How to allow signers to "Save progress" on a Web Form?

Question

I have prepared an intake form for clients to fill out using a Web Form.

It asks for a lot of information, so I want signers to be able to save their progress and return to the form later.

This feature should exist -- there is an entire help page dedicated to it: https://helpx.adobe.com/sign/adv-user/web-form/save-in-progress.html

It says to navigate to "Global Settings" to enable this function. I do not have any "Global Settings" to click...

I am using Adobe Acrobat Pro.

Thanks in advance for any help.

AnandSri · Accepted Answer

Thank you, Souvik. That answers it -- my subscription was an Individual plan. After I made my post, I tried switching my individual trial to a business trial. But the website was giving me issues switching between the two profiles. I've decided to delete my accounts temporarily, and re-create them just as a business account. Hopefully that will work! Thank you.

Hello @hopeful_brilliance4498

I hope you are doing well, and thanks for sharing additional details.

As the Adobe employee correctly shared, the “Save progress” feature is part of Adobe Sign’s advanced settings, specifically available to account administrators in Adobe Sign for Business or Enterprise plans. It is not accessible through standard Adobe Acrobat Pro subscriptions unless bundled with a qualifying Adobe Sign plan.

As you mentioned that you switched to the Business account, you can:

Log in to Adobe Sign at https://adobe.ly/47LWwKS.
Navigate to Account > Account Settings > Global Settings.
Enable “Allow recipients to save progress on web forms”. Adobe article: https://adobe.ly/462wQbK

If you don’t see these options, your account likely lacks administrative privileges or the required plan tier or has not been provisioned yet. For this, you may contact the Sign support team directly via chat/call.

I hope this helps.

Thanks,

Anand Sri.

Meet Acrobat Studio

Anonymous · Answer

OP here: I can't seem to be able to edit my original post. But the above link didn't include the "L" in html (for some reason...).

Here it is (this should work properly...)

https://helpx.adobe.com/sign/adv-user/web-form/save-in-progress.html

Again, the problem is -- these instructions don't match the options available to me in my account settings with Adobe Acrobat Pro (which is supposed to include "Adobe Sign")

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