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Theresa22927090x6pz
Participant
November 14, 2023
Question

Recipient email templates

  • November 14, 2023
  • 2 replies
  • 1037 views

I need a recipient template.  I send a monthly invoice to the same recipients each month but the document is different. The only options I have found in Sign keep the doc the same and change the recipients. I need to auto populate the emails for signers and cc recievers and the signature fields.  Suggestions?

    This topic has been closed for replies.

    2 replies

    mariahweyne
    mariahweyne
    Inspiring
    November 29, 2023

    You could create a workflow that integrates your template.  The last step in the creation of the templates lets you create sender inputs fields.  When you start the process from the workflow, it will ask the sender for the information in those fields.  This is an example from one one my workflows.

    Also, since you have Sign for Enterprise you can request an expert session with an Adobe expert from the Admin Console to help you with this.

    T
    Theresa22927090x6pzAuthor
    Participant
    November 29, 2023

    My issue is that I need to change the document each time and keep the same workflow.  It won't let me change the document, only the emails in the workflow.

    Meenakshi Negi
    Community Manager
    Meenakshi NegiCommunity Manager
    Community Manager
    December 5, 2023

    Hi Theresa22927090x6pz,

     

    Thank you for reaching out.

     

    As you will be sending a different document every time, it is not possible. However, I would suggest checking with the Acrobat Sign Entperise support team to confirm if there is an option for the required workflow. 

    You may contact them using the steps in the following help document: https://helpx.adobe.com/sign/using/adobesign-support-resources.html.

    Refer to the following help document for more information on Acrobat Sign Integration: https://helpx.adobe.com/sign/integrations/home.html.

     

    Thanks,

    Meenakshi

    mariahweyne
    mariahweyne
    Inspiring
    November 15, 2023

    What exact product do you use?

    T
    Theresa22927090x6pzAuthor
    Participant
    November 15, 2023

    Adobe Acrobat Sign in Adobe for Enterprise.  I don’t see anything that tells me the version or release date.

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