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

New Here ,
Mar 10, 2017 Mar 10, 2017

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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?

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correct answers 1 Correct answer

Mar 11, 2017 Mar 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

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Mar 11, 2017 Mar 11, 2017

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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

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New Here ,
May 15, 2023 May 15, 2023

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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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