Set up your transaction:
- Enter the e-mail address of at least one recipient.
- Attach a document.
- Check Preview & Add Signature Fields.
- Select the Next button.
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Field Templates are reusable layers of fields that can be applied to any document. Templates are ideal if you have one field layout that works for multiple documents or a document that can be sent several different ways.
Field Templates can be edited and shared with your group or account like document templates.
Set up your transaction:
In the drag-and-drop Authoring Environment, select the Field Templates dropdown in the upper-left corner.
Choose a template from the dropdown list.
If necessary, enter the page the template should start on.
The whole template is always applied, starting with the first page of the template. If the template is longer than the document supplied, an error triggers, informing the sender of the problem.
Click Apply to insert the field template.
Adjust or add fields as necessary, and when all fields are correctly defined, select Send.
Field templates are available for team and enterprise-licensed accounts.
Individual license accounts only have access to Document templates. Field templates are not available.
Field templates are enabled as part of the access to create Library Documents. There are no controls to allow or suppress Field templates explicitly.
If you don't see the Create a reusable template tile on your Home screen, contact your account administrator to have the feature enabled for your group.