Migrating templates from consultant's to customer's Sign account

Forum|Forum|3 years ago
October 10, 2022
1 reply
420 views

Hi there,

what if if you have a complex template being developed and tested in a personal Sign account (= not related to the final customer) and need to transfer it to the client's Sign account? Is that possible without re-creating all fields and logic from scratch? Downloading files from library seems to flatten all the work except for basic appearance. Any other way?

This topic has been closed for replies.

Meenakshi_Negi

Legend

Hi thelazydesigner,

Thank you for reaching out.

You may share the templates with others. However, it is not possible to transfer the template.

Please refer to the information provided in the following help document: https://helpx.adobe.com/sign/using/create-document-template.html.

Let us know if you have any questions.

Thanks,

Meenakshi

Enchanted_difference1549Author

Inspiring

Thanks, I had the suspect.

This is impacting training and consulting in quite a big way, let alone it's complicated to outsource form creation, not all companies can easily create guest/consultant accounts.

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