How to send a document form a save template in Acrobat?

Question

I thought I would try using the desktop Acrobat to send a document for signature. It's not always clear what's happening, or when a click will be "final", which I learned the hard way after setting up all my signature fields and naming a template, only to send the actual document with an embarrassingly incorrect file name.

This concerns the templates though. I named the template, but need to rename the document. After saving the template, I cannot find any way to get back to or manage that template. I don't see a way to send the template from the desktop, or manage them, or anything. There's no right click. Nothing turns up in search. And the help files on Adobe's website which appear to be describing my problem (https://helpx.adobe.com/document-cloud/help/create-template.html) are dealing with an out of date version of the software and no such features exist.

How am I supposed to access, modify and send template documents for signature from the desktop software?

Amal. · Answer

Hi there

Hope you are doing well and thanks for reaching out.

Changing the name of a template is easy and only takes a couple steps. Rename your old templates to keep up with revisions or denote defunct templates you want to hold on to.

1. Navigate to your template by selecting the Manage tab

2. Select the Templates filter in the left rail

3. Single-click the template you want to select it, and then click the Edit Template link in the right rail to open the template in the drag-and-drop authoring environment

4. Expand the Template Properties section:

>Click in the Template Name field

>Enter the desired name

5. Click Save when done

For more information please check the help page: https://adobe.ly/4aAUV9t

Let us know if you are referring to something else.

~Amal

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