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.
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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