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Where are my Acrobat DC Pro Fill and Sign Templates

New Here ,
Aug 11, 2020 Aug 11, 2020

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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.

 

 

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correct answers 1 Correct answer

Adobe Employee , Jan 29, 2021 Jan 29, 2021

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

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New Here ,
Jan 14, 2022 Jan 14, 2022

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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. 

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New Here ,
Feb 27, 2022 Feb 27, 2022

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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.

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New Here ,
Jul 25, 2022 Jul 25, 2022

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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.

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Adobe Employee ,
Jul 27, 2022 Jul 27, 2022

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Hi there

 

Have you check the help page shared earlier?

 

Regards

Amal

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New Here ,
Jul 29, 2022 Jul 29, 2022

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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!

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Adobe Employee ,
Aug 01, 2022 Aug 01, 2022

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Hi there

 

Adobe Sign is a cloud based service, We do not have the option to manage the templates via the Acrobat decktop application. For more information please check the help page listed below:

https://helpx.adobe.com/sign/using/create-document-template.html

 

Regrads

Amal

 

 

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New Here ,
Aug 30, 2023 Aug 30, 2023

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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.

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