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Last updated on Sep 10, 2024

Learn how to manage agreement templates.

You can use Acrobat on the web to effectively manage your agreement templates for streamlined and consistent document processes.

  1. On the Acrobat on the web homepage, select Documents.

  2. From the left pane, select Acrobat Sign.

    The Documents tab of Acrobat shows the list of 'Your documents' and the Acrobat Sign option under Agreements is highlighted.
    You can organize, share, and manage your files, shared documents, starred items, and agreements from the Documents tab.

  3. On the Acrobat Sign page, select Manage > Templates.

  4. To edit the form fields of a template, hover over it, select Edit , and then edit the fields as required.

    The page shows the list of all the templates where one template is selected and the displayed tools are highlighted.
    To view or modify any template, locate it from the templates listing and then select it.

  5. To add a note to your template, hover over it, select Add Notes  , and add a personal note for yourself. Once done, select Save Note.

  6. Use the Actions menu to take any the following additional actions:

    • Delete the template
    • Download the template PDF
    • Download individual files of the template
    The selected agreement templates display a right pane with template details and an Actions menu that is highlighted.
    You can view the template details, such as type, owner, creation date, and more under the template’s name in the right pane.

Any changes to the template are automatically saved to Adobe cloud storage.

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