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alchemyp95683470
Participant
March 10, 2017
Answered

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

  • March 10, 2017
  • 1 reply
  • 3450 views

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?

    Correct answer AadeshSingh

    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

    1 reply

    AadeshSingh
    Community Manager
    AadeshSinghCommunity ManagerCorrect answer
    Community Manager
    March 11, 2017

    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

    A
    AlejandraL
    Participant
    May 15, 2023

    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.

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