Setting up archiving with Adobe Sign

Learn how to set up archiving to automatically send copies of signed agreements to a specified email address or to an online archiving service.

By Adobe – May 12, 2015

 

In this tutorial, learn how to set up archiving within Adobe Sign to automatically send copies of signed agreements to a specified email address or to an online archiving service. You can also use it to keep backup copies of your agreements. Sign up for a free 30-day Adobe Sign trial.

Quick Steps

1. To set up archiving, you must be logged in as an account administrator.
2. To begin, click on an account and choose External Archive.
3. Archiving can be as simple as sending a copy of a signed agreement to an email address or using an online archive and file sharing service to save all agreements.
4. To send a copy of signed agreements to an email address, just type the name of the email address in the field Send an extra copy of every signed agreement to these email addresses. To add more than one address, just separate them out with a comma. When you're done, click Save to save your changes.
5. If you want to use one of the available archiving services to back up your signed agreements, you can find detailed instructions on how to set them up by clicking one of the services listed on the External Archive page.
6. If you decide you want to stop archiving to an email address, just come back to the External Archive page and simply remove any email address that you don't want to archive to anymore and click Save.