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thatsjustjae
Participant
Mar 10, 2016 8:22 PM UTC
Answered

edit the document before sending

Is it possible for me to upload a template and edit the document before sending it to a client? I want to be able to keep my formatting but also have the freedom to make adjustments to the wording of the contracts before sending them out.

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Rijul Raj KhuranaCorrect answer
Inspiring
Mar 13, 2016 7:03 AM UTC

Hello Jae,

If you are using a template, then I would recommend to use "Reusable form field layer" and below is the documentation for same:

https://helpx.adobe.com/document-cloud/help/reusable-form-field-layer.html

Before that, you would need to create by going to Dashboard->Add template to library and check second option "Create as reusable form field layer" and save.

Regards,

-Rijul

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1 reply

Rijul Raj KhuranaCorrect answer
Inspiring
Mar 13, 2016 7:03 AM UTC

Hello Jae,

If you are using a template, then I would recommend to use "Reusable form field layer" and below is the documentation for same:

https://helpx.adobe.com/document-cloud/help/reusable-form-field-layer.html

Before that, you would need to create by going to Dashboard->Add template to library and check second option "Create as reusable form field layer" and save.

Regards,

-Rijul

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