Adobe Sign Templates

Forum|Forum|7 years ago
December 5, 2018
1 reply
1145 views

We have contracts/agreements sent out regularly. The PDF will change each time because I will insert a new name/address/etc. for the client, but the signatures fields will be the same. I created a template the first time, but when I went to use it a second it kept the original PDF document (first client). When I deleted that document and added the current one, I lost all my form fields. I have the Adobe Sign version included in the full Adobe Suite and I have been using the Document Cloud online if that helps.

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Meenakshi_Negi

Legend

Hi Leslieogle,

In Adobe Sign templates, you will be able to edit only the form fields on the document.

You cannot make any changes to the original document.

For that, you will need to make the changes to the document outside the Adobe Sign environment.

Then upload that document in the Adobe Sign.

This is an as designed behavior.

Hope that answers your query.

Let us know if you have any questions.

Regards,

Meenakshi

J

jeradc39070378

Participant

My question is similar to leslieogle's question. I send out multiple contracts/agreements with different client information each time. The same basic form components remain however - check boxes, client initials, and client signature. It's extremely time consuming to edit Adobe form boxes from custom box to custom check box for thousands of contracts/agreements. So the solution is not in Templates but more so in Adobe recognizing fields better with each file upload. Will this be something that gets improved?

Meenakshi_Negi

Legend

Hi Jeradc,

We do appreciate your feedback on this.

Currently, we do not have any information if there will be any changes in this.

As a suggestion, you may try once creating the PDF using Adobe Acrobat DC and converting it to Adobe Sign form.

Refer this help document Adobe Sign - Creating Forms within Acrobat for more details.

Check if that helps.

Let us know if you have any questions.

Regards,

Meenakshi

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