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Last updated on
Sep 30, 2022
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Also applies to Adobe Acrobat
A Sign template is a reusable template of frequently used form fields. You can create a Sign template and use it for sending agreements for signature.
Creating an Adobe Acrobat Sign template
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In the top naivigation bar, click Sign > Create a Template.
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Enter a name for the template.
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Do one of the following to select a document and create a sign template:
- Drag-and-drop the file onto the highlighted area.
- Click Add Files, and then choose a file from Document Cloud, Creative Cloud, Box, Dropbox, or Google Drive. You can also choose a file from your computer. Click Attach.
- You can also drag and drop files to the Create A Template tool on the Sign page.
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Click Preview & Add Fields.
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The document is now ready for adding fields. The form fields are automatically detected in the PDF. Click the
button to place the detected form fields in the PDF document. Alternatively, drag fields from the tabs in the right pane and drop the fields where desired in the document.Note: If you have added multiple documents, the documents are converted into PDFs and combined into a single file. The combined file is opened for you to add appropriate fields.
- To move a field, move your pointer closer to the field border until you see the drag handle, and then hold and move the field as required.
- To resize a field, use the blue triangular drag handle, and then hold and resize the field as required.
- To delete a field, select the field and hit the Delete key on the keyboard. Alternatively, you can right-click a field and select Delete.
For more information on adding form fields, see Prefill Agreement fields and assign form fields to recipients.
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Click Save. You get a confirmation message about the successful sign template creation, and a preview of the created template is displayed.
The created sign template is stored in your Adobe Document Cloud account. The Recent section at the bottom area of the Home page lists all the templates you’ve created recently. Alternatively, to see the list of all your templates, click Documents in the top-menu bar, and then click Templates.
Managing Sign templates
You can also use the new Send for Signature experience to track and manage your templates.
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In Adobe Acrobat home, click Documents > Templates.
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Select the template to view more details. A thumbnail of the template is displayed in the right pane. You can perform any of the following actions:
- Open Template
- Use Template
- Edit Template
- Delete template
- Download PDF
- Download Individual Files
- Download Form Field Data
- Add Notes
- Open Template
If you want to switch the view from Adobe Acrobat templates view to Adobe Acrobat Sign view or vice versa, use the preference from within the Adobe Acrobat settings as mentioned below.
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In the Adobe Acrobat home, click your profile and then click Settings.
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In the Acrobat Settings dialog, select the option Use Acrobat Sign Manage and click Save.
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Click Documents > All Agreements. The Acrobat Sign Manage dashboard is displayed. In the drop-down list, select Show Only Library Templates.
A. Send template B. Edit template C. Download PDF D. Delete template
From the dashboard, you can do the following:
A. Send template - Click Send and enter the recipient details. Add a message and click Next.
B. Edit template - Click Edit. Add the template form fields and click Save. You will get a confirmation that you have successfully edited your library template.
Add the relevant form fields and click Send.
C. Download PDF - Click the PDF icon to open the template in PDF format and then click Download.
D. Delete template - Click to select the document you want to delete and click Delete.
