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Participant
January 12, 2017
Answered

Save document before sending

  • January 12, 2017
  • 1 reply
  • 633 views

Is it possible to create a document, edit it, but save to send it later?  I don't see an option for "Save" once I have started editing the document. 

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Correct answer AadeshSingh

Hi katen86528178​,

You can upload the document as a Library template that is re-usable and you can also edit the form fields on the document when ever you require to make the changes (please be informed in Adobe Sign environment you can only edit the form fields not the document):

- Create a library template

- Use a Library Template to send an agreement

- Edit library template

Adobe Sign login link: Sign In — e-signature and e-sign Software Solution — Adobe Sign

Regards,

Aadesh

1 reply

AadeshSingh
AadeshSinghCorrect answer
Participating Frequently
January 13, 2017

Hi katen86528178​,

You can upload the document as a Library template that is re-usable and you can also edit the form fields on the document when ever you require to make the changes (please be informed in Adobe Sign environment you can only edit the form fields not the document):

- Create a library template

- Use a Library Template to send an agreement

- Edit library template

Adobe Sign login link: Sign In — e-signature and e-sign Software Solution — Adobe Sign

Regards,

Aadesh