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SSVT1
Participant
December 19, 2019
Answered

Can Adobe Sign Template be used to make a Web Form?

  • December 19, 2019
  • 2 replies
  • 4461 views

I have a template I created in Adobe Sign from an uploaded pdf. Is there a way to use that template as the basis for a web form? I don't see a way to do that.

Correct answer MarjanA

Hi Gsmela,

 

Apologies for the delay in response. 

 

Currently it is not possible to upload a Template (i.e. underlying document + form field layer) as a basis of a webform. However, you are able to add a 'form field layer' i.e. the fields in their respective positions, to an agreement you've uploaded as a webform. 

 

When creating a template, simply save it as either a 'Reusable Form Field layer' or 'Both.'

 

When you subsequently upload a document as a widget, you can then simply add the Fields in their respective positions by adding the form field layer. To do so, simply click on 'Field Template' on the top left-hand corner of your Adobe Sign screen and select the form field template. 

 

Hope this helps!

 

Kind regards, 

2 replies

E
EPDB86
Participating Frequently
February 23, 2022

Thanks MarjanA for the info! 

 

There was a super easy option is DocuSign where you just click on the template and then click on the optoin "Make a PowerForm" and then it gave you the URL. It would be nice to see a similar function in Adobe Sign, on the right hand menu when you click a template you have "Use Template", "Edit Template", etc there could just be "Make Web Form".

    M
    Community Manager
    MarjanACommunity ManagerCorrect answer
    Community Manager
    December 23, 2019

    Hi Gsmela,

     

    Apologies for the delay in response. 

     

    Currently it is not possible to upload a Template (i.e. underlying document + form field layer) as a basis of a webform. However, you are able to add a 'form field layer' i.e. the fields in their respective positions, to an agreement you've uploaded as a webform. 

     

    When creating a template, simply save it as either a 'Reusable Form Field layer' or 'Both.'

     

    When you subsequently upload a document as a widget, you can then simply add the Fields in their respective positions by adding the form field layer. To do so, simply click on 'Field Template' on the top left-hand corner of your Adobe Sign screen and select the form field template. 

     

    Hope this helps!

     

    Kind regards, 

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