Answered
how to save a template?
I know how to download but after I have made my document and dowloaded how do I save it in my library. Someone wrote me to go to download and then save as a template but I don't know how to do this.
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Hello,
In order to upload library templates please follow the steps mentioned below:-
- Login to your Document Cloud account
- Select Add Template to Library
- Browse and upload the document
- Select permissions
- Click Preview or Add Fields
- Place form fields (if required)
- Place Signature field
- Click Save
In order to send a saved template- Go to Send tab and select the document under Document Library:
Regards,
Nakul
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