create template

Forum|Forum|6 years ago
June 18, 2020
1 reply
536 views

Posted about this already, but can't find post any more. Anyway, I created a template for a contract that we use for our customers as per the steps in user guide. Instead of the send button taking me to the actual contract to add customer information, it's being emailed instantly so the customer is getting a blank contract. Would appreciate any help!

Manage documents

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pmosinsk

Participant

If you're using a template and the "Start From Library" to prepare a new agreement from that template, then the first person you specify in the list of recipients will be the first person to fill out the form.

If you want to be the first person to add information, you need to specify your email address as the first one in the list, then have the customer as a 2nd participant/recipient. You'll need to adjust your template accordingly.

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beibersAuthor

Participant

Hello, and thank you for responding. Not sure I understand what you're saying though. I never had to enter my email address before the customer's in order to create a contract. We already had templates that I've been using for a few years now with out having to enter my email address. My company was purchased recently, so we had to update the company name & address on the contracts and I added the first one as a template, which is the one I'm having the issue with. I wasn't involved in the initial setup of the templates we have on Adobe Sign, and that person is no longer working for us.

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pmosinsk

Participant

You'll have to share more details and some screenshots about the issue you're experiencing, not enough info to troubleshoot your issue.

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