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Create and Manage templates using the new Adobe Acrobat web experience.

Adobe Employee ,
Sep 16, 2020

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An Adobe Sign template is a reusable template of frequently used form fields. With a subscription to Adobe Acrobat PDF Pack or Adobe Sign you can create a Sign template and use it for sending agreements for signature.

 

Let's start Creating Sign template by these easy steps: 

  1. Sign in to Adobe Document Cloud at https://documentcloud.adobe.com with your Adobe ID and password, or with your social (Facebook or Google) account.
  2. In the top navigation bar, click Sign Create a Template.

 

pic1.png

 

3- Enter a name for the template.

4- Do one of the following to select a document and create a sign template:

  • Drag-and-drop the file onto the highlighted area.
  • Click Add Files, and then choose a file from Document Cloud, Creative Cloud, Box, Dropbox, or Google Drive. You can also choose a file from your computer. Click Attach.
  • You can also drag and drop files to the Create A Template tool on the Sign page.

 

pic2.png

 

 

5- Click Preview & Add Fields.

6- The document is no ready for adding fields. The form fields are automatically detected in the PDF. Click the button to place the detected form fields in the PDF document. Alternatively, drag fields from the tabs in the right pane and drop the fields where desired in the document.

Note: If you have added multiple documents, the documents are converted into PDFs and combined into a single file. The combined file is opened for you to add appropriate fields.

 pic3.png

 

 

  • To move a field, move your pointer closer to the field border until you see the drag handle, and then hold and move the field as required.
  • To resize a field, use the blue triangular drag handle, and then hold and resize the field as required.
  • To delete a field, select the field and hit the Delete key on the keyboard. Alternatively, you can right-click a field and select Delete.

 

 

For more information on adding form fields, see

 

7- Click Save. You get a confirmation message about the successful sign template creation, and a preview of the created template is displayed.

 

pic4.png

 

 

The created sign template is stored in your Adobe Document Cloud account. The Recent section at the bottom area of the Home page lists all the templates you've created recently. Alternatively, to see the list of all your templates, click Documents in the top-menu bar, and then click Templates.

 

pic5.png

 

 

 Manage Sign templates

Steps to manage templates using the new Adobe Acrobat web experience-

  1. In Adobe Acrobat home, click Documents > Templates.

 

pic6.png

 

2. Select the template to view more details. A thumbnail of the template is displayed in the right pane. You can perform any of the following actions:

  • Open Template
  • Use Template
  • Edit Template
  • Delete template
  • Download PDF
  • Download Individual Files
  • Download Form Field Data
  • Add Notes

 

Other ways to Manage Sign Templates is using the Adobe Sign Manage dashboard

We would like to know if these step helped you creating and managing a Sign template from Adobe Acrobat Online. Join the conversation here. We are listening!

 

To discover a host of other great features – Go straight to:  Where are my files?  https://helpx.adobe.com/in/document-cloud/help/files.html | Manage and work with your files stored in Adobe Document Cloud: https://helpx.adobe.com/in/document-cloud/help/files.html

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Create and Manage templates using the new Adobe Acrobat web experience.

Adobe Employee ,
Sep 16, 2020

Copy link to clipboard

Copied

An Adobe Sign template is a reusable template of frequently used form fields. With a subscription to Adobe Acrobat PDF Pack or Adobe Sign you can create a Sign template and use it for sending agreements for signature.

 

Let's start Creating Sign template by these easy steps: 

  1. Sign in to Adobe Document Cloud at https://documentcloud.adobe.com with your Adobe ID and password, or with your social (Facebook or Google) account.
  2. In the top navigation bar, click Sign Create a Template.

 

pic1.png

 

3- Enter a name for the template.

4- Do one of the following to select a document and create a sign template:

  • Drag-and-drop the file onto the highlighted area.
  • Click Add Files, and then choose a file from Document Cloud, Creative Cloud, Box, Dropbox, or Google Drive. You can also choose a file from your computer. Click Attach.
  • You can also drag and drop files to the Create A Template tool on the Sign page.

 

pic2.png

 

 

5- Click Preview & Add Fields.

6- The document is no ready for adding fields. The form fields are automatically detected in the PDF. Click the button to place the detected form fields in the PDF document. Alternatively, drag fields from the tabs in the right pane and drop the fields where desired in the document.

Note: If you have added multiple documents, the documents are converted into PDFs and combined into a single file. The combined file is opened for you to add appropriate fields.

 pic3.png

 

 

  • To move a field, move your pointer closer to the field border until you see the drag handle, and then hold and move the field as required.
  • To resize a field, use the blue triangular drag handle, and then hold and resize the field as required.
  • To delete a field, select the field and hit the Delete key on the keyboard. Alternatively, you can right-click a field and select Delete.

 

 

For more information on adding form fields, see

 

7- Click Save. You get a confirmation message about the successful sign template creation, and a preview of the created template is displayed.

 

pic4.png

 

 

The created sign template is stored in your Adobe Document Cloud account. The Recent section at the bottom area of the Home page lists all the templates you've created recently. Alternatively, to see the list of all your templates, click Documents in the top-menu bar, and then click Templates.

 

pic5.png

 

 

 Manage Sign templates

Steps to manage templates using the new Adobe Acrobat web experience-

  1. In Adobe Acrobat home, click Documents > Templates.

 

pic6.png

 

2. Select the template to view more details. A thumbnail of the template is displayed in the right pane. You can perform any of the following actions:

  • Open Template
  • Use Template
  • Edit Template
  • Delete template
  • Download PDF
  • Download Individual Files
  • Download Form Field Data
  • Add Notes

 

Other ways to Manage Sign Templates is using the Adobe Sign Manage dashboard

We would like to know if these step helped you creating and managing a Sign template from Adobe Acrobat Online. Join the conversation here. We are listening!

 

To discover a host of other great features – Go straight to:  Where are my files?  https://helpx.adobe.com/in/document-cloud/help/files.html | Manage and work with your files stored in Adobe Document Cloud: https://helpx.adobe.com/in/document-cloud/help/files.html

Is your work restricted to specific system? & More like this:

New Send for Signature experience in Adobe Document Cloud

Send documents for signature 

TOPICS
Send for signature

Views

119

Likes

Translate

Translate

Report

Report
Sep 16, 2020 0
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