Adobe Acrobat Sign - How can I add "Workflow' feature on my account?

Question

I wanted to create a reusable workflow but I don’t have that feature on my account. See screenshot below. What do i do? Is this because it’s not included in my licence? Thank you for those can help.

Tariq Ahmad Dar · Accepted Answer

Hi @epic_Wave30fd,

Thanks for reaching out.
If you/your organization has an Acrobat Sign enterprise plan, the Workflow Designer is supported, so the reason you cannot create a reusable workflow is a permission setting rather than something missing from your license.

By default, creating custom workflows is limited to account and group administrators. There is an optional setting an admin can enable that lets non-admin users create their own workflows, and until that is switched on, the Custom Workflows creation option does not appear even though the Workflows tab itself is visible, which is what you are seeing.

The next step sits with your Acrobat Sign account or group admin. They would go to Global Settings > Custom Send Workflows and enable user-level workflow creation (and workflow sharing, if they want you to share workflows with your group). The controls are documented here for their reference: https://adobe.ly/4dHyJxS

Let us know if you have further questions.

~Tariq

kglad · Answer

are you admin of a teams or enterprise subscription?

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