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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.
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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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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Hi there
Have you check the help page shared earlier?
Regards
Amal
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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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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