New User

Greetings!

You only need the email address you use to log in to Adobe Sign to create Templates or Web Forms, so you should be good there.

1. If you intend to send targeted requests to fill out a form, then using a library template is a good way to go.
   • Because library templates are sent from the user, they are active agreements that can be viewed on the Manage page, and reminders can be configured
2. If you intend to embed a form on a web site (or send an email campaign with a link to the form) then a Web Form will do the trick
   • Creating a web form is a passive way to get agreements signed.  You, the creator, have to wait for the recipient of the link to click said link and sign the document.  You don't have any visibility into unclicked links you sent out, and reminders aren't possible, because, by the time you are aware of the agreement, it's already signed.  

And you can certainly do both, but you can't create one from the other.

Without seeing the form it's hard to make the recommendation to use text tags, but if you build the form with text tags or acroforms, you could then upload the same PDF to both template types. Otherwise, you would have to build them uniquely in the application.

Hope that is helpful!

-Scott