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jamieg353532
Participating Frequently
February 23, 2018
Answered

Saving Templates and Reusing them

  • February 23, 2018
  • 1 reply
  • 838 views

I have multiple templates I am creating. Each template will contain about 50 pages... Two of those pages are exactly the same. Is there a way to create the page with the form fields filled out, save it somewhere in sign or even on my desk top, and then be able to use that prefilled out file to create a NEW template.

This topic has been closed for replies.
Correct answer AKDawson

Make a pdf of just those two pages.  When creating a new template with them, make sure that Template Type is set to Both.  Fill it out and save as usual.  Make sure you remember the template name.

Then, when working on one of the longer documents, scroll to the relevant page.  Click "Field Templates" in the upper left hand corner, select that two-page template, and click Apply.

1 reply

AKDawson
AKDawsonCorrect answer
Inspiring
February 23, 2018

Make a pdf of just those two pages.  When creating a new template with them, make sure that Template Type is set to Both.  Fill it out and save as usual.  Make sure you remember the template name.

Then, when working on one of the longer documents, scroll to the relevant page.  Click "Field Templates" in the upper left hand corner, select that two-page template, and click Apply.

M
melissah2022607
Participant
February 23, 2018

Great, thank you. Will it still auto populate with the rest of the document I add it it to?

AKDawson
AKDawson
Inspiring
February 26, 2018

Yes, it should.  Sorry, I left out that you should delete anything autopopulated on those two pages, so you don't have overlapping fields.

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