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

Community Beginner ,
Apr 28, 2022 Apr 28, 2022

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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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Fill and sign , How to , Send for signature

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Community Expert ,
Apr 30, 2022 Apr 30, 2022

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Try the forum for Adobe Acrobat Sign.

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