Can I Copy a Sign Template? If So, How?

[alchemyp95683470]

Spent a lot of time creating a template. Need a second one that requires only minor changes.  Don't want to recreate the who thing.  Is there a way to copy or save as?

[AadeshSingh · Accepted solution]

Hi alchemyp95683470​,

While sending the Library template for signature, click on "Preview and add fields" checkbox, now on the authoring page you will get a option "Save to Library" just above the "Send" button. 

Checkmark that option and hit the "Send" button, save the copy of the Library Template with a new name and  you are ready to go.

Regards,

Aadesh

[AlejandraL]

What does it mean if this option "Save to Library" just above the "Send" button does not show up? I only have save progress which nothing additional happens when clicked.

[Angelique2023!]

Apparently the layout of the pages have changed in Adobe Sign. Where I was able to find the"Save to library" check box before on the new layout pages there is no checkbox. I cannot find it anywhere

[Meenakshi Negi]

Hi Angelique2023!,

Thank you for reaching out.

Once you add the form fields, you will see the Save option next to the Send button in the bottom left corner. Please refer to the screenshot below.

For more information on templates, refer to the following help document: https://adobe.ly/42yUtXJ. 

Feel free to let us know if you have any questions. 

Thanks,

Meenakshi