On the Acrobat on the web homepage, select E-Sign > Create e-sign template.
Last updated on
Sep 10, 2024
Learn how to create agreement templates that you can send for signatures.
You can easily create reusable agreement templates using Acrobat on the web, streamlining your document workflow for faster and more consistent e-signatures. Agreement templates are ideal for businesses needing standardized contracts and agreements.
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On the Create a Library Template page that opens, enter a name for the template.
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Select Add Files and then select the document that you want to use to create the template.
On the Create a Library Template page, you can add a file for a template and select the desired template type.
On the Create a Library Template page, you can add a file for a template and select the desired template type. -
Under Template Type, select one of the following options or Both as appropriate:
- Reusable document: Select this option to create a document with form fields you must send often.
- Reusable form field layer: It contains form fields in specific locations that can be applied to any agreement. You can apply the desired form field layer template to your agreement when you preview it.
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Select an appropriate option for Who can use this template. You can create templates for your own use or for a group you belong to.
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Select Preview & Add Fields.
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The form fields on the document are automatically detected and you see a message as shown in the following image. Select Place All Fields.
Once the fields are placed, you are prompted to verify the fields and the placements.
If your form fields aren't automatically detected, you can proceed to the next steps to manually drag and drop the desired fields.
If your form fields aren't automatically detected, you can proceed to the next steps to manually drag and drop the desired fields. -
On the document preview pane, drag fields from the tabs in the right pane and drop them where you want them on the document.
Select one of the Field types drop-down menus and then drag the field to a desired location on the document.
Select one of the Field types drop-down menus and then drag the field to a desired location on the document. -
Select Save.
The e-sign template is created and stored on Adobe cloud storage.
Tip:The Recent section on the Home page lists all the templates you’ve created recently. You can view the list of all your templates under Documents > Templates.
