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12

Sending multiple templates to one recipient

Community Beginner ,
Sep 11, 2023 Sep 11, 2023

We used to be able to select multiple document templates and send them all at the same time to one recipient who would then open and sign them all and then all would be sent back in one document.

With the latest update this is no longer possible, we get an error that says "multiple e-sign templates cannot be sent for e-signatures. Please select one"

I am wondering why this feature was removed and if there's any way to get it back.

We have multiple templates saved in our library and pick and choose which different combination of templates need to be sent to each client. It is much more efficient to send them all as one package as we previously could.

TOPICS
Adobe Sign forms , How to sign , Manage documents , Send documents
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Community Beginner ,
Oct 12, 2023 Oct 12, 2023

I am facing the exact problem. The new update is so inconvenience to users.

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New Here ,
Oct 12, 2023 Oct 12, 2023

Hello, 

Can we get an update on the status of this feature?

Even if we combine the documents and add the fields EACH TIME we need to send one out, it is incredibly inefficient and frustrating as most of these documents require multiple pages of fields to be inserted. Mine? At least 200+ text fields, dates, signatures, checkboxes, buttons, and data fields needed altogether. 

Please fix this!

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Community Beginner ,
Oct 17, 2023 Oct 17, 2023

Really super inefficient and inconvenient.

Please bring back the multiple files feature.

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Community Beginner ,
Nov 02, 2023 Nov 02, 2023

I THINK I found a workaround. 

  1. Click "documents" (at the top)
  2. Click "tempaltes" on the left menu
  3. Select one tempalte
  4. This then takes me to the screen we used to have access to selecting additional tempaltes.

 

Hope this helps and works for you too!

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Community Beginner ,
Nov 02, 2023 Nov 02, 2023

Missed a step**

  1. Click "documents" (at the top)
  2. Click "templates" on the left menu
  3. Select one template
  4.  Click "Use Template"
  5. This then takes me to the screen we used to have access to selecting additional tempaltes.
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Explorer ,
Nov 02, 2023 Nov 02, 2023

But can you actually select and use multiple items from that list? I don't think that's possible any longer.

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Community Beginner ,
Nov 02, 2023 Nov 02, 2023

Annnnd I tried it again just now and it only worked once. It's back to the new format now. URG!!!!!

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Explorer ,
Nov 02, 2023 Nov 02, 2023

It's even more broken than before. Now it won't even let me attached other (non-template) documents to the template. It goes straight into the "add an email" interface. Completely non-usable with templates -- which are sort of the point -- unless your template is entirely complete by itself.

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New Here ,
Dec 01, 2023 Dec 01, 2023

clicking off "use new version" in settings worked!  i have paid for pro for years.  I think it said can't do for new agreements.

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Explorer ,
Nov 02, 2023 Nov 02, 2023

This may be a temporary workaround:

In the settings for your account [TimAck_1-1698956344934.png]

Unselect "Use the latest version..."

TimAck_0-1698956295572.png

 

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Community Beginner ,
Nov 02, 2023 Nov 02, 2023

Mine doesn't give me the option to select "use the latest version"

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New Here ,
Nov 07, 2023 Nov 07, 2023

OMG that works!  But how long will this work?  I have been trying to chat with an agent for 20 minutes with no response.  This is insane.  We pay A LOT of money for this service!!

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New Here ,
Dec 07, 2023 Dec 07, 2023

Me neither:

 

AlanWeedman_0-1702013384658.png

 

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New Here ,
Jan 23, 2024 Jan 23, 2024

I don't have that option either. 

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New Here ,
Nov 15, 2023 Nov 15, 2023

This works, thank you!! For now, though? If this is an actual update, we'll eventually all have to use the new version. Why would they remove a feature that everyone needs?!?

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New Here ,
Nov 26, 2023 Nov 26, 2023

Greed. I'm guessing they're trying to get people to buy the business version (at a much higher price) by removing features. It looks like they've already removed the latest version checkbox at least from my settings. 

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New Here ,
Jan 11, 2024 Jan 11, 2024

Now that the Business version roll-out has occured any Teams accounts are in the same boat, we were just delayed a couple months getting this terrible "upgrade". This update is such a waste of time! 

I am still trying to find an updated reply to the original poster on this issue. For now I was able to follow TimAck's suggestion to turn off the latest version but I don't suspect this option will last for long with how mnay people didn't have it as an option already! 
Adobe, please respond with some sort of update for everyone to confirm that you are going to make this right! 

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New Here ,
Nov 15, 2023 Nov 15, 2023

Thanks so much! That worked! Hope it stays that way! 🙂

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New Here ,
Nov 30, 2023 Nov 30, 2023

Thank you so much for this!!!

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Community Beginner ,
Dec 05, 2023 Dec 05, 2023

thank you!

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New Here ,
Dec 05, 2023 Dec 05, 2023

Yes the above is the work around. Untick the latest version. 

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New Here ,
Dec 05, 2023 Dec 05, 2023

and a big thank you to TimAck!! I was pulling my hair out!!

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New Here ,
Dec 06, 2023 Dec 06, 2023

Awesome. Thanks!

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New Here ,
Jan 16, 2024 Jan 16, 2024

You are a life saver!!! This worked for me. Can't get over how ridiculous it is for them to remove this feature, but glad I can access the old version at least for now. Thank you so much!

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New Here ,
Nov 26, 2023 Nov 26, 2023

Crickets in the response = they have no intention to revert the system back to the way it was.

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