Participant

Answered

Where are my Acrobat DC Pro Fill and Sign Templates

Forum|Forum|5 years ago
August 11, 2020
7 replies
29076 views

When using the Fill and Sign function in Acrobat DC Pro there is an option to "Save to Template". How do I access the template when I need to use it again?

Once I've sent the document I see a message stating that it was saved to my document library. The message has a link that I can click that takes me to the what I presume is the document library and I see the template there.

After closing Acrobat DC Pro I cannot find a way to get back to the document library the next time I open the program. I've attached a screenshot of the document libary.

How to

Correct answer Amal.

Hi there

Hope you are doing well and sorry to hear about the issue you are experiencing. As described you are unable to locate the saved template.

Please refer to the steps provided in the help page: https://helpx.adobe.com/document-cloud/help/create-template.html#ManageSigntemplates to manage the templates.

Hope this information will help

Regards

Amal

M

Michael Harries

Participant

Unreal that this is still an issue. AFAICT the only way to even see a saved template is via cloud interface. Acrobat Pro - at least on the mac - doesn't acknowledge existance of saved templates. Shocking, but not entirely surprising for an omnibus produce like this. Docusign looking better and better.

C

CleverBooks

Participant

I don't know if this is still an issue, but we were having difficulties and here is what we found:

Go to the link:

https://acrobat.adobe.com/link/acrobat/sendforsignature/

Click the link, find templates by clicking on "Select Files"

A popup "Select files to request e-signatures" appears, click on the tab "E-Sign Templates"

M

Michelle Lynn Hughes

Participant

I'm having the same problem--can't believe that two years later Adobe hasn't fixed this! I did find a workaround to be able to access previously saved templates from Acrobat DC desktop:

- In Tools menu open 'Request E-Signatures', then click "Select a File" and open any random pdf you have saved

- In the dialog box that opens, click 'More Options' at the bottom

- In the window that opens, click 'Add Files' under files--your template library will be visible there. Attach the correct template, and then when you are taken back to the previous window, click the 'x' next to the random document to remove it

- Add your recipient(s), then click next and your template will be ready to send

A totally stupid, annoying workaround, but there you have it.

Amal.

Community Manager

Hi there

Have you check the help page shared earlier?

Regards

Amal

M

Michelle Lynn Hughes

Participant

Yes, and as far as I can tell that help page applies only to the web interface and not the Acrobat DC desktop app. I don't see any way to manage templates from the desktop app, but please correct me if I'm wrong!

J

johns81163768

Participant

I stopped using Adobe Sign for my business. Far too stressful. I was sat with clients and produced a document to be sent with them there. Saved it as a template to send the same one to the other client. Couldn't find the template anywhere. Ended up having to email it to a neighbouring office and print out the old fashioned way. I would normally prep in advance but this wasn't a planned visit.

D

Dick Bishop

Participant

I followed the thread and found the question ultimately answered by dunedinmusicsociety, only to realize the saved templates don't even help. That's about par for the course.

L

LLOYD5FCA

Participant

Amal

Ongoing problem. I have a form that is used to report various types of incidents at an airport. One page is used for description. If a continuation to another page is required because of the description length, I personally have to unprotect the document, insert a page created for this purpose, close, password, save... a pain. This document does not have to be signed.

No problem running a macro in Access but I can't even find any of the references to "Templates" in Acrobat Pro DC for Windows (work) or Mac (home). Lot of online help sources, all advising to go to Home, then do this or that but I have never been able to create a template, much less find one. Acrobat is the preferred product. Our county government has a full subscription; I have been a user and subscriber since the program went from own to subscribe. I have seen this question posed many times and have never seen a solution for a template for a plain form not requiring a signature. If this is not available, make it clear.

Thanks.

D

dunedinmusicsociety

Participant

The Acrobat DC app does not have any templating functions. Took me FOREVER
and a ton of questions to support and forums only to find out that the ONLY
place we can create, store and use templates with Adobe, is online at
https://documentcloud.adobe.com/link/documents/agreements/#agreement_type=template
Hope that helps save you duplicating my hours and hours of research!
Stephen

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[PI Information Removed by Moderator]

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Natalie223018162ryl

Participant

Thank you so much! You serioulsy saved me so much time! I have been searching for my templates for only 2 days, but if I had not stumbled upon this conversation, I would be lost! Your link took me straight to my saved templates!!

Thank you so much for taking the time to post the link!

Natalie

[P.I removed by moderator]

D

dunedinmusicsociety

Participant

Please advise how to locate a template once it's been saved. I am ready to send a contract but seem unable to locate the template with all 47 fields already laid out with various properties. Thank you.

Amal.

Correct answer

Community Manager

Hi there

Hope you are doing well and sorry to hear about the issue you are experiencing. As described you are unable to locate the saved template.

Please refer to the steps provided in the help page: https://helpx.adobe.com/document-cloud/help/create-template.html#ManageSigntemplates to manage the templates.

Hope this information will help

Regards

Amal

D

dunedinmusicsociety

Participant

Thank you. Turns out I was assuming we could access our document templates via Adobe Acrobat DC or the Cloud App, but Adobe confirmed they are only available online via their website. Who'd have thunk?!

Amal.

Community Manager

Hi Eddie,

We are sorry for the trouble. As described you want to access the template when you need to use it again.

Please refer to the steps provided in the help article https://helpx.adobe.com/in/document-cloud/help/create-template.html and see if that works for you.

Regards

Amal

E

Eddie5CB9Author

Participant

I appreciate the link, I see that I can access the templates in Document Cloud on the web. However, I would like to know whether I can access them from within the Acrobat DC application.

When I click on Document Cloud inside the application the templates are not shown.

J

jlbservicesgroup

Participant

Hey!

Thank you for reaching out.

As you have created the Adobe Sign templates in Acrobat Pro DC, please go to the Home > SIGN > All Agreements option.

It will redirect you to the page where you can find the templates created for Adobe Sign.

If you experience any issues, please let us know.

Thanks,

Meenakshi

I tried to do this. There is no option to get to saved templates. I only shows those forms that have been sent out:

When I try the suggest link in this thread for more help and go to https://documentcloud.adobe.com , I do find my document template, but I cannot open or use it. It only gives a spinning wheel:

Screen shot 1:

Screen Shot 2:

So I have to create new sign and fills each time instea of usin a template.

Is there a fix for this? Since we are paying for the service, I would like to be able to use it.

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