Copy Adobe Sign template

I also had this issue and the Adobe informationis incorrect and out of date. Googling came back empty handed as well. I did work out how to do it myself though.

1/. Start a sign process as normal using the template you want to clone

2/. Add a recipient.

3/. Click Preview & add fields.

4/. Click Save when in the authoring window

5/. Go back to the Adobe Sign "Manage" page.

6/. Click on "Draft".

7/. Click on the draft e-sign document you just saved.

8/. On the right-hand side of the page, click "Create Template"

9/. Give it a appropriate name and adjust the template type and permissions as required.

10/. Click Preview & add fields.

11/. Edit the template to suit you needs

12/. Save

You have successfully created / duplicated a template.

Hi Angelique2023!,

Thank you for reaching out.

In the new experience, you can click on the Save button on the Send page. Check if that helps. 

Please check the screenshot for reference. 

Let us know how it goes.

Thanks,

Meenakshi