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Create Template Option Missing

New Here ,
May 19, 2022 May 19, 2022

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I'm using Adobe Acrobat Sign in Salesforce. When I first select Manage Agreements-->Templates, I see the option to create a template (see the first image below). After I select Create a Template and upload my file, I see my template but when I come back to Manage Agreements-->Templates, I no longer see the option to Create a Template (see second image below). Am I missing something obvious? I've found two workarounds. The first is to choose "Send an Agreement", choose the option to Preview & Add Signature Fields, and check the "Save as Template" box on the next screen. The second is to open a new tab and drop the URL https://secure.na4.adobesign.com/account/addDocumentToLibrary into the tab, and it opens the add template window. Both seem a bit ridiculous as workarounds - I should simply be able to add a template.

CreateTemplate1.pngCreateTemplate2.png

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SharePoint and Salesforce integration

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New Here ,
May 20, 2022 May 20, 2022

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I found another workaround, and it's a little better than the other two I mentioned above. If you've already added a template and want to add another, you can do this:

  • Edit an existing template
  • Make no changes, and click save.
  • There's a link to add a new template on the screen that displays after saving.
    JeffB_NotABot_0-1653061150922.png

     

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