Save As on an existing template in Sign

Forum|Forum|4 years ago
September 21, 2021
1 reply
1115 views

Is there a way to "Save As" in adobe sign when creating a new template from an existing template? I don't want to overwrite the old template just change who signs what depending on the situation. We want to have it ready to go and not have to change participants each time, hence a different template. Thanks!

This topic has been closed for replies.

S

SimonESATS

Adobe Employee

you can in an indirect way.

start by sending a test agreement using the original template and ensure the preview option is enabled.

On the authoring screen you should have the option to save it as a tempalte (lower right), which woud then make a copy of your original template.

D

dbconway

Participant

I did the indirect way to save as. The problem with my V2 version is it is not missing the choice of signer in the recipient drop down. Any advice on how to resolve this?

S

SimonATS

Community Manager

specific signers only appear when editing an agreement as part of sending an agreement. When editing a template we have placeholder i nthe form of participant 1, participant 2 etc.

If you need more palceholders they can be added via the top right

more info on working with templates https://helpx.adobe.com/uk/sign/using/create-document-template.html

Sign up

To post, reply, or follow discussions, please sign in with your Adobe ID.

Sign in to Adobe Community

To post, reply, or follow discussions, please sign in with your Adobe ID.

Scanning file for viruses.

This file cannot be downloaded