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How do I create a document for several esignatures, then it save, now, for sending out later?

New Here ,
Nov 18, 2022 Nov 18, 2022

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After I've gotten a document ready to send out in Acrobat Sign, how do I just save it for use later, to send out for signature at the beginning of a virtual meeting? (I often host virtual mediations, where I need to get meeting guidelines and any settlement agreement signed off on by the participants during the mediation. I don't want to fumble around during the meeting setting up a document for particular signatures. I want everythning prepared in advance to open and send.)

 

I had intended to save my ready-to-send-out as a template, then, open the template and send that out immediately, sign doesn't look like it will let me do that -- I can save as a templat only when I also send out a document for signature.

 

There must be an easy method to organize this. Can anyone tell me how to save a ready to send document for later sending?  Thanks.

 

[Question moved to the Acrobat Sign forum]

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Adobe Sign forms

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Adobe Employee ,
Nov 29, 2022 Nov 29, 2022

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Hi Chuck Chambers,

 

Thank you for reaching out.

 

When you create a form in Acrobat sign to send the document for signature, you may save it as a draft.

If you have added all the form fields and it is ready to send, you may click on "Save progress" provided at the bottom right below the Send button.  

 

Let us know if you have any questions.

 

Thanks,

Meenakshi

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New Here ,
Apr 15, 2023 Apr 15, 2023

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Hi Meenakski, 

 

I wound up doing the whole document sign and send process during the mediation last fall.

 

Now I have the same problem again for another Zoom mediation. I have the document prepared for signature; but

a) I cannot see anywhere to save a draft; 

b)  there is no "Save Progress" button below a "Sign then Send" button;

c) There is no "Send" button, only a "Sign and Send" button, as you can see from the attached screen snip.

 

I have "Sign" as part of a subscription to Adobe Acrobat Standard Version 2023.001.20143 | 64-bit 

 

Thanks for your help.

 

Chuck

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