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Change the underlying document of the template

New Here ,
Dec 23, 2016 Dec 23, 2016

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Hi

I need to make minor changes to the word document which formed the basis for my Adobe Sign form.

Its a rather complicated signing form, and will take ages to redo all the form fields.

Is it possible to amend the Word Document and re-upload, so that all the forms stay where they are and appear over the top of the new Word Document?

Or is it possible to edit the text of the form?

Thanks,

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LEGEND ,
Dec 30, 2016 Dec 30, 2016

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Did you create the form with Acrobat? Acrobat will allow you to replace pages in a PDF file while leaving the form fields in place. A feature that saves me time when completing a form that has a hundred fields when a find a typo that I need to correct.

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New Here ,
Feb 01, 2017 Feb 01, 2017

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Hi Michael,

No unfortunately, I will try to do it using Adobe Acrobat rather than using Adobe Sign.

Thanks, good idea,

Ben

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Feb 02, 2017 Feb 02, 2017

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Adobe Sign has the ability to take your existing library template, and save it as a form field overlay template. Then you can upload the new .doc and apply the field overlay.

As long as the content in the .doc is structurally the same (or close) all you should then have to do is tweak the field placement so it all lines up as you expect. You would obviate the need to manually create all new fields.

To do this, you will need to be the owner of the original document.  If you are, then on your Manage tab, you will have an edit link available for the library document.

  1. Clicking the edit link will open the document in the Authoring environment.
  2. Click the Show Properties link at the top of the page (for the classic view) or the Template Properties drop-down in the right rail (for the new experience).
  3. Set the Template type to Both (or check both boxes. The goal is to have a form field layer).
  4. Save your changes (And remember the name of the template).
  5. Then upload your new .doc as a new template. Name it something unique to avoid version confusion.
  6. When the document loads into the Authoring environment, open the Templates option in the upper-left corner of the window.
  7. Select your form field layer template from the Field Templates drop-down menu, and click Apply.
  8. The field layer will be applied to the new document.
  9. Adjust any fields that need to be re-aligned
  10. Save the new template

This process in no way damages the existing library document, and if the field placement is identical to the previous .doc, the overlay should align very closely.

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New Here ,
Mar 29, 2017 Mar 29, 2017

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I understand your comments, but I cannot find the Templates option described in #6. I have a document with no fields and a previously uploaded document being used as a field overlay, but I cannot add it to the new document. Please assist.

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New Here ,
May 19, 2017 May 19, 2017

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I cannot find the templates option described in #6 as well... Very frustrating

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New Here ,
Oct 27, 2017 Oct 27, 2017

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Anyone figure this out?

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Explorer ,
Nov 28, 2017 Nov 28, 2017

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Is this overlay feature only available for adobe Sign enterprise/business account?  SMH.

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New Here ,
Dec 13, 2017 Dec 13, 2017

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I am guessing this is the case Charles. Very frustrating.

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New Here ,
Jan 07, 2022 Jan 07, 2022

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THANK YOU!!  This process worked perfectly for me.  I used an existing template and saved it as the form field template.  I then modified my original document and was able to add in the fields using the template I just created!!  Before creating the form field template, I didn't have the option in the top left corner, which may be the issue people below are having.

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Community Beginner ,
May 04, 2023 May 04, 2023

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3. Set the Template type to Both (or check both boxes. The goal is to have a form field layer).

This doesn't exist on my version.  I called and they said I needed to have "enterprise" to get this feature. Apparently, 359.00 per year isn't enough money to acquire this small feature. This ONLY AFTER being on hold has passed around like the last joint in a rehab clinic. Thanks adobe!!

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New Here ,
Aug 11, 2023 Aug 11, 2023

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So, like other replies, I too have not paid Adobe enough $$$ to have the form field layer functionality, though it's available through all steps until #6 wherein I find that the "Templates" option is not present in the upper left corner.  I don't understand why this simple, critical functionality is not available.  We DO have the Enterprise license and I have no idea why this does not work.  Time for another helpdesk ticket to waste a bunch of our operations manager's time.  Yippee!

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Adobe Employee ,
Aug 13, 2023 Aug 13, 2023

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Hi Benjamin30385535r5zq,

 

Thank you for reaching out, and sorry to hear that you are experiencing issues with Acrobat Sign.

 

Please refer to the steps suggested in the following help document: https://helpx.adobe.com/sign/using/transfer-fields-to-new-template.html.

 

If you experience issues, I suggest you, please get in touch with our Adobe Sign Enterprise support team to get this checked. You may contact them using the steps in the following help document: https://helpx.adobe.com/sign/using/adobesign-support-resources.html.

 

Thanks,

Meenakshi

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Community Beginner ,
Aug 13, 2023 Aug 13, 2023

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New Here ,
Aug 09, 2021 Aug 09, 2021

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If you have access to the advanced form mechanics available to team, business and enterprise service levels, here is how to do it as of 2021.

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