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Edit a shared library template

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Editing shared library templates

Administrators have the authority to edit any library template that has been shared (via template permissions) with their respective group or account.

  • Only library templates are included.  Web forms are not.
  • Only library templates that are shared via the template permissions are included.  
  • Group-level administrators may edit all library templates that have been shared to their group by members of their group.
  • Account-level administrators may edit all library templates that have been shared to their group or the organization.
    • Account-level admins see the shared templates from all groups.

An admin can access the shared library list by navigating to: Account > Shared Libraries

Navigate to the Shared Libraries menu item

The page content includes:

  • Name of the template - The formal name of the library template as listed on the manage page.
  • Type - Type of template. Either Library Document, Form Field Layer Template, or Both Document and Form Field Template.
  • Owner - The original creator of the template. The formal name and email of the user are provided.
  • Shared with - This reflects the template permission setting. The value is either the Account or the Group (with the group name appended).
  • Last Modified - The date that the template was last saved to the system.

 

To edit a template:

  • Double-click the template.
    • Or single click and select the Edit action.
Edit the template

The Adobe Acrobat Sign authoring environment opens to allow you to edit the template properties, type, name, and field placement/assignments.

  • Make any changes you require and click Save when done.
Authoring

Caution:

Admins have the authority to change the template permissions.

Changing the template permissions has the potential to remove the template from the Shared Libraries listing, thus removing it from the authority scope of the admin.

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