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Recipient email templates

Community Beginner ,
Nov 14, 2023 Nov 14, 2023

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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?

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Send documents , Workflow designer

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Advisor ,
Nov 15, 2023 Nov 15, 2023

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What exact product do you use?

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Community Beginner ,
Nov 15, 2023 Nov 15, 2023

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

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Advisor ,
Nov 29, 2023 Nov 29, 2023

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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.

mariahweyne_0-1701282144838.png

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.

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Community Beginner ,
Nov 29, 2023 Nov 29, 2023

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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.

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Adobe Employee ,
Dec 05, 2023 Dec 05, 2023

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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

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