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Participating Frequently
April 28, 2022
Question

How do I use a template but "save as"

  • April 28, 2022
  • 2 replies
  • 948 views

I created a pdf, set up pre-fills, and saved it as a template and named the template "2022 contract template". Now, when i use the template, I can enter all the pre-fill data (client name, order details, etc.) and send it for signature - but when I send it... it goes out named "2022 contract template". Where is the "save as" option, so I can call it "John Doe's Contract" instead of my client seeing it as a template?  It also shows in my "Agreement list" titled "2022 contract template" so I assume every one thereafter will have the same title? 

I have to missing something here! 

 

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2 replies

JR Boulay
Community Expert
Community Expert
April 29, 2022

MOVED TO THE ACROBAT SIGN FORUM

Acrobate du PDF, InDesigner et Photoshopographe
Bernd Alheit
Community Expert
Community Expert
April 28, 2022

You can use File > Save As... in Adobe Acrobat.

Participating Frequently
April 28, 2022

when using the cloud document (only way to access template library?) it does not have this option. Or... at least i cant find it!

 

 

Bernd Alheit
Community Expert
Community Expert
April 28, 2022

Try the forum for Adobe Acrobat Sign.