When I am using Adobe Sign at work, it is always for the same document, a contract that is sent to other businesses. I would like to set up a signature template to make this process faster but I have been told by management that, in order to keep the signer's information secure, I must send a new copy of the file. My questions are:Is this even a concern? After running a test signature on the template, I was able to view (and send) the blank copy to another recipent, but I don't know if there is still a security risk going this route.Is there a way to apply a signature template to a copy of the same document, but not the exact same file? Thanks!

Participant

Question

Using Signature Templates/Security

Forum|Forum|3 years ago
February 8, 2023
2 replies
896 views

When I am using Adobe Sign at work, it is always for the same document, a contract that is sent to other businesses. I would like to set up a signature template to make this process faster but I have been told by management that, in order to keep the signer's information secure, I must send a new copy of the file.

My questions are:

Is this even a concern? After running a test signature on the template, I was able to view (and send) the blank copy to another recipent, but I don't know if there is still a security risk going this route.
Is there a way to apply a signature template to a copy of the same document, but not the exact same file?

Thanks!

This topic has been closed for replies.

S

SkyRun

Participant

where are my templates stored. I get save as template option but can't locate them to use. WHY IS THIS SO DIFFICULT?

Meenakshi_Negi

Legend

Hi SkyRun,

Thank you for reaching out.

Please let us know how you are saving the templates. Are you using the Acrobat desktop application or the Acrobat Online account?

In the Acrobat Online account, go to Documents > Agreements. Check if you can find the saved templates there. Also, when you use the Acrobat Sign or Request Signature feature, selecting files allows you to choose files from saved templates.

You may also refer to the steps suggested here: https://helpx.adobe.com/document-cloud/help/create-template.html.

Let us know if you have any questions.

Thanks,

Meenakshi

Meenakshi_Negi

Legend

Hi flo245158232,

Thank you for reaching out.

As you send the same document to different people, you may create a template with all the fields and use it sending every time. There will be no security concerns regarding this workflow.

Not sure if we understand your question correctly. It would be helpful if you could share your current workflow. Also, let us know what you mean here by the signature template.

Let us know if you have any questions.

Thanks,

Meenakshi

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