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I created a pdf, set up pre-fills, and saved it as a template and named the template "2022 contract template". Now, when i use the template, I can enter all the pre-fill data (client name, order details, etc.) and send it for signature - but when I send it... it goes out named "2022 contract template". Where is the "save as" option, so I can call it "John Doe's Contract" instead of my client seeing it as a template? It also shows in my "Agreement list" titled "2022 contract template" so I assume every one thereafter will have the same title?
I have to missing something here!
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You can use File > Save As... in Adobe Acrobat.
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when using the cloud document (only way to access template library?) it does not have this option. Or... at least i cant find it!
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Try the forum for Adobe Acrobat Sign.
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ok thanks
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MOVED TO THE ACROBAT SIGN FORUM