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Participant
October 25, 2018
Answered

Export Models

  • October 25, 2018
  • 1 reply
  • 476 views

Hi,

We use Adobe Sign in our company but I will soon quit my job.

I would like to export my models (library) to give them to someone else.

Is there a solution?

This topic has been closed for replies.
Correct answer Meenakshi_Negi

Hi DataCube,

As I understand, you are referring that you need to transfer the templates of your account to another user.

As the templates are added by you, only you or the one who can access your account will be able to make changes to those templates.

There is no option to export the templates to someone else.

If you wish to transfer them to other users, try the workarounds mentioned below:

1. Convert the template to PDF and share that PDF. So, they can upload that PDF to their own library as template.

- Go to Manage > Library Templates and click on the document template you wish to transfer.

- Then in the preview window at right, click on PDF and download the template PDF.

- Then you share the PDF of the template with the other user.

2. You can transfer the access of your account to the other user by updating the email address of the new user.

However, that will give access the new user the access to the other documents in the account.

You may also refer to this forum thread Template Transfer to another User/Account with a similar query.

Hope that answers your query.

Let us know if you have any questions

Regards,

Meenakshi

1 reply

Meenakshi_Negi
Meenakshi_NegiCorrect answer
Legend
October 26, 2018

Hi DataCube,

As I understand, you are referring that you need to transfer the templates of your account to another user.

As the templates are added by you, only you or the one who can access your account will be able to make changes to those templates.

There is no option to export the templates to someone else.

If you wish to transfer them to other users, try the workarounds mentioned below:

1. Convert the template to PDF and share that PDF. So, they can upload that PDF to their own library as template.

- Go to Manage > Library Templates and click on the document template you wish to transfer.

- Then in the preview window at right, click on PDF and download the template PDF.

- Then you share the PDF of the template with the other user.

2. You can transfer the access of your account to the other user by updating the email address of the new user.

However, that will give access the new user the access to the other documents in the account.

You may also refer to this forum thread Template Transfer to another User/Account with a similar query.

Hope that answers your query.

Let us know if you have any questions

Regards,

Meenakshi