edit the document before sending

[thatsjustjae]

Is it possible for me to upload a template and edit the document before sending it to a client? I want to be able to keep my formatting but also have the freedom to make adjustments to the wording of the contracts before sending them out.

[Rijul Raj Khurana · Accepted solution]

Hello Jae,

If you are using a template, then I would recommend to use "Reusable form field layer" and below is the documentation for same:

https://helpx.adobe.com/document-cloud/help/reusable-form-field-layer.html

Before that, you would need to create by going to Dashboard->Add template to library and check second option "Create as reusable form field layer" and save.

Regards,

-Rijul