment, custom Salesforce templates, data mapping rules, or group-level administrator policies may override your individual Acrobat Sign account settings. You will need to check your Salesforce workflow configurations to resolve the conflict.
Does disabling email copies affect the legality or audit trail of the agreement?
No, turning off the automated email copies only stops the delivery of the PDF file via email. The finalized agreement and its complete, legally binding audit trail remain securely stored within your Acrobat Sign and Salesforce platforms.
