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April 28, 2022
Question

How to use a template and "save as" before sending?

  • April 28, 2022
  • 1 reply
  • 391 views

I created a pdf, set up pre-fills, and saved it as a template and named the template "2022 contract template". Now, when i use the template, I can enter all the pre-fill data (client name, order details, etc.) and send it for signature - but when I send it... it goes out named (titled) as "2022 contract template". Where is the "save as" option, so I can call it "John Doe's Contract" instead of my client seeing it as a template?  It also shows in my "Agreement list" titled "2022 contract template" so I assume every one thereafter will have the same title? 

I have to missing something here! 

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1 reply

Bernd Alheit
Community Expert
Community Expert
April 30, 2022

Try the forum for Adobe Acrobat Sign.